Causey Wealth LLC

Q2 2025 13F-HR Holdings

Location
Greenwood Village, CO
Holdings as of
6/30/2025
Date filed
5/19/2026
Form type
13F-HR
Num holdings
64
Total value ($000)
$194,532
Net value change ($000)
+15,687 (8.8%)
New positions
2
Sold out positions
2
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/19/2026 Next filing: 5/19/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
VGSH 6,687 NEW
JPST 5,831 121.0%
VCIT 1,198 11.6%
ISCF 1,009 10.6%
VOO 799 14.5%
IDEV 732 10.4%
DFIV 670 15.7%
VUG 661 16.5%
DFEM 598 6.2%
VSS 486 11.3%
Top Reduces (Value $000, Stocks/ETFs)
EDV -2,077 -21.1%
IJS -829 -20.0%
BRK-B -696 -8.7%
VB -559 -10.5%
DGS -440 -9.2%
AAPL -416 -17.4%
IEMG -319 -4.6%
BRK-B -312 -8.8%
IJJ -270 -3.1%
MA -251 -51.3%
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