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CIK 0002132639 • 8 13F filings • May 8, 2026 – Aug 11, 2026
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=jivedata("causey-wealth-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $876K | 5.7%Prev: 0.2% | 3,796 SH | Increased+2,548 SH |
| AMGEN INC | COM | $387K | 2.5%Prev: 0.2% | 1,181 SH | Increased-10 SH |
| APPLE INC | COM | $2.9M | 18.9%Prev: 1.6% | 10,630 SH | Increased-245 SH |
| APPLIED MATLS INC | COM | $211K | 1.4% | 822 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL A | $7.5M | 49.3% | 10 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.4M | 22.1%Prev: 1.8% | 6,732 SH | Increased+86 SH |
| 13F-HR |
| 0002132639-26-000008 |
| $204.9M |
| View |
| Aug 11, 2026 | Q2 2026 | 13F-HR | 0002132639-26-000011 | $255.8M | View |
| May 19, 2026 | Q2 2025 | 13F-HR | 0002132639-26-000007 | $194.5M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0002132639-26-000004 | $235.6M | View |
| May 19, 2026 | Q1 2025 | 13F-HR | 0002132639-26-000006 | $178.8M | View |