Causey Wealth LLC
All 13F Filings
- Location
- Greenwood Village, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 255,849
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 83 | 255,849 | 13F-HR | Causey Wealth LLC |
| Q1 2026 | 5/12/2026 | 81 | 235,566 | 13F-HR | Causey Wealth LLC |
| Q4 2025 | 5/12/2026 | 6 | 15,296 | 13F-HR/A - NEW HOLDINGS | Causey Wealth LLC |
| Q4 2025 | 5/8/2026 | 66 | 204,890 | 13F-HR | Causey Wealth LLC |
| Q3 2025 | 5/19/2026 | 66 | 204,915 | 13F-HR | Causey Wealth LLC |
| Q2 2025 | 5/19/2026 | 64 | 194,532 | 13F-HR | Causey Wealth LLC |
| Q1 2025 | 5/19/2026 | 64 | 178,845 | 13F-HR | Causey Wealth LLC |
| Q4 2024 | 5/19/2026 | 68 | 171,608 | 13F-HR | Causey Wealth LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 39.36 K | 15.4% | 2.561 K | 0 | 2.561 K |
| ETFs | 216.5 K | 84.6% | 17.72 K | 0 | 17.72 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
255,849
Holdings
83
QoQ value change ($000)
20,283
(8.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.