Causey Wealth LLC
CIK 2132639 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $235.6M
- Posisi
- 81
- Per tanggal
- 31 Maret 2026 Data per Q1 2026
#5.482 dari 8.643 berdasarkan nilai 13F · top 63.4%
Nilai portofolio QoQ: +1440.1% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 49,43%
- Bobot 25 kepemilikan teratas
- 81,82%
- Posisi di atas 1%
- 27
- Jumlah posisi efektif
- 28,9
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 2,36% Perkiraan pembelian $15.259.294 · penjualan $5.797.280
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 83,0% masih dipegang
- Posisi baru
- 6
- Meningkat
- 31
- Menurun
- 24
- Tertutup
- 4
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
4,6%
Energy
1,1%
Healthcare
0,9%
Communication Services
0,8%
Retail
0,5%
Financial Services
0,4%
Industrials
0,3%
Consumer Discretionary
0,2%
Lainnya/Tidak terpetakan
91,3%
Portofolio lengkap 83 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $18.789.325 | 7,34% | 227.336 | $1.830.261 | Naik ×1 | ||
| VYM | $16.609.307 | 6,49% | 105.102 | $1.417.850 | Naik ×1 | ||
| JPST | $16.510.363 | 6,45% | 326.485 | $1.372.111 | Naik ×1 | ||
| DFEM | $13.188.786 | 5,15% | 324.527 | $1.881.365 | Turun ×1 | ||
| ISCF | $11.886.641 | 4,65% | 274.582 | $442.021 | Naik ×1 | ||
| VGSH Vanguard Short-Term Treasury ETF | $11.180.722 | 4,37% | 192.109 | $63.890 | Naik ×1 | ||
| VOO | $11.023.658 | 4,31% | 16.051 | $1.780.206 | Naik ×1 | ||
| IDEV | $9.879.922 | 3,86% | 110.998 | $761.841 | Naik ×1 | ||
| REET | $8.834.948 | 3,45% | 319.875 | $1.711.927 | Naik ×1 | ||
| IJJ | $8.557.697 | 3,34% | 57.928 | $741.125 | Turun ×1 | ||
| IEMG | $8.423.414 | 3,29% | 101.683 | $1.311.470 | Turun ×1 | ||
| BRKA | $7.488.500 | 2,93% | 10 | $307.100 | |||
| DFIV | $7.414.428 | 2,90% | 137.253 | $268.222 | Naik ×1 | ||
| IJK | $6.671.752 | 2,61% | 56.781 | $958.886 | Naik ×1 | ||
| EFV | $6.197.394 | 2,42% | 80.959 | $-140.123 | Turun ×1 | ||
| VUG | $6.034.934 | 2,36% | 70.060 | $1.057.440 | Naik ×1 | ||
| EDV | $6.009.281 | 2,35% | 92.337 | $-2.770.327 | Turun ×1 | ||
| IJR | $5.870.449 | 2,29% | 39.582 | $1.131.109 | Naik ×1 | ||
| VOE | $4.585.414 | 1,79% | 23.206 | $108.311 | Turun ×1 | ||
| VSS | $4.573.631 | 1,79% | 29.643 | $155.930 | Turun ×1 | ||
| DGS | $4.352.175 | 1,70% | 67.257 | $270.336 | Turun ×1 | ||
| VB | $3.895.277 | 1,52% | 12.851 | $495.048 | Turun ×1 | ||
| IJS | $3.845.608 | 1,50% | 28.136 | $493.563 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $3.804.844 | 1,49% | 13.149 | $468.205 | Naik ×4 | ||
| BRKB | $3.712.894 | 1,45% | 7.420 | $161.064 | Naik ×3 | ||
| XOM Exxon Mobil Corporation Common Stock | $2.931.972 | 1,15% | 21.445 | $-687.540 | Naik ×1 | ||
| JMST | $2.600.004 | 1,02% | 50.980 | $785.760 | Naik ×1 | ||
| MGK | $2.422.203 | 0,95% | 27.553 | $336.988 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $2.413.886 | 0,94% | 12.064 | $-51.084 | Turun ×1 | ||
| VOT | $2.339.670 | 0,91% | 7.638 | $375.237 | Naik ×1 | ||
| VIGI Vanguard International Dividend Appreciation ETF | $2.203.357 | 0,86% | 23.596 | $114.410 | Turun ×1 | ||
| MGV | $1.780.768 | 0,70% | 10.895 | $141.991 | Turun ×1 | ||
| VTV | $1.751.102 | 0,68% | 8.035 | $166.596 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1.688.797 | 0,66% | 4.527 | $14.779 | Naik ×1 | ||
| IWS | $1.212.443 | 0,47% | 7.366 | $23.767 | Turun ×1 | ||
| VNQ | $1.126.457 | 0,44% | 11.682 | $84.437 | Turun ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1.085.639 | 0,42% | 4.555 | $136.969 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $1.017.767 | 0,40% | 2.880 | $191.502 | |||
| DON | $1.010.834 | 0,40% | 17.885 | $67.296 | Turun ×1 | ||
| VWO | $1.006.278 | 0,39% | 16.858 | $84.549 | Turun ×1 | ||
| EFG | $1.002.256 | 0,39% | 8.055 | $82.165 | Turun ×1 | ||
| VXUS Vanguard Total International Stock ETF | $992.198 | 0,39% | 11.606 | $95.014 | Turun ×1 | ||
| VEA | $990.364 | 0,39% | 13.900 | $99.686 | Naik ×1 | ||
| VTI | $920.030 | 0,36% | 2.486 | $127.736 | Naik ×1 | ||
| IBM International Business Machines Corporation Common Stock | $813.495 | 0,32% | 2.893 | $112.300 | |||
| CAT Caterpillar, Inc. Common Stock | $752.884 | 0,29% | 707 | $252.003 | |||
| TLT iShares 20+ Year Treasury Bond ETF | $727.613 | 0,28% | 8.419 | $-26.436 | Turun ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $627.821 | 0,25% | 1.662 | $113.415 | |||
| IAUM | $624.116 | 0,24% | 15.599 | $-104.357 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $614.245 | 0,24% | 1.719 | $120.044 | |||
| VCSH Vanguard Short-Term Corporate Bond ETF | $614.152 | 0,24% | 7.771 | $17.111 | Naik ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $536.837 | 0,21% | 743 | $283.053 | |||
| QUAL | $518.733 | 0,20% | 2.364 | $65.294 | |||
| DFAI | $479.829 | 0,19% | 11.632 | $31.789 | Naik ×1 | ||
| SCHD | $478.357 | 0,19% | 15.085 | $19.169 | Naik ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $461.810 | 0,18% | 967 | $135.012 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $456.828 | 0,18% | 811 | $-7.169 | |||
| WDC Western Digital Corporation - Common Stock | $452.214 | 0,18% | 708 | Naik ×1 | |||
| AMGN Amgen Inc. - Common Stock | $425.973 | 0,17% | 1.176 | $12.081 | |||
| TSLA Tesla, Inc. - Common Stock | $419.759 | 0,16% | 998 | $48.752 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $418.429 | 0,16% | 7.262 | $-22.004 | |||
| MA Mastercard Incorporated Common Stock | $413.962 | 0,16% | 806 | $11.236 | |||
| IWD | $397.032 | 0,16% | 1.638 | $47.483 | Naik ×1 | ||
| LLY Eli Lilly and Company Common Stock | $387.416 | 0,15% | 323 | $90.330 | |||
| VIG | $385.834 | 0,15% | 1.631 | $36.555 | Naik ×1 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $376.205 | 0,15% | 946 | $-65.423 | Turun ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $375.144 | 0,15% | 325 | Naik ×1 | |||
| VYMI Vanguard International High Dividend Yield ETF | $358.927 | 0,14% | 3.655 | $17.989 | Naik ×1 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $353.420 | 0,14% | 6.462 | $60.989 | Naik ×1 | ||
| V Visa Inc. | $347.550 | 0,14% | 1.013 | $41.381 | |||
| SYK Stryker Corporation Common Stock | $344.433 | 0,13% | 1.094 | $-14.065 | Naik ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $320.334 | 0,13% | 435 | $69.261 | |||
| DES | $266.993 | 0,10% | 6.563 | $31.147 | Naik ×1 | ||
| URTH | $260.392 | 0,10% | 1.285 | $29.066 | |||
| SNDK Sandisk Corporation - Common Stock | $256.931 | 0,10% | 113 | Naik ×1 | |||
| JNJ Johnson & Johnson Common Stock | $248.087 | 0,10% | 977 | $9.310 | |||
| ASML ASML Holding N.V. - New York Registry Shares | $234.754 | 0,09% | 118 | Naik ×1 | |||
| VDE | $218.700 | 0,09% | 1.457 | $-144.345 | Turun ×1 | ||
| IGF iShares Global Infrastructure ETF | $214.608 | 0,08% | 3.222 | $7.464 | Naik ×1 | ||
| AB AllianceBernstein Holding L.P. Units | $212.553 | 0,08% | 6.035 | $-13.397 | |||
| Penerbit tidak dikenal (CUSIP: 02072Q275) | $207.282 | 0,08% | 3.641 | Naik ×1 | |||
| IVV | $205.945 | 0,08% | 275 | Naik ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $201.529 | 0,08% | 215 | $-27.083 | Turun ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| AAPL | $3.804.844 | 1,49% | naik ×4 |
| BRKB | $3.712.894 | 1,45% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| EDV | Dipangkas | -43K | -$2.8M |
| DFEM | Dipangkas | -3K | +$1.9M |
| VCIT | Beli lebih banyak | +22K | +$1.8M |
| VOO | Beli lebih banyak | +582 | +$1.8M |
| REET | Beli lebih banyak | +37K | +$1.7M |
| VYM | Beli lebih banyak | +3K | +$1.4M |
| JPST | Beli lebih banyak | +27K | +$1.4M |
| IEMG | Dipangkas | -280 | +$1.3M |
| IJR | Beli lebih banyak | +1K | +$1.1M |
| VUG | Beli lebih banyak | +59K | +$1.1M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| VYM | 31 Des. 2025 | 98.296 | $13.854.864 | Tidak lagi dilacak |
| VCIT | 31 Des. 2025 | 148.184 | $12.463.741 | |
| ISCF | 31 Des. 2025 | 272.599 | $11.210.649 | Tidak lagi dilacak |
| DFEM | 31 Des. 2025 | 338.343 | $10.850.661 | Tidak lagi dilacak |
| JPST | 31 Des. 2025 | 210.904 | $10.699.175 | Tidak lagi dilacak |
| IJJ | 31 Des. 2025 | 64.959 | $8.426.490 | Tidak lagi dilacak |
| IDEV | 31 Des. 2025 | 99.841 | $8.004.257 | Tidak lagi dilacak |
| EDV | 31 Des. 2025 | 110.056 | $7.533.346 | Tidak lagi dilacak |
| VGSH | 31 Des. 2025 | 122.270 | $7.195.596 | |
| VOO | 31 Des. 2025 | 11.570 | $7.085.143 | Tidak lagi dilacak |
| IEMG | 31 Des. 2025 | 101.936 | $6.719.640 | Tidak lagi dilacak |
| EFV | 31 Des. 2025 | 90.841 | $6.161.747 | Tidak lagi dilacak |
| DFIV | 31 Des. 2025 | 119.391 | $5.506.319 | Tidak lagi dilacak |
| VOE | 31 Des. 2025 | 30.942 | $5.401.938 | Tidak lagi dilacak |
| REET | 31 Des. 2025 | 211.055 | $5.394.558 | Tidak lagi dilacak |
| VUG | 31 Des. 2025 | 10.688 | $5.126.303 | Tidak lagi dilacak |
| IJR | 31 Des. 2025 | 42.138 | $5.007.239 | Tidak lagi dilacak |
| VSS | 31 Des. 2025 | 34.403 | $4.904.178 | Tidak lagi dilacak |
| IJK | 31 Des. 2025 | 51.072 | $4.897.253 | Tidak lagi dilacak |
| VB | 31 Des. 2025 | 17.866 | $4.542.928 | Tidak lagi dilacak |
| DGS | 31 Des. 2025 | 77.403 | $4.419.694 | Tidak lagi dilacak |
| IJS | 31 Des. 2025 | 32.204 | $3.561.448 | Tidak lagi dilacak |
| MGK | 31 Des. 2025 | 6.114 | $2.460.453 | Tidak lagi dilacak |
| VOT | 31 Des. 2025 | 8.313 | $2.442.232 | Tidak lagi dilacak |
| VIGI | 31 Des. 2025 | 24.902 | $2.230.499 | |
| MSFT | 31 Des. 2025 | 3.232 | $1.674.109 | -0,1% |
| VTV | 31 Des. 2025 | 8.812 | $1.643.407 | Tidak lagi dilacak |
| MGV | 31 Des. 2025 | 11.450 | $1.577.092 | Tidak lagi dilacak |
| XOM | 31 Des. 2025 | 13.397 | $1.510.496 | 39,5% |
| DON | 31 Des. 2025 | 23.964 | $1.253.339 | Tidak lagi dilacak |
| IWS | 31 Des. 2025 | 8.563 | $1.195.994 | Tidak lagi dilacak |
| EFG | 31 Des. 2025 | 10.377 | $1.181.723 | Tidak lagi dilacak |
| NVDA | 31 Des. 2025 | 5.995 | $1.118.547 | 17,2% |
| VNQ | 31 Des. 2025 | 11.859 | $1.084.132 | Tidak lagi dilacak |
| TLT | 31 Des. 2025 | 11.195 | $1.000.497 | |
| VWO | 31 Des. 2025 | 18.286 | $990.745 | Tidak lagi dilacak |
| SLV | 31 Des. 2025 | 21.748 | $921.463 | Tidak lagi dilacak |
| VEA | 31 Des. 2025 | 14.117 | $845.903 | Tidak lagi dilacak |
| IBM | 31 Des. 2025 | 2.912 | $821.605 | -20,7% |
| VXUS | 31 Des. 2025 | 11.078 | $813.795 | |
| JMST | 31 Des. 2025 | 14.119 | $720.621 | Tidak lagi dilacak |
| RIVN | 31 Des. 2025 | 47.781 | $701.425 | -22,8% |
| VTI | 31 Des. 2025 | 1.815 | $595.746 | Tidak lagi dilacak |
| DES | 31 Des. 2025 | 15.155 | $510.432 | Tidak lagi dilacak |
| JAAA | 30 Juni 2026 | 8.400 | $423.108 | Tidak lagi dilacak |
| IWM | 31 Maret 2025 | 1.881 | $415.626 | Tidak lagi dilacak |
| SYK | 31 Des. 2025 | 1.086 | $401.462 | -2,5% |
| VCSH | 31 Des. 2025 | 4.245 | $339.269 | |
| CAT | 31 Des. 2025 | 711 | $339.254 | 41,3% |
| IWD | 31 Des. 2025 | 1.631 | $332.055 | Tidak lagi dilacak |
| ESGE | 31 Des. 2025 | 7.642 | $331.834 | |
| VDE | 31 Des. 2025 | 2.604 | $327.716 | Tidak lagi dilacak |
| BMY | 31 Des. 2025 | 6.855 | $309.155 | 26,1% |
| SCZ | 31 Maret 2025 | 5.055 | $307.091 | |
| SLB | 30 Sep. 2025 | 8.741 | $295.447 | 56,3% |
| ISRG | 31 Des. 2025 | 653 | $292.041 | -28,9% |
| TBIL | 30 Juni 2026 | 5.800 | $289.188 | |
| VYMI | 31 Des. 2025 | 3.343 | $283.100 | |
| USHY | 31 Maret 2025 | 7.607 | $279.879 | Tidak lagi dilacak |
| TSLA | 31 Des. 2025 | 625 | $277.950 | -24,8% |
| GOOGL | 31 Des. 2025 | 1.104 | $268.420 | 9,2% |
| IGF | 31 Maret 2025 | 5.087 | $265.899 | |
| GOOG | 31 Des. 2025 | 1.065 | $259.406 | 8,8% |
| IAU | 31 Des. 2025 | 3.497 | $254.477 | Tidak lagi dilacak |
| TSLA | 31 Maret 2025 | 611 | $246.746 | 30,5% |
| NFLX | 30 Juni 2026 | 2.530 | $243.260 | 11,8% |
| MA | 31 Des. 2025 | 423 | $240.607 | 1,8% |
| ICSH | 31 Maret 2025 | 4.725 | $238.282 | Tidak lagi dilacak |
| KHC | 30 Sep. 2025 | 8.939 | $230.805 | -2,4% |
| AB | 31 Des. 2025 | 6.035 | $230.658 | -5,5% |
| VBR | 31 Maret 2025 | 1.141 | $226.099 | Tidak lagi dilacak |
| VWOB | 30 Juni 2025 | 3.485 | $223.767 | |
| GOOGL | 31 Maret 2025 | 1.163 | $220.176 | 121,1% |
| IEFA | 31 Des. 2025 | 2.500 | $218.283 | Tidak lagi dilacak |
| XLE | 30 Juni 2025 | 2.194 | $204.998 | Tidak lagi dilacak |
| IEFA | 30 Juni 2026 | 2.228 | $201.661 | Tidak lagi dilacak |
| RFL | 31 Des. 2025 | 12.562 | $17.084 | 66,1% |