Causey Wealth LLC holds a diversified book of 81 stocks worth $235.6M as of Q1 2026 (disclosed May 13, 2026, a ~45-day 13F lag). This quarter they opened Ishares Gold Trust Micro and trimmed Ishares International Small. Their largest long position is Vanguard Int-Term Corporate at 7% of the equity book. Cloning the disclosed picks since 2026 would be +1%. That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2132639/holdings"
Use Arkolith to show Causey Wealth LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +24.8%, a 23.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Causey Wealth LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
13% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Causey Wealth LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $548.3B |
| JPMORGAN CHASE & CO | 80 / 80 | $491.2B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $438.9B |
| ROYAL BANK OF CANADA | 80 / 80 | $148.0B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $145.9B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $94.5B |
| LPL Financial LLC | 80 / 80 | $85.9B |
| Creative Planning | 80 / 80 | $41.3B |
Ranked by how many of Causey Wealth LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| No holdings ingested yet | ||||||
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 81 | $235.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | May 12, 2026 | 72 | $220.2M | 13F-HR/A |
| Q3 2025 | Sep 30, 2025 | May 19, 2026 | 66 | $204.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | May 19, 2026 | 64 | $194.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 19, 2026 | 64 | $178.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | May 19, 2026 | 68 | $171.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.