Causey Wealth LLC
CIK 2132639 · Holdings on Jun 30, 2026 · First reported Aug 11, 2026
Top ten holdings
Q2 2026- VCIT7.34%
- VYM6.49%
- JPST6.45%
- DFEM5.15%
- ISCF4.65%
- VGSH4.37%
- VOO4.31%
- IDEV3.86%
- REET3.45%
- IJJ3.34%
Share classes counted separately49.41%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- EDVWeight decreased · -1.38 pp3.73% → 2.35%Shares -42.84K (-31.69%)
- REETWeight increased · +0.43 pp3.02% → 3.45%Shares +36.65K (+12.94%)
- EXMOCWeight decreased · -0.39 pp1.54% → 1.15%Shares +111 (+0.52%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $18.79M | 7.34% | 227.34K shares | 7.20% → 7.34%+0.14 pp +22.39K (+10.93%) | Added | ↗▾ |
| 02 | VYMVANGUARD HIGH DVD YIELD ETFHIGH DIV YLD View history and evidence | $16.61M | 6.49% | 105.10K shares | 6.45% → 6.49%+0.04 pp +2.53K (+2.46%) | Added | ↗▾ |
| 03 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT ETF View history and evidence | $16.51M | 6.45% | 326.49K shares | 6.43% → 6.45%+0.02 pp +27.37K (+9.15%) | Added | ↗▾ |
| 04 | DFEMDIMENSIONAL EMRG MRKT COREEMERGING MKTS CO View history and evidence | $13.19M | 5.15% | 324.53K shares | 4.80% → 5.15%+0.35 pp -2.75K (-0.84%) | Reduced | ↗▾ |
| 05 | ISCFISHARES INTERNATIONAL SMALLINTERNATIONAL SL View history and evidence | $11.89M | 4.65% | 274.58K shares | 4.86% → 4.65%-0.21 pp +722 (+0.26%) | Added | ↗▾ |
| 06 | VGSHVANGUARD SHORT-TERM TREASURYSHORT TERM TREAS View history and evidence | $11.18M | 4.37% | 192.11K shares | 4.72% → 4.37%-0.35 pp +2.21K (+1.16%) | Added | ↗▾ |
| 07 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $11.02M | 4.31% | 16.05K shares | 3.92% → 4.31%+0.39 pp +582 (+3.76%) | Added | ↗▾ |
| 08 | IDEVISHARES CORE MSCI DEV MKTSCORE MSCI INTL View history and evidence | $9.88M | 3.86% | 111.00K shares | 3.87% → 3.86%-0.01 pp +1.89K (+1.73%) | Added | ↗▾ |
| 09 | REETISHARES GLOBAL REIT ETFGLOBAL REIT ETF View history and evidence | $8.83M | 3.45% | 319.88K shares | 3.02% → 3.45%+0.43 pp +36.65K (+12.94%) | Added | ↗▾ |
| 10 | IJJISHARES S&P MID-CAP 400 VALUS&P MC 400VL ETF View history and evidence | $8.56M | 3.34% | 57.93K shares | 3.32% → 3.34%+0.02 pp -1.06K (-1.81%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| JAAA JANUS HENDERSON AAA CLO ETF | Non-derivative | -8,400 | -$423.11K | SEC filing ↗ | SEC filing ↗ |
| TBIL F/M US TREASURY 3 MONTH BILL | Non-derivative | -5,800 | -$289.19K | SEC filing ↗ | SEC filing ↗ |
| NFLX NETFLIX INC | Non-derivative | -2,530 | -$243.26K | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2132639 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-11
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 255848515
}Research all 83 reported holdings.
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