Causey Wealth LLC

Q1 2026 13F-HR Holdings

Location
Greenwood Village, CO
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
81
Total value ($000)
$235,566
Net value change ($000)
+30,676 (15.0%)
New positions
17
Sold out positions
2
Turnover %
8.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BRK-B 7,181 NEW
JPST 4,334 40.1%
BRK-B 3,552 NEW
AAPL 3,337 NEW
VGSH 3,062 38.0%
VCIT 2,901 20.6%
XOM 1,922 113.2%
REET 1,187 20.0%
EDV 1,133 14.8%
AMZN 949 NEW
Top Reduces (Value $000, Stocks/ETFs)
VB -1,044 -23.5%
IJJ -886 -10.2%
VOE -780 -14.8%
VUG -657 -11.7%
DGS -470 -10.3%
MSFT -403 -19.4%
IJR -322 -6.4%
VSS -320 -6.8%
VOT -286 -12.7%
DON -273 -22.4%
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