13F-HR filed by Causey Wealth LLC
Causey Wealth LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2026-05-19, with 64 holding rows worth $178,844,592.
- Accession
- 0002132639-26-000006
- Filer
- CIK 2132639
- Filed
- 2026-05-19
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 64 entries on the cover page, a total value of $178,844,592 stated on the cover page (in dollars after the unit check, H1), rows summing to $178,844,592 with VALUE read as dollars as filed, 13F file number 028-26878. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 98,613 | $12,717,076 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 125,846 | $10,289,133 | dollars as filed | |
| VANGUARD WORLD FD | 921910709 | EXTENDED DUR | 138,661 | $9,860,192 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V732 | EMERGING MKTS CO | 367,039 | $9,711,845 | dollars as filed | |
| ISHARES TR | 46434V266 | INTERNATIONAL SL | 283,832 | $9,559,589 | dollars as filed | |
| iShares S&P Mid-Cap 400 Value ETF | 464287705 | SHS | 71,600 | $8,572,698 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 10 | $7,984,416 | dollars as filed | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 102,171 | $7,038,586 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 128,434 | $6,931,559 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 98,933 | $5,831,089 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 10,743 | $5,520,707 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 33,356 | $5,354,980 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 23,998 | $5,321,461 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 95,206 | $4,820,256 | dollars as filed | |
| WISDOMTREE TR | 97717W281 | EMG MKTS SMCAP | 98,758 | $4,771,003 | dollars as filed | |
| iShares Global REIT ETF | 46434V647 | SHS | 182,001 | $4,415,351 | dollars as filed | |
| ISHARES TR | 464287606 | S&P MC 400GR ETF | 51,815 | $4,315,121 | dollars as filed | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 37,141 | $4,293,536 | dollars as filed | |
| Dimensional International Value ETF | 25434V807 | SHS | 108,254 | $4,260,891 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 40,328 | $4,217,131 | dollars as filed | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 42,607 | $4,153,301 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 10,777 | $3,996,199 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 6,646 | $3,539,527 | dollars as filed | |
| Apple Inc | 037833100 | COM | 10,777 | $2,393,849 | dollars as filed | |
| Vanguard International Dividend Appreciation ETF | 921946810 | SHS | 26,371 | $2,187,246 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 8,621 | $2,109,015 | dollars as filed | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 6,250 | $1,930,478 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 9,432 | $1,629,290 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 13,397 | $1,593,248 | dollars as filed | |
| VANGUARD MORNINGSTAR MEGA CAP VALUE ETF | 921910840 | ETF | 11,375 | $1,465,523 | dollars as filed | |
| WISDOMTREE TR | 97717W505 | US MIDCAP DIVID | 26,788 | $1,326,541 | dollars as filed | |
| ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | ETF | 10,303 | $1,297,869 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 3,248 | $1,219,142 | dollars as filed | |
| ISHARES MSCI EAFE GROWTH ETF | 464288885 | ETF | 11,469 | $1,146,879 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 11,806 | $1,068,919 | dollars as filed | |
| VWO | 922042858 | SHS | 21,434 | $970,119 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 14,950 | $759,926 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 2,923 | $726,793 | dollars as filed | |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 46641Q654 | ETF | 13,714 | $697,357 | dollars as filed | |
| WISDOMTREE TR | 97717W604 | US SMALLCAP DIVD | 20,594 | $658,176 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 6,000 | $650,280 | dollars as filed | |
| RIVIAN AUTOMOTIVE INC COM CL A | 76954A103 | Stock | 47,781 | $594,873 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 9,342 | $580,161 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 893 | $489,480 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 6,934 | $422,897 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 1,086 | $404,264 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 1,191 | $371,159 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 8,741 | $365,375 | dollars as filed | |
| VTI | 922908769 | COM | 1,324 | $363,939 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 4,225 | $333,497 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 653 | $323,411 | dollars as filed | |
| ISHARES INC | 46434G863 | COM | 9,186 | $321,052 | dollars as filed | |
| Vanguard Energy ETF | 92204A306 | SHS | 2,466 | $319,802 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 1,631 | $306,889 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 3,922 | $296,701 | dollars as filed | |
| KRAFT HEINZ CO COM | 500754106 | Stock | 8,922 | $271,496 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 2,586 | $235,404 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 709 | $233,828 | dollars as filed | |
| ALLIANCEBERNSTEIN HLDG L P | 01881G106 | UNIT LTD PARTN | 6,035 | $231,201 | dollars as filed | |
| VANGUARD WHITEHALL FDS | 921946885 | COM | 3,485 | $223,767 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,168 | $222,224 | dollars as filed | |
| Vanguard International High Dividend Yield ETF | 921946794 | SHS | 2,940 | $216,630 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 6,623 | $205,247 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 2,194 | $204,998 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002132639-26-000006 | this filing | 2026-05-19 | acceptance time not in the bulk data set |