Causey Wealth LLC Q1 2026 Filing
Filed May 19, 2026
Portfolio Value
$89.0B
Holdings
68
Report Date
Q1 2026
Filing Type
13F-HR
All Holdings (68 positions)
| Stock | Value |
|---|---|
DFEMDIMENSIONAL ETF TRUST | $11.7B |
ISCFISHARES TR | $9.2B |
IEMGISHARES INC | $7.9B |
IDEVISHARES TR | $6.6B |
VCITVANGUARD SCOTTSDALE FDS | $6.5B |
EFVISHARES TR | $5.9B |
EDVVANGUARD WORLD FD | $5.7B |
DGSWISDOMTREE TR | $5.5B |
IJKISHARES TR | $4.2B |
DFIVDIMENSIONAL ETF TRUST | $3.9B |
REETISHARES TR | $3.8B |
JPSTJ P MORGAN EXCHANGE TRADED F | $3.6B |
VIGIVANGUARD WHITEHALL FDS | $2.1B |
DONWISDOMTREE TR | $1.5B |
EFGISHARES TR | $1.4B |
DESWISDOMTREE TR | $1.3B |
VWOVANGUARD INTL EQUITY INDEX F | $1.2B |
VNQVANGUARD INDEX FDS | $1.0B |
VEAVANGUARD TAX-MANAGED FDS | $714.9M |
RIVNRIVIAN AUTOMOTIVE INC | $635.5M |
VXUSVANGUARD STAR FDS | $544.3M |
BMYBRISTOL-MYERS SQUIBB CO | $392.2M |
XLESELECT SECTOR SPDR TR | $381.8M |
SLBSCHLUMBERGER LTD | $335.1M |
AQLTISHARES TR | $321.0M |
VCSHVANGUARD SCOTTSDALE FDS | $316.4M |
SCZISHARES TR | $307.1M |
ESGEISHARES INC | $306.6M |
TLTISHARES TR | $282.2M |
USHYISHARES TR | $279.9M |
KHCKRAFT HEINZ CO | $274.0M |
IGFISHARES TR | $265.9M |
VWOBVANGUARD WHITEHALL FDS | $255.2M |
ICSHISHARES TR | $238.3M |
ABALLIANCEBERNSTEIN HLDG L P | $223.8M |
VYMVANGUARD WHITEHALL FDS | $13.0M |
IJJISHARES TR | $10.0M |
VBVANGUARD INDEX FDS | $6.9M |
VOEVANGUARD INDEX FDS | $6.5M |
IJRISHARES TR | $5.7M |
IJSISHARES TR | $5.5M |
VSSVANGUARD INTL EQUITY INDEX F | $5.3M |
VUGVANGUARD INDEX FDS | $4.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $3.0M |
AAPLAPPLE INC | $2.7M |
VOOVANGUARD INDEX FDS | $2.3M |
VOTVANGUARD INDEX FDS | $2.2M |
MGKVANGUARD WORLD FD | $2.1M |
VTVVANGUARD INDEX FDS | $1.6M |
XOMEXXON MOBIL CORP | $1.4M |
IWSISHARES TR | $1.4M |
MGVVANGUARD WORLD FD | $1.4M |
MSFTMICROSOFT CORP | $1.4M |
NVDANVIDIA CORPORATION | $806K |
IBMINTERNATIONAL BUSINESS MACHS | $643K |
VDEVANGUARD WORLD FD | $612K |
MAMASTERCARD INCORPORATED | $470K |
IWMISHARES TR | $416K |
SYKSTRYKER CORPORATION | $391K |
VTIVANGUARD INDEX FDS | $383K |
IWDISHARES TR | $344K |
ISRGINTUITIVE SURGICAL INC | $341K |
AMGNAMGEN INC | $311K |
AMZNAMAZON COM INC | $274K |
CATCATERPILLAR INC | $257K |
TSLATESLA INC | $247K |
VBRVANGUARD INDEX FDS | $226K |
GOOGLALPHABET INC | $220K |