Causey Wealth LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 19, 2026), Causey Wealth LLC reported 64 stock positions worth $178.8 million. Its top holding was Vanguard High DVD Yield ETF (VYM) at 7.1% of the portfolio, followed by Vanguard Int-Term Corporate (VCIT, 5.8%) and Vanguard Extended Dur Treas (EDV, 5.5%). Compared with Q4 2024, it opened 4 new positions, sold out of 8, added to 19 and reduced 27. The biggest buy was a new position in Berkshire Hathaway Class A (BRK.A) and the biggest sale Dimensional Emrg MRKT Core (DFEM, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- GREENWOOD VILLAGE, CO
- CIK
- 0002132639
- Portfolio Value
- $178.8M (Q1 2025)
- SEC Filing
- 0002132639-26-000006 ↗ filed May 19, 2026
Holdings Value
Holdings 64 stocks · $178.8M
| VYM Vanguard High DVD Yield ETF | 7.11% | 98,613 | $12.7M | Reduce -3.0% |
| VCIT Vanguard Int-Term Corporate | 5.75% | 125,846 | $10.3M | Add +55.7% |
| EDV Vanguard Extended Dur Treas | 5.51% | 138,661 | $9.9M | Add +65.0% |
| DFEM Dimensional Emrg MRKT Core | 5.43% | 367,039 | $9.7M | Reduce -17.8% |
| ISCF iShares International Small | 5.35% | 283,832 | $9.6M | Add +0.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 4.79% | 71,600 | $8.6M | Reduce -10.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 4.46% | 10 | $8.0M | New |
| IDEV iShares Core MSCI Dev MKTS | 3.94% | 102,171 | $7.0M | Add +0.5% |
| IEMG iShares Core MSCI Emerging | 3.88% | 128,434 | $6.9M | Reduce -15.3% |
| EFV iShares MSCI Eafe Value ETF | 3.26% | 98,933 | $5.8M | Reduce -12.1% |
| VOO Vanguard S&P 500 ETF | 3.09% | 10,743 | $5.5M | Add +148.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 2.99% | 33,356 | $5.4M | Reduce -16.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.98% | 23,998 | $5.3M | Reduce -16.1% |
| JPST JPMorgan Ultra-Short Income | 2.70% | 95,206 | $4.8M | Add +34.1% |
| DGS Wisdomtree Em Small Cap | 2.67% | 98,758 | $4.8M | Reduce -11.4% |
| REET iShares Global REIT ETF | 2.47% | 182,001 | $4.4M | Add +15.7% |
| IJK iShares S&P Mid-Cap 400 Grow | 2.41% | 51,815 | $4.3M | Add +11.3% |
| VSS Vanguard Ftse All Wo X-US SC | 2.40% | 37,141 | $4.3M | Reduce -19.8% |
| DFIV Dimensional International Va | 2.38% | 108,254 | $4.3M | Reduce -2.0% |
| IJR iShares Core S&P Small-Cap E | 2.36% | 40,328 | $4.2M | Reduce -19.2% |
| IJS iShares S&P Small-Cap 600 Va | 2.32% | 42,607 | $4.2M | Reduce -16.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.23% | 10,777 | $4.0M | Add +7.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.98% | 6,646 | $3.5M | No change |
| AAPL Apple Inc. | 1.34% | 10,777 | $2.4M | Reduce -0.9% |
| VIGI Vanguard Int Div App Indx FD | 1.22% | 26,371 | $2.2M | Add +2.6% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.18% | 8,621 | $2.1M | Reduce -1.3% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.08% | 6,250 | $1.9M | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.91% | 9,432 | $1.6M | Reduce -1.4% |
| XOM Exxon Mobil Corp. | 0.89% | 13,397 | $1.6M | Add +0.0% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.82% | 11,375 | $1.5M | Add +0.3% |
| DON Wisdomtree US Midcap Dividen | 0.74% | 26,788 | $1.3M | Reduce -11.8% |
| IWS iShares Russell Mid-Cap Valu | 0.73% | 10,303 | $1.3M | Reduce -7.3% |
| MSFT Microsoft Corp. | 0.68% | 3,248 | $1.2M | Add +0.1% |
| EFG iShares MSCI Eafe Growth ETF | 0.64% | 11,469 | $1.1M | Reduce -19.5% |
| VNQ Vanguard Real Estate ETF | 0.60% | 11,806 | $1.1M | Add +4.0% |
| VWO Vanguard Ftse Emerging Marke | 0.54% | 21,434 | $970K | Reduce -24.1% |
| VEA Vanguard Ftse Developed ETF | 0.42% | 14,950 | $760K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.41% | 2,923 | $727K | No change |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.39% | 13,714 | $697K | New |
| DES Wisdomtree US Smallcap Divid | 0.37% | 20,594 | $658K | Reduce -44.1% |
| NVDA Nvidia Corp. | 0.36% | 6,000 | $650K | No change |
| RIVN Rivian Automotive Inc. Class A | 0.33% | 47,781 | $595K | No change |
| VXUS Vanguard Total Intl Stock | 0.32% | 9,342 | $580K | Add +1.1% |
| MA Mastercard Inc. Class A | 0.27% | 893 | $489K | No change |
| BMY Bristol-Myers Squibb Co. | 0.24% | 6,934 | $423K | No change |
| SYK Stryker Corp. | 0.23% | 1,086 | $404K | No change |
| AMGN Amgen Inc. | 0.21% | 1,191 | $371K | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.20% | 8,741 | $365K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 1,324 | $364K | Add +0.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.19% | 4,225 | $333K | Add +4.2% |
| ISRG Intuitive Surgical Inc. | 0.18% | 653 | $323K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.18% | 9,186 | $321K | Add +0.0% |
| VDE Vanguard Energy ETF | 0.18% | 2,466 | $320K | Reduce -51.1% |
| IWD iShares Russell 1000 Value E | 0.17% | 1,631 | $307K | Reduce -12.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.17% | 3,922 | $297K | Reduce -14.1% |
| KHC The Kraft Heinz Co. | 0.15% | 8,922 | $271K | No change |
| TLT iShares 20+ Year Treasury BD | 0.13% | 2,586 | $235K | Reduce -20.0% |
| CAT Caterpillar Inc. | 0.13% | 709 | $234K | No change |
| AB Alliancebernstein Holding LP | 0.13% | 6,035 | $231K | No change |
| VWOB Vanguard Emerg MKTS Gov BND | 0.13% | 3,485 | $224K | Reduce -13.8% |
| AMZN Amazon.com Inc. | 0.12% | 1,168 | $222K | Reduce -6.4% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.12% | 2,940 | $217K | New |
| SLV iShares Silver Trust | 0.11% | 6,623 | $205K | New |
| XLE SS Energy Select Sector | 0.11% | 2,194 | $205K | Reduce -50.8% |
Portfolio Sells Q4 2024 → Q1 2025
| DFEM Dimensional Emrg MRKT Core | Reduce -17.8% | 5.43% | −1.38 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -16.1% | 2.98% | −1.03 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -10.4% | 4.79% | −1.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -19.2% | 2.36% | −0.99 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -16.5% | 2.32% | −0.91 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -16.7% | 2.99% | −0.78 |
| IEMG iShares Core MSCI Emerging | Reduce -15.3% | 3.88% | −0.74 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -19.8% | 2.40% | −0.69 |
| DGS Wisdomtree Em Small Cap | Reduce -11.4% | 2.67% | −0.51 |
| VYM Vanguard High DVD Yield ETF | Reduce -3.0% | 7.11% | −0.45 |
| DES Wisdomtree US Smallcap Divid | Reduce -44.1% | 0.37% | −0.37 |
| AAPL Apple Inc. | Reduce -0.9% | 1.34% | −0.25 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.24 |
| VWO Vanguard Ftse Emerging Marke | Reduce -24.1% | 0.54% | −0.18 |
| EFV iShares MSCI Eafe Value ETF | Reduce -12.1% | 3.26% | −0.18 |
| SCZ iShares MSCI Eafe Small-Cap | Sold out | 0.00% | −0.18 |
| VDE Vanguard Energy ETF | Reduce -51.1% | 0.18% | −0.18 |
| USHY iShares Broad Usd High Yield | Sold out | 0.00% | −0.16 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -19.5% | 0.64% | −0.16 |
| DON Wisdomtree US Midcap Dividen | Reduce -11.8% | 0.74% | −0.16 |
| IGF iShares Global Infrastructur | Sold out | 0.00% | −0.15 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.14 |
| ICSH iShares Ultra Short Duration | Sold out | 0.00% | −0.14 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −0.13 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.13 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -1.3% | 1.18% | −0.11 |
| IWS iShares Russell Mid-Cap Valu | Reduce -7.3% | 0.73% | −0.11 |
| XLE SS Energy Select Sector | Reduce -50.8% | 0.11% | −0.11 |
| AMZN Amazon.com Inc. | Reduce -6.4% | 0.12% | −0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.4% | 0.91% | −0.03 |
| TLT iShares 20+ Year Treasury BD | Reduce -20.0% | 0.13% | −0.03 |
| IWD iShares Russell 1000 Value E | Reduce -12.3% | 0.17% | −0.03 |
| VWOB Vanguard Emerg MKTS Gov BND | Reduce -13.8% | 0.13% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -14.1% | 0.17% | −0.02 |
| DFIV Dimensional International Va | Reduce -2.0% | 2.38% | +0.10 |
Portfolio Buys Q4 2024 → Q1 2025
| BRK.A Berkshire Hathaway Inc. Class A | New | 4.46% | +4.46 |
| EDV Vanguard Extended Dur Treas | Add +65.0% | 5.51% | +2.20 |
| VCIT Vanguard Int-Term Corporate | Add +55.7% | 5.75% | +1.97 |
| VOO Vanguard S&P 500 ETF | Add +148.6% | 3.09% | +1.73 |
| JPST JPMorgan Ultra-Short Income | Add +34.1% | 2.70% | +0.61 |
| JMST JPM Ultra-Short Muni Income | New | 0.39% | +0.39 |
| REET iShares Global REIT ETF | Add +15.7% | 2.47% | +0.27 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.12% | +0.12 |
| SLV iShares Silver Trust | New | 0.11% | +0.11 |
| IDEV iShares Core MSCI Dev MKTS | Add +0.5% | 3.94% | +0.11 |
| XOM Exxon Mobil Corp. | Add +0.0% | 0.89% | +0.05 |
| VIGI Vanguard Int Div App Indx FD | Add +2.6% | 1.22% | +0.03 |
| ISCF iShares International Small | Add +0.1% | 5.35% | +0.01 |
| VNQ Vanguard Real Estate ETF | Add +4.0% | 0.60% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +1.1% | 0.32% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +4.2% | 0.19% | +0.00 |
| ESGE iShares Inc. iShares ESG Awar | Add +0.0% | 0.18% | +0.00 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +0.3% | 0.82% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 0.20% | −0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +11.3% | 2.41% | −0.05 |
| MSFT Microsoft Corp. | Add +0.1% | 0.68% | −0.12 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +7.6% | 2.23% | −0.16 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +0.1% | 1.08% | −0.17 |
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 |