# EDGAR Filing Document

**Accession Number:** 0002132639
**File Stem:** 0002132639-26-000008
**Filing Date:** 2026-5
**Character Count:** 10581
**Document Hash:** 2120c69010c6aa98af895e5c4c62782e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002132639-26-000008.hdr.sgml**: 20260519

**ACCESSION NUMBER**: 0002132639-26-000008

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20260519

**DATE AS OF CHANGE**: 20260519

**EFFECTIVENESS DATE**: 20260519

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Causey Wealth LLC
- **CENTRAL INDEX KEY:** 0002132639

**ORGANIZATION NAME:**
- **EIN:** 992109835
- **STATE OF INCORPORATION:** CO
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26878
- **FILM NUMBER:** 26999687

**BUSINESS ADDRESS:**
- **STREET 1:** 6400 SOUTH FIDDLERS GREEN CIRCLE
- **STREET 2:** SUITE 975
- **CITY:** GREENWOOD VILLAGE
- **STATE:** CO
- **ZIP:** 80111
- **BUSINESS PHONE:** 3036729876

**MAIL ADDRESS:**
- **STREET 1:** 6400 SOUTH FIDDLERS GREEN CIRCLE
- **STREET 2:** SUITE 975
- **CITY:** GREENWOOD VILLAGE
- **STATE:** CO
- **ZIP:** 80111

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Causey Wealth LLC<br>**Address:** 6400 SOUTH FIDDLERS GREEN CIRCLE<br>SUITE 975<br>GREENWOOD VILLAGE, CO 80111

**Form 13F File Number:** 028-26878

**CRD Number (if applicable):** 000331134

**SEC File Number (if applicable):** 801-130443

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Nathanael A. Koch<br>**Title:** Managing Principal<br>**Phone:** 3036729876

**Signature, Place, and Date of Signing:**

Nathanael A. Koch  Greenwood Village, CO  05-19-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 66

**Form 13F Information Table Value Total:** $204915052

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 13854864 | 98296 | SH |  | SOLE |  | 0 | 0 | 98296 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 12463741 | 148184 | SH |  | SOLE |  | 0 | 0 | 148184 |
| ISHARES TR | INTERNATIONAL SL | 46434V266 |  | 11210649 | 272599 | SH |  | SOLE |  | 0 | 0 | 272599 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 10850661 | 338343 | SH |  | SOLE |  | 0 | 0 | 338343 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 10699175 | 210904 | SH |  | SOLE |  | 0 | 0 | 210904 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 8426490 | 64959 | SH |  | SOLE |  | 0 | 0 | 64959 |
| ISHARES TR | CORE MSCI INTL | 46435G326 |  | 8004257 | 99841 | SH |  | SOLE |  | 0 | 0 | 99841 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 7542000 | 10 | SH |  | SOLE |  | 0 | 0 | 10 |
| VANGUARD WORLD FD | EXTENDED DUR | 921910709 |  | 7533346 | 110056 | SH |  | SOLE |  | 0 | 0 | 110056 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 7195596 | 122270 | SH |  | SOLE |  | 0 | 0 | 122270 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 7085143 | 11570 | SH |  | SOLE |  | 0 | 0 | 11570 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 6719640 | 101936 | SH |  | SOLE |  | 0 | 0 | 101936 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 6161747 | 90841 | SH |  | SOLE |  | 0 | 0 | 90841 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 5506319 | 119391 | SH |  | SOLE |  | 0 | 0 | 119391 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 5401938 | 30942 | SH |  | SOLE |  | 0 | 0 | 30942 |
| ISHARES TR | GLOBAL REIT ETF | 46434V647 |  | 5394558 | 211055 | SH |  | SOLE |  | 0 | 0 | 211055 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 5126303 | 10688 | SH |  | SOLE |  | 0 | 0 | 10688 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 5007239 | 42138 | SH |  | SOLE |  | 0 | 0 | 42138 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 |  | 4904178 | 34403 | SH |  | SOLE |  | 0 | 0 | 34403 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 4897253 | 51072 | SH |  | SOLE |  | 0 | 0 | 51072 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 4542928 | 17866 | SH |  | SOLE |  | 0 | 0 | 17866 |
| WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 |  | 4419694 | 77403 | SH |  | SOLE |  | 0 | 0 | 77403 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 3561448 | 32204 | SH |  | SOLE |  | 0 | 0 | 32204 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 3341210 | 6646 | SH |  | SOLE |  | 0 | 0 | 6646 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 2460453 | 6114 | SH |  | SOLE |  | 0 | 0 | 6114 |
| APPLE INC | COM | 037833100 |  | 2455185 | 9642 | SH |  | SOLE |  | 0 | 0 | 9642 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 2442232 | 8313 | SH |  | SOLE |  | 0 | 0 | 8313 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 |  | 2230499 | 24902 | SH |  | SOLE |  | 0 | 0 | 24902 |
| MICROSOFT CORP | COM | 594918104 |  | 1674109 | 3232 | SH |  | SOLE |  | 0 | 0 | 3232 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 1643407 | 8812 | SH |  | SOLE |  | 0 | 0 | 8812 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 |  | 1577092 | 11450 | SH |  | SOLE |  | 0 | 0 | 11450 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1510496 | 13397 | SH |  | SOLE |  | 0 | 0 | 13397 |
| WISDOMTREE TR | US MIDCAP DIVID | 97717W505 |  | 1253339 | 23964 | SH |  | SOLE |  | 0 | 0 | 23964 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 |  | 1195994 | 8563 | SH |  | SOLE |  | 0 | 0 | 8563 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 1181723 | 10377 | SH |  | SOLE |  | 0 | 0 | 10377 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1118547 | 5995 | SH |  | SOLE |  | 0 | 0 | 5995 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 1084132 | 11859 | SH |  | SOLE |  | 0 | 0 | 11859 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 1000497 | 11195 | SH |  | SOLE |  | 0 | 0 | 11195 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 990745 | 18286 | SH |  | SOLE |  | 0 | 0 | 18286 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 921463 | 21748 | SH |  | SOLE |  | 0 | 0 | 21748 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 845903 | 14117 | SH |  | SOLE |  | 0 | 0 | 14117 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 821605 | 2912 | SH |  | SOLE |  | 0 | 0 | 2912 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 813795 | 11078 | SH |  | SOLE |  | 0 | 0 | 11078 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 720621 | 14119 | SH |  | SOLE |  | 0 | 0 | 14119 |
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 |  | 701425 | 47781 | SH |  | SOLE |  | 0 | 0 | 47781 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 595746 | 1815 | SH |  | SOLE |  | 0 | 0 | 1815 |
| WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 |  | 510432 | 15155 | SH |  | SOLE |  | 0 | 0 | 15155 |
| STRYKER CORPORATION | COM | 863667101 |  | 401462 | 1086 | SH |  | SOLE |  | 0 | 0 | 1086 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 339269 | 4245 | SH |  | SOLE |  | 0 | 0 | 4245 |
| CATERPILLAR INC | COM | 149123101 |  | 339254 | 711 | SH |  | SOLE |  | 0 | 0 | 711 |
| AMGEN INC | COM | 031162100 |  | 333371 | 1181 | SH |  | SOLE |  | 0 | 0 | 1181 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 332055 | 1631 | SH |  | SOLE |  | 0 | 0 | 1631 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 331834 | 7642 | SH |  | SOLE |  | 0 | 0 | 7642 |
| VANGUARD WORLD FD | ENERGY ETF | 92204A306 |  | 327716 | 2604 | SH |  | SOLE |  | 0 | 0 | 2604 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 309155 | 6855 | SH |  | SOLE |  | 0 | 0 | 6855 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 292041 | 653 | SH |  | SOLE |  | 0 | 0 | 653 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 |  | 283100 | 3343 | SH |  | SOLE |  | 0 | 0 | 3343 |
| TESLA INC | COM | 88160R101 |  | 277950 | 625 | SH |  | SOLE |  | 0 | 0 | 625 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 268420 | 1104 | SH |  | SOLE |  | 0 | 0 | 1104 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 259406 | 1065 | SH |  | SOLE |  | 0 | 0 | 1065 |
| AMAZON COM INC | COM | 023135106 |  | 259093 | 1180 | SH |  | SOLE |  | 0 | 0 | 1180 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 254477 | 3497 | SH |  | SOLE |  | 0 | 0 | 3497 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 240607 | 423 | SH |  | SOLE |  | 0 | 0 | 423 |
| ALLIANCEBERNSTEIN HLDG L P | UNIT LTD PARTN | 01881G106 |  | 230658 | 6035 | SH |  | SOLE |  | 0 | 0 | 6035 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 218283 | 2500 | SH |  | SOLE |  | 0 | 0 | 2500 |
| RAFAEL HLDGS INC | COM CL B | 75062E106 |  | 17084 | 12562 | SH |  | SOLE |  | 0 | 0 | 12562 |

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