Causey Wealth LLC
Causey Wealth LLC reported 83 holdings worth US$256M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Causey Wealth LLC reported 83 holdings worth US$256M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Apple Inc and Exxon Mobil Corporation. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 83
- Value as reported
- US$256M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Berkshire Hathaway Inc. | 22,385 | US$11.2M | 4.4% |
| Apple Inc | 13,149 | US$3.8M | 1.5% |
| Exxon Mobil Corporation | 21,445 | US$2.93M | 1.1% |
| Nvidia Corporation | 12,064 | US$2.41M | 0.94% |
| Microsoft Corp. | 4,527 | US$1.69M | 0.66% |
| Alphabet Inc (google) Class C | 4,566 | US$1.63M | 0.64% |
| Amazon.com, Inc. | 4,555 | US$1.09M | 0.42% |
| International Business Machines Corporation | 2,893 | US$813K | 0.32% |
| Caterpillar, Inc. | 707 | US$753K | 0.29% |
| Broadcom Inc. | 1,662 | US$628K | 0.25% |
| Applied Materials, Inc. | 743 | US$537K | 0.21% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 967 | US$462K | 0.18% |
| Meta Platforms, Inc. | 811 | US$457K | 0.18% |
| Western Digital Corporation | 708 | US$452K | 0.18% |
| Amgen Inc. | 1,176 | US$426K | 0.17% |
| Tesla, Inc. | 998 | US$420K | 0.16% |
| Bristol-myers Squibb Company | 7,262 | US$418K | 0.16% |
| Mastercard Incorporated | 806 | US$414K | 0.16% |
| Eli Lilly And Company | 323 | US$387K | 0.15% |
| Intuitive Surgical, Inc. | 946 | US$376K | 0.15% |
| Micron Technology, Inc. | 325 | US$375K | 0.15% |
| Visa Inc. | 1,013 | US$348K | 0.14% |
| Stryker Corporation | 1,094 | US$344K | 0.13% |
| Sandisk Corporation | 113 | US$257K | 0.10% |
| Johnson & Johnson | 977 | US$248K | 0.10% |
| Asml Holding Nv | 118 | US$235K | 0.09% |
| Alliancebernstein Holding L.p. | 6,035 | US$213K | 0.08% |
| Costco Wholesale Corporation | 215 | US$202K | 0.08% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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