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Portfolio (Quarterly) Guide ↗

Causey Wealth LLC

· CIK 0002132639
13F Portfolio $236M AUM 81 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 75 New 3 Added 1 Reduced
Page 3 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VXUS VANGUARD STAR FDS 11,635.0 $897K 0.38% NEW $77.11 +9.0%
42 VEA VANGUARD TAX-MANAGED FDS 13,899.0 $891K 0.38% NEW $64.08 +9.3%
43 GOOG ALPHABET INC Communication Services 2,880.0 $826K 0.35% NEW $286.90 +23.3%
44 VTI VANGUARD INDEX FDS 2,470.0 $792K 0.34% NEW $320.77 +15.5%
45 TLT ISHARES TR 8,698.0 $754K 0.32% NEW $86.69 -2.9%
46 IAUM ISHARES GOLD TR Financial Services 15,599.0 $728K 0.31% NEW $46.70 -15.1%
47 IBM INTERNATIONAL BUSINESS MACHS Technology 2,893.0 $701K 0.30% NEW $242.38 -9.6%
48 VCSH VANGUARD SCOTTSDALE FDS 7,532.0 $597K 0.25% NEW $79.27 -0.7%
49 AVGO BROADCOM INC Technology 1,662.0 $514K 0.22% NEW $309.51 +21.0%
50 CAT CATERPILLAR INC Industrials 707.0 $501K 0.21% NEW $708.46 +23.8%
51 GOOGL ALPHABET INC Communication Services 1,719.0 $494K 0.21% NEW $287.49 +23.3%
52 META META PLATFORMS INC Communication Services 811.0 $464K 0.20% NEW $572.13 +16.2%
53 SCHD SCHWAB STRATEGIC TR 14,967.0 $459K 0.20% NEW $30.68 +7.7%
54 QUAL ISHARES TR 2,364.0 $453K 0.19% NEW $191.81 +15.0%
55 DFAI DIMENSIONAL ETF TRUST 11,500.0 $448K 0.19% NEW $38.96 +6.6%
56 ISRG INTUITIVE SURGICAL INC Healthcare 958.0 $442K 0.19% NEW $460.99 -12.7%
57 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,262.0 $440K 0.19% NEW $60.65 -0.2%
58 JAAA JANUS DETROIT STR TR 8,400.0 $423K 0.18% NEW $50.37 +0.4%
59 AMGN AMGEN INC Healthcare 1,176.0 $414K 0.18% $351.95 +5.6%
60 MA MASTERCARD INCORPORATED Financial Services 806.0 $403K 0.17% NEW $499.66 +10.4%
Page 3 of 5  ·  81 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.0%
Energy 17.2%
Healthcare 10.4%
Communication Services 9.6%
Financial Services 9.1%
Consumer Cyclical 6.3%
Industrials 2.4%
Consumer Defensive 1.1%