Causey Wealth LLC
CIK
2132639
Location
GREENWOOD VILLAGE, CO
Portfolio Value
Micro
$23,798,130
Diversification
Diversified
Filing Date
Global Rank
#7,248
/ 8,232
▲ 315
Top Industry
Oil & Gas Integrated
15.9%
3Y Alpha vs SPY
-1.5%
Period ended 2 months ago
Filed May 13, 2026 · 32d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+21.6%
SPY
+23.4%
Annualised alpha
-1.3%
Max drawdown
−15.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
27 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
15.2%
−1.0 pts
Top 5
61.5%
+0.8 pts
Top 10
75.8%
−0.8 pts
HHI
887
Diversified+16
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 39.0% | $9,271,839 |
| Financial Services | 18.9% | $4,486,674 |
| Energy | 15.2% | $3,619,526 |
| Healthcare | 9.2% | $2,190,236 |
| Consumer Cyclical | 5.5% | $1,319,675 |
| Communication Services | 5.0% | $1,201,571 |
| Unclassified | 4.1% | $979,546 |
| Industrials | 2.1% | $500,881 |
| Consumer Defensive | 1.0% | $228,182 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XOM | Exxon Mobil Corp | +7,228 | 21,334 | $3,619,526 | |
| AAPL | Apple Inc. | +2,517 | 13,147 | $3,336,577 | |
| AMZN | Amazon Com Inc | +759 | 4,555 | $948,669 | |
| BRK-B | Berkshire Hathaway Inc | +680 | 7,412 | $3,551,830 | |
| AVGO | Broadcom Inc. | +301 | 1,662 | $514,405 | |
| MSFT | Microsoft Corp | +228 | 4,522 | $1,673,908 | |
| META | Meta Platforms, Inc. | +183 | 811 | $463,997 | |
| MA | Mastercard Inc | +127 | 806 | $402,725 | |
| TSLA | Tesla, Inc. | +6 | 998 | $371,006 | |
| SYK | Stryker Corp | +3 | 1,091 | $358,491 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −135 | 14,134 | $2,464,969 | |
| NFLX | Netflix Inc | −120 | 2,530 | $243,259 | |
| V | Visa Inc. | −93 | 1,013 | $306,169 | |
| AMAT | Applied Materials Inc /De | −79 | 743 | $253,949 | |
| JNJ | Johnson & Johnson | −43 | 977 | $238,817 | |
| GOOGL | Alphabet Inc. | −35 | 1,719 | $494,315 | |
| IBM | International Business Machines Corp | −21 | 2,893 | $701,234 | |
| COST | Costco Wholesale Corp /New | −15 | 229 | $228,182 | |
| CAT | Caterpillar Inc | −13 | 707 | $500,881 | |
| LLY | ELI LILLY & Co | −9 | 323 | $297,085 | |
| AMGN | Amgen Inc | −5 | 1,176 | $413,775 | |
| ISRG | Intuitive Surgical Inc | −5 | 958 | $441,628 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| WFC | Wells Fargo & Company/Mn | 2,373 | $221,163 | |
| No positions match the current search. | ||||
27 positions ·
$23,798,130 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
Added | 21,334 | $3,619,526 | 15.21% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 7,412 | $3,551,830 | 14.92% | |
| AAPL |
Apple Inc.
Technology
|
Added | 13,147 | $3,336,577 | 14.02% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 14,134 | $2,464,969 | 10.36% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 4,522 | $1,673,908 | 7.03% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 4,555 | $948,669 | 3.99% | |
| IAUM |
iShares Gold Trust Micro
|
NEW | 15,599 | $728,473 | 3.06% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 2,893 | $701,234 | 2.95% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,662 | $514,405 | 2.16% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 707 | $500,881 | 2.10% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,719 | $494,315 | 2.08% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 811 | $463,997 | 1.95% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Reduced | 958 | $441,628 | 1.86% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Held | 7,262 | $440,440 | 1.85% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 1,176 | $413,775 | 1.74% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 806 | $402,725 | 1.69% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 998 | $371,006 | 1.56% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 1,091 | $358,491 | 1.51% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 967 | $326,797 | 1.37% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 1,013 | $306,169 | 1.29% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 323 | $297,085 | 1.25% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 743 | $253,949 | 1.07% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
NEW | 435 | $251,073 | 1.06% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 2,530 | $243,259 | 1.02% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 977 | $238,817 | 1.00% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 229 | $228,182 | 0.96% | |
| AB |
Alliancebernstein Holding L.P.
Financial Services
|
Held | 6,035 | $225,950 | 0.95% |