SEC Form 13F

Causey Wealth LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-12
Reported value$255,848,515
Positions83

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD SCOTTSDALE FDSVCITINT-TERM CORP$18,789,325227,336
VANGUARD WHITEHALL FDSVYMHIGH DIV YLD$16,609,307105,102
J P MORGAN EXCHANGE TRADED FJPSTULTRA SHRT ETF$16,510,363326,485
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$13,188,786324,527
ISHARES TRISCFINTERNATIONAL SL$11,886,641274,582
VANGUARD SCOTTSDALE FDSVGSHSHORT TERM TREAS$11,180,722192,109
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$11,023,65816,051
ISHARES TRIDEVCORE MSCI INTL$9,879,922110,998
ISHARES TRREETGLOBAL REIT ETF$8,834,948319,875
ISHARES TRIJJS&P MC 400VL ETF$8,557,69757,928

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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