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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 4 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,262.0 $418K 0.16% $57.62 +16.0%
62 MA MASTERCARD INCORPORATED Financial Services 806.0 $414K 0.16% $513.60 +12.8%
63 IWD ISHARES TR 1,638.0 $397K 0.15% $242.39 +6.3%
64 LLY ELI LILLY & CO Healthcare 323.0 $387K 0.15% $1199.43 -4.3%
65 VIG VANGUARD SPECIALIZED FUNDS 1,631.0 $386K 0.15% $236.56 +2.3%
66 ISRG INTUITIVE SURGICAL INC Healthcare 946.0 $376K 0.15% -12.0 -1.2% $397.68 -7.8%
67 MU MICRON TECHNOLOGY INC Technology 325.0 $375K 0.15% NEW $1154.29 -11.9%
68 VYMI VANGUARD WHITEHALL FDS 3,655.0 $359K 0.14% +37.0 +1.0% $98.20 +9.0%
69 ESGE ISHARES INC 6,462.0 $353K 0.14% $54.69 +1.6%
70 V VISA INC Financial Services 1,013.0 $348K 0.14% $343.09 +9.3%
71 SYK STRYKER CORPORATION Healthcare 1,094.0 $344K 0.14% $314.84 -3.7%
72 QQQ INVESCO QQQ TR Financial Services 435.0 $320K 0.12% $736.40 -2.4%
73 DES WISDOMTREE TR 6,563.0 $267K 0.10% $40.68 -0.7%
74 URTH ISHARES INC 1,285.0 $260K 0.10% $202.64 +3.5%
75 SNDK SANDISK CORP Technology 113.0 $257K 0.10% NEW $2273.73 -23.5%
76 JNJ JOHNSON & JOHNSON Healthcare 977.0 $248K 0.10% $253.93 +8.4%
77 ASML ASML HLDG NV Technology 118.0 $235K 0.09% NEW $1989.44 -13.8%
78 VDE VANGUARD WORLD FD 1,457.0 $219K 0.09% -641.0 -30.6% $150.10 +20.3%
79 IGF ISHARES TR 3,222.0 $215K 0.08% +130.0 +4.2% $66.61 -2.3%
80 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 6,035.0 $213K 0.08% $35.22 +6.0%
Page 4 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%