Causey Wealth LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Causey Wealth LLC reported 83 stock positions worth $255.8 million. Its top holding was Vanguard Int-Term Corporate (VCIT) at 7.3% of the portfolio, followed by Vanguard High DVD Yield ETF (VYM, 6.5%) and JPMorgan Ultra-Short Income (JPST, 6.5%). Compared with Q1 2026, it opened 6 new positions, sold out of 4, added to 30 and reduced 25. The biggest buy was iShares Global REIT ETF (REET, shares +13%) and the biggest sale Vanguard Extended Dur Treas (EDV, shares −32%).

Most Recent 13F
Q2 2026
Location
GREENWOOD VILLAGE, CO
CIK
0002132639
Portfolio Value
$255.8M (Q2 2026)
SEC Filing
0002132639-26-000011 ↗ filed Aug 11, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q4 2024: $171.6M Q4 2024 Q1 2025: $178.8M Q1 2025 Q2 2025: $194.5M Q2 2025 Q3 2025: $204.9M Q3 2025 Q4 2025: $220.2M Q4 2025 Q1 2026: $235.6M Q1 2026 Q2 2026: $255.8M $255.8M Q2 2026

Holdings 83 stocks · $255.8M
VCIT Vanguard Int-Term Corporate 7.34% 227,336 $18.8M Add +10.9%
VYM Vanguard High DVD Yield ETF 6.49% 105,102 $16.6M Add +2.5%
JPST JPMorgan Ultra-Short Income 6.45% 326,485 $16.5M Add +9.2%
DFEM Dimensional Emrg MRKT Core 5.15% 324,527 $13.2M Reduce -0.8%
ISCF iShares International Small 4.65% 274,582 $11.9M Add +0.3%
VGSH Vanguard Short-Term Treasury 4.37% 192,109 $11.2M Add +1.2%
VOO Vanguard S&P 500 ETF 4.31% 16,051 $11.0M Add +3.8%
IDEV iShares Core MSCI Dev MKTS 3.86% 110,998 $9.9M Add +1.7%
REET iShares Global REIT ETF 3.45% 319,875 $8.8M Add +12.9%
IJJ iShares S&P Mid-Cap 400 Valu 3.34% 57,928 $8.6M Reduce -1.8%
IEMG iShares Core MSCI Emerging 3.29% 101,683 $8.4M Reduce -0.3%
BRK.A Berkshire Hathaway Inc. Class A 2.93% 10 $7.5M No change
DFIV Dimensional International Va 2.90% 137,253 $7.4M Add +1.4%
IJK iShares S&P Mid-Cap 400 Grow 2.61% 56,781 $6.7M Add +0.0%
EFV iShares MSCI Eafe Value ETF 2.42% 80,959 $6.2M Reduce -5.0%
VUG Vanguard Mrngstar GR ETF-Sui 2.36% 70,060 $6.0M Add +2.5%
EDV Vanguard Extended Dur Treas 2.35% 92,337 $6.0M Reduce -31.7%
IJR iShares Core S&P Small-Cap E 2.29% 39,582 $5.9M Add +3.8%
VOE Vngrd Mrngstr MD-Cap Val ETF 1.79% 23,206 $4.6M Reduce -4.5%
VSS Vanguard Ftse All Wo X-US SC 1.79% 29,643 $4.6M Reduce -2.2%
DGS Wisdomtree Em Small Cap 1.70% 67,257 $4.4M Reduce -1.0%
VB Vanguard Most SM-Cap ETF-Usd 1.52% 12,851 $3.9M Reduce -1.0%
IJS iShares S&P Small-Cap 600 Va 1.50% 28,136 $3.8M Reduce -0.6%
AAPL Apple Inc. 1.49% 13,149 $3.8M Add +0.0%
BRK.B Berkshire Hathaway Inc. Class B 1.45% 7,420 $3.7M Add +0.1%
XOM Exxon Mobil Corp. 1.15% 21,445 $2.9M Add +0.5%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 1.02% 50,980 $2.6M Add +43.3%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.95% 27,553 $2.4M Reduce -2.9%
NVDA Nvidia Corp. 0.94% 12,064 $2.4M Reduce -14.7%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.91% 7,638 $2.3M Add +0.1%
VIGI Vanguard Int Div App Indx FD 0.86% 23,596 $2.2M Reduce -0.1%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.70% 10,895 $1.8M Reduce -3.6%
VTV Vanguard Mrngstr Val ETF-Aui 0.68% 8,035 $1.8M Reduce -0.5%
MSFT Microsoft Corp. 0.66% 4,527 $1.7M Add +0.1%
IWS iShares Russell Mid-Cap Valu 0.47% 7,366 $1.2M Reduce -9.7%
VNQ Vanguard Real Estate ETF 0.44% 11,682 $1.1M Reduce -0.6%
AMZN Amazon.com Inc. 0.42% 4,555 $1.1M No change
GOOG Alphabet Inc. Class C 0.40% 2,880 $1.0M No change
DON Wisdomtree US Midcap Dividen 0.40% 17,885 $1.0M Reduce -0.4%
VWO Vanguard Ftse Emerging Marke 0.39% 16,858 $1.0M Reduce -1.1%
EFG iShares MSCI Eafe Growth ETF 0.39% 8,055 $1.0M Reduce -2.5%
VXUS Vanguard Total Intl Stock 0.39% 11,606 $992K Reduce -0.3%
VEA Vanguard Ftse Developed ETF 0.39% 13,900 $990K Add +0.0%
VTI VG Morningstar TS MKT ETF-US 0.36% 2,486 $920K Add +0.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.32% 2,893 $813K No change
CAT Caterpillar Inc. 0.29% 707 $753K No change
TLT iShares 20+ Year Treasury BD 0.28% 8,419 $728K Reduce -3.2%
AVGO Broadcom Inc. 0.25% 1,662 $628K No change
IAUM iShares Gold Trust Micro 0.24% 15,599 $624K No change
GOOGL Alphabet Inc. Class A 0.24% 1,719 $614K No change
VCSH Vanguard S/T Corp. Bond ETF 0.24% 7,771 $614K Add +3.2%
AMAT Applied Materials Inc. 0.21% 743 $537K No change
QUAL iShares MSCI USA Quality Fac 0.20% 2,364 $519K No change
DFAI Dimensional International Co. 0.19% 11,632 $480K Add +1.1%
SCHD Schwab US DVD Equity ETF 0.19% 15,085 $478K Add +0.8%
TSM Taiwan Semiconductor-SP ADR 0.18% 967 $462K No change
META Meta Platforms Inc. Class A 0.18% 811 $457K No change
WDC Western Digital Corp. 0.18% 708 $452K New
AMGN Amgen Inc. 0.17% 1,176 $426K No change
TSLA Tesla Inc. 0.16% 998 $420K No change
BMY Bristol-Myers Squibb Co. 0.16% 7,262 $418K No change
MA Mastercard Inc. Class A 0.16% 806 $414K No change
IWD iShares Russell 1000 Value E 0.16% 1,638 $397K Add +0.1%
LLY Eli Lilly & Co. 0.15% 323 $387K No change
VIG Vanguard Dividend Apprec ETF 0.15% 1,631 $386K Add +0.4%
ISRG Intuitive Surgical Inc. 0.15% 946 $376K Reduce -1.3%
MU Micron Technology Inc. 0.15% 325 $375K New
VYMI Vanguard Int High DVD YLD Inc. 0.14% 3,655 $359K Add +1.0%
ESGE iShares Inc. iShares ESG Awar 0.14% 6,462 $353K Add +0.5%
V Visa Inc. Class A 0.14% 1,013 $348K No change
SYK Stryker Corp. 0.13% 1,094 $344K Add +0.3%
QQQ Invesco QQQ Trust Series 1 0.13% 435 $320K No change
DES Wisdomtree US Smallcap Divid 0.10% 6,563 $267K Add +0.0%
URTH iShares MSCI World ETF 0.10% 1,285 $260K No change
SNDK Sandisk Corp. 0.10% 113 $257K New
JNJ Johnson & Johnson 0.10% 977 $248K No change
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.09% 118 $235K New
VDE Vanguard Energy ETF 0.09% 1,457 $219K Reduce -30.6%
IGF iShares Global Infrastructur 0.08% 3,222 $215K Add +4.2%
AB Alliancebernstein Holding LP 0.08% 6,035 $213K No change
AAUA Alpha Architect US Equ 3 ETF 0.08% 3,641 $207K New
IVV iShares Core S&P 500 ETF 0.08% 275 $206K New
COST Costco Wholesale Corp. 0.08% 215 $202K Reduce -6.1%

Portfolio Sells Q1 2026 → Q2 2026
EDV Vanguard Extended Dur Treas Reduce -31.7% 2.35% −1.38
EFV iShares MSCI Eafe Value ETF Reduce -5.0% 2.42% −0.27
JAAA Janus Henderson Aaa Clo ETF Sold out 0.00% −0.18
TBIL F/M US Treasury 3 Month Bill Sold out 0.00% −0.12
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -4.5% 1.79% −0.11
NFLX Netflix Inc. Sold out 0.00% −0.10
NVDA Nvidia Corp. Reduce -14.7% 0.94% −0.10
VSS Vanguard Ftse All Wo X-US SC Reduce -2.2% 1.79% −0.09
IEFA iShares Core MSCI Eafe ETF Sold out 0.00% −0.09
VDE Vanguard Energy ETF Reduce -30.6% 0.09% −0.07
ISRG Intuitive Surgical Inc. Reduce -1.3% 0.15% −0.04
TLT iShares 20+ Year Treasury BD Reduce -3.2% 0.28% −0.04
DGS Wisdomtree Em Small Cap Reduce -1.0% 1.70% −0.03
IWS iShares Russell Mid-Cap Valu Reduce -9.7% 0.47% −0.03
VIGI Vanguard Int Div App Indx FD Reduce -0.1% 0.86% −0.03
COST Costco Wholesale Corp. Reduce -6.1% 0.08% −0.02
DON Wisdomtree US Midcap Dividen Reduce -0.4% 0.40% −0.01
VNQ Vanguard Real Estate ETF Reduce -0.6% 0.44% −0.00
MGV Vngrd Mrgstr MG CP VL ETF-Ui Reduce -3.6% 0.70% +0.00
EFG iShares MSCI Eafe Growth ETF Reduce -2.5% 0.39% +0.00
VWO Vanguard Ftse Emerging Marke Reduce -1.1% 0.39% +0.00
VXUS Vanguard Total Intl Stock Reduce -0.3% 0.39% +0.01
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.5% 0.68% +0.01
IJJ iShares S&P Mid-Cap 400 Valu Reduce -1.8% 3.34% +0.03
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -2.9% 0.95% +0.06
VB Vanguard Most SM-Cap ETF-Usd Reduce -1.0% 1.52% +0.08
IJS iShares S&P Small-Cap 600 Va Reduce -0.6% 1.50% +0.08
IEMG iShares Core MSCI Emerging Reduce -0.3% 3.29% +0.27
DFEM Dimensional Emrg MRKT Core Reduce -0.8% 5.15% +0.35

Portfolio Buys Q1 2026 → Q2 2026
REET iShares Global REIT ETF Add +12.9% 3.45% +0.43
VOO Vanguard S&P 500 ETF Add +3.8% 4.31% +0.38
IJR iShares Core S&P Small-Cap E Add +3.8% 2.29% +0.28
JMST JPM Ultra-Short Muni Income Add +43.3% 1.02% +0.25
VUG Vanguard Mrngstar GR ETF-Sui Add +2.5% 2.36% +0.25
IJK iShares S&P Mid-Cap 400 Grow Add +0.0% 2.61% +0.18
WDC Western Digital Corp. New 0.18% +0.18
MU Micron Technology Inc. New 0.15% +0.15
VCIT Vanguard Int-Term Corporate Add +10.9% 7.34% +0.14
SNDK Sandisk Corp. New 0.10% +0.10
ASML ASML Holding NV-NY Reg SHS New 0.09% +0.09
AAUA Alpha Architect US Equ 3 ETF New 0.08% +0.08
VOT Vngrd Mrngstr MC GRW ETF-Usd Add +0.1% 0.91% +0.08
IVV iShares Core S&P 500 ETF New 0.08% +0.08
AAPL Apple Inc. Add +0.0% 1.49% +0.07
VYM Vanguard High DVD Yield ETF Add +2.5% 6.49% +0.04
JPST JPMorgan Ultra-Short Income Add +9.2% 6.45% +0.03
VTI VG Morningstar TS MKT ETF-US Add +0.7% 0.36% +0.02
ESGE iShares Inc. iShares ESG Awar Add +0.5% 0.14% +0.01
VEA Vanguard Ftse Developed ETF Add +0.0% 0.39% +0.01
IWD iShares Russell 1000 Value E Add +0.1% 0.16% +0.01
DES Wisdomtree US Smallcap Divid Add +0.0% 0.10% +0.00
VIG Vanguard Dividend Apprec ETF Add +0.4% 0.15% +0.00
DFAI Dimensional International Co. Add +1.1% 0.19% −0.00
IGF iShares Global Infrastructur Add +4.2% 0.08% −0.00
VYMI Vanguard Int High DVD YLD Inc. Add +1.0% 0.14% −0.00
SCHD Schwab US DVD Equity ETF Add +0.8% 0.19% −0.01
IDEV iShares Core MSCI Dev MKTS Add +1.7% 3.86% −0.01
VCSH Vanguard S/T Corp. Bond ETF Add +3.2% 0.24% −0.01
SYK Stryker Corp. Add +0.3% 0.13% −0.02
MSFT Microsoft Corp. Add +0.1% 0.66% −0.05
BRK.B Berkshire Hathaway Inc. Class B Add +0.1% 1.45% −0.06
DFIV Dimensional International Va Add +1.4% 2.90% −0.14
ISCF iShares International Small Add +0.3% 4.65% −0.21
VGSH Vanguard Short-Term Treasury Add +1.2% 4.37% −0.35
XOM Exxon Mobil Corp. Add +0.5% 1.15% −0.39

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 83$255.8MVCIT, VYM, JPST, DFEM, ISCF
Q1 2026 81$235.6MVCIT, VYM, JPST, ISCF, DFEM
Q4 2025Amended 72$220.2MVYM, VCIT, ISCF, DFEM, JPST
Q3 2025 66$204.9MVYM, VCIT, ISCF, DFEM, JPST
Q2 2025 64$194.5MVYM, VCIT, JPST, ISCF, DFEM
Q1 2025 64$178.8MVYM, VCIT, EDV, DFEM, ISCF
Q4 2024 68$171.6MVYM, DFEM, IJJ, ISCF, IEMG