Institutional Fund
Causey Wealth LLC
Greenwood Village, COCIK 21326397 filings on record
Portfolio Value
$235.57M
Q1 2026
Holdings
81
Reported positions
New Buys
75
Opened this quarter
QoQ Change
+1440.1%
from $15.30M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Scottsdale Fds7.2%
- Vanguard Whitehall Fds6.4%
- J P Morgan Exchange Traded F6.4%
- Ishares Tr4.9%
- Dimensional ETF Trust4.8%
- Vanguard Scottsdale Fds4.7%
- Other65.5%
Portfolio Holdings
81 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 204.9K | $16.96M | 7.2% | +204.9K | New |
| 2 | Vanguard Whitehall Fds | 102.6K | $15.19M | 6.4% | +102.6K | New |
| 3 | J P Morgan Exchange Traded F | 299.1K | $15.14M | 6.4% | +299.1K | New |
| 4 | Ishares Tr | 273.9K | $11.44M | 4.9% | +273.9K | New |
| 5 | Dimensional ETF Trust | 327.3K | $11.31M | 4.8% | +327.3K | New |
| 6 | Vanguard Scottsdale Fds | 189.9K | $11.12M | 4.7% | +189.9K | New |
| 7 | Vanguard Index Fds | 15.5K | $9.24M | 3.9% | +15.5K | New |
| 8 | Ishares Tr | 109.1K | $9.12M | 3.9% | +109.1K | New |
| 9 | Vanguard World Fd | 135.2K | $8.78M | 3.7% | +135.2K | New |
| 10 | Ishares Tr | 59.0K | $7.82M | 3.3% | +59.0K | New |
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