Causey Wealth LLC

CIK

2132639

Location

GREENWOOD VILLAGE, CO

Portfolio Value

Micro $9,271,839

Diversification

Diversified

Filing Date

Global Rank

#7,601 / 8,586 ▲ 192

Top Industry

Oil & Gas Integrated 15.9%

3Y Alpha vs SPY

-2.6%

Period ended 3 months ago

Filed May 13, 2026 · 34d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+22.1%

SPY

+25.8%

Annualised alpha

-2.6%

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, 2025

Top 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	Positions
Technology	39.0%	$9,271,839	7
Financial Services	18.9%	$4,486,674	4
Energy	15.2%	$3,619,526	1
Healthcare	9.2%	$2,190,236	6
Consumer Cyclical	5.5%	$1,319,675	2
Communication Services	5.0%	$1,201,571	3
Unclassified	4.1%	$979,546	2
Industrials	2.1%	$500,881	1
Consumer Defensive	1.0%	$228,182	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
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
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.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
IAUM	iShares Gold Trust Micro	15,599	$728,473
TSM	Taiwan Semiconductor Manufacturing Co Ltd	967	$326,797
QQQ	Invesco Qqq Trust, Series 1	435	$251,073
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.

Portfolio Positions

Compact Export CSV View 13F filing

7 positions · $9,271,839 total · Technology only · as of Mar 31, 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
AAPL	Apple Inc. Technology	Added	13,147	+2,517	$3,336,577	+15.5%	35.99%
NVDA	Nvidia Corp Technology	Reduced	14,134	-135	$2,464,969	−7.4%	26.59%
MSFT	Microsoft Corp Technology	Added	4,522	+228	$1,673,908	−19.4%	18.05%
IBM	International Business Machines Corp Technology	Reduced	2,893	-21	$701,234	−18.8%	7.56%
AVGO	Broadcom Inc. Technology	Added	1,662	+301	$514,405	+9.2%	5.55%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	967	NEW	$326,797	NEW	3.52%
AMAT	Applied Materials Inc /De Technology	Reduced	743	-79	$253,949	+20.2%	2.74%