§ 13F · FUND PROFILE
Causey Wealth LLC.
AUM · $410M (13F)Positions · 132Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | 227K | $19M | 7.3% | +11% |
| 2 | VYM | VANGUARD WHITEHALL FDS | 105K | $17M | 6.5% | +2% |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | 326K | $17M | 6.5% | +9% |
| 4 | DFEM | DIMENSIONAL ETF TRUST | 325K | $13M | 5.2% | −1% |
| 5 | ISCF | ISHARES TR | 275K | $12M | 4.6% | ±0% |
| 6 | VGSH | VANGUARD SCOTTSDALE FDS | 192K | $11M | 4.4% | +1% |
| 7 | VOO | VANGUARD INDEX FDS | 16K | $11M | 4.3% | +4% |
| 8 | IDEV | ISHARES TR | 111K | $10M | 3.9% | +2% |
| 9 | REET | ISHARES TR | 320K | $9M | 3.5% | +13% |
| 10 | IJJ | ISHARES TR | 58K | $9M | 3.3% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAUSEY SIGNAL
AC read
Causey Wealth LLC is a institutional fund managing $410 million in assets. The fund runs a portfolio of 132 positions.
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