Causey Wealth LLC

Q2 2025 13F-HR Holdings

Location
Greenwood Village, CO
Holdings as of
6/30/2025
Value ($000)
$194,532,140
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
Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type