Causey Wealth LLC

Q4 2025 13F-HR Holdings

Location
Greenwood Village, CO
Holdings as of
12/31/2025
Date filed
5/8/2026
Form type
13F-HR
Num holdings
66
Total value ($000)
$204,890
Net value change ($000)
-25 (-0.0%)
New positions
9
Sold out positions
9
Turnover %
9.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/19/2026 Next filing: 5/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 2,088 29.5%
VCIT 1,594 12.8%
NVDA 1,542 137.8%
IDEV 1,063 13.3%
VGSH 859 11.9%
DFIV 754 13.7%
VYM 634 4.6%
IEMG 563 8.4%
REET 541 10.0%
VUG 508 9.9%
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -7,542 -100.0%
BRK-B -3,341 -100.0%
AAPL -2,455 -100.0%
SLV -921 -100.0%
RIVN -701 -100.0%
AMGN -333 -100.0%
AMZN -259 -100.0%
IAU -254 -100.0%
VOT -192 -7.9%
VSS -166 -3.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type