Causey Wealth LLC

Q1 2026 13F-HR Holdings

Location
Greenwood Village, CO
Holdings as of
3/31/2026
Value ($000)
$235,566,418
Num holdings
81
Date filed
5/13/2026
Form type
13F-HR
Prev filing
5/8/2026
Next filing
SEC
View on sec.gov
Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type