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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
Page 2 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DGS WISDOMTREE TR 67,257.0 $4.4M 1.70% -660.0 -1.0% $64.71 +0.8%
22 VB VANGUARD INDEX FDS 12,851.0 $3.9M 1.52% -131.0 -1.0% $303.11 -1.0%
23 IJS ISHARES TR 28,136.0 $3.8M 1.50% -163.0 -0.6% $136.68 +0.6%
24 AAPL APPLE INC Technology 13,149.0 $3.8M 1.49% $289.36 +10.6%
25 BERKSHIRE HATHAWAY INC DEL 7,420.0 $3.7M 1.45% $500.39
26 XOM EXXON MOBIL CORP Energy 21,445.0 $2.9M 1.15% +111.0 +0.5% $136.72 +16.6%
27 JMST J P MORGAN EXCHANGE TRADED F 50,980.0 $2.6M 1.02% +15K +43.2% $51.00 -0.3%
28 MGK VANGUARD WORLD FD 27,553.0 $2.4M 0.95% +22K +385.5% $87.91 +2.6%
29 NVDA NVIDIA CORPORATION Technology 12,064.0 $2.4M 0.94% -2K -14.7% $200.09 +15.1%
30 VOT VANGUARD INDEX FDS 7,638.0 $2.3M 0.91% $306.32 -2.0%
31 VIGI VANGUARD WHITEHALL FDS 23,596.0 $2.2M 0.86% $93.38 +6.5%
32 MGV VANGUARD WORLD FD 10,895.0 $1.8M 0.70% -411.0 -3.6% $163.45 +2.7%
33 VTV VANGUARD INDEX FDS 8,035.0 $1.8M 0.68% -41.0 -0.5% $217.93 +3.9%
34 MSFT MICROSOFT CORP Technology 4,527.0 $1.7M 0.66% $373.05 +33.9%
35 IWS ISHARES TR 7,366.0 $1.2M 0.47% -790.0 -9.7% $164.60 +3.5%
36 VNQ VANGUARD INDEX FDS 11,682.0 $1.1M 0.44% -66.0 -0.6% $96.43 -0.4%
37 AMZN AMAZON COM INC Consumer Cyclical 4,555.0 $1.1M 0.42% $238.34 +8.5%
38 GOOG ALPHABET INC 2,880.0 $1.0M 0.40% $353.39
39 DON WISDOMTREE TR 17,885.0 $1.0M 0.40% $56.52 +2.2%
40 VWO VANGUARD INTL EQUITY INDEX F 16,858.0 $1.0M 0.39% -195.0 -1.1% $59.69 +2.9%
Page 2 of 5  ·  83 positions

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%