Causey Wealth LLC: 13F holdings
CIK 21326392026Q2
| Positions | 83 |
|---|
| Reported value | $255.8m |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 83 (+2 vs prior quarter) |
|---|
| Reported value | $255.8m (+8.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VCIT VANGUARD SCOTTSDALE FDS | 227,336 | $18.8m | 7.3% |
| VYM VANGUARD WHITEHALL FDS | 105,102 | $16.6m | 6.5% |
| JPST J P MORGAN EXCHANGE TRADED F | 326,485 | $16.5m | 6.5% |
| DFEM DIMENSIONAL ETF TRUST | 324,527 | $13.2m | 5.2% |
| ISCF ISHARES TR | 274,582 | $11.9m | 4.6% |
| VGSH VANGUARD SCOTTSDALE FDS | 192,109 | $11.2m | 4.4% |
| VOO VANGUARD INDEX FDS | 16,051 | $11.0m | 4.3% |
| VGK ISHARES TR | 110,998 | $9.9m | 3.9% |
| REET ISHARES TR | 319,875 | $8.8m | 3.5% |
| IJJ ISHARES TR | 57,928 | $8.6m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2132639")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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