Causey Wealth LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed May 19, 2026), Causey Wealth LLC reported 66 stock positions worth $204.9 million. Its top holding was Vanguard High DVD Yield ETF (VYM) at 6.8% of the portfolio, followed by Vanguard Int-Term Corporate (VCIT, 6.1%) and iShares International Small (ISCF, 5.5%). Compared with Q2 2025, it opened 4 new positions, sold out of 2, added to 19 and reduced 27. The biggest buy was iShares 20+ Year Treasury BD (TLT, shares +109%) and the biggest sale Vanguard Extended Dur Treas (EDV, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- GREENWOOD VILLAGE, CO
- CIK
- 0002132639
- Portfolio Value
- $204.9M (Q3 2025)
- SEC Filing
- 0002132639-26-000008 ↗ filed May 19, 2026
Holdings Value
Holdings 66 stocks · $204.9M
| VYM Vanguard High DVD Yield ETF | 6.76% | 98,296 | $13.9M | Add +0.0% |
| VCIT Vanguard Int-Term Corporate | 6.08% | 148,184 | $12.5M | Add +7.0% |
| ISCF iShares International Small | 5.47% | 272,599 | $11.2M | Reduce -0.0% |
| DFEM Dimensional Emrg MRKT Core | 5.30% | 338,343 | $10.9M | Reduce -2.6% |
| JPST JPMorgan Ultra-Short Income | 5.22% | 210,904 | $10.7M | Add +0.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 4.11% | 64,959 | $8.4M | Reduce -3.3% |
| IDEV iShares Core MSCI Dev MKTS | 3.91% | 99,841 | $8.0M | Reduce -2.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 3.68% | 10 | $7.5M | No change |
| EDV Vanguard Extended Dur Treas | 3.68% | 110,056 | $7.5M | Reduce -4.8% |
| VGSH Vanguard Short-Term Treasury | 3.51% | 122,270 | $7.2M | Add +7.5% |
| VOO Vanguard S&P 500 ETF | 3.46% | 11,570 | $7.1M | Add +4.0% |
| IEMG iShares Core MSCI Emerging | 3.28% | 101,936 | $6.7M | Reduce -7.5% |
| EFV iShares MSCI Eafe Value ETF | 3.01% | 90,841 | $6.2M | Reduce -3.3% |
| DFIV Dimensional International Va | 2.69% | 119,391 | $5.5M | Add +3.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 2.64% | 30,942 | $5.4M | Reduce -5.0% |
| REET iShares Global REIT ETF | 2.63% | 211,055 | $5.4M | Add +9.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.50% | 10,688 | $5.1M | Add +0.6% |
| IJR iShares Core S&P Small-Cap E | 2.44% | 42,138 | $5.0M | Add +0.1% |
| VSS Vanguard Ftse All Wo X-US SC | 2.39% | 34,403 | $4.9M | Reduce -3.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 2.39% | 51,072 | $4.9M | Add +4.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.22% | 17,866 | $4.5M | Reduce -11.1% |
| DGS Wisdomtree Em Small Cap | 2.16% | 77,403 | $4.4M | Reduce -1.3% |
| IJS iShares S&P Small-Cap 600 Va | 1.74% | 32,204 | $3.6M | Reduce -3.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.63% | 6,646 | $3.3M | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.20% | 6,114 | $2.5M | Reduce -2.2% |
| AAPL Apple Inc. | 1.20% | 9,642 | $2.5M | Add +0.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.19% | 8,313 | $2.4M | Reduce -1.5% |
| VIGI Vanguard Int Div App Indx FD | 1.09% | 24,902 | $2.2M | Reduce -1.4% |
| MSFT Microsoft Corp. | 0.82% | 3,232 | $1.7M | Reduce -2.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.80% | 8,812 | $1.6M | Reduce -3.0% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.77% | 11,450 | $1.6M | Add +0.7% |
| XOM Exxon Mobil Corp. | 0.74% | 13,397 | $1.5M | No change |
| DON Wisdomtree US Midcap Dividen | 0.61% | 23,964 | $1.3M | Reduce -4.8% |
| IWS iShares Russell Mid-Cap Valu | 0.58% | 8,563 | $1.2M | Reduce -11.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.58% | 10,377 | $1.2M | Reduce -8.2% |
| NVDA Nvidia Corp. | 0.55% | 5,995 | $1.1M | No change |
| VNQ Vanguard Real Estate ETF | 0.53% | 11,859 | $1.1M | Add +0.7% |
| TLT iShares 20+ Year Treasury BD | 0.49% | 11,195 | $1.0M | Add +109.1% |
| VWO Vanguard Ftse Emerging Marke | 0.48% | 18,286 | $991K | Reduce -2.4% |
| SLV iShares Silver Trust | 0.45% | 21,748 | $921K | Add +27.0% |
| VEA Vanguard Ftse Developed ETF | 0.41% | 14,117 | $846K | Reduce -5.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.40% | 2,912 | $822K | No change |
| VXUS Vanguard Total Intl Stock | 0.40% | 11,078 | $814K | Add +13.2% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.35% | 14,119 | $721K | Reduce -7.3% |
| RIVN Rivian Automotive Inc. Class A | 0.34% | 47,781 | $701K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.29% | 1,815 | $596K | Add +10.5% |
| DES Wisdomtree US Smallcap Divid | 0.25% | 15,155 | $510K | Reduce -14.5% |
| SYK Stryker Corp. | 0.20% | 1,086 | $401K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.17% | 4,245 | $339K | Reduce -1.6% |
| CAT Caterpillar Inc. | 0.17% | 711 | $339K | No change |
| AMGN Amgen Inc. | 0.16% | 1,181 | $333K | No change |
| IWD iShares Russell 1000 Value E | 0.16% | 1,631 | $332K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.16% | 7,642 | $332K | Reduce -6.5% |
| VDE Vanguard Energy ETF | 0.16% | 2,604 | $328K | Add +5.5% |
| BMY Bristol-Myers Squibb Co. | 0.15% | 6,855 | $309K | No change |
| ISRG Intuitive Surgical Inc. | 0.14% | 653 | $292K | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.14% | 3,343 | $283K | Add +12.7% |
| TSLA Tesla Inc. | 0.14% | 625 | $278K | New |
| GOOGL Alphabet Inc. Class A | 0.13% | 1,104 | $268K | New |
| GOOG Alphabet Inc. Class C | 0.13% | 1,065 | $259K | New |
| AMZN Amazon.com Inc. | 0.13% | 1,180 | $259K | No change |
| IAU iShares Gold Trust | 0.12% | 3,497 | $254K | New |
| MA Mastercard Inc. Class A | 0.12% | 423 | $241K | No change |
| AB Alliancebernstein Holding LP | 0.11% | 6,035 | $231K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.11% | 2,500 | $218K | Reduce -8.0% |
| RFL Rafael Holdings Inc. Class B | 0.01% | 12,562 | $17K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| EDV Vanguard Extended Dur Treas | Reduce -4.8% | 3.68% | −0.32 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -11.1% | 2.22% | −0.23 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -3.3% | 4.11% | −0.16 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.15 |
| IEMG iShares Core MSCI Emerging | Reduce -7.5% | 3.28% | −0.12 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.12 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -5.0% | 2.64% | −0.12 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -2.3% | 3.91% | −0.09 |
| VIGI Vanguard Int Div App Indx FD | Reduce -1.4% | 1.09% | −0.08 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -8.2% | 0.58% | −0.07 |
| IWS iShares Russell Mid-Cap Valu | Reduce -11.3% | 0.58% | −0.07 |
| DGS Wisdomtree Em Small Cap | Reduce -1.3% | 2.16% | −0.07 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -3.3% | 2.39% | −0.06 |
| EFV iShares MSCI Eafe Value ETF | Reduce -3.3% | 3.01% | −0.06 |
| JMST JPM Ultra-Short Muni Income | Reduce -7.3% | 0.35% | −0.05 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -1.5% | 1.19% | −0.04 |
| DES Wisdomtree US Smallcap Divid | Reduce -14.5% | 0.25% | −0.04 |
| DON Wisdomtree US Midcap Dividen | Reduce -4.8% | 0.61% | −0.04 |
| MSFT Microsoft Corp. | Reduce -2.2% | 0.82% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -5.6% | 0.41% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -3.0% | 0.80% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -1.6% | 0.17% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -8.0% | 0.11% | −0.01 |
| DFEM Dimensional Emrg MRKT Core | Reduce -2.6% | 5.30% | −0.00 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -6.5% | 0.16% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.4% | 0.48% | +0.01 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -2.2% | 1.20% | +0.02 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -3.6% | 1.74% | +0.03 |
| ISCF iShares International Small | Reduce -0.0% | 5.47% | +0.04 |
Portfolio Buys Q2 2025 → Q3 2025
| TLT iShares 20+ Year Treasury BD | Add +109.1% | 0.49% | +0.25 |
| VOO Vanguard S&P 500 ETF | Add +4.0% | 3.46% | +0.21 |
| REET iShares Global REIT ETF | Add +9.9% | 2.63% | +0.19 |
| AAPL Apple Inc. | Add +0.0% | 1.20% | +0.18 |
| VCIT Vanguard Int-Term Corporate | Add +7.0% | 6.08% | +0.18 |
| SLV iShares Silver Trust | Add +27.0% | 0.45% | +0.16 |
| DFIV Dimensional International Va | Add +3.7% | 2.69% | +0.15 |
| TSLA Tesla Inc. | New | 0.14% | +0.14 |
| GOOGL Alphabet Inc. Class A | New | 0.13% | +0.13 |
| GOOG Alphabet Inc. Class C | New | 0.13% | +0.13 |
| IAU iShares Gold Trust | New | 0.12% | +0.12 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.6% | 2.50% | +0.11 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +4.0% | 2.39% | +0.09 |
| IJR iShares Core S&P Small-Cap E | Add +0.1% | 2.44% | +0.08 |
| VGSH Vanguard Short-Term Treasury | Add +7.5% | 3.51% | +0.07 |
| VXUS Vanguard Total Intl Stock | Add +13.2% | 0.40% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +10.5% | 0.29% | +0.03 |
| VYM Vanguard High DVD Yield ETF | Add +0.0% | 6.76% | +0.03 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +12.7% | 0.14% | +0.02 |
| VDE Vanguard Energy ETF | Add +5.5% | 0.16% | +0.01 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +0.7% | 0.77% | +0.00 |
| VNQ Vanguard Real Estate ETF | Add +0.7% | 0.53% | −0.01 |
| JPST JPMorgan Ultra-Short Income | Add +0.3% | 5.22% | −0.25 |
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 |