Causey Wealth LLC 13F Holdings · Q2 2026
Causey Wealth LLC reported 83 securities worth $255.85M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VCIT (7.34%), VYM (6.49%), JPST (6.45%). Among its top 25 positions this quarter: 14 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | $18.8M | 7.34% | 227,336 | Added |
| 2 | VYM | VANGUARD WHITEHALL FDS | $16.6M | 6.49% | 105,102 | Added |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | $16.5M | 6.45% | 326,485 | Added |
| 4 | DFEM | DIMENSIONAL ETF TRUST | $13.2M | 5.15% | 324,527 | Trimmed |
| 5 | ISCF | ISHARES TR | $11.9M | 4.65% | 274,582 | Added |
| 6 | VGSH | VANGUARD SCOTTSDALE FDS | $11.2M | 4.37% | 192,109 | Added |
| 7 | VOO | VANGUARD INDEX FDS | $11.0M | 4.31% | 16,051 | Added |
| 8 | IDEV | ISHARES TR | $9.9M | 3.86% | 110,998 | Added |
| 9 | REET | ISHARES TR | $8.8M | 3.45% | 319,875 | Added |
| 10 | IJJ | ISHARES TR | $8.6M | 3.34% | 57,928 | Trimmed |
| 11 | IEMG | ISHARES INC | $8.4M | 3.29% | 101,683 | Trimmed |
| 12 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $7.5M | 2.93% | 10 | Hold |
| 13 | DFIV | DIMENSIONAL ETF TRUST | $7.4M | 2.90% | 137,253 | Added |
| 14 | IJK | ISHARES TR | $6.7M | 2.61% | 56,781 | Added |
| 15 | EFV | ISHARES TR | $6.2M | 2.42% | 80,959 | Trimmed |
| 16 | VUG | VANGUARD INDEX FDS | $6.0M | 2.36% | 70,060 | Added |
| 17 | EDV | VANGUARD WORLD FD | $6.0M | 2.35% | 92,337 | Trimmed |
| 18 | IJR | ISHARES TR | $5.9M | 2.29% | 39,582 | Added |
| 19 | VOE | VANGUARD INDEX FDS | $4.6M | 1.79% | 23,206 | Trimmed |
| 20 | VSS | VANGUARD INTL EQUITY INDEX F | $4.6M | 1.79% | 29,643 | Trimmed |
| 21 | DGS | WISDOMTREE TR | $4.4M | 1.70% | 67,257 | Trimmed |
| 22 | VB | VANGUARD INDEX FDS | $3.9M | 1.52% | 12,851 | Trimmed |
| 23 | IJS | ISHARES TR | $3.8M | 1.50% | 28,136 | Trimmed |
| 24 | AAPL | APPLE INC | $3.8M | 1.49% | 13,149 | Added |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.7M | 1.45% | 7,420 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR