Funds › Causey Wealth LLC
Causey Wealth LLC
13F for Q3 2026, filed Nov 13, 2026. 86 positions worth $263.8M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 13, 2026
Reported value
$263.8M
+$8.0M (3.1%) vs Q2 2026
Positions
86
83 in Q2 2026
Top 10 share
49.9%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds INT-TERM Corp | 237,112 | $19.4M | 7.3% | +4.3% | 13F ↗ |
| 2 | Vanguard Whitehall Fds High Div Yld | 106,618 | $16.7M | 6.3% | +1.4% | 13F ↗ |
| 3 | J P Morgan Exchange Traded F Ultra Shrt Etf | 325,332 | $16.6M | 6.3% | -0.4% | 13F ↗ |
| 4 | Vanguard Index Fds S&P 500 Etf Shs | 18,382 | $13.5M | 5.1% | +14.5% | 13F ↗ |
| 5 | Dimensional ETF Trust Emerging Mkts Co | 321,247 | $12.9M | 4.9% | -1.0% | 13F ↗ |
| 6 | iShares Tr International Sl | 277,423 | $12.5M | 4.7% | +1.0% | 13F ↗ |
| 7 | Vanguard Scottsdale Fds Short Term Treas | 204,565 | $12.0M | 4.6% | +6.5% | 13F ↗ |
| 8 | iShares Tr Core Msci Intl | 114,144 | $10.5M | 4.0% | +2.8% | 13F ↗ |
| 9 | iShares Tr Global Reit Etf | 341,384 | $9.2M | 3.5% | +6.7% | 13F ↗ |
| 10 | iShares Inc Core Msci Emkt | 100,937 | $8.5M | 3.2% | -0.7% | 13F ↗ |
| 11 | iShares Tr S&P Mc 400VL Etf | 58,534 | $8.1M | 3.1% | +1.0% | 13F ↗ |
| 12 | Dimensional ETF Trust Internatnal Val | 139,305 | $8.0M | 3.0% | +1.5% | 13F ↗ |
| 13 | BRK-A Berkshire Hathaway Inc. Class A | 10 | $7.5M | 2.8% | Unchanged | 13F ↗ |
| 14 | Vanguard Index Fds Mrngstr Grwt Etf | 75,746 | $7.0M | 2.6% | +8.1% | 13F ↗ |
| 15 | iShares Tr S&P Mc 400GR Etf | 60,638 | $6.8M | 2.6% | +6.8% | 13F ↗ |
| 16 | iShares Tr Eafe Value Etf | 79,237 | $6.3M | 2.4% | -2.1% | 13F ↗ |
| 17 | iShares Tr Core S&P Scp Etf | 39,855 | $5.6M | 2.1% | +0.7% | 13F ↗ |
| 18 | Vanguard World Fd Extended Dur | 92,985 | $5.3M | 2.0% | +0.7% | 13F ↗ |
| 19 | Vanguard International Equity Index F Ftse Smcap Etf | 28,785 | $4.6M | 1.7% | -2.9% | 13F ↗ |
| 20 | Vanguard Index Fds Mrngstr Md Cp Va | 23,157 | $4.5M | 1.7% | -0.2% | 13F ↗ |
| 21 | Wisdomtree Tr Emg Mkts Smcap | 67,255 | $4.3M | 1.6% | Unchanged | 13F ↗ |
| 22 | AAPL Apple Inc. | 12,861 | $4.3M | 1.6% | -2.2% | 13F ↗ |
| 23 | iShares Tr Sp SMCP600VL Etf | 28,817 | $3.7M | 1.4% | +2.4% | 13F ↗ |
| 24 | Vanguard Index Fds Mrngstr Sml Cap | 12,850 | $3.7M | 1.4% | Unchanged | 13F ↗ |
| 25 | BRK-B Berkshire Hathaway Inc. Class B | 7,341 | $3.7M | 1.4% | -1.1% | 13F ↗ |
| 26 | Exxon Mobil Corp | 14,196 | $3.5M | 1.3% | -33.8% | 13F ↗ |
| 27 | J P Morgan Exchange Traded F Ultra Sht Muncpl | 58,119 | $2.9M | 1.1% | +14.0% | 13F ↗ |
| 28 | NVDA NVIDIA Corporation | 11,618 | $2.7M | 1.0% | -3.7% | 13F ↗ |
| 29 | Vanguard World Fd Mrngstr Mega Cap | 27,017 | $2.5M | 0.9% | -1.9% | 13F ↗ |
| 30 | MSFT Microsoft Corporation | 4,502 | $2.3M | 0.9% | -0.6% | 13F ↗ |
| 31 | Vanguard Whitehall Fds Etf | 23,681 | $2.3M | 0.9% | +0.4% | 13F ↗ |
| 32 | Vanguard Index Fds Mrngstr Md Cp Gr | 7,509 | $2.2M | 0.8% | -1.7% | 13F ↗ |
| 33 | Vanguard World Fd Mrngstr Val Etf | 10,931 | $1.8M | 0.7% | +0.3% | 13F ↗ |
| 34 | Vanguard Index Fds Mrngstr Val Etf | 8,045 | $1.7M | 0.7% | +0.1% | 13F ↗ |
| 35 | iShares Tr Rus Mdcp Val Etf | 7,369 | $1.2M | 0.4% | Unchanged | 13F ↗ |
| 36 | AMZN Amazon.com, Inc. | 4,465 | $1.1M | 0.4% | -2.0% | 13F ↗ |
| 37 | Vanguard Index Fds Real Estate Etf | 11,554 | $1.1M | 0.4% | -1.1% | 13F ↗ |
| 38 | Vanguard Star Fds | 11,618 | $987.0K | 0.4% | +0.1% | 13F ↗ |
| 39 | Vanguard International Equity Index F Ftse Emr Mkt Etf | 16,633 | $986.5K | 0.4% | -1.3% | 13F ↗ |
| 40 | Vanguard Tax-Managed Fds | 13,900 | $981.5K | 0.4% | Unchanged | 13F ↗ |
| 41 | Wisdomtree Tr Us Midcap Divid | 17,888 | $965.1K | 0.4% | Unchanged | 13F ↗ |
| 42 | iShares Tr Eafe Grwth Etf | 8,028 | $962.0K | 0.4% | -0.3% | 13F ↗ |
| 43 | GOOG Alphabet Inc. Class C | 2,746 | $935.5K | 0.4% | -4.7% | 13F ↗ |
| 44 | Vanguard Index Fds Mrngstr Ttl Stk | 2,488 | $931.2K | 0.4% | +0.1% | 13F ↗ |
| 45 | iShares Tr Etf | 11,915 | $926.8K | 0.4% | +41.5% | 13F ↗ |
| 46 | J P Morgan Exchange Traded F Municipal Etf | 15,269 | $726.5K | 0.3% | New | 13F ↗ |
| 47 | IAUM iShares Gold Trust Micro · Shs Repstg Un Tr | 15,599 | $646.1K | 0.2% | Unchanged | 13F ↗ |
| 48 | IBM International Business Machines Corporation | 2,893 | $636.2K | 0.2% | Unchanged | 13F ↗ |
| 49 | Ea Series Trust Alpha Architect | 12,143 | $622.6K | 0.2% | New | 13F ↗ |
| 50 | GOOGL Alphabet Inc. Class A | 1,716 | $590.4K | 0.2% | -0.2% | 13F ↗ |
Showing the top 50 of 86 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
8 new, 34 added to, 30 trimmed, 5 exited, 14 unchanged. By estimated dollars.
New positions (8)
| J P Morgan Exchange Traded F Municipal Etf | 15,269 | New | $726.5K |
| Ea Series Trust Alpha Architect | 12,143 | New | $622.6K |
| XEL Xcel Energy Inc. | 4,330 | New | $305.2K |
| CRWD CrowdStrike Holdings, Inc. | 856 | New | $226.6K |
| DELL Dell Technologies Inc. | 405 | New | $217.9K |
| CSCO Cisco Systems, Inc. | 2,000 | New | $215.3K |
| PG Procter & Gamble Company | 1,438 | New | $208.9K |
| iShares Tr Core Msci Eafe | 2,069 | New | $200.4K |
Added to (34)
| Vanguard Index Fds S&P 500 Etf Shs | 18,382 | +14.5% | $1.7M |
| Vanguard Scottsdale Fds INT-TERM Corp | 237,112 | +4.3% | $798.6K |
| Vanguard Scottsdale Fds Short Term Treas | 204,565 | +6.5% | $732.0K |
| iShares Tr Global Reit Etf | 341,384 | +6.7% | $578.8K |
| Vanguard Index Fds Mrngstr Grwt Etf | 75,746 | +8.1% | $522.3K |
| iShares Tr S&P Mc 400GR Etf | 60,638 | +6.8% | $431.3K |
| J P Morgan Exchange Traded F Ultra Sht Muncpl | 58,119 | +14.0% | $360.9K |
| iShares Tr Core Msci Intl | 114,144 | +2.8% | $289.2K |
| iShares Tr Etf | 11,915 | +41.5% | $271.9K |
| Vanguard Whitehall Fds High Div Yld | 106,618 | +1.4% | $237.2K |
Trimmed (30)
| Exxon Mobil Corp | 14,196 | -33.8% | -$1.8M |
| iShares Tr Core S&P500 Etf | 75 | -72.7% | -$561.6K |
| AMAT Applied Materials, Inc. | 393 | -47.1% | -$178.8K |
| Vanguard International Equity Index F Ftse Smcap Etf | 28,785 | -2.9% | -$136.8K |
| iShares Tr Eafe Value Etf | 79,237 | -2.1% | -$136.3K |
| Dimensional ETF Trust Emerging Mkts Co | 321,247 | -1.0% | -$131.3K |
| NVDA NVIDIA Corporation | 11,618 | -3.7% | -$101.9K |
| AAPL Apple Inc. | 12,861 | -2.2% | -$95.9K |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd | 6,748 | -13.2% | -$79.0K |
| iShares Inc Etf | 5,152 | -20.3% | -$71.0K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Every position, puts and calls. Part of Premium.
Compare two quarters
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 86 | $263.8M | Current | SEC ↗ |
| Q2 2026 | Aug 11, 2026 | 13F-HR | 83 | $255.8M | Current | SEC ↗ |
| Q1 2026 | May 13, 2026 | 13F-HR | 81 | $235.6M | Current | SEC ↗ |
| Q4 2025 | May 12, 2026 | 13F-HR/A (new holdings) | 6 | $15.3M | Current | SEC ↗ |
| Q4 2025 | May 8, 2026 | 13F-HR | 66 | $204.9M | Current | SEC ↗ |
| Q3 2025 | May 19, 2026 | 13F-HR | 66 | $204.9M | Current | SEC ↗ |
| Q2 2025 | May 19, 2026 | 13F-HR | 64 | $194.5M | Current | SEC ↗ |
| Q1 2025 | May 19, 2026 | 13F-HR | 64 | $178.8M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer