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The Analysis of Causey Wealth LLC's Holdings & P&L

Currently, Causey Wealth LLC holds 81 types of securities in its portfolio with a total value $235.6M. In the most recent quarter, they have increased their positions in BRK.A (+10 shares, valued at $7.2M), JPST (+85.6K shares, valued at $4.3M), N/A (+7.4K shares, valued at $3.6M); decreased their positions in VB (-4.2K shares, valued at $1.1M), VOE (-5.3K shares, valued at $985.2K), IJJ (-7.1K shares, valued at $947.0K); initiated new positions in BRK.A (+10 shares, valued at $7.2M), N/A (+7.4K shares, valued at $3.6M), AAPL (+13.1K shares, valued at $3.3M).

1M P&L

+1.7M+0.74%

3M P&L

+4.3M+1.88%

HY P&L

-26.3M-10.07%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A202.4M

91.7%

2Oil & Gas Integrated3.6M

1.6%

3Consumer Electronics3.3M

1.5%

Top Industries by Stock Count

1N/A53 stocks

70.7%

2Drug Manufacturers - General4 stocks

5.3%

3Semiconductors2 stocks

2.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VCIT VANGUARD SCOTTSDALE FDS204.9K shares22.09%2026-03-312026-05-13

VYM VANGUARD WHITEHALL FDS102.6K shares1.61%2026-03-312026-05-13

JPST J P MORGAN EXCHANGE TRADED F299.1K shares40.07%2026-03-312026-05-13

ISCF ISHARES TR273.9K shares-1.80%2026-03-312026-05-13

DFEM DIMENSIONAL ETF TRUST327.3K shares-1.07%2026-03-312026-05-13

VGSH VANGUARD SCOTTSDALE FDS189.9K shares38.46%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS15.5K shares5.76%2026-03-312026-05-13

IDEV ISHARES TR109.1K shares-0.75%2026-03-312026-05-13

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EDV VANGUARD WORLD FD135.2K shares14.91%2026-03-312026-05-13

IJJ ISHARES TR59.0K shares-10.81%2026-03-312026-05-13

BRK.A BERKSHIRE HATHAWAY INC DEL10 sharesnew addition2026-03-312026-05-13

DFIV DIMENSIONAL ETF TRUST135.4K shares7.93%2026-03-312026-05-13

REET ISHARES TR283.2K shares19.04%2026-03-312026-05-13

IEMG ISHARES INC102.0K shares-5.89%2026-03-312026-05-13

EFV ISHARES TR85.2K shares-2.66%2026-03-312026-05-13

IJK ISHARES TR56.8K shares4.31%2026-03-312026-05-13

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VUG VANGUARD INDEX FDS11.4K shares-1.32%2026-03-312026-05-13

IJR ISHARES TR38.1K shares-9.47%2026-03-312026-05-13

VOE VANGUARD INDEX FDS24.3K shares-18.04%2026-03-312026-05-13

VSS VANGUARD INTL EQUITY INDEX F30.3K shares-8.33%2026-03-312026-05-13

DGS WISDOMTREE TR67.9K shares-14.59%2026-03-312026-05-13

XOM EXXON MOBIL CORP21.3K shares51.24%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL7.4K sharesnew addition2026-03-312026-05-13

VB VANGUARD INDEX FDS13.0K shares-24.65%2026-03-312026-05-13

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IJS ISHARES TR28.3K shares-10.90%2026-03-312026-05-13

AAPL APPLE INC13.1K sharesnew addition2026-03-312026-05-13

NVDA NVIDIA CORPORATION14.1K shares-0.95%2026-03-312026-05-13

VIGI VANGUARD WHITEHALL FDS23.6K shares-7.49%2026-03-312026-05-13

MGK VANGUARD WORLD FD5.7K shares1.98%2026-03-312026-05-13

VOT VANGUARD INDEX FDS7.6K shares-5.30%2026-03-312026-05-13

JMST J P MORGAN EXCHANGE TRADED F35.6K shares68.60%2026-03-312026-05-13

MSFT MICROSOFT CORP4.5K shares5.31%2026-03-312026-05-13

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MGV VANGUARD WORLD FD11.3K shares5.72%2026-03-312026-05-13

VTV VANGUARD INDEX FDS8.1K shares-4.41%2026-03-312026-05-13

IWS ISHARES TR8.2K shares-4.80%2026-03-312026-05-13

VNQ VANGUARD INDEX FDS11.7K shares0.94%2026-03-312026-05-13

AMZN AMAZON COM INC4.6K sharesnew addition2026-03-312026-05-13

DON WISDOMTREE TR18.0K shares-23.84%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F17.1K shares-3.81%2026-03-312026-05-13

EFG ISHARES TR8.3K shares-16.49%2026-03-312026-05-13

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VXUS VANGUARD STAR FDS11.6K shares12.67%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS13.9K shares4.62%2026-03-312026-05-13

ALPHABET INC ALPHABET INC2.9K shares35.02%2026-03-312026-05-13

VTI VANGUARD INDEX FDS2.5K shares48.71%2026-03-312026-05-13

TLT ISHARES TR8.7K shares-21.58%2026-03-312026-05-13

IAUM ISHARES GOLD TR15.6K sharesnew addition2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS2.9K shares-0.72%2026-03-312026-05-13

VCSH VANGUARD SCOTTSDALE FDS7.5K shares66.78%2026-03-312026-05-13

Sponsored

BROADCOM INC BROADCOM INC1.7K shares22.12%2026-03-312026-05-13

CAT CATERPILLAR INC707 shares-1.81%2026-03-312026-05-13

ALPHABET INC ALPHABET INC1.7K shares-2.00%2026-03-312026-05-13

META META PLATFORMS INC811 shares29.14%2026-03-312026-05-13

SCHD SCHWAB STRATEGIC TR15.0K sharesnew addition2026-03-312026-05-13

QUAL ISHARES TR2.4K sharesnew addition2026-03-312026-05-13

DFAI DIMENSIONAL ETF TRUST11.5K sharesnew addition2026-03-312026-05-13

ISRG INTUITIVE SURGICAL INC958 shares-0.52%2026-03-312026-05-13

Sponsored

BMY BRISTOL-MYERS SQUIBB CO7.3K shares0.00%2026-03-312026-05-13

JAAA JANUS DETROIT STR TR8.4K sharesnew addition2026-03-312026-05-13

AMGN AMGEN INC1.2K sharesnew addition2026-03-312026-05-13

MA MASTERCARD INCORPORATED806 shares18.70%2026-03-312026-05-13

TSLA TESLA INC998 shares0.60%2026-03-312026-05-13

VDE VANGUARD WORLD FD2.1K shares-15.64%2026-03-312026-05-13

SYK STRYKER CORPORATION1.1K shares0.28%2026-03-312026-05-13

IWD ISHARES TR1.6K shares0.12%2026-03-312026-05-13

Sponsored

VIG VANGUARD SPECIALIZED FUNDS1.6K sharesnew addition2026-03-312026-05-13

VYMI VANGUARD WHITEHALL FDS3.6K shares24.33%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC967 sharesnew addition2026-03-312026-05-13

V VISA INC1.0K shares-8.41%2026-03-312026-05-13

LLY ELI LILLY & CO323 shares-2.71%2026-03-312026-05-13

ESGE ISHARES INC6.4K shares-13.35%2026-03-312026-05-13

TBIL RBB FD INC5.8K sharesnew addition2026-03-312026-05-13

AMAT APPLIED MATLS INC743 sharesnew addition2026-03-312026-05-13

Sponsored

INVESCO QQQ TR INVESCO QQQ TR435 sharesnew addition2026-03-312026-05-13

NFLX NETFLIX INC.2.5K shares-4.53%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON977 shares-4.22%2026-03-312026-05-13

DES WISDOMTREE TR6.6K shares-50.40%2026-03-312026-05-13

URTH ISHARES INC1.3K sharesnew addition2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION229 shares-6.15%2026-03-312026-05-13

AB ALLIANCEBERNSTEIN HLDG L P6.0K shares0.00%2026-03-312026-05-13

IGF ISHARES TR3.1K sharesnew addition2026-03-312026-05-13

Sponsored

IEFA ISHARES TR2.2K shares-12.04%2026-03-312026-05-13

VCIT

VANGUARD SCOTTSDALE FDS

22.09%

Shares204.9K

Event2026-03-31

Filed2026-05-13

VYM

VANGUARD WHITEHALL FDS

1.61%

Shares102.6K

Event2026-03-31

Filed2026-05-13

JPST

J P MORGAN EXCHANGE TRADED F

40.07%

Shares299.1K

Event2026-03-31

Filed2026-05-13

ISCF

ISHARES TR

-1.80%

Shares273.9K

Event2026-03-31

Filed2026-05-13

DFEM

DIMENSIONAL ETF TRUST

-1.07%

Shares327.3K

Event2026-03-31

Filed2026-05-13

VGSH

VANGUARD SCOTTSDALE FDS

38.46%

Shares189.9K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

5.76%

Shares15.5K

Event2026-03-31

Filed2026-05-13

IDEV

ISHARES TR

-0.75%

Shares109.1K

Event2026-03-31

Filed2026-05-13

EDV

VANGUARD WORLD FD

14.91%

Shares135.2K

Event2026-03-31

Filed2026-05-13

IJJ

ISHARES TR

-10.81%

Shares59.0K

Event2026-03-31

Filed2026-05-13

BRK.A

BERKSHIRE HATHAWAY INC DEL

New

Shares10

Event2026-03-31

Filed2026-05-13

DFIV

DIMENSIONAL ETF TRUST

7.93%

Shares135.4K

Event2026-03-31

Filed2026-05-13

REET

ISHARES TR

19.04%

Shares283.2K

Event2026-03-31

Filed2026-05-13

IEMG

ISHARES INC

-5.89%

Shares102.0K

Event2026-03-31

Filed2026-05-13

EFV

ISHARES TR

-2.66%

Shares85.2K

Event2026-03-31

Filed2026-05-13

IJK

ISHARES TR

4.31%

Shares56.8K

Event2026-03-31

Filed2026-05-13

VUG

VANGUARD INDEX FDS

-1.32%

Shares11.4K

Event2026-03-31

Filed2026-05-13

IJR

ISHARES TR

-9.47%

Shares38.1K

Event2026-03-31

Filed2026-05-13

VOE

VANGUARD INDEX FDS

-18.04%

Shares24.3K

Event2026-03-31

Filed2026-05-13

VSS

VANGUARD INTL EQUITY INDEX F

-8.33%

Shares30.3K

Event2026-03-31

Filed2026-05-13

DGS

WISDOMTREE TR

-14.59%

Shares67.9K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

51.24%

Shares21.3K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

New

Shares7.4K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-24.65%

Shares13.0K

Event2026-03-31

Filed2026-05-13

IJS

ISHARES TR

-10.90%

Shares28.3K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

New

Shares13.1K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

-0.95%

Shares14.1K

Event2026-03-31

Filed2026-05-13

VIGI

VANGUARD WHITEHALL FDS

-7.49%

Shares23.6K

Event2026-03-31

Filed2026-05-13

MGK

VANGUARD WORLD FD

1.98%

Shares5.7K

Event2026-03-31

Filed2026-05-13

VOT

VANGUARD INDEX FDS

-5.30%

Shares7.6K

Event2026-03-31

Filed2026-05-13

JMST

J P MORGAN EXCHANGE TRADED F

68.60%

Shares35.6K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

5.31%

Shares4.5K

Event2026-03-31

Filed2026-05-13

MGV

VANGUARD WORLD FD

5.72%

Shares11.3K

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD INDEX FDS

-4.41%

Shares8.1K

Event2026-03-31

Filed2026-05-13

IWS

ISHARES TR

-4.80%

Shares8.2K

Event2026-03-31

Filed2026-05-13

VNQ

VANGUARD INDEX FDS

0.94%

Shares11.7K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

New

Shares4.6K

Event2026-03-31

Filed2026-05-13

DON

WISDOMTREE TR

-23.84%

Shares18.0K

Event2026-03-31

Filed2026-05-13

VWO

VANGUARD INTL EQUITY INDEX F

-3.81%

Shares17.1K

Event2026-03-31

Filed2026-05-13

EFG

ISHARES TR

-16.49%

Shares8.3K

Event2026-03-31

Filed2026-05-13

VXUS

VANGUARD STAR FDS

12.67%

Shares11.6K

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD TAX-MANAGED FDS

4.62%

Shares13.9K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

35.02%

Shares2.9K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

48.71%

Shares2.5K

Event2026-03-31

Filed2026-05-13

TLT

ISHARES TR

-21.58%

Shares8.7K

Event2026-03-31

Filed2026-05-13

IAUM

ISHARES GOLD TR

New

Shares15.6K

Event2026-03-31

Filed2026-05-13

IBM

INTERNATIONAL BUSINESS MACHS

-0.72%

Shares2.9K

Event2026-03-31

Filed2026-05-13

VCSH

VANGUARD SCOTTSDALE FDS

66.78%

Shares7.5K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

22.12%

Shares1.7K

Event2026-03-31

Filed2026-05-13

CAT

CATERPILLAR INC

-1.81%

Shares707

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-2.00%

Shares1.7K

Event2026-03-31

Filed2026-05-13