Causey Wealth LLC - Portfolio Stock Holdings

Causey Wealth LLC disclosed 86 stock positions in a recent SEC 13F filing. $252,916,523 of stock holdings were filed, with the largest holdings including VCIT, VYM, and JPST. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $393,201,010 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.