Causey Wealth LLC
CIK: 2132639SEC EDGAR →
Portfolio Value
$89.0B
Holdings
68
As of
Q1 2026
New Positions
68
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 446,481 | $11.7B | 13.14% |
| 2 | ISHARES TR | 283,612 | $9.2B | 10.28% |
| 3 | ISHARES INC | 151,622 | $7.9B | 8.89% |
| 4 | ISHARES TR | 101,704 | $6.6B | 7.37% |
| 5 | VANGUARD SCOTTSDALE FDS | 80,808 | $6.5B | 7.29% |
| 6 | ISHARES TR | 112,544 | $5.9B | 6.63% |
| 7 | VANGUARD WORLD FD | 84,029 | $5.7B | 6.39% |
| 8 | WISDOMTREE TR | 111,451 | $5.5B | 6.12% |
| 9 | ISHARES TR | 46,566 | $4.2B | 4.76% |
| 10 | DIMENSIONAL ETF TRUST | 110,430 | $3.9B | 4.40% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 50 | $87.0B | 97.8% |
| Consumer Cyclical | 3 | $636.0M | 0.7% |
| Healthcare | 4 | $393.2M | 0.4% |
| Energy | 2 | $336.6M | 0.4% |
| Unknown | 2 | $324.0M | 0.4% |
| Consumer Defensive | 1 | $274.0M | 0.3% |
| Technology | 4 | $5.5M | 0.0% |
| Industrials | 1 | $257K | 0.0% |
| Communication Services | 1 | $220K | 0.0% |