Causey Wealth LLC

Q3 2025 13F-HR Holdings

Location
Greenwood Village, CO
Holdings as of
9/30/2025
Value ($000)
$204,915,052
Num holdings
66
Date filed
5/19/2026
Form type
13F-HR
Prev filing
5/19/2026
Next filing
5/8/2026
Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type