2026 Q1 Portfolio Activity
In 2026 Q1, Causey Wealth LLC maintained a portfolio of 66 distinct positions.
Position History
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Causey Wealth LLC
AUM $205M
Total Positions
66
Quarter
2026 Q1
Top Holding
VYM (7.1%)
Top 10 Concentration
51.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 66
Causey Wealth LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VYM
VANGUARD WHITEH...
|
ETF | 7.07% | — |
#1
Prev: #—
|
8.3 |
—
|
100,953 | — |
NEW
|
100,953 | $14,488,824 |
$147.19
+7.3%
|
2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | ||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 6.86% | — |
#2
Prev: #—
|
7.7 |
—
|
167,861 | — |
NEW
|
167,861 | $14,058,341 |
$81.74
+1.2%
|
2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | ||
|
ISCF
ISHARES TR
|
Bond/Debt | 5.65% | — |
#3
Prev: #—
|
6.8 |
—
|
278,887 | — |
NEW
|
278,887 | $11,568,250 |
$41.02
+5.2%
|
2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | ||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 5.34% | — |
#4
Prev: #—
|
6.1 |
—
|
330,814 | — |
NEW
|
330,814 | $10,943,311 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 5.27% | — |
#5
Prev: #—
|
6.1 |
—
|
213,555 | — |
NEW
|
213,555 | $10,803,722 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 4.48% | — |
#6
Prev: #—
|
5.3 |
—
|
14,627 | — |
NEW
|
14,627 | $9,172,802 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
IDEV
ISHARES TR
|
Bond/Debt | 4.43% | — |
#7
Prev: #—
|
5.3 |
—
|
109,930 | — |
NEW
|
109,930 | $9,067,035 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
IJJ
ISHARES TR
|
ETF | 4.25% | — |
#8
Prev: #—
|
5.2 |
—
|
66,140 | — |
NEW
|
66,140 | $8,703,307 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 3.93% | — |
#9
Prev: #—
|
5.1 |
—
|
137,156 | — |
NEW
|
137,156 | $8,055,158 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
EDV
VANGUARD WORLD ...
|
ETF | 3.73% | — |
#10
Prev: #—
|
5.0 |
—
|
117,634 | — |
NEW
|
117,634 | $7,647,394 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
IEMG
ISHARES INC
|
ETF | 3.55% | — |
#11
Prev: #—
|
4.9 |
—
|
108,340 | — |
NEW
|
108,340 | $7,282,599 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 3.06% | — |
#12
Prev: #—
|
4.7 |
—
|
125,452 | — |
NEW
|
125,452 | $6,260,070 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
EFV
ISHARES TR
|
ETF | 3.05% | — |
#13
Prev: #—
|
4.7 |
—
|
87,566 | — |
NEW
|
87,566 | $6,253,064 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
REET
ISHARES TR
|
ETF | 2.90% | — |
#14
Prev: #—
|
4.7 |
—
|
237,912 | — |
NEW
|
237,912 | $5,935,901 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 2.75% | — |
#15
Prev: #—
|
4.6 |
—
|
11,549 | — |
NEW
|
11,549 | $5,634,370 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
IJK
ISHARES TR
|
ETF | 2.57% | — |
#16
Prev: #—
|
4.5 |
—
|
54,433 | — |
NEW
|
54,433 | $5,273,448 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 2.57% | — |
#17
Prev: #—
|
4.5 |
—
|
29,641 | — |
NEW
|
29,641 | $5,257,375 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
IJR
ISHARES TR
|
ETF | 2.47% | — |
#18
Prev: #—
|
4.5 |
—
|
42,112 | — |
NEW
|
42,112 | $5,061,056 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VSS
VANGUARD INTL E...
|
ETF | 2.31% | — |
#19
Prev: #—
|
4.4 |
—
|
33,055 | — |
NEW
|
33,055 | $4,737,804 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
DGS
WISDOMTREE TR
|
ETF | 2.22% | — |
#20
Prev: #—
|
4.4 |
—
|
79,521 | — |
NEW
|
79,521 | $4,551,759 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 2.17% | — |
#21
Prev: #—
|
4.4 |
—
|
17,229 | — |
NEW
|
17,229 | $4,444,149 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
IJS
ISHARES TR
|
ETF | 1.76% | — |
#22
Prev: #—
|
4.2 |
—
|
31,762 | — |
NEW
|
31,762 | $3,611,946 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.30% | — |
#23
Prev: #—
|
4.0 |
—
|
14,269 | — |
NEW
|
14,269 | $2,661,169 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VIGI
VANGUARD WHITEH...
|
Bond/Debt | 1.14% | — |
#24
Prev: #—
|
4.0 |
—
|
25,526 | — |
NEW
|
25,526 | $2,334,394 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MGK
VANGUARD WORLD ...
|
Warrant | 1.12% | — |
#25
Prev: #—
|
3.9 |
—
|
5,565 | — |
NEW
|
5,565 | $2,297,121 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VOT
VANGUARD INDEX ...
|
ETF | 1.10% | — |
#26
Prev: #—
|
3.9 |
—
|
8,060 | — |
NEW
|
8,060 | $2,249,744 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.01% | — |
#27
Prev: #—
|
3.9 |
—
|
4,294 | — |
NEW
|
4,294 | $2,076,849 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.83% | — |
#28
Prev: #—
|
3.8 |
—
|
14,106 | — |
NEW
|
14,106 | $1,697,519 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.79% | — |
#29
Prev: #—
|
3.8 |
—
|
8,449 | — |
NEW
|
8,449 | $1,613,595 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MGV
VANGUARD WORLD ...
|
ETF | 0.74% | — |
#30
Prev: #—
|
3.8 |
—
|
10,694 | — |
NEW
|
10,694 | $1,509,562 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
DON
WISDOMTREE TR
|
Unknown | 0.59% | — |
#31
Prev: #—
|
3.7 |
—
|
23,578 | — |
NEW
|
23,578 | $1,216,644 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
IWS
ISHARES TR
|
ETF | 0.59% | — |
#32
Prev: #—
|
3.7 |
—
|
8,567 | — |
NEW
|
8,567 | $1,208,410 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
EFG
ISHARES TR
|
Warrant | 0.55% | — |
#33
Prev: #—
|
3.7 |
—
|
9,893 | — |
NEW
|
9,893 | $1,126,961 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
JMST
J P MORGAN EXCH...
|
ETF | 0.52% | — |
#34
Prev: #—
|
3.7 |
—
|
21,107 | — |
NEW
|
21,107 | $1,075,171 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.50% | — |
#35
Prev: #—
|
3.7 |
—
|
11,639 | — |
NEW
|
11,639 | $1,029,949 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
TLT
ISHARES TR
|
ETF | 0.47% | — |
#36
Prev: #—
|
3.7 |
—
|
11,092 | — |
NEW
|
11,092 | $966,812 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.47% | — |
#37
Prev: #—
|
3.7 |
—
|
17,729 | — |
NEW
|
17,729 | $953,125 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.42% | — |
#38
Prev: #—
|
3.7 |
—
|
2,914 | — |
NEW
|
2,914 | $863,108 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.41% | — |
#39
Prev: #—
|
3.7 |
—
|
13,285 | — |
NEW
|
13,285 | $829,936 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.38% | — |
#40
Prev: #—
|
3.7 |
—
|
10,327 | — |
NEW
|
10,327 | $779,096 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.33% | — |
#41
Prev: #—
|
3.6 |
—
|
2,133 | — |
NEW
|
2,133 | $669,411 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.27% | — |
#42
Prev: #—
|
3.6 |
—
|
1,661 | — |
NEW
|
1,661 | $556,852 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.27% | — |
#43
Prev: #—
|
3.6 |
—
|
1,754 | — |
NEW
|
1,754 | $549,120 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 0.27% | — |
#44
Prev: #—
|
3.6 |
—
|
963 | — |
NEW
|
963 | $545,405 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.23% | — |
#45
Prev: #—
|
3.6 |
—
|
1,361 | — |
NEW
|
1,361 | $471,042 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.22% | — |
#46
Prev: #—
|
3.6 |
—
|
992 | — |
NEW
|
992 | $446,122 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
DES
WISDOMTREE TR
|
Unknown | 0.22% | — |
#47
Prev: #—
|
3.6 |
—
|
13,231 | — |
NEW
|
13,231 | $442,570 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.20% | — |
#48
Prev: #—
|
3.6 |
—
|
628 | — |
NEW
|
628 | $414,537 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.20% | — |
#49
Prev: #—
|
3.6 |
—
|
720 | — |
NEW
|
720 | $412,466 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
BMY
BRISTOL-MYERS S...
|
Healthcare | 0.19% | — |
#50
Prev: #—
|
3.6 |
—
|
7,262 | — |
NEW
|
7,262 | $391,705 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 |
Showing 1-50 of 66 holdings