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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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.
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.
2% 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
Bars show each stock'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 | $17.0M | 204.9K | 7.2% | ▲+22% Added · +37K sh | |
| 2 | Vanguard Whitehall FDS HIGH DIV YLD | $15.2M | 102.6K | 6.4% | ▲+1.6% Added · +2K sh | |
| 3 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $15.1M | 299.1K | 6.4% | ▲+40% Added · +86K sh | |
| 4 | Ishares TR INTERNATIONAL SL | $11.4M | 273.9K | 4.9% | ▼−1.8% Reduced · −5K sh | |
| 5 | Dimensional ETF Trust EMERGING MKTS CO | $11.3M | 327.3K | 4.8% | ▼−1.1% Reduced · −4K sh | |
| 6 | Vanguard Scottsdale FDS SHORT TERM TREAS | $11.1M | 189.9K | 4.7% | ▲+38% Added · +53K sh | |
| 7 | Vanguard Index FDS S&P 500 ETF SHS | $9.2M | 15.5K | 3.9% | ▲+5.8% Added · +842 sh | |
| 8 | Ishares TR CORE MSCI INTL | $9.1M | 109.1K | 3.9% | ▼−0.7% Reduced · −823 sh | |
| 9 | Vanguard World FD EXTENDED DUR | $8.8M | 135.2K | 3.7% | ▲+15% Added · +18K sh | |
| 10 | Ishares TR S&P MC 400VL ETF | $7.8M | 59.0K | 3.3% | ▼−11% Reduced · −7K sh | |
| 11 | Berkshire Hathaway Inc Del CL A | $7.2M | 10 | 3.0% | —Held | |
| 12 | Dimensional ETF Trust INTERNATNAL VAL | $7.1M | 135.4K | 3.0% | ▲+7.9% Added · +10K sh | |
| 13 | Ishares TR GLOBAL REIT ETF | $7.1M | 283.2K | 3.0% | ▲+19% Added · +45K sh | |
| 14 | Ishares Inc CORE MSCI EMKT | $7.1M | 102.0K | 3.0% | ▼−5.9% Reduced · −6K sh | |
| 15 | Ishares TR EAFE VALUE ETF | $6.3M | 85.2K | 2.7% | ▼−2.6% Reduced · −2K sh | |
| 16 | Ishares TR S&P MC 400GR ETF | $5.7M | 56.8K | 2.4% | ▲+4.3% Added · +2K sh | |
| 17 | Vanguard Index FDS GROWTH ETF | $5.0M | 11.4K | 2.1% | ▼−1.3% Reduced · −153 sh | |
| 18 | Ishares TR CORE S&P SCP ETF | $4.7M | 38.1K | 2.0% | ▼−9.5% Reduced · −4K sh | |
| 19 | Vanguard Index FDS MCAP VL IDXVIP | $4.5M | 24.3K | 1.9% | ▼−18% Reduced · −5K sh | |
| 20 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $4.4M | 30.3K | 1.9% | ▼−8.3% Reduced · −3K sh | |
| 21 | Wisdomtree TR EMG MKTS SMCAP | $4.1M | 67.9K | 1.7% | ▼−15% Reduced · −12K sh | |
| 22 | Exxon Mobil Corp COM | $3.6M | 21.3K | 1.5% | ▲+51% Added · +7K sh | |
| 23 | Berkshire Hathaway Inc Del CL B NEW | $3.6M | 7.4K | 1.5% | ▲+10% Added · +680 sh | |
| 24 | Vanguard Index FDS SMALL CP ETF | $3.4M | 13.0K | 1.4% | ▼−25% Reduced · −4K sh | |
| 25 | Ishares TR SP SMCP600VL ETF | $3.4M | 28.3K | 1.4% | ▼−11% Reduced · −3K sh | |
| 26 | Apple Inc COM | $3.3M | 13.1K | 1.4% | ▲+24% Added · +3K sh | |
| 27 | Nvidia Corporation COM | $2.5M | 14.1K | 1.0% | ▼−0.9% Reduced · −135 sh | |
| 28 | Vanguard Whitehall FDS INTL DVD ETF | $2.1M | 23.6K | 0.9% | ▼−7.5% Reduced · −2K sh | |
| 29 | Vanguard World FD MEGA GRWTH IND | $2.1M | 5.7K | 0.9% | ▲+2.0% Added · +110 sh | |
| 30 | Vanguard Index FDS MCAP GR IDXVIP | $2.0M | 7.6K | 0.8% | ▼−5.3% Reduced · −427 sh | |
| 31 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $1.8M | 35.6K | 0.8% | ▲+69% Added · +14K sh | |
| 32 | Microsoft Corp COM | $1.7M | 4.5K | 0.7% | ▲+5.3% Added · +228 sh | |
| 33 | Vanguard World FD MEGA CAP VAL ETF | $1.6M | 11.3K | 0.7% | ▲+5.7% Added · +612 sh | |
| 34 | Vanguard Index FDS VALUE ETF | $1.6M | 8.1K | 0.7% | ▼−4.4% Reduced · −373 sh | |
| 35 | Ishares TR RUS MDCP VAL ETF | $1.2M | 8.2K | 0.5% | ▼−4.8% Reduced · −411 sh | |
| 36 | Vanguard Index FDS REAL ESTATE ETF | $1.0M | 11.7K | 0.4% | ▲+0.9% Added · +109 sh | |
| 37 | Amazon Com Inc COM | $949K | 4.6K | 0.4% | ▲+20% Added · +759 sh | |
| 38 | Wisdomtree TR US MIDCAP DIVID | $944K | 18.0K | 0.4% | ▼−24% Reduced · −6K sh | |
| 39 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $922K | 17.1K | 0.4% | ▼−3.8% Reduced · −676 sh | |
| 40 | Ishares TR EAFE GRWTH ETF | $920K | 8.3K | 0.4% | ▼−16% Reduced · −2K sh | |
| 41 | Vanguard Star FDS VG TL INTL STK F | $897K | 11.6K | 0.4% | ▲+13% Added · +1K sh | |
| 42 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $891K | 13.9K | 0.4% | ▲+4.6% Added · +614 sh | |
| 43 | Alphabet Inc CAP STK CL C | $826K | 2.9K | 0.4% | ▲+35% Added · +747 sh | |
| 44 | Vanguard Index FDS TOTAL STK MKT | $792K | 2.5K | 0.3% | ▲+49% Added · +809 sh | |
| 45 | Ishares TR 20 YR TR BD ETF | $754K | 8.7K | 0.3% | ▼−22% Reduced · −2K sh | |
| 46 | Ishares Gold TR SHARES REPRESENT | $728K | 15.6K | 0.3% | ▲New New position | |
| 47 | International Business Machs COM | $701K | 2.9K | 0.3% | ▼−0.7% Reduced · −21 sh | |
| 48 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $597K | 7.5K | 0.3% | ▲+67% Added · +3K sh | |
| 49 | Broadcom Inc COM | $514K | 1.7K | 0.2% | ▲+22% Added · +301 sh | |
| 50 | Caterpillar Inc COM | $501K | 707 | 0.2% | ▼−1.8% Reduced · −13 sh |
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.