Causey Wealth LLC

CIK

2132639

Location

GREENWOOD VILLAGE, CO

Portfolio Value

Micro $53,295,997

Diversification

Diversified

Filing Date

Global Rank

#6,886 / 8,517 ▲ 342

Top Industry

Insurance - Diversified 33.4%

3Y Alpha vs SPY

-7.3%

Period ended 46 days ago

Filed Aug 11, 2026 · 4d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+14.4%

SPY

+27.3%

Annualised alpha

-8.1%

Max drawdown

−13.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

37 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

21.0%

+0.5 pts

Top 5

54.9%

−3.6 pts

Top 10

75.3%

−4.1 pts

HHI

855

Diversified−116

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	37.1%	$19,773,227	9
Financial Services	22.8%	$12,175,456	4
Technology	21.9%	$11,666,740	11
Energy	5.5%	$2,931,960	1
Healthcare	4.1%	$2,200,471	6
Communication Services	3.9%	$2,088,737	2
Consumer Cyclical	2.8%	$1,505,396	2
Industrials	1.4%	$752,884	1
Consumer Defensive	0.4%	$201,126	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	ExxonMobil Holdings Corp	+111	21,445	$2,931,960
BRK-B	Berkshire Hathaway Inc	+8	7,430	$11,201,393
VIG	Vanguard Dividend Appreciation ETF	+7	1,631	$385,927
MSFT	Microsoft Corp	+5	4,527	$1,688,661
SYK	Stryker Corp	+3	1,094	$344,434
AAPL	Apple Inc.	+2	13,149	$3,804,794
VEA	Vanguard FTSE Developed Markets ETF	+1	13,900	$990,375
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
EDV	Vanguard World Funds Extended Duration ETF	−42,838	92,337	$6,009,291
NVDA	Nvidia Corp	−2,070	12,064	$2,413,885
DGS	WisdomTree Emerging Markets SmallCap Dividend Fund	−660	67,257	$4,352,200
VB	Vanguard Morningstar Small-Cap ETF	−131	12,851	$3,895,395
VXUS	Vanguard Total International Stock ETF	−29	11,606	$992,196
VIGI	Vanguard International Dividend Appreciation ETF	−19	23,596	$2,203,394
COST	Costco Wholesale Corp /New	−14	215	$201,126
ISRG	Intuitive Surgical Inc	−12	946	$376,205
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
WDC	Western Digital Corp	708	$452,213
MU	Micron Technology Inc	325	$375,144
SNDK	Sandisk Corp	113	$256,931
ASML	Asml Holding NV	118	$234,753
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
NFLX	Netflix Inc	2,530	$243,259
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

37 tracked positions · $53,295,997 total · filing declares 83 positions · $255,848,515 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,430	+8	$11,201,393	+4.4%	21.02%
EDV	Vanguard World Funds Extended Duration ETF	Reduced	92,337	-42,838	$6,009,291	−31.6%	11.28%
DGS	WisdomTree Emerging Markets SmallCap Dividend Fund	Reduced	67,257	-660	$4,352,200	+6.6%	8.17%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	12,851	-131	$3,895,395	+14.6%	7.31%
AAPL	Apple Inc. Technology	Added	13,149	+2	$3,804,794	+14.0%	7.14%
XOM	ExxonMobil Holdings Corp Energy	Added	21,445	+111	$2,931,960	−19.0%	5.50%
NVDA	Nvidia Corp Technology	Reduced	12,064	-2,070	$2,413,885	−2.1%	4.53%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	23,596	-19	$2,203,394	+5.5%	4.13%
MSFT	Microsoft Corp Technology	Added	4,527	+5	$1,688,661	+0.9%	3.17%
GOOGL	Alphabet Inc. Communication Services	Held	4,599	0	$1,631,909	+23.6%	3.06%
AMZN	Amazon Com Inc Consumer Cyclical	Held	4,555	0	$1,085,638	+14.4%	2.04%
VXUS	Vanguard Total International Stock ETF	Reduced	11,606	-29	$992,196	+10.6%	1.86%
VEA	Vanguard FTSE Developed Markets ETF	Added	13,900	+1	$990,375	+11.2%	1.86%
IBM	International Business Machines Corp Technology	Held	2,893	0	$813,540	+16.0%	1.53%
CAT	Caterpillar Inc Industrials	Held	707	0	$752,884	+50.3%	1.41%
AVGO	Broadcom Inc. Technology	Held	1,662	0	$627,820	+22.0%	1.18%
IAUM	iShares Gold Trust Micro	Held	15,599	0	$624,115	−14.3%	1.17%
AMAT	Applied Materials Inc /De Technology	Held	743	0	$537,189	+111.5%	1.01%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	967	0	$461,810	+41.3%	0.87%
META	Meta Platforms, Inc. Communication Services	Held	811	0	$456,828	−1.5%	0.86%
WDC	Western Digital Corp Technology	NEW	708	NEW	$452,213	NEW	0.85%
AMGN	Amgen Inc Healthcare	Held	1,176	0	$425,853	+2.9%	0.80%
TSLA	Tesla, Inc. Consumer Cyclical	Held	998	0	$419,758	+13.1%	0.79%
BMY	Bristol Myers Squibb Co Healthcare	Held	7,262	0	$418,436	−5.0%	0.79%
MA	Mastercard Inc Financial Services	Held	806	0	$413,961	+2.8%	0.78%
LLY	ELI LILLY & Co Healthcare	Held	323	0	$387,415	+30.4%	0.73%
VIG	Vanguard Dividend Appreciation ETF	Added	1,631	+7	$385,927	+10.5%	0.72%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	946	-12	$376,205	−14.8%	0.71%
MU	Micron Technology Inc Technology	NEW	325	NEW	$375,144	NEW	0.70%
V	Visa Inc. Financial Services	Held	1,013	0	$347,550	+13.5%	0.65%
SYK	Stryker Corp Healthcare	Added	1,094	+3	$344,434	−3.9%	0.65%
QQQ	Invesco Qqq Trust, Series 1	Held	435	0	$320,334	+27.6%	0.60%
SNDK	Sandisk Corp Technology	NEW	113	NEW	$256,931	NEW	0.48%
JNJ	Johnson & Johnson Healthcare	Held	977	0	$248,128	+3.9%	0.47%
ASML	Asml Holding NV Technology	NEW	118	NEW	$234,753	NEW	0.44%
AB	Alliancebernstein Holding L.P. Financial Services	Held	6,035	0	$212,552	−5.9%	0.40%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	215	-14	$201,126	−11.9%	0.38%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.