Q4 2024 · 13F-HR
Causey Wealth LLCholdings as filed
Filed 2026-05-19 · accession 0002132639-26-000005
$171.6M
Reported value
68
Positions
2024-12-31
Period end
The Brief · Causey Wealth LLC · Q4 2024
AI · grounded in 13F
Causey Wealth LLC established a new position in VYM valued at $12.97M. The fund also initiated new stakes in DFEM for $11.69M and IJJ for $9.99M. Additional new positions include ISCF at $9.15M and IEMG at $7.92M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $13.0M | 7.56% | 101,686 | Common | NONE |
| 25434V732 | DFEM | DIMENSIONAL ETF TRUST | $11.7M | 6.81% | 446,481 | Common | NONE |
| 464287705 | IJJ | ISHARES TR | $10.0M | 5.82% | 79,940 | Common | NONE |
| 46434V266 | ISCF | ISHARES TR | $9.2M | 5.33% | 283,612 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $7.9M | 4.61% | 151,622 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $6.9M | 4.01% | 28,619 | Common | NONE |
| 46435G326 | IDEV | ISHARES TR | $6.6M | 3.82% | 101,704 | Common | NONE |
| 92206C870 | VCIT | VANGUARD SCOTTSDALE FDS | $6.5M | 3.78% | 80,808 | Common | NONE |
| 922908512 | VOE | VANGUARD INDEX FDS | $6.5M | 3.77% | 40,028 | Common | NONE |
| 464288877 | EFV | ISHARES TR | $5.9M | 3.44% | 112,544 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $5.7M | 3.35% | 49,901 | Common | NONE |
| 921910709 | EDV | VANGUARD WORLD FD | $5.7M | 3.32% | 84,029 | Common | NONE |
| 464287879 | IJS | ISHARES TR | $5.5M | 3.23% | 51,051 | Common | NONE |
| 97717W281 | DGS | WISDOMTREE TR | $5.5M | 3.18% | 111,451 | Common | NONE |
| 922042718 | VSS | VANGUARD INTL EQUITY INDEX F | $5.3M | 3.09% | 46,336 | Common | NONE |
| 464287606 | IJK | ISHARES TR | $4.2M | 2.47% | 46,566 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $4.1M | 2.39% | 10,013 | Common | NONE |
| 25434V807 | DFIV | DIMENSIONAL ETF TRUST | $3.9M | 2.28% | 110,430 | Common | NONE |
| 46434V647 | REET | ISHARES TR | $3.8M | 2.20% | 157,368 | Common | NONE |
| 46641Q837 | JPST | J P MORGAN EXCHANGE TRADED F | $3.6M | 2.08% | 70,968 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.0M | 1.76% | 6,646 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $2.7M | 1.59% | 10,875 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $2.3M | 1.36% | 4,322 | Common | NONE |
| 922908538 | VOT | VANGUARD INDEX FDS | $2.2M | 1.29% | 8,735 | Common | NONE |
| 921910816 | MGK | VANGUARD WORLD FD | $2.1M | 1.25% | 6,247 | Common | NONE |
| 921946810 | VIGI | VANGUARD WHITEHALL FDS | $2.1M | 1.20% | 25,700 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $1.6M | 0.94% | 9,567 | Common | NONE |
| 97717W505 | DON | WISDOMTREE TR | $1.5M | 0.90% | 30,382 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $1.4M | 0.84% | 13,396 | Common | NONE |
| 464287473 | IWS | ISHARES TR | $1.4M | 0.84% | 11,115 | Common | NONE |
| 921910840 | MGV | VANGUARD WORLD FD | $1.4M | 0.83% | 11,336 | Common | NONE |
| 464288885 | EFG | ISHARES TR | $1.4M | 0.80% | 14,253 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $1.4M | 0.80% | 3,245 | Common | NONE |
| 97717W604 | DES | WISDOMTREE TR | $1.3M | 0.74% | 36,874 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $1.2M | 0.73% | 28,252 | Common | NONE |
| 922908553 | VNQ | VANGUARD INDEX FDS | $1.0M | 0.59% | 11,349 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $805,740 | 0.47% | 6,000 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $714,910 | 0.42% | 14,950 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $642,528 | 0.37% | 2,923 | Common | NONE |
| 76954A103 | RIVN | RIVIAN AUTOMOTIVE INC | $635,487 | 0.37% | 47,781 | Common | NONE |
| 92204A306 | VDE | VANGUARD WORLD FD | $611,599 | 0.36% | 5,042 | Common | NONE |
| 921909768 | VXUS | VANGUARD STAR FDS | $544,291 | 0.32% | 9,236 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $470,235 | 0.27% | 893 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $415,626 | 0.24% | 1,881 | Common | NONE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $392,180 | 0.23% | 6,934 | Common | NONE |
| 863667101 | SYK | STRYKER CORPORATION | $391,014 | 0.23% | 1,086 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $383,000 | 0.22% | 1,322 | Common | NONE |
| 81369Y506 | XLE | SELECT SECTOR SPDR TR | $381,797 | 0.22% | 4,457 | Common | NONE |
| 464287598 | IWD | ISHARES TR | $344,342 | 0.20% | 1,860 | Common | NONE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $340,840 | 0.20% | 653 | Common | NONE |
| 806857108 | SLB | SCHLUMBERGER LTD | $335,131 | 0.20% | 8,741 | Common | NONE |
| 46432F842 | IEFA | ISHARES TR | $321,003 | 0.19% | 4,567 | Common | NONE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $316,409 | 0.18% | 4,056 | Common | NONE |
| 031162100 | AMGN | AMGEN INC | $310,508 | 0.18% | 1,191 | Common | NONE |
| 464288273 | SCZ | ISHARES TR | $307,091 | 0.18% | 5,055 | Common | NONE |
| 46434G863 | ESGE | ISHARES INC | $306,577 | 0.18% | 9,182 | Common | NONE |
| 464287432 | TLT | ISHARES TR | $282,158 | 0.16% | 3,231 | Common | NONE |
| 46435U853 | USHY | ISHARES TR | $279,879 | 0.16% | 7,607 | Common | NONE |
| 500754106 | KHC | KRAFT HEINZ CO | $273,995 | 0.16% | 8,922 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $273,799 | 0.16% | 1,248 | Common | NONE |
| 464288372 | IGF | ISHARES TR | $265,899 | 0.15% | 5,087 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $257,197 | 0.15% | 709 | Common | NONE |
| 921946885 | VWOB | VANGUARD WHITEHALL FDS | $255,212 | 0.15% | 4,041 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $246,746 | 0.14% | 611 | Common | NONE |
| 46434V878 | ICSH | ISHARES TR | $238,282 | 0.14% | 4,725 | Common | NONE |
| 922908611 | VBR | VANGUARD INDEX FDS | $226,099 | 0.13% | 1,141 | Common | NONE |
| 01881G106 | AB | ALLIANCEBERNSTEIN HLDG L P | $223,838 | 0.13% | 6,035 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $220,176 | 0.13% | 1,163 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.