Causey Wealth LLC
Q2 2025 13F Holdings
Location
Greenwood Village, CO
Holdings as of
6/30/2025
Value ($000)
$194,532
Num holdings
64
Date filed
5/19/2026
Form type
13F-HR
Prev filing
5/19/2026
Next filing
5/19/2026
SEC
View on sec.gov
Compare Q2 2025 to
2026 Q1
2025 Q4 - NEW HOLDINGS
2025 Q4
2025 Q3
2025 Q1
2024 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type