Causey Wealth
Causey Wealth reported 83 stocks worth $256M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are VCIT (7.3%), VYM (6.5%) and JPST (6.5%). Compared with Q1 2026, the fund opened new positions in WDC, MU and SNDK, added to VCIT, VYM and JPST, trimmed DFEM, IJJ and IEMG and sold out of JAAA, TBIL and NFLX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VCIT Vanguard Scottsdale Fds | $18.8M | 7.3% | 227K | +22K (+11%) | 7 of 7 | |
| 2 |  VYM Vanguard Whitehall Fds | $16.6M | 6.5% | 105K | +2,526 (+2%) | 7 of 7 | |
| 3 |  JPST J P Morgan Exchange Traded F | $16.5M | 6.5% | 326K | +27K (+9%) | 7 of 7 | |
| 4 |  DFEM Dimensional ETF Trust | $13.2M | 5.2% | 325K | −2,750 (−1%) | 7 of 7 | |
| 5 |  ISCF Ishares International Smallcap Equity Factor ETF | $11.9M | 4.7% | 275K | +722 (+0%) | 7 of 7 | |
| 6 |  VGSH Vanguard Scottsdale Fds | $11.2M | 4.4% | 192K | +2,208 (+1%) | 5 of 7 | |
| 7 |  VOO Vanguard S&P 500 ETF | $11M | 4.3% | 16K | +582 (+4%) | 7 of 7 | |
| 8 |  IDEV Ishares TR | $9.9M | 3.9% | 111K | +1,891 (+2%) | 7 of 7 | |
| 9 |  REET Ishares TR | $8.8M | 3.5% | 320K | +37K (+13%) | 7 of 7 | |
| 10 |  IJJ Ishares TR | $8.6M | 3.3% | 58K | −1,065 (−2%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Causey Wealth 13F FAQ
What does Causey Wealth own?
Causey Wealth reported 83 stocks worth $256M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are VCIT (7.3%), VYM (6.5%) and JPST (6.5%). The table above lists every position in the filing (the top 10 without an account).
What did Causey Wealth buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 26 added to, 23 trimmed and 4 sold out. New positions include WDC, MU and SNDK. It sold all of JAAA, TBIL and NFLX.
When will Causey Wealth file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Causey Wealth's portfolio worth?
The Q2 2026 filing reports $256M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.