Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Causey Wealth LLC (CIK 2132639) reported $255.8M across 83 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VCIT ($18.8M, 7.34%), VYM ($16.6M, 6.49%), JPST ($16.5M, 6.45%), DFEM ($13.2M, 5.15%), ISCF ($11.9M, 4.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | $18.8M | 7.34% | 227,336 | Added |
| 2 | VYM | VANGUARD WHITEHALL FDS | $16.6M | 6.49% | 105,102 | Added |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | $16.5M | 6.45% | 326,485 | Added |
| 4 | DFEM | DIMENSIONAL ETF TRUST | $13.2M | 5.15% | 324,527 | Trimmed |
| 5 | ISCF | ISHARES TR | $11.9M | 4.65% | 274,582 | Added |
| 6 | VGSH | VANGUARD SCOTTSDALE FDS | $11.2M | 4.37% | 192,109 | Added |
| 7 | VOO | VANGUARD INDEX FDS | $11.0M | 4.31% | 16,051 | Added |
| 8 | IDEV | ISHARES TR | $9.9M | 3.86% | 110,998 | Added |
| 9 | REET | ISHARES TR | $8.8M | 3.45% | 319,875 | Added |
| 10 | IJJ | ISHARES TR | $8.6M | 3.34% | 57,928 | Trimmed |
| 11 | IEMG | ISHARES INC | $8.4M | 3.29% | 101,683 | Trimmed |
| 12 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $7.5M | 2.93% | 10 | Hold |
| 13 | DFIV | DIMENSIONAL ETF TRUST | $7.4M | 2.90% | 137,253 | Added |
| 14 | IJK | ISHARES TR | $6.7M | 2.61% | 56,781 | Added |
| 15 | EFV | ISHARES TR | $6.2M | 2.42% | 80,959 | Trimmed |
| 16 | VUG | VANGUARD INDEX FDS | $6.0M | 2.36% | 70,060 | Added |
| 17 | EDV | VANGUARD WORLD FD | $6.0M | 2.35% | 92,337 | Trimmed |
| 18 | IJR | ISHARES TR | $5.9M | 2.29% | 39,582 | Added |
| 19 | VOE | VANGUARD INDEX FDS | $4.6M | 1.79% | 23,206 | Trimmed |
| 20 | VSS | VANGUARD INTL EQUITY INDEX F | $4.6M | 1.79% | 29,643 | Trimmed |
| 21 | DGS | WISDOMTREE TR | $4.4M | 1.70% | 67,257 | Trimmed |
| 22 | VB | VANGUARD INDEX FDS | $3.9M | 1.52% | 12,851 | Trimmed |
| 23 | IJS | ISHARES TR | $3.8M | 1.50% | 28,136 | Trimmed |
| 24 | AAPL | APPLE INC | $3.8M | 1.49% | 13,149 | Added |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.7M | 1.45% | 7,420 | Added |
Source: SEC Form 13F filings · as of 2026-06-30