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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 3 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EFG ISHARES TR 8,055.0 $1.0M 0.39% -207.0 -2.5% $124.43 +0.1%
42 VXUS VANGUARD STAR FDS 11,606.0 $992K 0.39% $85.49 +3.4%
43 VEA VANGUARD TAX-MANAGED FDS 13,900.0 $990K 0.39% $71.25 +3.5%
44 VTI VANGUARD INDEX FDS 2,486.0 $920K 0.36% +16.0 +0.7% $370.08 +2.6%
45 IBM INTERNATIONAL BUSINESS MACHS Technology 2,893.0 $813K 0.32% $281.19 -16.5%
46 CAT CATERPILLAR INC Industrials 707.0 $753K 0.29% $1064.90 -23.6%
47 TLT ISHARES TR 8,419.0 $728K 0.28% -279.0 -3.2% $86.43 -4.9%
48 AVGO BROADCOM INC Technology 1,662.0 $628K 0.24% $377.75 -5.3%
49 IAUM ISHARES GOLD TRUST MICRO Financial Services 15,599.0 $624K 0.24% $40.01 +10.5%
50 GOOGL ALPHABET INC Communication Services 1,719.0 $614K 0.24% $357.33 -5.3%
51 VCSH VANGUARD SCOTTSDALE FDS 7,771.0 $614K 0.24% +239.0 +3.2% $79.03 -1.1%
52 AMAT APPLIED MATLS INC Technology 743.0 $537K 0.21% $722.53 -37.1%
53 QUAL ISHARES TR 2,364.0 $519K 0.20% $219.43 +1.4%
54 DFAI DIMENSIONAL ETF TRUST 11,632.0 $480K 0.19% +132.0 +1.1% $41.25 +5.2%
55 SCHD SCHWAB STRATEGIC TR 15,085.0 $478K 0.19% +118.0 +0.8% $31.71 +9.7%
56 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 967.0 $462K 0.18% $477.57 -10.2%
57 META META PLATFORMS INC Communication Services 811.0 $457K 0.18% $563.29 +9.5%
58 WDC WESTERN DIGITAL CORP Technology 708.0 $452K 0.18% NEW $638.72 -26.8%
59 AMGN AMGEN INC Healthcare 1,176.0 $426K 0.17% $362.22 +20.7%
60 TSLA TESLA INC Consumer Cyclical 998.0 $420K 0.16% $420.60 -15.8%
Page 3 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%