Causey Wealth LLC - Portfolio overview

Causey Wealth LLC has 66 reported holdings in this dataset, with the latest filing dated 2026-05-19.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VYM - VANGUARD WHITEHALL FDS, 6.76%
2. VCIT - VANGUARD SCOTTSDALE FDS, 6.08%
3. ISCF - ISHARES TR, 5.47%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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