Causey Wealth LLC reported 31 positions worth $34.15M for the quarter ended Jun 30, 2026, up 8.2% on the prior quarter. It opened 4 new positions, added to 5, trimmed 3 and exited 1. Its largest holding is Berkshire Hathaway Inc at 21.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| WDC Western Digital Corp | +708 | – | $452.21K | 1.32% |
| MU Micron Technology Inc | +325 | – | $375.14K | 1.1% |
| SNDK Sandisk Corp | +113 | – | $256.93K | 0.752% |
| ASML Asml Holding Nv | +118 | – | $234.75K | 0.687% |
| XOM ExxonMobil Holdings Corp | +111 | +0.5% | $15.18K | 8.59% |
| BRK-B Berkshire Hathaway Inc | +8 | +0.1% | $4.00K | 10.87% |
| MSFT Microsoft Corp | +5 | +0.1% | $1.87K | 4.95% |
| SYK Stryker Corp | +3 | +0.3% | $944.51 | 1.01% |
| AAPL Apple Inc. | +2 | +0.0% | $578.73 | 11.14% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| NFLX Netflix Inc | -2,530 | $243.26K | 0.771% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-A Berkshire Hathaway Inc | Financial Services | 10 | $7.49M | 21.93% | 0 | 0.0% | Unchanged | 0% |
| 2 | AAPL Apple Inc. | Technology | 13.1K | $3.80M | 11.14% | +2 | +0.0% | Added | 0% |
| 3 | BRK-B Berkshire Hathaway Inc | Financial Services | 7,420 | $3.71M | 10.87% | +8 | +0.1% | Added | 0% |
| 4 | XOM ExxonMobil Holdings Corp | Energy | 21.4K | $2.93M | 8.59% | +111 | +0.5% | Added | 0% |
| 5 | NVDA Nvidia Corp | Technology | 12.1K | $2.41M | 7.07% | -2,070 | -14.6% | Reduced | 0% |
| 6 | MSFT Microsoft Corp | Technology | 4,527 | $1.69M | 4.95% | +5 | +0.1% | Added | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 4,555 | $1.09M | 3.18% | 0 | 0.0% | Unchanged | 0% |
| 8 | GOOG Alphabet Inc. | Technology | 2,880 | $1.02M | 2.98% | 0 | 0.0% | Unchanged | 0% |
| 9 | IBM International Business Machines Corp | Technology | 2,893 | $813.50K | 2.38% | 0 | 0.0% | Unchanged | 0% |
| 10 | CAT Caterpillar Inc | Industrials | 707 | $752.88K | 2.2% | 0 | 0.0% | Unchanged | 0% |
| 11 | AVGO Broadcom Inc. | Technology | 1,662 | $627.82K | 1.84% | 0 | 0.0% | Unchanged | 0% |
| 12 | IAUM iShares Gold Trust Micro | Others | 15.6K | $624.12K | 1.83% | 0 | 0.0% | Unchanged | 0.01% |
| 13 | GOOGL Alphabet Inc. | Technology | 1,719 | $614.25K | 1.8% | 0 | 0.0% | Unchanged | 0% |
| 14 | AMAT Applied Materials Inc | Technology | 743 | $536.84K | 1.57% | 0 | 0.0% | Unchanged | 0% |
| 15 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 967 | $461.81K | 1.35% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Causey Wealth.
As of its Q2 2026 13F filing, Causey Wealth LLC’s five largest positions were Berkshire Hathaway Inc (BRK-A) at 21.9%, Apple Inc. (AAPL) at 11.1%, Berkshire Hathaway Inc (BRK-B) at 10.9%, ExxonMobil Holdings Corp (XOM) at 8.6%, Nvidia Corp (NVDA) at 7.1% of the reported portfolio.
Causey Wealth LLC reported a 13F portfolio worth $34.15M across 31 positions for Q2 2026. That is up 8.2% from the previous quarter.
Its largest purchases by value were Western Digital Corp ($452.21K), Micron Technology Inc ($375.14K), Sandisk Corp ($256.93K). It opened 4 new positions.
Its largest sales by value were Nvidia Corp ($414.19K), Netflix Inc ($243.26K), Costco Wholesale Corp ($13.12K). It exited 1 positions entirely.
From the Form 13F-HR reports Causey Wealth LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.