Titelia

Holdings of Causey Wealth LLC

80 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 49.9 % of the equity sleeve

Sector breakdown

  • Funds 16.2 %
  • Financials 5.1 %
  • Technology 4.1 %
  • Energy 1.6 %
  • Health care 1.0 %
  • Communication 0.9 %
  • Consumer discretionary 0.6 %
  • Industrials 0.2 %
  • Consumer staples 0.1 %
  • Unattributed 70.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • TW 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US79223.9M $99.85 %
2TW1326.8K $0.15 %

Positions

RankCompanySharesValueWeight
1Vanguard Intermediate-Term Corporate Bond ETF 204,94317M $
2Vanguard High Dividend Yield E 102,57615.2M $
3JPMorgan Ultra-Short Income ETF 299,11615.1M $
4iShares Intl Small Cap Equity Factor ETF 273,86011.4M $
5Vanguard Scottsdale Funds 189,90111.1M $
6Vanguard S&P 500 ETF 15,4699.2M $
7iShares Core MSCI International Developed Markets ETF 109,1079.1M $
8Vanguard World Fund 135,1758.8M $
9iShares S&P Mid-Cap 400 Value ETF 58,9937.8M $
10Berkshire Hathaway Inc 107.2M $
11Dimensional International Value ETF 135,3967.1M $
12iShares Trust 283,2227.1M $
13iShares Core MSCI Emerging Markets ETF 101,9637.1M $
14iShares Trust 85,2396.3M $
15iShares S&P Mid-Cap 400 Growth ETF 56,7775.7M $
16Vanguard Growth ETF 11,3965M $
17iShares Core S&P Small-Cap ETF 38,1254.7M $
18Vanguard Index Funds 24,2954.5M $
19Vanguard FTSE All World ex-US 30,3024.4M $
20Wisdom Tree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund 67,9174.1M $
21Exxon Mobil Corp 21,3343.6M $
22Berkshire Hathaway Inc 7,4123.6M $
23Vanguard Small-Cap ETF 12,9823.4M $
24iShares Trust 28,2993.4M $
25Apple Inc 13,1473.3M $
26NVIDIA Corp 14,1342.5M $
27Vanguard International Dividend Appreciation ETF 23,6152.1M $
28Vanguard Mega Cap Growth ETF 5,6752.1M $
29Vanguard Mid-Cap Growth ETF 7,6332M $
30JPMorgan Ultra-Short Municipal Income ETF 35,5871.8M $
31Microsoft Corp 4,5221.7M $
32Vanguard World Fund 11,3061.6M $
33Vanguard Value ETF 8,0761.6M $
34iShares Russell Mid-Cap Value 8,1561.2M $
35Vanguard Real Estate ETF 11,7481M $
36Amazon.com Inc 4,555948.7K $
37WisdomTree Trust 17,958943.5K $
38Vanguard International Equity Index Funds 17,053921.7K $
39iShares MSCI EAFE Growth ETF 8,262920.1K $
40Vanguard Total International S 11,635897.2K $
41Vanguard FTSE Developed Markets ETF 13,899890.7K $
42Alphabet Inc 2,880826.3K $
43Vanguard Total Stock Market ETF 2,470792.3K $
44iShares Trust 8,698754K $
45Ishares Gold Trust Micro 15,599728.5K $
46International Business Machines Corp. 2,893701.2K $
47VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 7,532597K $
48Broadcom Inc 1,662514.4K $
49Caterpillar Inc 707500.9K $
50Alphabet Inc 1,719494.2K $
51Meta Platforms Inc 811464K $
52Schwab US Dividend Equity ETF 14,967459.2K $
53iShares Trust 2,364453.4K $
54Dimensional ETF Trust 11,500448K $
55Intuitive Surgical Inc 958441.6K $
56Bristol-Myers Squibb Co 7,262440.4K $
57Janus Detroit Street Trust 8,400423.1K $
58Amgen Inc 1,176413.9K $
59Mastercard Inc 806402.7K $
60Tesla Inc 998371K $
61VANGUARD ENERGY ETF VANGUARD ENERGY ETF 2,098363K $
62Stryker Corp 1,091358.5K $
63iShares Trust 1,636349.5K $
64VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,624349.3K $
65Vanguard Whitehall Funds 3,618340.9K $
66Taiwan Semiconductor Manufacturing Co Ltd 967326.8K $
67Visa Inc 1,013306.2K $
68Eli Lilly & Co 323297.1K $
69iShares ESG Aware MSCI EM ETF 6,431292.4K $
70F/m US Treasury 3 Month Bill F 5,800289.2K $
71Applied Materials Inc 743253.8K $
72Invesco QQQ Trust Series 1 435251.1K $
73Netflix Inc 2,530243.3K $
74Johnson & Johnson 977238.8K $
75WisdomTree US SmallCap Dividen 6,562235.8K $
76Ishares Inc 1,285231.3K $
77Costco Wholesale Corp 229228.6K $
78ALLIANCEBERNSTEIN HOLDING LP 6,035226K $
79iShares Global Infrastructure ETF 3,092207.1K $
80iShares Core MSCI EAFE ETF 2,228201.7K $