Causey Wealth LLC

Est. AUM

$204.9M

13F long equity, this entity only

Positions

Period

Sep 2025 (Q3)

SEC EDGAR

View filings ↗

Sep 2025 (Q3)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$13.9M	98296	6.76%	SOLE
2	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$12.5M	148184	6.08%	SOLE
3	ISHARES TR	INTERNATIONAL SL	$11.2M	272599	5.47%	SOLE
4	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$10.9M	338343	5.30%	SOLE
5	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$10.7M	210904	5.22%	SOLE
6	ISHARES TR	S&P MC 400VL ETF	$8.4M	64959	4.11%	SOLE
7	ISHARES TR	CORE MSCI INTL	$8.0M	99841	3.91%	SOLE
8	BERKSHIRE HATHAWAY INC DEL	CL A	$7.5M	10	3.68%	SOLE
9	VANGUARD WORLD FD	EXTENDED DUR	$7.5M	110056	3.68%	SOLE
10	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$7.2M	122270	3.51%	SOLE
11	VANGUARD INDEX FDS	S&P 500 ETF SHS	$7.1M	11570	3.46%	SOLE
12	ISHARES INC	CORE MSCI EMKT	$6.7M	101936	3.28%	SOLE
13	ISHARES TR	EAFE VALUE ETF	$6.2M	90841	3.01%	SOLE
14	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$5.5M	119391	2.69%	SOLE
15	VANGUARD INDEX FDS	MCAP VL IDXVIP	$5.4M	30942	2.64%	SOLE
16	ISHARES TR	GLOBAL REIT ETF	$5.4M	211055	2.63%	SOLE
17	VANGUARD INDEX FDS	GROWTH ETF	$5.1M	10688	2.50%	SOLE
18	ISHARES TR	CORE S&P SCP ETF	$5.0M	42138	2.44%	SOLE
19	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$4.9M	34403	2.39%	SOLE
20	ISHARES TR	S&P MC 400GR ETF	$4.9M	51072	2.39%	SOLE
21	VANGUARD INDEX FDS	SMALL CP ETF	$4.5M	17866	2.22%	SOLE
22	WISDOMTREE TR	EMG MKTS SMCAP	$4.4M	77403	2.16%	SOLE
23	ISHARES TR	SP SMCP600VL ETF	$3.6M	32204	1.74%	SOLE
24	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.3M	6646	1.63%	SOLE
25	VANGUARD WORLD FD	MEGA GRWTH IND	$2.5M	6114	1.20%	SOLE
26	APPLE INC	COM	$2.5M	9642	1.20%	SOLE
27	VANGUARD INDEX FDS	MCAP GR IDXVIP	$2.4M	8313	1.19%	SOLE
28	VANGUARD WHITEHALL FDS	INTL DVD ETF	$2.2M	24902	1.09%	SOLE
29	MICROSOFT CORP	COM	$1.7M	3232	0.82%	SOLE
30	VANGUARD INDEX FDS	VALUE ETF	$1.6M	8812	0.80%	SOLE
31	VANGUARD WORLD FD	MEGA CAP VAL ETF	$1.6M	11450	0.77%	SOLE
32	EXXON MOBIL CORP	COM	$1.5M	13397	0.74%	SOLE
33	WISDOMTREE TR	US MIDCAP DIVID	$1.3M	23964	0.61%	SOLE
34	ISHARES TR	RUS MDCP VAL ETF	$1.2M	8563	0.58%	SOLE
35	ISHARES TR	EAFE GRWTH ETF	$1.2M	10377	0.58%	SOLE
36	NVIDIA CORPORATION	COM	$1.1M	5995	0.55%	SOLE
37	VANGUARD INDEX FDS	REAL ESTATE ETF	$1.1M	11859	0.53%	SOLE
38	ISHARES TR	20 YR TR BD ETF	$1.0M	11195	0.49%	SOLE
39	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$991K	18286	0.48%	SOLE
40	ISHARES SILVER TR	ISHARES	$921K	21748	0.45%	SOLE
41	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$846K	14117	0.41%	SOLE
42	INTERNATIONAL BUSINESS MACHS	COM	$822K	2912	0.40%	SOLE
43	VANGUARD STAR FDS	VG TL INTL STK F	$814K	11078	0.40%	SOLE
44	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$721K	14119	0.35%	SOLE
45	RIVIAN AUTOMOTIVE INC	COM CL A	$701K	47781	0.34%	SOLE
46	VANGUARD INDEX FDS	TOTAL STK MKT	$596K	1815	0.29%	SOLE
47	WISDOMTREE TR	US SMALLCAP DIVD	$510K	15155	0.25%	SOLE
48	STRYKER CORPORATION	COM	$401K	1086	0.20%	SOLE
49	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$339K	4245	0.17%	SOLE
50	CATERPILLAR INC	COM	$339K	711	0.17%	SOLE

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.