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Nathanael A. Koch

Causey Wealth Llc

Assets Managed
$235.566M
Holdings
81
Last Quarter
2026 - Q1
Filed Date
9d ago
Growth Rate
6.99%(2Q avg: 3.5%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Causey Wealth Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 81 positions.

Assets under management

The assets under management (AUM) of Causey Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 235.566M in assets, with a quarterly growth rate of 6.99% and a 2-quarter average growth rate of 3.5%. The portfolio is managed by Nathanael A. Koch, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 22.1%
7.2%
$16.959M
204,943 shares@ $82.76 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 1.61%
6.45%
$15.191M
102,576 shares@ $148.1 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 40.07%
6.43%
$15.138M
299,116 shares@ $50.61 avg price
ISCF
Ishares International Small
Recent Activity
Decreased -1.8%
4.86%
$11.445M
273,860 shares@ $41.8 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Decreased -1.06%
4.81%
$11.307M
327,277 shares@ $34.56 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 38.46%
4.72%
$11.117M
189,901 shares@ $58.55 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 5.76%
3.93%
$9.243M
15,469 shares@ $597.55 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Decreased -0.74%
3.88%
$9.118M
109,107 shares@ $83.58 avg price
EDV
Vanguard Extended Dur Treas
Recent Activity
Increased 14.92%
3.73%
$8.78M
135,175 shares@ $64.95 avg price
IJJ
Ishares S&p Mid-cap 400 Valu
Recent Activity
Decreased -10.8%
3.32%
$7.817M
58,993 shares@ $132.5 avg price

1-10 of 81