§ 13F · FUND PROFILE
Causey Wealth LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $409.8T (13F)Positions · 132Turnover · — · Q3Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD WHITEHALL FDS | 98K | $13.9T | — | — |
| 2 | — | VANGUARD WHITEHALL FDS | 98K | $13.9T | — | — |
| 3 | — | VANGUARD SCOTTSDALE FDS | 148K | $12.5T | — | — |
| 4 | — | VANGUARD SCOTTSDALE FDS | 148K | $12.5T | — | — |
| 5 | — | ISHARES TR | 273K | $11.2T | — | — |
| 6 | — | ISHARES TR | 273K | $11.2T | — | — |
| 7 | — | DIMENSIONAL ETF TRUST | 338K | $10.9T | — | — |
| 8 | — | DIMENSIONAL ETF TRUST | 338K | $10.9T | — | — |
| 9 | — | J P MORGAN EXCHANGE TRADED F | 211K | $10.7T | — | — |
| 10 | — | J P MORGAN EXCHANGE TRADED F | 211K | $10.7T | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAUSEY SIGNAL
AC read
Causey Wealth LLC is a institutional fund managing $409830.1 trillion in assets. The fund runs a portfolio of 132 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
8 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed