account_balance

Investment manager · 13F filer · SEC CIK 2132639

Causey Wealth LLC

Reported value$264Mas of Sep 30, 2026
Positions86 8 new, 5 sold out
Top 10 weight49.9%VCIT alone is 7%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VCIT Vanguard Scottsdale FDS 7.3% Added +4%
VYM Vanguard Whitehall FDS 6.3% Held
JPST J P Morgan Exchange Traded F 6.3% Held
VOO Vanguard Index FDS 5.1% Added +15%
DFEM Dimensional ETF Trust 4.9% Held
ISCF iShares Tr 4.7% Held
VGSH Vanguard Scottsdale FDS 4.6% Added +6%
IDEV iShares Tr 4.0% Added +3%
REET iShares Tr 3.5% Added +7%
IEMG iShares Inc 3.2% Held
IJJ iShares Tr 3.1% Held
DFIV Dimensional ETF Trust 3.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 11, 2026 filing
add_circleNew
  • JMUB $727K
  • AAUB $623K
  • XEL $305K
  • CRWD $227K
arrow_upwardAdded
  • TLT +42%
  • VOO +15%
  • JMST +14%
  • VUG +8%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist