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Manager record

Causey Wealth LLC

Greenwood Village, CO · CIK 2132639 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$255.85MReported 13F valueQ2 2026 · as filed
83Holdings listed
+8.6%vs prior quartervalue change includes market moves
7Quarters on record
Aug 11Latest filed
Reported 13F value by quarter, Q4 2024 to Q2 2026Q4 2024: $171.6M$171.6MQ4 202468 holdingsQ1 2025: $178.8M$178.8MQ1 202564 holdingsQ2 2025: $194.5M$194.5MQ2 202564 holdingsQ3 2025: $204.9M$204.9MQ3 202566 holdingsQ4 2025: $15.3M$15.3MQ4 20256 holdingsQ1 2026: $235.6M$235.6MQ1 202681 holdingsQ2 2026: $255.8M$255.8MQ2 202683 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 11 2026 13F-HR · period Q2 2026

$255.85M · 83 holdings listed · View original SEC filing ↗
May 19 2026 13F-HR · period Q3 2025

$204.92M · 66 holdings listed · View original SEC filing ↗
May 19 2026 13F-HR · period Q2 2025

$194.53M · 64 holdings listed · View original SEC filing ↗
May 19 2026 13F-HR · period Q1 2025

$178.84M · 64 holdings listed · View original SEC filing ↗
May 19 2026 13F-HR · period Q4 2024

$171.61M · 68 holdings listed · View original SEC filing ↗
May 13 2026 13F-HR · period Q1 2026

$235.57M · 81 holdings listed · View original SEC filing ↗
May 12 2026 13F-HR/A · period Q4 2025

$15.30M · 6 holdings listed · amendment (new holdings) · View original SEC filing ↗
May 08 2026 13F-HR · period Q4 2025

$204.89M · 66 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 11, 2026 · Change methodology