Causey Wealth

GREENWOOD VILLAGE, COfiles as Causey Wealth LLC

$256m in 83 US stocks at the end of 30 June 2026. The top 10 are 49.4% of the money. It changed about 4.2% of the portfolio this quarter.

Value

$256m

Stocks

Top 10 share

49.4%

Turnover

4.2%

What changed this quarter

New

Bought for the first time this quarter.

Western DigitalWDC
0.2% of the fund
Micron TechnologyMU
0.1% of the fund
SandiskSNDK
0.1% of the fund
ASML Holding NVASML
<0.1% of the fund
EA Series TrustAAUA
<0.1% of the fund
Ishares TRIVV
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Scottsdale FDSVCIT
7.3% of the fund
+11%
Vanguard Whitehall FDSVYM
6.5% of the fund
+2%
J P Morgan Exchange Traded FJPST
6.5% of the fund
+9%
Vanguard Index FDSVOO
4.3% of the fund
+4%
Ishares TRREET
3.5% of the fund
+13%
Vanguard Index FDSVUG
2.4% of the fund
+2%
Ishares TRIJR
2.3% of the fund
+4%
J P Morgan Exchange Traded FJMST
1.0% of the fund
+43%
Vanguard Scottsdale FDSVCSH
0.2% of the fund
+3%
Ishares TRIGF
<0.1% of the fund
+4%

Cut

Sold some of their stake.

Ishares TREFV
2.4% of the fund
-5%
Vanguard World FDEDV
2.3% of the fund
-32%
Vanguard Index FDSVOE
1.8% of the fund
-4%
Vanguard Intl Equity Index FVSS
1.8% of the fund
-2%
Vanguard World FDMGK
0.9% of the fund
-3%
NvidiaNVDA
0.9% of the fund
-15%
Vanguard World FDMGV
0.7% of the fund
-4%
Ishares TRIWS
0.5% of the fund
-10%
Ishares TREFG
0.4% of the fund
-3%
Ishares TRTLT
0.3% of the fund
-3%
Vanguard World FDVDE
<0.1% of the fund
-31%
Costco WholesaleCOST
<0.1% of the fund
-6%

Sold out

Sold their entire stake.

Janus Detroit STR TRJAAA
-100%
RBB FDTBIL
-100%
NetflixNFLX
-100%
Ishares TRIEFA
-100%

Holdings

Vanguard Scottsdale FDSVCIT
Share
7.3%
Value
$19m
Shares
227,336
+11%
Vanguard Whitehall FDSVYM
Share
6.5%
Value
$17m
Shares
105,102
+2%
J P Morgan Exchange Traded FJPST
Share
6.5%
Value
$17m
Shares
326,485
+9%
Dimensional ETF TrustDFEM
Share
5.2%
Value
$13m
Shares
324,527
Held
Ishares TRISCF
Share
4.6%
Value
$12m
Shares
274,582
Held
Vanguard Scottsdale FDSVGSH
Share
4.4%
Value
$11m
Shares
192,109
Held
Vanguard Index FDSVOO
Share
4.3%
Value
$11m
Shares
16,051
+4%
Ishares TRIDEV
Share
3.9%
Value
$10m
Shares
110,998
Held
Ishares TRREET
Share
3.5%
Value
$9m
Shares
319,875
+13%
Ishares TRIJJ
Share
3.3%
Value
$9m
Shares
57,928
Held
IsharesIEMG
Share
3.3%
Value
$8m
Shares
101,683
Held
Berkshire Hathaway INC DELBRK-A
Share
2.9%
Value
$7m
Shares
10
Held
Dimensional ETF TrustDFIV
Share
2.9%
Value
$7m
Shares
137,253
Held
Ishares TRIJK
Share
2.6%
Value
$7m
Shares
56,781
Held
Ishares TREFV
Share
2.4%
Value
$6m
Shares
80,959
-5%
Vanguard Index FDSVUG
Share
2.4%
Value
$6m
Shares
70,060
+2%
Vanguard World FDEDV
Share
2.3%
Value
$6m
Shares
92,337
-32%
Ishares TRIJR
Share
2.3%
Value
$6m
Shares
39,582
+4%
Vanguard Index FDSVOE
Share
1.8%
Value
$5m
Shares
23,206
-4%
Vanguard Intl Equity Index FVSS
Share
1.8%
Value
$5m
Shares
29,643
-2%
Wisdomtree TRDGS
Share
1.7%
Value
$4m
Shares
67,257
Held
Vanguard Index FDSVB
Share
1.5%
Value
$4m
Shares
12,851
Held
Ishares TRIJS
Share
1.5%
Value
$4m
Shares
28,136
Held
AppleAAPL
Share
1.5%
Value
$4m
Shares
13,149
Held
Berkshire HathawayBRK-B
Share
1.5%
Value
$4m
Shares
7,420
Held
ExxonMobil HoldingsXOM
Share
1.1%
Value
$3m
Shares
21,445
Held
J P Morgan Exchange Traded FJMST
Share
1.0%
Value
$3m
Shares
50,980
+43%
Vanguard World FDMGK
Share
0.9%
Value
$2m
Shares
27,553
-3%
NvidiaNVDA
Share
0.9%
Value
$2m
Shares
12,064
-15%
Vanguard Index FDSVOT
Share
0.9%
Value
$2m
Shares
7,638
Held
Vanguard Whitehall FDSVIGI
Share
0.9%
Value
$2m
Shares
23,596
Held
Vanguard World FDMGV
Share
0.7%
Value
$2m
Shares
10,895
-4%
Vanguard Index FDSVTV
Share
0.7%
Value
$2m
Shares
8,035
Held
MicrosoftMSFT
Share
0.7%
Value
$2m
Shares
4,527
Held
Ishares TRIWS
Share
0.5%
Value
$1m
Shares
7,366
-10%
Vanguard Index FDSVNQ
Share
0.4%
Value
$1m
Shares
11,682
Held
Amazon.comAMZN
Share
0.4%
Value
$1m
Shares
4,555
Held
AlphabetGOOG
Share
0.4%
Value
$1m
Shares
2,880
Held
Wisdomtree TRDON
Share
0.4%
Value
$1m
Shares
17,885
Held
Vanguard Intl Equity Index FVWO
Share
0.4%
Value
$1m
Shares
16,858
Held
Ishares TREFG
Share
0.4%
Value
$1m
Shares
8,055
-3%
Vanguard Star FDSVXUS
Share
0.4%
Value
$992,198
Shares
11,606
Held
Vanguard Tax-Managed FDSVEA
Share
0.4%
Value
$990,364
Shares
13,900
Held
Vanguard Index FDSVTI
Share
0.4%
Value
$920,030
Shares
2,486
Held
International Business MachinesIBM
Share
0.3%
Value
$813,495
Shares
2,893
Held
CaterpillarCAT
Share
0.3%
Value
$752,884
Shares
707
Held
Ishares TRTLT
Share
0.3%
Value
$727,613
Shares
8,419
-3%
BroadcomAVGO
Share
0.2%
Value
$627,821
Shares
1,662
Held
Ishares Gold Trust MicroIAUM
Share
0.2%
Value
$624,116
Shares
15,599
Held
AlphabetGOOGL
Share
0.2%
Value
$614,245
Shares
1,719
Held
Vanguard Scottsdale FDSVCSH
Share
0.2%
Value
$614,152
Shares
7,771
+3%
Applied MaterialsAMAT
Share
0.2%
Value
$536,837
Shares
743
Held
Ishares TRQUAL
Share
0.2%
Value
$518,733
Shares
2,364
Held
Dimensional ETF TrustDFAI
Share
0.2%
Value
$479,829
Shares
11,632
Held
Schwab Strategic TRSCHD
Share
0.2%
Value
$478,357
Shares
15,085
Held
Taiwan Semiconductor ManufacturingTSM
Share
0.2%
Value
$461,810
Shares
967
Held
Meta PlatformsMETA
Share
0.2%
Value
$456,828
Shares
811
Held
Western DigitalWDC
Share
0.2%
Value
$452,214
Shares
708
New
AmgenAMGN
Share
0.2%
Value
$425,973
Shares
1,176
Held
TeslaTSLA
Share
0.2%
Value
$419,759
Shares
998
Held
Bristol-Myers SquibbBMY
Share
0.2%
Value
$418,429
Shares
7,262
Held
MastercardMA
Share
0.2%
Value
$413,962
Shares
806
Held
Ishares TRIWD
Share
0.2%
Value
$397,032
Shares
1,638
Held
Eli LillyLLY
Share
0.2%
Value
$387,416
Shares
323
Held
Vanguard Specialized FundsVIG
Share
0.2%
Value
$385,834
Shares
1,631
Held
Intuitive SurgicalISRG
Share
0.1%
Value
$376,205
Shares
946
Held
Micron TechnologyMU
Share
0.1%
Value
$375,144
Shares
325
New
Vanguard Whitehall FDSVYMI
Share
0.1%
Value
$358,927
Shares
3,655
Held
IsharesESGE
Share
0.1%
Value
$353,420
Shares
6,462
Held
VisaV
Share
0.1%
Value
$347,550
Shares
1,013
Held
StrykerSYK
Share
0.1%
Value
$344,433
Shares
1,094
Held
Invesco QQQ TRQQQ
Share
0.1%
Value
$320,334
Shares
435
Held
Wisdomtree TRDES
Share
0.1%
Value
$266,993
Shares
6,563
Held
IsharesURTH
Share
0.1%
Value
$260,392
Shares
1,285
Held
SandiskSNDK
Share
0.1%
Value
$256,931
Shares
113
New
Johnson & JohnsonJNJ
Share
<0.1%
Value
$248,087
Shares
977
Held
ASML Holding NVASML
Share
<0.1%
Value
$234,754
Shares
118
New
Vanguard World FDVDE
Share
<0.1%
Value
$218,700
Shares
1,457
-31%
Ishares TRIGF
Share
<0.1%
Value
$214,608
Shares
3,222
+4%
Alliancebernstein Hldg L PAB
Share
<0.1%
Value
$212,553
Shares
6,035
Held
EA Series TrustAAUA
Share
<0.1%
Value
$207,282
Shares
3,641
New
Ishares TRIVV
Share
<0.1%
Value
$205,945
Shares
275
New
Costco WholesaleCOST
Share
<0.1%
Value
$201,529
Shares
215
-6%

Company	Share of fund	Value	Shares	Change
Vanguard Scottsdale FDSVCIT	7.3%	$19m	227,336	+11%
Vanguard Whitehall FDSVYM	6.5%	$17m	105,102	+2%
J P Morgan Exchange Traded FJPST	6.5%	$17m	326,485	+9%
Dimensional ETF TrustDFEM	5.2%	$13m	324,527	Held
Ishares TRISCF	4.6%	$12m	274,582	Held
Vanguard Scottsdale FDSVGSH	4.4%	$11m	192,109	Held
Vanguard Index FDSVOO	4.3%	$11m	16,051	+4%
Ishares TRIDEV	3.9%	$10m	110,998	Held
Ishares TRREET	3.5%	$9m	319,875	+13%
Ishares TRIJJ	3.3%	$9m	57,928	Held
IsharesIEMG	3.3%	$8m	101,683	Held
Berkshire Hathaway INC DELBRK-A	2.9%	$7m	10	Held
Dimensional ETF TrustDFIV	2.9%	$7m	137,253	Held
Ishares TRIJK	2.6%	$7m	56,781	Held
Ishares TREFV	2.4%	$6m	80,959	-5%
Vanguard Index FDSVUG	2.4%	$6m	70,060	+2%
Vanguard World FDEDV	2.3%	$6m	92,337	-32%
Ishares TRIJR	2.3%	$6m	39,582	+4%
Vanguard Index FDSVOE	1.8%	$5m	23,206	-4%
Vanguard Intl Equity Index FVSS	1.8%	$5m	29,643	-2%
Wisdomtree TRDGS	1.7%	$4m	67,257	Held
Vanguard Index FDSVB	1.5%	$4m	12,851	Held
Ishares TRIJS	1.5%	$4m	28,136	Held
AppleAAPL	1.5%	$4m	13,149	Held
Berkshire HathawayBRK-B	1.5%	$4m	7,420	Held
ExxonMobil HoldingsXOM	1.1%	$3m	21,445	Held
J P Morgan Exchange Traded FJMST	1.0%	$3m	50,980	+43%
Vanguard World FDMGK	0.9%	$2m	27,553	-3%
NvidiaNVDA	0.9%	$2m	12,064	-15%
Vanguard Index FDSVOT	0.9%	$2m	7,638	Held
Vanguard Whitehall FDSVIGI	0.9%	$2m	23,596	Held
Vanguard World FDMGV	0.7%	$2m	10,895	-4%
Vanguard Index FDSVTV	0.7%	$2m	8,035	Held
MicrosoftMSFT	0.7%	$2m	4,527	Held
Ishares TRIWS	0.5%	$1m	7,366	-10%
Vanguard Index FDSVNQ	0.4%	$1m	11,682	Held
Amazon.comAMZN	0.4%	$1m	4,555	Held
AlphabetGOOG	0.4%	$1m	2,880	Held
Wisdomtree TRDON	0.4%	$1m	17,885	Held
Vanguard Intl Equity Index FVWO	0.4%	$1m	16,858	Held
Ishares TREFG	0.4%	$1m	8,055	-3%
Vanguard Star FDSVXUS	0.4%	$992,198	11,606	Held
Vanguard Tax-Managed FDSVEA	0.4%	$990,364	13,900	Held
Vanguard Index FDSVTI	0.4%	$920,030	2,486	Held
International Business MachinesIBM	0.3%	$813,495	2,893	Held
CaterpillarCAT	0.3%	$752,884	707	Held
Ishares TRTLT	0.3%	$727,613	8,419	-3%
BroadcomAVGO	0.2%	$627,821	1,662	Held
Ishares Gold Trust MicroIAUM	0.2%	$624,116	15,599	Held
AlphabetGOOGL	0.2%	$614,245	1,719	Held
Vanguard Scottsdale FDSVCSH	0.2%	$614,152	7,771	+3%
Applied MaterialsAMAT	0.2%	$536,837	743	Held
Ishares TRQUAL	0.2%	$518,733	2,364	Held
Dimensional ETF TrustDFAI	0.2%	$479,829	11,632	Held
Schwab Strategic TRSCHD	0.2%	$478,357	15,085	Held
Taiwan Semiconductor ManufacturingTSM	0.2%	$461,810	967	Held
Meta PlatformsMETA	0.2%	$456,828	811	Held
Western DigitalWDC	0.2%	$452,214	708	New
AmgenAMGN	0.2%	$425,973	1,176	Held
TeslaTSLA	0.2%	$419,759	998	Held
Bristol-Myers SquibbBMY	0.2%	$418,429	7,262	Held
MastercardMA	0.2%	$413,962	806	Held
Ishares TRIWD	0.2%	$397,032	1,638	Held
Eli LillyLLY	0.2%	$387,416	323	Held
Vanguard Specialized FundsVIG	0.2%	$385,834	1,631	Held
Intuitive SurgicalISRG	0.1%	$376,205	946	Held
Micron TechnologyMU	0.1%	$375,144	325	New
Vanguard Whitehall FDSVYMI	0.1%	$358,927	3,655	Held
IsharesESGE	0.1%	$353,420	6,462	Held
VisaV	0.1%	$347,550	1,013	Held
StrykerSYK	0.1%	$344,433	1,094	Held
Invesco QQQ TRQQQ	0.1%	$320,334	435	Held
Wisdomtree TRDES	0.1%	$266,993	6,563	Held
IsharesURTH	0.1%	$260,392	1,285	Held
SandiskSNDK	0.1%	$256,931	113	New
Johnson & JohnsonJNJ	<0.1%	$248,087	977	Held
ASML Holding NVASML	<0.1%	$234,754	118	New
Vanguard World FDVDE	<0.1%	$218,700	1,457	-31%
Ishares TRIGF	<0.1%	$214,608	3,222	+4%
Alliancebernstein Hldg L PAB	<0.1%	$212,553	6,035	Held
EA Series TrustAAUA	<0.1%	$207,282	3,641	New
Ishares TRIVV	<0.1%	$205,945	275	New
Costco WholesaleCOST	<0.1%	$201,529	215	-6%

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 31.5% since 30 June 2025.

Where the money is

Technology4.5%

Financial services1.7%

Energy1.1%

Health care0.9%

Media & telecom0.8%

Retail & consumer0.6%

Industrials0.4%

Everyday goods0.1%

Other89.9%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.