Causey Wealth LLC

Registered adviser

CIK

2132639

Location

GREENWOOD VILLAGE, CO

Portfolio Value

Small $255,848,436

Diversification

Diversified

Filing Date

Global Rank

#5,722 / 8,827 ▼ 57

Top Industry

Insurance - Diversified 33.4%

Period ended 4 months ago

Filed Aug 11, 2026 · 3mo

7 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 331134

Roster of Nov 1, 2026

Regulatory AUM

$393,201,010

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$393,201,010	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$332,338,634	Individuals and high net worth (100%)
Jul 2024 to Mar 2025	$292,542,974	Individuals and high net worth (100%)

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 88.7% of the book (60%+)

Turnover

Low turnover

10.0% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.7 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 83.5%; sector active share 74.0% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

29.2%

+3.1 pts

Top 5

68.9%

+2.5 pts

Top 10

88.7%

+0.4 pts

HHI

1,371

Diversified+139

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	86.9%	$222,325,666	53
Financial Services	4.8%	$12,175,456	5
Technology	4.6%	$11,666,740	11
Energy	1.1%	$2,931,960	1
Healthcare	0.9%	$2,200,471	6
Communication Services	0.8%	$2,088,737	3
Consumer Cyclical	0.6%	$1,505,396	2
Industrials	0.3%	$752,884	1
Consumer Defensive	0.1%	$201,126	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VUG	VANGUARD GROWTH INDEX FUND	+58,664	70,060	$6,034,968
REET	iShares Global REIT ETF	+36,653	319,875	$8,834,947
JPST	JPMorgan Ultra-Short Income ETF	+27,369	326,485	$16,510,346
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+22,393	227,336	$18,789,320
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	+21,878	27,553	$2,422,184
JMST	JPMorgan Ultra-Short Municipal Income ETF	+15,393	50,980	$2,599,980
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	+2,526	105,102	$16,609,269
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	+2,208	192,109	$11,180,743
IDEV	iShares Core MSCI International Developed Markets ETF	+1,891	110,998	$9,879,931
DFIV	Dimensional International Value ETF	+1,857	137,253	$7,414,407
IJR	iShares Core S&P Small-Cap ETF	+1,457	39,582	$5,870,406
ISCF	iShares International Small-Cap Equity Factor ETF	+722	274,582	$11,886,654
VOO	VANGUARD 500 INDEX FUND	+582	16,051	$11,023,987
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+239	7,771	$614,142
DFAI	Dimensional International Core Equity Market ETF	+132	11,632	$479,820
IGF	iShares Global Infrastructure ETF	+130	3,222	$214,585
SCHD	Schwab U.S. Dividend Equity ETF	+118	15,085	$478,345
XOM	ExxonMobil Holdings Corp	+111	21,445	$2,931,960
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	+37	3,655	$358,921
ESGE	iShares Trust	+31	6,462	$353,406
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+16	2,486	$919,919
BRK-B	Berkshire Hathaway Inc	+8	7,420	$3,712,893
VIG	Vanguard Specialized Funds	+7	1,631	$385,927
MSFT	Microsoft Corp	+5	4,527	$1,688,661
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	+5	7,638	$2,339,519
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
EDV	Vanguard World Fund	−42,838	92,337	$6,009,291
EFV	iShares MSCI EAFE Value ETF	−4,280	80,959	$6,197,411
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	−2,750	324,527	$13,188,777
NVDA	Nvidia Corp	−2,070	12,064	$2,413,885
VOE	VANGUARD MID-CAP VALUE INDEX FUND	−1,089	23,206	$4,585,505
IJJ	iShares S&P Mid-Cap 400 Value ETF	−1,065	57,928	$8,557,703
IWS	iShares Russell Mid-Cap Value ETF	−790	7,366	$1,212,443
—		−660	67,257	$4,352,200
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	−659	29,643	$4,573,618
VDE	VANGUARD ENERGY INDEX FUND	−641	1,457	$218,739
MGV	VANGUARD MORNINGSTAR MEGA CAP VALUE INDEX FUND	−411	10,895	$1,780,787
IEMG	iShares Trust	−280	101,683	$8,423,419
TLT	iShares 20+ Year Treasury Bond ETF	−279	8,419	$727,569
EFG	iShares MSCI EAFE Growth ETF	−207	8,055	$1,002,203
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−195	16,858	$1,006,254
IJS	iShares S&P Small-Cap 600 Value ETF	−163	28,136	$3,845,628
VB	Vanguard Index Funds	−131	12,851	$3,895,395
DON	WisdomTree U.S. Midcap Dividend Fund	−73	17,885	$1,010,860
VNQ	VANGUARD REAL ESTATE INDEX FUND	−66	11,682	$1,126,495
VTV	VANGUARD VALUE INDEX FUND	−41	8,035	$1,751,067
VXUS	Vanguard Total International Stock ETF	−29	11,606	$992,196
VIGI	Vanguard Whitehall Funds	−19	23,596	$2,203,394
COST	Costco Wholesale Corp	−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

6 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
AAUA	Alpha Architect US Equity 3 ETF	3,641	$207,245
IVV	iShares Core S&P 500 ETF	275	$205,944
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
JAAA	Janus Henderson AAA CLO ETF	8,400	$423,108
TBIL	F/m US Treasury 3 Month Bill Fund	5,800	$289,188
NFLX	Netflix Inc	2,530	$243,259
IEFA	iShares Core MSCI EAFE ETF	2,228	$201,700
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

83 tracked positions · $255,848,436 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

Showing 1–50 of 83 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	227,336	+22,393	$18,789,320	+10.8%	7	before history	7.34%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	105,102	+2,526	$16,609,269	+9.3%	7	before history	6.49%
JPST	JPMorgan Ultra-Short Income ETF	Added	326,485	+27,369	$16,510,346	+9.1%	7	before history	6.45%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Reduced	324,527	-2,750	$13,188,777	+16.6%	7	before history	5.15%
ISCF	iShares International Small-Cap Equity Factor ETF	Added	274,582	+722	$11,886,654	+3.9%	7	before history	4.65%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Added	192,109	+2,208	$11,180,743	+0.6%	5	$58.63	4.37%
VOO	VANGUARD 500 INDEX FUND	Added	16,051	+582	$11,023,987	+19.3%	7	before history	4.31%
IDEV	iShares Core MSCI International Developed Markets ETF	Added	110,998	+1,891	$9,879,931	+8.4%	7	before history	3.86%
REET	iShares Global REIT ETF	Added	319,875	+36,653	$8,834,947	+24.0%	7	before history	3.45%
IJJ	iShares S&P Mid-Cap 400 Value ETF	Reduced	57,928	-1,065	$8,557,703	+9.5%	7	before history	3.34%
IEMG	iShares Trust	Reduced	101,683	-280	$8,423,419	—	7	before history	3.29%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	10	0	$7,488,500	+4.3%	6	$729,330.80	2.93%
DFIV	Dimensional International Value ETF	Added	137,253	+1,857	$7,414,407	+3.8%	7	before history	2.90%
IJK	iShares S&P Mid-Cap 400 Growth ETF	Added	56,781	+4	$6,671,767	+16.8%	7	before history	2.61%
EFV	iShares MSCI EAFE Value ETF	Reduced	80,959	-4,280	$6,197,411	−2.2%	7	before history	2.42%
VUG	VANGUARD GROWTH INDEX FUND	Added	70,060	+58,664	$6,034,968	+21.2%	7	before history	2.36%
EDV	Vanguard World Fund	Reduced	92,337	-42,838	$6,009,291	−31.6%	7	before history	2.35%
IJR	iShares Core S&P Small-Cap ETF	Added	39,582	+1,457	$5,870,406	+23.9%	7	before history	2.29%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Reduced	23,206	-1,089	$4,585,505	+2.4%	7	before history	1.79%
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	Reduced	29,643	-659	$4,573,618	+3.5%	7	before history	1.79%
		Reduced	67,257	-660	$4,352,200	+6.6%	7	before history	1.70%
VB	Vanguard Index Funds	Reduced	12,851	-131	$3,895,395	+14.6%	7	before history	1.52%
IJS	iShares S&P Small-Cap 600 Value ETF	Reduced	28,136	-163	$3,845,628	+14.7%	7	before history	1.50%
AAPL	Apple Inc. Technology	Added	13,149	+2	$3,804,794	+14.0%	7	before history	1.49%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,420	+8	$3,712,893	+4.5%	7	before history	1.45%
XOM	ExxonMobil Holdings Corp Energy	Added	21,445	+111	$2,931,960	−19.0%	7	before history	1.15%
JMST	JPMorgan Ultra-Short Municipal Income ETF	Added	50,980	+15,393	$2,599,980	+43.3%	6	$50.93	1.02%
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	Added	27,553	+21,878	$2,422,184	+16.2%	7	before history	0.95%
NVDA	Nvidia Corp Technology	Reduced	12,064	-2,070	$2,413,885	−2.1%	7	before history	0.94%
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	Added	7,638	+5	$2,339,519	+19.1%	7	before history	0.91%
VIGI	Vanguard Whitehall Funds	Reduced	23,596	-19	$2,203,394	+5.5%	7	before history	0.86%
MGV	VANGUARD MORNINGSTAR MEGA CAP VALUE INDEX FUND	Reduced	10,895	-411	$1,780,787	+8.7%	7	before history	0.70%
VTV	VANGUARD VALUE INDEX FUND	Reduced	8,035	-41	$1,751,067	+10.5%	7	before history	0.68%
MSFT	Microsoft Corp Technology	Added	4,527	+5	$1,688,661	+0.9%	7	before history	0.66%
IWS	iShares Russell Mid-Cap Value ETF	Reduced	7,366	-790	$1,212,443	+2.0%	7	before history	0.47%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Reduced	11,682	-66	$1,126,495	+8.1%	7	before history	0.44%
AMZN	Amazon Com Inc Consumer Cyclical	Held	4,555	0	$1,085,638	+14.4%	7	before history	0.42%
GOOG	Alphabet Inc. Communication Services	Held	2,880	0	$1,017,590	+23.2%	4	$265.45	0.40%
DON	WisdomTree U.S. Midcap Dividend Fund	Reduced	17,885	-73	$1,010,860	+7.1%	7	before history	0.40%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	16,858	-195	$1,006,254	+9.2%	7	before history	0.39%
EFG	iShares MSCI EAFE Growth ETF	Reduced	8,055	-207	$1,002,203	+8.9%	7	before history	0.39%
VXUS	Vanguard Total International Stock ETF	Reduced	11,606	-29	$992,196	+10.6%	7	before history	0.39%
VEA	Vanguard FTSE Developed Markets ETF	Added	13,900	+1	$990,375	+11.2%	7	before history	0.39%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	2,486	+16	$919,919	+16.1%	7	before history	0.36%
IBM	International Business Machines Corp Technology	Held	2,893	0	$813,540	+16.0%	7	before history	0.32%
CAT	Caterpillar Inc Industrials	Held	707	0	$752,884	+50.3%	7	before history	0.29%
TLT	iShares 20+ Year Treasury Bond ETF	Reduced	8,419	-279	$727,569	−3.5%	7	before history	0.28%
AVGO	Broadcom Inc. Technology	Held	1,662	0	$627,820	+22.0%	3	$352.44	0.25%
IAUM	iShares Gold Trust Micro	Held	15,599	0	$624,115	−14.3%	2	$48.58	0.24%
GOOGL	Alphabet Inc. Communication Services	Held	1,719	0	$614,319	+24.3%	4	$237.73	0.24%

Showing the top 50 of 83 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.