Causey Wealth LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed May 8, 2026), Causey Wealth LLC reported 72 stock positions worth $220.2 million. Its top holding was Vanguard High DVD Yield ETF (VYM) at 6.6% of the portfolio, followed by Vanguard Int-Term Corporate (VCIT, 6.4%) and iShares International Small (ISCF, 5.3%). Compared with Q3 2025, it opened 10 new positions, sold out of 4, added to 36 and reduced 23. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +26%) and the biggest sale an exit from iShares Silver Trust (SLV).
- Most Recent 13F
- Q2 2026
- Location
- GREENWOOD VILLAGE, CO
- CIK
- 0002132639
- Portfolio Value
- $220.2M (Q4 2025)
- SEC Filing
- 0002132639-26-000002 ↗ filed May 8, 2026
Holdings Value
Holdings 72 stocks · $220.2M
| VYM Vanguard High DVD Yield ETF | 6.58% | 100,953 | $14.5M | Add +2.7% |
| VCIT Vanguard Int-Term Corporate | 6.38% | 167,861 | $14.1M | Add +13.3% |
| ISCF iShares International Small | 5.25% | 278,887 | $11.6M | Add +2.3% |
| DFEM Dimensional Emrg MRKT Core | 4.97% | 330,814 | $10.9M | Reduce -2.2% |
| JPST JPMorgan Ultra-Short Income | 4.91% | 213,555 | $10.8M | Add +1.3% |
| VOO Vanguard S&P 500 ETF | 4.17% | 14,627 | $9.2M | Add +26.4% |
| IDEV iShares Core MSCI Dev MKTS | 4.12% | 109,930 | $9.1M | Add +10.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 3.95% | 66,140 | $8.7M | Add +1.8% |
| VGSH Vanguard Short-Term Treasury | 3.66% | 137,156 | $8.1M | Add +12.2% |
| EDV Vanguard Extended Dur Treas | 3.47% | 117,634 | $7.6M | Add +6.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 3.43% | 10 | $7.5M | No change |
| IEMG iShares Core MSCI Emerging | 3.31% | 108,340 | $7.3M | Add +6.3% |
| DFIV Dimensional International Va | 2.84% | 125,452 | $6.3M | Add +5.1% |
| EFV iShares MSCI Eafe Value ETF | 2.84% | 87,566 | $6.3M | Reduce -3.6% |
| REET iShares Global REIT ETF | 2.70% | 237,912 | $5.9M | Add +12.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.56% | 11,549 | $5.6M | Add +8.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 2.40% | 54,433 | $5.3M | Add +6.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 2.39% | 29,641 | $5.3M | Reduce -4.2% |
| IJR iShares Core S&P Small-Cap E | 2.30% | 42,112 | $5.1M | Reduce -0.1% |
| VSS Vanguard Ftse All Wo X-US SC | 2.15% | 33,055 | $4.7M | Reduce -3.9% |
| DGS Wisdomtree Em Small Cap | 2.07% | 79,521 | $4.6M | Add +2.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.02% | 17,229 | $4.4M | Reduce -3.6% |
| IJS iShares S&P Small-Cap 600 Va | 1.64% | 31,762 | $3.6M | Reduce -1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.54% | 6,732 | $3.4M | Add +1.3% |
| AAPL Apple Inc. | 1.31% | 10,630 | $2.9M | Add +10.3% |
| NVDA Nvidia Corp. | 1.21% | 14,269 | $2.7M | Add +138.0% |
| VIGI Vanguard Int Div App Indx FD | 1.06% | 25,526 | $2.3M | Add +2.5% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.04% | 5,565 | $2.3M | Reduce -9.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.02% | 8,060 | $2.2M | Reduce -3.0% |
| MSFT Microsoft Corp. | 0.94% | 4,294 | $2.1M | Add +32.9% |
| XOM Exxon Mobil Corp. | 0.77% | 14,106 | $1.7M | Add +5.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.73% | 8,449 | $1.6M | Reduce -4.1% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.69% | 10,694 | $1.5M | Reduce -6.6% |
| DON Wisdomtree US Midcap Dividen | 0.55% | 23,578 | $1.2M | Reduce -1.6% |
| IWS iShares Russell Mid-Cap Valu | 0.55% | 8,567 | $1.2M | Add +0.1% |
| EFG iShares MSCI Eafe Growth ETF | 0.51% | 9,893 | $1.1M | Reduce -4.7% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.49% | 21,107 | $1.1M | Add +49.5% |
| VNQ Vanguard Real Estate ETF | 0.47% | 11,639 | $1.0M | Reduce -1.9% |
| TLT iShares 20+ Year Treasury BD | 0.44% | 11,092 | $967K | Reduce -0.9% |
| VWO Vanguard Ftse Emerging Marke | 0.43% | 17,729 | $953K | Reduce -3.0% |
| AMZN Amazon.com Inc. | 0.40% | 3,796 | $876K | Add +221.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.39% | 2,914 | $863K | Add +0.1% |
| VEA Vanguard Ftse Developed ETF | 0.38% | 13,285 | $830K | Reduce -5.9% |
| VXUS Vanguard Total Intl Stock | 0.35% | 10,327 | $779K | Reduce -6.8% |
| GOOG Alphabet Inc. Class C | 0.30% | 2,133 | $669K | Add +100.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 1,661 | $557K | Reduce -8.5% |
| GOOGL Alphabet Inc. Class A | 0.25% | 1,754 | $549K | Add +58.9% |
| ISRG Intuitive Surgical Inc. | 0.25% | 963 | $545K | Add +47.5% |
| AVGO Broadcom Inc. | 0.21% | 1,361 | $471K | New |
| TSLA Tesla Inc. | 0.20% | 992 | $446K | Add +58.7% |
| DES Wisdomtree US Smallcap Divid | 0.20% | 13,231 | $443K | Reduce -12.7% |
| META Meta Platforms Inc. Class A | 0.19% | 628 | $415K | New |
| CAT Caterpillar Inc. | 0.19% | 720 | $412K | Add +1.3% |
| BMY Bristol-Myers Squibb Co. | 0.18% | 7,262 | $392K | Add +5.9% |
| V Visa Inc. Class A | 0.18% | 1,106 | $388K | New |
| MA Mastercard Inc. Class A | 0.18% | 679 | $388K | Add +60.5% |
| AMGN Amgen Inc. | 0.18% | 1,181 | $387K | No change |
| SYK Stryker Corp. | 0.17% | 1,088 | $383K | Add +0.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.16% | 4,516 | $360K | Add +6.4% |
| LLY Eli Lilly & Co. | 0.16% | 332 | $357K | New |
| IWD iShares Russell 1000 Value E | 0.16% | 1,634 | $344K | Add +0.2% |
| ESGE iShares Inc. iShares ESG Awar | 0.15% | 7,422 | $328K | Reduce -2.9% |
| VDE Vanguard Energy ETF | 0.14% | 2,487 | $313K | Reduce -4.5% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.12% | 2,910 | $262K | Reduce -12.9% |
| NFLX Netflix Inc. | 0.11% | 2,650 | $248K | New |
| AB Alliancebernstein Holding LP | 0.11% | 6,035 | $232K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.10% | 2,533 | $227K | Add +1.3% |
| WFC Wells Fargo & Co. | 0.10% | 2,373 | $221K | New |
| IVV iShares Core S&P 500 ETF | 0.10% | 319 | $218K | New |
| AMAT Applied Materials Inc. | 0.10% | 822 | $211K | New |
| JNJ Johnson & Johnson | 0.10% | 1,020 | $211K | New |
| COST Costco Wholesale Corp. | 0.10% | 244 | $211K | New |
Portfolio Sells Q3 2025 → Q4 2025
| SLV iShares Silver Trust | Sold out | 0.00% | −0.45 |
| RIVN Rivian Automotive Inc. Class A | Sold out | 0.00% | −0.34 |
| DFEM Dimensional Emrg MRKT Core | Reduce -2.2% | 4.97% | −0.33 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -4.2% | 2.39% | −0.25 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -3.9% | 2.15% | −0.24 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.6% | 2.02% | −0.20 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -3.0% | 1.02% | −0.17 |
| EFV iShares MSCI Eafe Value ETF | Reduce -3.6% | 2.84% | −0.17 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -9.0% | 1.04% | −0.16 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.1% | 2.30% | −0.14 |
| IAU iShares Gold Trust | Sold out | 0.00% | −0.12 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -1.4% | 1.64% | −0.10 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -6.6% | 0.69% | −0.08 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -4.1% | 0.73% | −0.07 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -4.7% | 0.51% | −0.06 |
| VNQ Vanguard Real Estate ETF | Reduce -1.9% | 0.47% | −0.06 |
| DON Wisdomtree US Midcap Dividen | Reduce -1.6% | 0.55% | −0.06 |
| VWO Vanguard Ftse Emerging Marke | Reduce -3.0% | 0.43% | −0.05 |
| TLT iShares 20+ Year Treasury BD | Reduce -0.9% | 0.44% | −0.05 |
| DES Wisdomtree US Smallcap Divid | Reduce -12.7% | 0.20% | −0.05 |
| VXUS Vanguard Total Intl Stock | Reduce -6.8% | 0.35% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -8.5% | 0.25% | −0.04 |
| VEA Vanguard Ftse Developed ETF | Reduce -5.9% | 0.38% | −0.04 |
| VYMI Vanguard Int High DVD YLD Inc. | Reduce -12.9% | 0.12% | −0.02 |
| VDE Vanguard Energy ETF | Reduce -4.5% | 0.14% | −0.02 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -2.9% | 0.15% | −0.01 |
| RFL Rafael Holdings Inc. Class B | Sold out | 0.00% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| VOO Vanguard S&P 500 ETF | Add +26.4% | 4.17% | +0.71 |
| NVDA Nvidia Corp. | Add +138.0% | 1.21% | +0.66 |
| VCIT Vanguard Int-Term Corporate | Add +13.3% | 6.38% | +0.30 |
| AMZN Amazon.com Inc. | Add +221.7% | 0.40% | +0.27 |
| AVGO Broadcom Inc. | New | 0.21% | +0.21 |
| IDEV iShares Core MSCI Dev MKTS | Add +10.1% | 4.12% | +0.21 |
| META Meta Platforms Inc. Class A | New | 0.19% | +0.19 |
| GOOG Alphabet Inc. Class C | Add +100.3% | 0.30% | +0.18 |
| V Visa Inc. Class A | New | 0.18% | +0.18 |
| LLY Eli Lilly & Co. | New | 0.16% | +0.16 |
| DFIV Dimensional International Va | Add +5.1% | 2.84% | +0.16 |
| VGSH Vanguard Short-Term Treasury | Add +12.2% | 3.66% | +0.15 |
| JMST JPM Ultra-Short Muni Income | Add +49.5% | 0.49% | +0.14 |
| MSFT Microsoft Corp. | Add +32.9% | 0.94% | +0.13 |
| GOOGL Alphabet Inc. Class A | Add +58.9% | 0.25% | +0.12 |
| AAPL Apple Inc. | Add +10.3% | 1.31% | +0.11 |
| NFLX Netflix Inc. | New | 0.11% | +0.11 |
| ISRG Intuitive Surgical Inc. | Add +47.5% | 0.25% | +0.11 |
| WFC Wells Fargo & Co. | New | 0.10% | +0.10 |
| IVV iShares Core S&P 500 ETF | New | 0.10% | +0.10 |
| AMAT Applied Materials Inc. | New | 0.10% | +0.10 |
| JNJ Johnson & Johnson | New | 0.10% | +0.10 |
| COST Costco Wholesale Corp. | New | 0.10% | +0.10 |
| TSLA Tesla Inc. | Add +58.7% | 0.20% | +0.07 |
| REET iShares Global REIT ETF | Add +12.7% | 2.70% | +0.06 |
| MA Mastercard Inc. Class A | Add +60.5% | 0.18% | +0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +8.1% | 2.56% | +0.06 |
| XOM Exxon Mobil Corp. | Add +5.3% | 0.77% | +0.03 |
| IEMG iShares Core MSCI Emerging | Add +6.3% | 3.31% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +5.9% | 0.18% | +0.03 |
| CAT Caterpillar Inc. | Add +1.3% | 0.19% | +0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +6.6% | 2.40% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +6.4% | 0.16% | −0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.3% | 0.10% | −0.00 |
| IWD iShares Russell 1000 Value E | Add +0.2% | 0.16% | −0.01 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.39% | −0.01 |
| SYK Stryker Corp. | Add +0.2% | 0.17% | −0.02 |
| VIGI Vanguard Int Div App Indx FD | Add +2.5% | 1.06% | −0.03 |
| IWS iShares Russell Mid-Cap Valu | Add +0.1% | 0.55% | −0.03 |
| DGS Wisdomtree Em Small Cap | Add +2.7% | 2.07% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.3% | 1.54% | −0.09 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +1.8% | 3.95% | −0.16 |
| VYM Vanguard High DVD Yield ETF | Add +2.7% | 6.58% | −0.18 |
| EDV Vanguard Extended Dur Treas | Add +6.9% | 3.47% | −0.20 |
| ISCF iShares International Small | Add +2.3% | 5.25% | −0.22 |
| JPST JPMorgan Ultra-Short Income | Add +1.3% | 4.91% | −0.31 |
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 |