Causey Wealth LLC ETF holdings
Greenwood Village, CO
Reported $222.3M in 53 ETFs in its Form 13F for June 30, 2026.
ETF value
$222.3M
ETFs held
53
Change from prior quarter
+8.6%
With price moves
ETFs as a share of its 13F
86.9%
of $255.8M
Top 10 of 53 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $18.8M | 227,336 | +22,393 shares |
| VYM | Vanguard High Dividend Yield ETF | $16.6M | 105,102 | +2,526 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $16.5M | 326,485 | +27,369 shares |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | $13.2M | 324,527 | −2,750 shares |
| ISCF | iShares International Small-Cap Equity Factor ETF | $11.9M | 274,582 | +722 shares |
| VGSH | Vanguard Short-Term Treasury ETF | $11.2M | 192,109 | +2,208 shares |
| VOO | Vanguard S&P 500 ETF | $11.0M | 16,051 | +582 shares |
| IDEV | iShares Core MSCI International Developed Markets ETF | $9.9M | 110,998 | +1,891 shares |
| REET | iShares Global REIT ETF | $8.8M | 319,875 | +36,653 shares |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | $8.6M | 57,928 | −1,065 shares |
43 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002132639. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Causey Wealth LLC own?
Causey Wealth LLC reported 53 ETF positions worth $222.3M in its Form 13F for June 30, 2026. The largest was VCIT, at $18.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.