What does Causey Wealth LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Causey Wealth LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD SCOTTSDALE FDS

$17M205K7.2%

VANGUARD WHITEHALL FDS

$15M103K6.4%

J P MORGAN EXCHANGE TRADED F

$15M299K6.4%

ISHARES TR

$11M274K4.9%

DIMENSIONAL ETF TRUST

$11M327K4.8%

VANGUARD SCOTTSDALE FDS

$11M190K4.7%

VANGUARD INDEX FDS

$9M15K3.9%

ISHARES TR

$9M109K3.9%

VANGUARD WORLD FD

$9M135K3.7%

ISHARES TR

$8M59K3.3%

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