StockDriftsStockDriftsTop 50 Causey Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | 7.34% | 227.3K | $18.8M | +10.93%(+22.39K) | $82.25(-1.23%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 6.49% | 105.1K | $16.6M | +2.46%(+2.53K) | $129.20(+28.91%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 6.45% | 326.5K | $16.5M | +9.15%(+27.37K) | $50.60(-0.28%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.15% | 324.5K | $13.2M | -0.84%(-2.75K) | $27.17(+45.05%) | 2026-06-30 | |
| ISCF | ISHARES TR | 4.65% | 274.6K | $11.9M | +0.26%(+722) | $33.82(+34.90%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 4.37% | 192.1K | $11.2M | +1.16%(+2.21K) | $58.70(-1.11%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.31% | 16.1K | $11.0M | +3.76%(+582) | $555.07(+28.10%) | 2026-06-30 | |
| IDEV | ISHARES TR | 3.86% | 111.0K | $9.9M | +1.73%(+1.89K) | $69.23(+34.83%) | 2026-06-30 | |
| REET | ISHARES TR | 3.45% | 319.9K | $8.8M | +12.94%(+36.65K) | $25.23(+9.89%) | 2026-06-30 | |
| IJJ | ISHARES TR | 3.34% | 57.9K | $8.6M | -1.81%(-1.06K) | $124.29(+21.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +21.80% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.48% |
Causey Wealth LLC reports $255.85M in US-listed equity holdings across 83 positions in its most recent 13F filing. Its largest disclosed positions are VCIT (7.3%), VYM (6.5%) and JPST (6.5%). The top 20 holdings account for 74.14% of reported assets. Its disclosed equity book has returned +21.80% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Causey Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2132639). View Causey Wealth LLC’s 13F filings on SEC