Causey Wealth LLC — 13F holdings

Causey Wealth LLC reported 83 holdings worth $256M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

  1. VCIT VANGUARD SCOTTSDALE FDS — $18.8M (7.3%)
  2. VYM VANGUARD WHITEHALL FDS — $16.6M (6.5%)
  3. JPST J P MORGAN EXCHANGE TRADED F — $16.5M (6.5%)
  4. DFEM DIMENSIONAL ETF TRUST — $13.2M (5.2%)
  5. ISCF ISHARES TR — $11.9M (4.6%)
  6. VGSH VANGUARD SCOTTSDALE FDS — $11.2M (4.4%)
  7. VOO VANGUARD INDEX FDS — $11.0M (4.3%)
  8. IDEV ISHARES TR — $9.88M (3.9%)
  9. REET ISHARES TR — $8.83M (3.5%)
  10. IJJ ISHARES TR — $8.56M (3.3%)