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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 Chg Shares Chg % Period Price ① Since Period ①
1 WDC WESTERN DIGITAL CORP Technology 708.0 $452K 0.18% NEW $638.72 -26.8%
2 MU MICRON TECHNOLOGY INC Technology 325.0 $375K 0.15% NEW $1154.29 -11.9%
3 SNDK SANDISK CORP Technology 113.0 $257K 0.10% NEW $2273.73 -23.5%
4 ASML ASML HLDG NV Technology 118.0 $235K 0.09% NEW $1989.44 -13.8%
5 EA SERIES TRUST 3,641.0 $207K 0.08% NEW $56.93
6 IVV ISHARES TR 275.0 $206K 0.08% NEW $748.89 +3.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%