Causey Wealth LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed May 19, 2026), Causey Wealth LLC reported 68 stock positions worth $171.6 million. Its top holding was Vanguard High DVD Yield ETF (VYM) at 7.6% of the portfolio, followed by Dimensional Emrg MRKT Core (DFEM, 6.8%) and iShares S&P Mid-Cap 400 Valu (IJJ, 5.8%).
- Most Recent 13F
- Q2 2026
- Location
- GREENWOOD VILLAGE, CO
- CIK
- 0002132639
- Portfolio Value
- $171.6M (Q4 2024)
- SEC Filing
- 0002132639-26-000005 ↗ filed May 19, 2026
Holdings Value
Holdings 68 stocks · $171.6M
| VYM Vanguard High DVD Yield ETF | 7.56% | 101,686 | $13.0M | — |
| DFEM Dimensional Emrg MRKT Core | 6.81% | 446,481 | $11.7M | — |
| IJJ iShares S&P Mid-Cap 400 Valu | 5.82% | 79,940 | $10.0M | — |
| ISCF iShares International Small | 5.33% | 283,612 | $9.2M | — |
| IEMG iShares Core MSCI Emerging | 4.61% | 151,622 | $7.9M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 4.01% | 28,619 | $6.9M | — |
| IDEV iShares Core MSCI Dev MKTS | 3.82% | 101,704 | $6.6M | — |
| VCIT Vanguard Int-Term Corporate | 3.78% | 80,808 | $6.5M | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 3.77% | 40,028 | $6.5M | — |
| EFV iShares MSCI Eafe Value ETF | 3.44% | 112,544 | $5.9M | — |
| IJR iShares Core S&P Small-Cap E | 3.35% | 49,901 | $5.7M | — |
| EDV Vanguard Extended Dur Treas | 3.32% | 84,029 | $5.7M | — |
| IJS iShares S&P Small-Cap 600 Va | 3.23% | 51,051 | $5.5M | — |
| DGS Wisdomtree Em Small Cap | 3.18% | 111,451 | $5.5M | — |
| VSS Vanguard Ftse All Wo X-US SC | 3.09% | 46,336 | $5.3M | — |
| IJK iShares S&P Mid-Cap 400 Grow | 2.47% | 46,566 | $4.2M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.39% | 10,013 | $4.1M | — |
| DFIV Dimensional International Va | 2.28% | 110,430 | $3.9M | — |
| REET iShares Global REIT ETF | 2.20% | 157,368 | $3.8M | — |
| JPST JPMorgan Ultra-Short Income | 2.08% | 70,968 | $3.6M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.76% | 6,646 | $3.0M | — |
| AAPL Apple Inc. | 1.59% | 10,875 | $2.7M | — |
| VOO Vanguard S&P 500 ETF | 1.36% | 4,322 | $2.3M | — |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.29% | 8,735 | $2.2M | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.25% | 6,247 | $2.1M | — |
| VIGI Vanguard Int Div App Indx FD | 1.20% | 25,700 | $2.1M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.94% | 9,567 | $1.6M | — |
| DON Wisdomtree US Midcap Dividen | 0.90% | 30,382 | $1.5M | — |
| XOM Exxon Mobil Corp. | 0.84% | 13,396 | $1.4M | — |
| IWS iShares Russell Mid-Cap Valu | 0.84% | 11,115 | $1.4M | — |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.83% | 11,336 | $1.4M | — |
| EFG iShares MSCI Eafe Growth ETF | 0.80% | 14,253 | $1.4M | — |
| MSFT Microsoft Corp. | 0.80% | 3,245 | $1.4M | — |
| DES Wisdomtree US Smallcap Divid | 0.74% | 36,874 | $1.3M | — |
| VWO Vanguard Ftse Emerging Marke | 0.72% | 28,252 | $1.2M | — |
| VNQ Vanguard Real Estate ETF | 0.59% | 11,349 | $1.0M | — |
| NVDA Nvidia Corp. | 0.47% | 6,000 | $806K | — |
| VEA Vanguard Ftse Developed ETF | 0.42% | 14,950 | $715K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.37% | 2,923 | $643K | — |
| RIVN Rivian Automotive Inc. Class A | 0.37% | 47,781 | $635K | — |
| VDE Vanguard Energy ETF | 0.36% | 5,042 | $612K | — |
| VXUS Vanguard Total Intl Stock | 0.32% | 9,236 | $544K | — |
| MA Mastercard Inc. Class A | 0.27% | 893 | $470K | — |
| IWM iShares Russell 2000 ETF | 0.24% | 1,881 | $416K | — |
| BMY Bristol-Myers Squibb Co. | 0.23% | 6,934 | $392K | — |
| SYK Stryker Corp. | 0.23% | 1,086 | $391K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 1,322 | $383K | — |
| XLE SS Energy Select Sector | 0.22% | 4,457 | $382K | — |
| IWD iShares Russell 1000 Value E | 0.20% | 1,860 | $344K | — |
| ISRG Intuitive Surgical Inc. | 0.20% | 653 | $341K | — |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.20% | 8,741 | $335K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.19% | 4,567 | $321K | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.18% | 4,056 | $316K | — |
| AMGN Amgen Inc. | 0.18% | 1,191 | $311K | — |
| SCZ iShares MSCI Eafe Small-Cap | 0.18% | 5,055 | $307K | — |
| ESGE iShares Inc. iShares ESG Awar | 0.18% | 9,182 | $307K | — |
| TLT iShares 20+ Year Treasury BD | 0.16% | 3,231 | $282K | — |
| USHY iShares Broad Usd High Yield | 0.16% | 7,607 | $280K | — |
| KHC The Kraft Heinz Co. | 0.16% | 8,922 | $274K | — |
| AMZN Amazon.com Inc. | 0.16% | 1,248 | $274K | — |
| IGF iShares Global Infrastructur | 0.15% | 5,087 | $266K | — |
| CAT Caterpillar Inc. | 0.15% | 709 | $257K | — |
| VWOB Vanguard Emerg MKTS Gov BND | 0.15% | 4,041 | $255K | — |
| TSLA Tesla Inc. | 0.14% | 611 | $247K | — |
| ICSH iShares Ultra Short Duration | 0.14% | 4,725 | $238K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.13% | 1,141 | $226K | — |
| AB Alliancebernstein Holding LP | 0.13% | 6,035 | $224K | — |
| GOOGL Alphabet Inc. Class A | 0.13% | 1,163 | $220K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 83 | $255.8M | VCIT, VYM, JPST, DFEM, ISCF |
| Q1 2026 | 81 | $235.6M | VCIT, VYM, JPST, ISCF, DFEM |
| Q4 2025Amended | 72 | $220.2M | VYM, VCIT, ISCF, DFEM, JPST |
| Q3 2025 | 66 | $204.9M | VYM, VCIT, ISCF, DFEM, JPST |
| Q2 2025 | 64 | $194.5M | VYM, VCIT, JPST, ISCF, DFEM |
| Q1 2025 | 64 | $178.8M | VYM, VCIT, EDV, DFEM, ISCF |
| Q4 2024 | 68 | $171.6M | VYM, DFEM, IJJ, ISCF, IEMG |