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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 4 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TSLA TESLA INC Consumer Cyclical 998.0 $371K 0.16% NEW $371.75 +18.7%
62 VDE VANGUARD WORLD FD 2,098.0 $363K 0.15% NEW $173.04 -7.1%
63 SYK STRYKER CORPORATION Healthcare 1,091.0 $358K 0.15% NEW $328.60 -6.8%
64 IWD ISHARES TR 1,636.0 $350K 0.15% NEW $213.66 +11.5%
65 VIG VANGUARD SPECIALIZED FUNDS 1,624.0 $349K 0.15% NEW $215.07 +8.7%
66 VYMI VANGUARD WHITEHALL FDS 3,618.0 $341K 0.14% NEW $94.23 +6.2%
67 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 967.0 $327K 0.14% NEW $337.95 +25.3%
68 V VISA INC Financial Services 1,013.0 $306K 0.13% NEW $302.24 +6.7%
69 LLY ELI LILLY & CO Healthcare 323.0 $297K 0.13% NEW $919.77 +22.4%
70 ESGE ISHARES INC 6,431.0 $292K 0.12% NEW $45.47 +20.6%
71 TBIL RBB FD INC 5,800.0 $289K 0.12% NEW $49.86 -0.0%
72 AMAT APPLIED MATLS INC Technology 743.0 $254K 0.11% -79.0 -9.6% $341.57 +31.0%
73 QQQ INVESCO QQQ TR Financial Services 435.0 $251K 0.11% NEW $577.18 +27.4%
74 NFLX NETFLIX INC. Communication Services 2,530.0 $243K 0.10% NEW $96.15 -10.3%
75 JNJ JOHNSON & JOHNSON Healthcare 977.0 $239K 0.10% NEW $244.40 -5.5%
76 DES WISDOMTREE TR 6,562.0 $236K 0.10% NEW $35.94 +7.9%
77 URTH ISHARES INC 1,285.0 $231K 0.10% NEW $180.02 +13.7%
78 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 229.0 $229K 0.10% NEW $998.31 -0.0%
79 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 6,035.0 $226K 0.10% NEW $37.44 -1.3%
80 IGF ISHARES TR 3,092.0 $207K 0.09% NEW $66.99 -0.0%
Page 4 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%