| Filing ID | Report Period | Holdings | Value ($000) | Form Type | Date Filed | Name |
|---|---|---|---|---|---|---|
| 000213263926000004 | Q1 2026 | 81 | 235,566,418 | 13F-HR | 5/13/2026 | Causey Wealth LLC |
| 000213263926000003 | Q4 2025 | 6 | 15,295,740 | NEW HOLDINGS | 5/12/2026 | Causey Wealth LLC |
| 000213263926000002 | Q4 2025 | 66 | 204,890,285 | 13F-HR | 5/8/2026 | Causey Wealth LLC |
| 000213263926000008 | Q3 2025 | 66 | 204,915,052 | 13F-HR | 5/19/2026 | Causey Wealth LLC |
| 000213263926000007 | Q2 2025 | 64 | 194,532,140 | 13F-HR | 5/19/2026 | Causey Wealth LLC |
| 000213263926000006 | Q1 2025 | 64 | 178,844,592 | 13F-HR | 5/19/2026 | Causey Wealth LLC |
| 000213263926000005 | Q4 2024 | 68 | 171,607,889 | 13F-HR | 5/19/2026 | Causey Wealth LLC |