Causey Wealth LLC
CIK
2132639
Location
GREENWOOD VILLAGE, CO
Portfolio Value
Micro
$20,178,604
Diversification
Diversified
Filing Date
Global Rank
#7,718
/ 8,603
▲ 136
· as of Mar 2026
Top Industry
Insurance - Diversified
18.5%
3Y Alpha vs SPY
-0.8%
Period ended 3 months ago
Filed May 13, 2026 · 57d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+23.0%
SPY
+24.0%
Annualised alpha
-0.7%
Max drawdown
−15.9%
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
26 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
17.6%
−0.0 pts
Top 5
59.3%
−2.5 pts
Top 10
73.9%
−2.9 pts
HHI
912
Diversified−42
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 45.9% | $9,271,839 |
| Financial Services | 22.2% | $4,486,674 |
| Healthcare | 10.9% | $2,190,236 |
| Consumer Cyclical | 6.5% | $1,319,675 |
| Communication Services | 6.0% | $1,201,571 |
| Unclassified | 4.9% | $979,546 |
| Industrials | 2.5% | $500,881 |
| Consumer Defensive | 1.1% | $228,182 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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. | ||||
26 positions ·
$20,178,604 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 7,412 | $3,551,830 | 17.60% | |
| AAPL |
Apple Inc.
Technology
|
Added | 13,147 | $3,336,577 | 16.54% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 14,134 | $2,464,969 | 12.22% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 4,522 | $1,673,908 | 8.30% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 4,555 | $948,669 | 4.70% | |
| IAUM |
iShares Gold Trust Micro
|
NEW | 15,599 | $728,473 | 3.61% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 2,893 | $701,234 | 3.48% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,662 | $514,405 | 2.55% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 707 | $500,881 | 2.48% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,719 | $494,315 | 2.45% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 811 | $463,997 | 2.30% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Reduced | 958 | $441,628 | 2.19% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Held | 7,262 | $440,440 | 2.18% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 1,176 | $413,775 | 2.05% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 806 | $402,725 | 2.00% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 998 | $371,006 | 1.84% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 1,091 | $358,491 | 1.78% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 967 | $326,797 | 1.62% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 1,013 | $306,169 | 1.52% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 323 | $297,085 | 1.47% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 743 | $253,949 | 1.26% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
NEW | 435 | $251,073 | 1.24% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 2,530 | $243,259 | 1.21% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 977 | $238,817 | 1.18% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 229 | $228,182 | 1.13% | |
| AB |
Alliancebernstein Holding L.P.
Financial Services
|
Held | 6,035 | $225,950 | 1.12% |