Portfolio (Quarterly) Guide ↗

Causey Wealth LLC

· CIK 0002132639

13F Portfolio $256M AUM 83 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 6 New 19 Added 20 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	JAAA	JANUS DETROIT STR TR	—	8,400	$423K	0.18%	SOLD
2	TBIL	RBB FD INC	—	5,800	$289K	0.12%	SOLD
3	NFLX	NETFLIX INC.	Communication Services	2,530	$243K	0.10%	SOLD
4	IEFA	ISHARES TR	—	2,228	$202K	0.09%	SOLD

Sector Allocation

Technology 52.4%

Energy 13.2%

Healthcare 9.9%

Financial Services 8.6%

Consumer Cyclical 6.8%

Communication Services 4.8%

Industrials 3.4%

Consumer Defensive 0.9%