Causey Wealth LLC holds a focused book of 83 reported positions worth $255.8M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Western Digital Corp and trimmed Dimensional Emrg MRKT Core. Their largest long position is Vanguard Int-Term Corporate at 7% of the reported non-option book. Cloning the disclosed picks since 2026 would be +3% (+10.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Causey Wealth LLC is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +25.2%, a 21.7-point gap that is the cost of the ~42-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 each quarter's actual reporting lag, ~42 days for the latest filing, with 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: focused 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
+2 sectors below the cut, under 0.5% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Causey Wealth LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| BlueSpruce Investments, LP | 12 / 80 | $644.6M |
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.4B |
| Prospect Hill Management, LLC | 9 / 80 | $244.6M |
| Hoffman, Alan N Investment Management | 8 / 80 | $159.5M |
| Mirae Asset Global Investments Co., Ltd. | 53 / 80 | $279.8B |
| Prosperity Advisers, LLC | 23 / 80 | $126.4M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $421.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Causey Wealth LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale FDS INT-TERM CORP | $18.8M | 227.3K | 7.3% | ▲+11% Added · +22K sh | |
| 2 | Vanguard Whitehall FDS HIGH DIV YLD | $16.6M | 105.1K | 6.5% | ▲+2.5% Added · +3K sh | |
| 3 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $16.5M | 326.5K | 6.5% | ▲+9.1% Added · +27K sh | |
| 4 | Dimensional ETF Trust EMERGING MKTS CO | $13.2M | 324.5K | 5.2% | ▼−0.8% Reduced · −3K sh | |
| 5 | Ishares TR INTERNATIONAL SL | $11.9M | 274.6K | 4.6% | ▲+0.3% Added · +722 sh | |
| 6 | Vanguard Scottsdale FDS SHORT TERM TREAS | $11.2M | 192.1K | 4.4% | ▲+1.2% Added · +2K sh | |
| 7 | Vanguard Index FDS S&P 500 ETF SHS | $11.0M | 16.1K | 4.3% | ▲+3.8% Added · +582 sh | |
| 8 | Ishares TR CORE MSCI INTL | $9.9M | 111.0K | 3.9% | ▲+1.7% Added · +2K sh | |
| 9 | Ishares TR GLOBAL REIT ETF | $8.8M | 319.9K | 3.5% | ▲+13% Added · +37K sh | |
| 10 | Ishares TR S&P MC 400VL ETF | $8.6M | 57.9K | 3.3% | ▼−1.8% Reduced · −1K sh | |
| 11 | Ishares Inc CORE MSCI EMKT | $8.4M | 101.7K | 3.3% | ▼−0.3% Reduced · −280 sh | |
| 12 | Berkshire Hathaway Inc Del CL A | $7.5M | 10 | 2.9% | —Held | |
| 13 | Dimensional ETF Trust INTERNATNAL VAL | $7.4M | 137.3K | 2.9% | ▲+1.4% Added · +2K sh | |
| 14 | Ishares TR S&P MC 400GR ETF | $6.7M | 56.8K | 2.6% | ▲~0% Added · +4 sh | |
| 15 | Ishares TR EAFE VALUE ETF | $6.2M | 81.0K | 2.4% | ▼−5.0% Reduced · −4K sh | |
| 16 | Vanguard Index FDS GROWTH ETF | $6.0M | 70.1K | 2.4% | ▲+515% Added · +59K sh | |
| 17 | Vanguard World FD EXTENDED DUR | $6.0M | 92.3K | 2.3% | ▼−32% Reduced · −43K sh | |
| 18 | Ishares TR CORE S&P SCP ETF | $5.9M | 39.6K | 2.3% | ▲+3.8% Added · +1K sh | |
| 19 | Vanguard Index FDS MCAP VL IDXVIP | $4.6M | 23.2K | 1.8% | ▼−4.5% Reduced · −1K sh | |
| 20 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $4.6M | 29.6K | 1.8% | ▼−2.2% Reduced · −659 sh | |
| 21 | Wisdomtree TR EMG MKTS SMCAP | $4.4M | 67.3K | 1.7% | ▼−1.0% Reduced · −660 sh | |
| 22 | Vanguard Index FDS SMALL CP ETF | $3.9M | 12.9K | 1.5% | ▼−1.0% Reduced · −131 sh | |
| 23 | Ishares TR SP SMCP600VL ETF | $3.8M | 28.1K | 1.5% | ▼−0.6% Reduced · −163 sh | |
| 24 | Apple Inc COM | $3.8M | 13.1K | 1.5% | ▲~0% Added · +2 sh | |
| 25 | Berkshire Hathaway Inc Del CL B NEW | $3.7M | 7.4K | 1.5% | ▲+0.1% Added · +8 sh | |
| 26 | Exxon Mobil Corp COM | $2.9M | 21.4K | 1.1% | ▲+0.5% Added · +111 sh | |
| 27 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $2.6M | 51.0K | 1.0% | ▲+43% Added · +15K sh | |
| 28 | Vanguard World FD MEGA GRWTH IND | $2.4M | 27.6K | 0.9% | ▲+386% Added · +22K sh | |
| 29 | Nvidia Corporation COM | $2.4M | 12.1K | 0.9% | ▼−15% Reduced · −2K sh | |
| 30 | Vanguard Index FDS MCAP GR IDXVIP | $2.3M | 7.6K | 0.9% | ▲+0.1% Added · +5 sh | |
| 31 | Vanguard Whitehall FDS INTL DVD ETF | $2.2M | 23.6K | 0.9% | ▼−0.1% Reduced · −19 sh | |
| 32 | Vanguard World FD MEGA CAP VAL ETF | $1.8M | 10.9K | 0.7% | ▼−3.6% Reduced · −411 sh | |
| 33 | Vanguard Index FDS VALUE ETF | $1.8M | 8.0K | 0.7% | ▼−0.5% Reduced · −41 sh | |
| 34 | Microsoft Corp COM | $1.7M | 4.5K | 0.7% | ▲+0.1% Added · +5 sh | |
| 35 | Ishares TR RUS MDCP VAL ETF | $1.2M | 7.4K | 0.5% | ▼−9.7% Reduced · −790 sh | |
| 36 | Vanguard Index FDS REAL ESTATE ETF | $1.1M | 11.7K | 0.4% | ▼−0.6% Reduced · −66 sh | |
| 37 | Amazon Com Inc COM | $1.1M | 4.6K | 0.4% | —Held | |
| 38 | Alphabet Inc CAP STK CL C | $1.0M | 2.9K | 0.4% | —Held | |
| 39 | Wisdomtree TR US MIDCAP DIVID | $1.0M | 17.9K | 0.4% | ▼−0.4% Reduced · −73 sh | |
| 40 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $1.0M | 16.9K | 0.4% | ▼−1.1% Reduced · −195 sh | |
| 41 | Ishares TR EAFE GRWTH ETF | $1.0M | 8.1K | 0.4% | ▼−2.5% Reduced · −207 sh | |
| 42 | Vanguard Star FDS VG TL INTL STK F | $992K | 11.6K | 0.4% | ▼−0.2% Reduced · −29 sh | |
| 43 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $990K | 13.9K | 0.4% | ▲~0% Added · +1 sh | |
| 44 | Vanguard Index FDS TOTAL STK MKT | $920K | 2.5K | 0.4% | ▲+0.6% Added · +16 sh | |
| 45 | International Business Machs COM | $813K | 2.9K | 0.3% | —Held | |
| 46 | Caterpillar Inc COM | $753K | 707 | 0.3% | —Held | |
| 47 | Ishares TR 20 YR TR BD ETF | $728K | 8.4K | 0.3% | ▼−3.2% Reduced · −279 sh | |
| 48 | Broadcom Inc COM | $628K | 1.7K | 0.2% | —Held | |
| 49 | Ishares Gold Trust Micro SHS REPSTG UN TR | $624K | 15.6K | 0.2% | —Held | |
| 50 | Alphabet Inc CAP STK CL A | $614K | 1.7K | 0.2% | —Held |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 11, 2026 | 42d | 83 | $255.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 43d | 81 | $235.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | May 12, 2026 | 132d | 72 | $220.2M | 13F-HR/A |
| Q3 2025 | Sep 30, 2025 | May 19, 2026 | 231d | 66 | $204.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | May 19, 2026 | 323d | 64 | $194.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 19, 2026 | 414d | 64 | $178.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | May 19, 2026 | 504d | 68 | $171.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.