Arkolith/Funds/Causey Wealth LLC

Causey Wealth LLC

CIK 2132639
Holdings as of Mar 31, 2026·disclosed May 13, 2026·~43-day 13F lag·13F-HR
Active Filer

Causey Wealth LLC holds a focused book of 49 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 VANGUARD REAL ESTATE ETF. Their largest long position is VANGUARD SHORT-TERM TREASURY at 12% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
8
new positions
Added to
20
existing
Trimmed
19
reduced
Sold out
1
exited

Concentration

Top-heavy: focused book

Top 5 holdings
50%
Top 10 holdings
78%
Top 20 holdings
95%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

2% mapped to company sectors

ETF / fund or unclassified
98%
Energy
2%
Financials
1%
Health Care
0%
Communication Services
0%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

81 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Scottsdale FDS
INT-TERM CORP
$17.0M204.9K
7.2%
+22%
Added · +37K sh
2Vanguard Whitehall FDS
HIGH DIV YLD
$15.2M102.6K
6.4%
+1.6%
Added · +2K sh
3J P Morgan Exchange Traded F
ULTRA SHRT ETF
$15.1M299.1K
6.4%
+40%
Added · +86K sh
4Ishares TR
INTERNATIONAL SL
$11.4M273.9K
4.9%
−1.8%
Reduced · −5K sh
5Dimensional ETF Trust
EMERGING MKTS CO
$11.3M327.3K
4.8%
−1.1%
Reduced · −4K sh
6Vanguard Scottsdale FDS
SHORT TERM TREAS
$11.1M189.9K
4.7%
+38%
Added · +53K sh
7Vanguard Index FDS
S&P 500 ETF SHS
$9.2M15.5K
3.9%
+5.8%
Added · +842 sh
8Ishares TR
CORE MSCI INTL
$9.1M109.1K
3.9%
−0.7%
Reduced · −823 sh
9Vanguard World FD
EXTENDED DUR
$8.8M135.2K
3.7%
+15%
Added · +18K sh
10Ishares TR
S&P MC 400VL ETF
$7.8M59.0K
3.3%
−11%
Reduced · −7K sh
11Berkshire Hathaway Inc Del
CL A
$7.2M10
3.0%
Held
12Dimensional ETF Trust
INTERNATNAL VAL
$7.1M135.4K
3.0%
+7.9%
Added · +10K sh
13Ishares TR
GLOBAL REIT ETF
$7.1M283.2K
3.0%
+19%
Added · +45K sh
14Ishares Inc
CORE MSCI EMKT
$7.1M102.0K
3.0%
−5.9%
Reduced · −6K sh
15Ishares TR
EAFE VALUE ETF
$6.3M85.2K
2.7%
−2.6%
Reduced · −2K sh
16Ishares TR
S&P MC 400GR ETF
$5.7M56.8K
2.4%
+4.3%
Added · +2K sh
17Vanguard Index FDS
GROWTH ETF
$5.0M11.4K
2.1%
−1.3%
Reduced · −153 sh
18Ishares TR
CORE S&P SCP ETF
$4.7M38.1K
2.0%
−9.5%
Reduced · −4K sh
19Vanguard Index FDS
MCAP VL IDXVIP
$4.5M24.3K
1.9%
−18%
Reduced · −5K sh
20Vanguard Intl Equity Index F
FTSE SMCAP ETF
$4.4M30.3K
1.9%
−8.3%
Reduced · −3K sh
21Wisdomtree TR
EMG MKTS SMCAP
$4.1M67.9K
1.7%
−15%
Reduced · −12K sh
22Exxon Mobil Corp
COM
$3.6M21.3K
1.5%
+51%
Added · +7K sh
23Berkshire Hathaway Inc Del
CL B NEW
$3.6M7.4K
1.5%
+10%
Added · +680 sh
24Vanguard Index FDS
SMALL CP ETF
$3.4M13.0K
1.4%
−25%
Reduced · −4K sh
25Ishares TR
SP SMCP600VL ETF
$3.4M28.3K
1.4%
−11%
Reduced · −3K sh
26Apple Inc
COM
$3.3M13.1K
1.4%
+24%
Added · +3K sh
27Nvidia Corporation
COM
$2.5M14.1K
1.0%
−0.9%
Reduced · −135 sh
28Vanguard Whitehall FDS
INTL DVD ETF
$2.1M23.6K
0.9%
−7.5%
Reduced · −2K sh
29Vanguard World FD
MEGA GRWTH IND
$2.1M5.7K
0.9%
+2.0%
Added · +110 sh
30Vanguard Index FDS
MCAP GR IDXVIP
$2.0M7.6K
0.8%
−5.3%
Reduced · −427 sh
31J P Morgan Exchange Traded F
ULTRA SHT MUNCPL
$1.8M35.6K
0.8%
+69%
Added · +14K sh
32Microsoft Corp
COM
$1.7M4.5K
0.7%
+5.3%
Added · +228 sh
33Vanguard World FD
MEGA CAP VAL ETF
$1.6M11.3K
0.7%
+5.7%
Added · +612 sh
34Vanguard Index FDS
VALUE ETF
$1.6M8.1K
0.7%
−4.4%
Reduced · −373 sh
35Ishares TR
RUS MDCP VAL ETF
$1.2M8.2K
0.5%
−4.8%
Reduced · −411 sh
36Vanguard Index FDS
REAL ESTATE ETF
$1.0M11.7K
0.4%
+0.9%
Added · +109 sh
37Amazon Com Inc
COM
$949K4.6K
0.4%
+20%
Added · +759 sh
38Wisdomtree TR
US MIDCAP DIVID
$944K18.0K
0.4%
−24%
Reduced · −6K sh
39Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$922K17.1K
0.4%
−3.8%
Reduced · −676 sh
40Ishares TR
EAFE GRWTH ETF
$920K8.3K
0.4%
−16%
Reduced · −2K sh
41Vanguard Star FDS
VG TL INTL STK F
$897K11.6K
0.4%
+13%
Added · +1K sh
42Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$891K13.9K
0.4%
+4.6%
Added · +614 sh
43Alphabet Inc
CAP STK CL C
$826K2.9K
0.4%
+35%
Added · +747 sh
44Vanguard Index FDS
TOTAL STK MKT
$792K2.5K
0.3%
+49%
Added · +809 sh
45Ishares TR
20 YR TR BD ETF
$754K8.7K
0.3%
−22%
Reduced · −2K sh
46Ishares Gold TR
SHARES REPRESENT
$728K15.6K
0.3%
New
New position
47International Business Machs
COM
$701K2.9K
0.3%
−0.7%
Reduced · −21 sh
48Vanguard Scottsdale FDS
SHRT TRM CORP BD
$597K7.5K
0.3%
+67%
Added · +3K sh
49Broadcom Inc
COM
$514K1.7K
0.2%
+22%
Added · +301 sh
50Caterpillar Inc
COM
$501K707
0.2%
−1.8%
Reduced · −13 sh
Showing 50 of 81 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 13, 202681$235.6M13F-HR
Q4 2025Dec 31, 2025May 12, 202672$220.2M13F-HR/A
Q3 2025Sep 30, 2025May 19, 202666$204.9M13F-HR
Q2 2025Jun 30, 2025May 19, 202664$194.5M13F-HR
Q1 2025Mar 31, 2025May 19, 202664$178.8M13F-HR
Q4 2024Dec 31, 2024May 19, 202668$171.6M13F-HR
Amended / restated
  • Q4 2025 · filed May 8, 202613F-HR · superseded

Data source

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.