Causey Wealth LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Causey Wealth LLC reported 81 stock positions worth $235.6 million. Its top holding was Vanguard Int-Term Corporate (VCIT) at 7.2% of the portfolio, followed by Vanguard High DVD Yield ETF (VYM, 6.4%) and JPMorgan Ultra-Short Income (JPST, 6.4%). Compared with Q4 2025, it opened 11 new positions, sold out of 2, added to 30 and reduced 37. The biggest buy was JPMorgan Ultra-Short Income (JPST, shares +40%) and the biggest sale iShares S&P Mid-Cap 400 Valu (IJJ, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- GREENWOOD VILLAGE, CO
- CIK
- 0002132639
- Portfolio Value
- $235.6M (Q1 2026)
- SEC Filing
- 0002132639-26-000004 ↗ filed May 13, 2026
Holdings Value
Holdings 81 stocks · $235.6M
| VCIT Vanguard Int-Term Corporate | 7.20% | 204,943 | $17.0M | Add +22.1% |
| VYM Vanguard High DVD Yield ETF | 6.45% | 102,576 | $15.2M | Add +1.6% |
| JPST JPMorgan Ultra-Short Income | 6.43% | 299,116 | $15.1M | Add +40.1% |
| ISCF iShares International Small | 4.86% | 273,860 | $11.4M | Reduce -1.8% |
| DFEM Dimensional Emrg MRKT Core | 4.80% | 327,277 | $11.3M | Reduce -1.1% |
| VGSH Vanguard Short-Term Treasury | 4.72% | 189,901 | $11.1M | Add +38.5% |
| VOO Vanguard S&P 500 ETF | 3.92% | 15,469 | $9.2M | Add +5.8% |
| IDEV iShares Core MSCI Dev MKTS | 3.87% | 109,107 | $9.1M | Reduce -0.8% |
| EDV Vanguard Extended Dur Treas | 3.73% | 135,175 | $8.8M | Add +14.9% |
| IJJ iShares S&P Mid-Cap 400 Valu | 3.32% | 58,993 | $7.8M | Reduce -10.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 3.05% | 10 | $7.2M | No change |
| DFIV Dimensional International Va | 3.03% | 135,396 | $7.1M | Add +7.9% |
| REET iShares Global REIT ETF | 3.02% | 283,222 | $7.1M | Add +19.0% |
| IEMG iShares Core MSCI Emerging | 3.02% | 101,963 | $7.1M | Reduce -5.9% |
| EFV iShares MSCI Eafe Value ETF | 2.69% | 85,239 | $6.3M | Reduce -2.7% |
| IJK iShares S&P Mid-Cap 400 Grow | 2.43% | 56,777 | $5.7M | Add +4.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.11% | 11,396 | $5.0M | Reduce -1.3% |
| IJR iShares Core S&P Small-Cap E | 2.01% | 38,125 | $4.7M | Reduce -9.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.90% | 24,295 | $4.5M | Reduce -18.0% |
| VSS Vanguard Ftse All Wo X-US SC | 1.88% | 30,302 | $4.4M | Reduce -8.3% |
| DGS Wisdomtree Em Small Cap | 1.73% | 67,917 | $4.1M | Reduce -14.6% |
| XOM Exxon Mobil Corp. | 1.54% | 21,334 | $3.6M | Add +51.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.51% | 7,412 | $3.6M | Add +10.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.44% | 12,982 | $3.4M | Reduce -24.6% |
| IJS iShares S&P Small-Cap 600 Va | 1.42% | 28,299 | $3.4M | Reduce -10.9% |
| AAPL Apple Inc. | 1.42% | 13,147 | $3.3M | Add +23.7% |
| NVDA Nvidia Corp. | 1.05% | 14,134 | $2.5M | Reduce -0.9% |
| VIGI Vanguard Int Div App Indx FD | 0.89% | 23,615 | $2.1M | Reduce -7.5% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.89% | 5,675 | $2.1M | Add +2.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.83% | 7,633 | $2.0M | Reduce -5.3% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.77% | 35,587 | $1.8M | Add +68.6% |
| MSFT Microsoft Corp. | 0.71% | 4,522 | $1.7M | Add +5.3% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.70% | 11,306 | $1.6M | Add +5.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.67% | 8,076 | $1.6M | Reduce -4.4% |
| IWS iShares Russell Mid-Cap Valu | 0.50% | 8,156 | $1.2M | Reduce -4.8% |
| VNQ Vanguard Real Estate ETF | 0.44% | 11,748 | $1.0M | Add +0.9% |
| AMZN Amazon.com Inc. | 0.40% | 4,555 | $949K | Add +20.0% |
| DON Wisdomtree US Midcap Dividen | 0.40% | 17,958 | $944K | Reduce -23.8% |
| VWO Vanguard Ftse Emerging Marke | 0.39% | 17,053 | $922K | Reduce -3.8% |
| EFG iShares MSCI Eafe Growth ETF | 0.39% | 8,262 | $920K | Reduce -16.5% |
| VXUS Vanguard Total Intl Stock | 0.38% | 11,635 | $897K | Add +12.7% |
| VEA Vanguard Ftse Developed ETF | 0.38% | 13,899 | $891K | Add +4.6% |
| GOOG Alphabet Inc. Class C | 0.35% | 2,880 | $826K | Add +35.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.34% | 2,470 | $792K | Add +48.7% |
| TLT iShares 20+ Year Treasury BD | 0.32% | 8,698 | $754K | Reduce -21.6% |
| IAUM iShares Gold Trust Micro | 0.31% | 15,599 | $728K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 2,893 | $701K | Reduce -0.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.25% | 7,532 | $597K | Add +66.8% |
| AVGO Broadcom Inc. | 0.22% | 1,662 | $514K | Add +22.1% |
| CAT Caterpillar Inc. | 0.21% | 707 | $501K | Reduce -1.8% |
| GOOGL Alphabet Inc. Class A | 0.21% | 1,719 | $494K | Reduce -2.0% |
| META Meta Platforms Inc. Class A | 0.20% | 811 | $464K | Add +29.1% |
| SCHD Schwab US DVD Equity ETF | 0.19% | 14,967 | $459K | New |
| QUAL iShares MSCI USA Quality Fac | 0.19% | 2,364 | $453K | New |
| DFAI Dimensional International Co. | 0.19% | 11,500 | $448K | New |
| ISRG Intuitive Surgical Inc. | 0.19% | 958 | $442K | Reduce -0.5% |
| BMY Bristol-Myers Squibb Co. | 0.19% | 7,262 | $440K | No change |
| JAAA Janus Henderson Aaa Clo ETF | 0.18% | 8,400 | $423K | New |
| AMGN Amgen Inc. | 0.18% | 1,176 | $414K | Reduce -0.4% |
| MA Mastercard Inc. Class A | 0.17% | 806 | $403K | Add +18.7% |
| TSLA Tesla Inc. | 0.16% | 998 | $371K | Add +0.6% |
| VDE Vanguard Energy ETF | 0.15% | 2,098 | $363K | Reduce -15.6% |
| SYK Stryker Corp. | 0.15% | 1,091 | $358K | Add +0.3% |
| IWD iShares Russell 1000 Value E | 0.15% | 1,636 | $350K | Add +0.1% |
| VIG Vanguard Dividend Apprec ETF | 0.15% | 1,624 | $349K | New |
| VYMI Vanguard Int High DVD YLD Inc. | 0.14% | 3,618 | $341K | Add +24.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.14% | 967 | $327K | New |
| V Visa Inc. Class A | 0.13% | 1,013 | $306K | Reduce -8.4% |
| LLY Eli Lilly & Co. | 0.13% | 323 | $297K | Reduce -2.7% |
| ESGE iShares Inc. iShares ESG Awar | 0.12% | 6,431 | $292K | Reduce -13.3% |
| TBIL F/M US Treasury 3 Month Bill | 0.12% | 5,800 | $289K | New |
| AMAT Applied Materials Inc. | 0.11% | 743 | $254K | Reduce -9.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.11% | 435 | $251K | New |
| NFLX Netflix Inc. | 0.10% | 2,530 | $243K | Reduce -4.5% |
| JNJ Johnson & Johnson | 0.10% | 977 | $239K | Reduce -4.2% |
| DES Wisdomtree US Smallcap Divid | 0.10% | 6,562 | $236K | Reduce -50.4% |
| URTH iShares MSCI World ETF | 0.10% | 1,285 | $231K | New |
| COST Costco Wholesale Corp. | 0.10% | 229 | $229K | Reduce -6.2% |
| AB Alliancebernstein Holding LP | 0.10% | 6,035 | $226K | No change |
| IGF iShares Global Infrastructur | 0.09% | 3,092 | $207K | New |
| IEFA iShares Core MSCI Eafe ETF | 0.09% | 2,228 | $202K | Reduce -12.0% |
Portfolio Sells Q4 2025 → Q1 2026
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -10.8% | 3.32% | −0.63 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -24.6% | 1.44% | −0.57 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -18.0% | 1.90% | −0.49 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.3% | 2.11% | −0.45 |
| ISCF iShares International Small | Reduce -1.8% | 4.86% | −0.40 |
| DGS Wisdomtree Em Small Cap | Reduce -14.6% | 1.73% | −0.33 |
| IEMG iShares Core MSCI Emerging | Reduce -5.9% | 3.02% | −0.29 |
| IJR iShares Core S&P Small-Cap E | Reduce -9.5% | 2.01% | −0.29 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -8.3% | 1.88% | −0.28 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -0.8% | 3.87% | −0.25 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -10.9% | 1.42% | −0.22 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -5.3% | 0.83% | −0.19 |
| VIGI Vanguard Int Div App Indx FD | Reduce -7.5% | 0.89% | −0.17 |
| DFEM Dimensional Emrg MRKT Core | Reduce -1.1% | 4.80% | −0.17 |
| NVDA Nvidia Corp. | Reduce -0.9% | 1.05% | −0.16 |
| DON Wisdomtree US Midcap Dividen | Reduce -23.8% | 0.40% | −0.15 |
| EFV iShares MSCI Eafe Value ETF | Reduce -2.7% | 2.69% | −0.15 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -16.5% | 0.39% | −0.12 |
| TLT iShares 20+ Year Treasury BD | Reduce -21.6% | 0.32% | −0.12 |
| DES Wisdomtree US Smallcap Divid | Reduce -50.4% | 0.10% | −0.10 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.10 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.10 |
| IBM Intl Business Machines Corp. | Reduce -0.7% | 0.30% | −0.09 |
| ISRG Intuitive Surgical Inc. | Reduce -0.5% | 0.19% | −0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -4.4% | 0.67% | −0.06 |
| V Visa Inc. Class A | Reduce -8.4% | 0.13% | −0.05 |
| IWS iShares Russell Mid-Cap Valu | Reduce -4.8% | 0.50% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -3.8% | 0.39% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -2.0% | 0.21% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -2.7% | 0.13% | −0.04 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -13.3% | 0.12% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -12.0% | 0.09% | −0.02 |
| NFLX Netflix Inc. | Reduce -4.5% | 0.10% | −0.01 |
| AMGN Amgen Inc. | Reduce -0.4% | 0.18% | +0.00 |
| COST Costco Wholesale Corp. | Reduce -6.2% | 0.10% | +0.00 |
| JNJ Johnson & Johnson | Reduce -4.2% | 0.10% | +0.01 |
| AMAT Applied Materials Inc. | Reduce -9.6% | 0.11% | +0.01 |
| VDE Vanguard Energy ETF | Reduce -15.6% | 0.15% | +0.01 |
| CAT Caterpillar Inc. | Reduce -1.8% | 0.21% | +0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| JPST JPMorgan Ultra-Short Income | Add +40.1% | 6.43% | +1.52 |
| VGSH Vanguard Short-Term Treasury | Add +38.5% | 4.72% | +1.06 |
| VCIT Vanguard Int-Term Corporate | Add +22.1% | 7.20% | +0.81 |
| XOM Exxon Mobil Corp. | Add +51.2% | 1.54% | +0.77 |
| REET iShares Global REIT ETF | Add +19.0% | 3.02% | +0.33 |
| IAUM iShares Gold Trust Micro | New | 0.31% | +0.31 |
| JMST JPM Ultra-Short Muni Income | Add +68.6% | 0.77% | +0.28 |
| EDV Vanguard Extended Dur Treas | Add +14.9% | 3.73% | +0.25 |
| SCHD Schwab US DVD Equity ETF | New | 0.19% | +0.19 |
| QUAL iShares MSCI USA Quality Fac | New | 0.19% | +0.19 |
| DFIV Dimensional International Va | Add +7.9% | 3.03% | +0.19 |
| DFAI Dimensional International Co. | New | 0.19% | +0.19 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.18% | +0.18 |
| VIG Vanguard Dividend Apprec ETF | New | 0.15% | +0.15 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.14% | +0.14 |
| TBIL F/M US Treasury 3 Month Bill | New | 0.12% | +0.12 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.11% | +0.11 |
| AAPL Apple Inc. | Add +23.7% | 1.42% | +0.10 |
| URTH iShares MSCI World ETF | New | 0.10% | +0.10 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +66.8% | 0.25% | +0.09 |
| IGF iShares Global Infrastructur | New | 0.09% | +0.09 |
| VTI VG Morningstar TS MKT ETF-US | Add +48.7% | 0.34% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +35.0% | 0.35% | +0.05 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +4.3% | 2.43% | +0.03 |
| VXUS Vanguard Total Intl Stock | Add +12.7% | 0.38% | +0.03 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +24.3% | 0.14% | +0.03 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +5.7% | 0.70% | +0.01 |
| META Meta Platforms Inc. Class A | Add +29.1% | 0.20% | +0.01 |
| AMZN Amazon.com Inc. | Add +20.0% | 0.40% | +0.00 |
| AVGO Broadcom Inc. | Add +22.1% | 0.22% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +4.6% | 0.38% | +0.00 |
| MA Mastercard Inc. Class A | Add +18.7% | 0.17% | −0.01 |
| IWD iShares Russell 1000 Value E | Add +0.1% | 0.15% | −0.01 |
| SYK Stryker Corp. | Add +0.3% | 0.15% | −0.02 |
| VNQ Vanguard Real Estate ETF | Add +0.9% | 0.44% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +10.1% | 1.51% | −0.03 |
| TSLA Tesla Inc. | Add +0.6% | 0.16% | −0.05 |
| VYM Vanguard High DVD Yield ETF | Add +1.6% | 6.45% | −0.13 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +2.0% | 0.89% | −0.16 |
| MSFT Microsoft Corp. | Add +5.3% | 0.71% | −0.23 |
| VOO Vanguard S&P 500 ETF | Add +5.8% | 3.92% | −0.24 |
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 |