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Cauble & Harre Wealth Management

Latest statistics and disclosures from Cauble & Harre Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002064807

Tip: Access up to 7 years of quarterly data

Positions held by Cauble & Harre Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cauble & Harre Wealth Management

Cauble & Harre Wealth Management holds 74 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
American Centy Etf Tr Us Sml Cp Valu (AVUV)	10.0	$13M	106k	118.30	View chart
Ishares Gold Tr Ishares New (IAU)	7.8	$9.8M	110k	88.71	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	7.0	$8.8M	342k	25.81	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	4.9	$6.1M	225k	27.33	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	4.7	$5.9M	125k	47.48	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	4.3	$5.4M	107k	50.50	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	4.0	$5.1M	142k	35.72	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	3.8	$4.8M	104k	45.97	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	3.4	$4.2M	67k	63.07	View chart
Select Sector Spdr Tr State Street Ene (XLE)	3.2	$4.0M	69k	57.57	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	2.9	$3.6M	41k	87.95	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.9	$3.6M	40k	90.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.8	$3.5M	5.2k	678.71	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	1.9	$2.3M	89k	26.32	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	1.8	$2.3M	30k	76.31	View chart
Microsoft Corporation (MSFT)	1.8	$2.2M	5.4k	407.77	View chart
Cambria Etf Tr Trinity (TRTY)	1.6	$2.0M	66k	31.28	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	1.5	$1.9M	42k	44.91	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$1.8M	2.5k	741.61	View chart
Farmland Partners (FPI)	1.4	$1.8M	170k	10.40	View chart
NVIDIA Corporation (NVDA)	1.4	$1.7M	7.8k	220.78	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	1.3	$1.6M	21k	77.97	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	1.2	$1.5M	56k	26.16	View chart
Caterpillar (CAT)	1.0	$1.3M	1.4k	912.14	View chart
Spdr Gold Tr Gold Shs (GLD)	0.9	$1.1M	2.5k	432.93	View chart
Adobe Systems Incorporated (ADBE)	0.8	$1.1M	4.4k	240.83	View chart
Cisco Systems (CSCO)	0.8	$1.1M	11k	99.29	View chart
Ishares Tr Core Div Grwth (DGRO)	0.8	$1.0M	14k	73.38	View chart
Amdocs SHS (DOX)	0.8	$1.0M	16k	62.34	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	0.8	$1.0M	13k	79.87	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$987k	2.6k	383.82	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.8	$976k	6.3k	155.96	View chart
Enovix Corp (ENVX)	0.8	$943k	135k	6.97	View chart
Apple (AAPL)	0.8	$943k	3.2k	294.77	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.7	$920k	5.4k	169.77	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$867k	3.8k	228.80	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.6	$774k	15k	50.26	View chart
Ishares Tr Tips Bd Etf (TIP)	0.6	$717k	6.5k	111.13	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$679k	920.00	738.18	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.5	$659k	15k	45.43	View chart
Mastercard Incorporated Cl A (MA)	0.5	$656k	1.3k	499.81	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$605k	6.5k	93.12	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.5	$604k	4.9k	124.49	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$591k	1.2k	484.96	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$575k	7.4k	77.97	View chart
Southern Copper Corporation (SCCO)	0.4	$534k	2.8k	191.75	View chart
O'reilly Automotive (ORLY)	0.4	$485k	5.3k	91.84	View chart
Commerce Bancshares (CBSH)	0.4	$484k	9.5k	51.14	View chart
Northern Trust Corporation (NTRS)	0.4	$481k	3.0k	162.35	View chart
JPMorgan Chase & Co. (JPM)	0.4	$476k	1.6k	304.84	View chart
Ishares Tr Future Exponenti (XT)	0.4	$468k	5.9k	78.94	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$459k	1.2k	387.35	View chart
Newmont Mining Corporation (NEM)	0.3	$428k	4.6k	93.55	View chart
Johnson & Johnson (JNJ)	0.3	$408k	1.8k	224.26	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.3	$403k	1.2k	324.69	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$380k	2.4k	161.14	View chart
Merck & Co (MRK)	0.3	$367k	3.3k	112.37	View chart
Oracle Corporation (ORCL)	0.3	$365k	2.0k	186.83	View chart
Exxon Mobil Corporation (XOM)	0.3	$334k	2.2k	150.63	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$312k	2.2k	139.79	View chart
Novartis Sponsored Adr (NVS)	0.2	$309k	2.1k	148.16	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$281k	13k	22.32	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$280k	9.9k	28.41	View chart
Abbvie (ABBV)	0.2	$275k	1.3k	207.84	View chart
Amazon (AMZN)	0.2	$273k	1.0k	265.82	View chart
Abbott Laboratories (ABT)	0.2	$272k	3.2k	84.34	View chart
Sprott Asset Management Physical Silver (PSLV)	0.2	$271k	9.6k	28.11	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.2	$265k	3.9k	67.68	View chart
IDEXX Laboratories (IDXX)	0.2	$248k	464.00	533.92	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.2	$240k	5.2k	46.50	View chart
Ge Aerospace Com New (GE)	0.2	$228k	768.00	297.45	View chart
Enbridge (ENB)	0.2	$220k	4.0k	54.84	View chart
Ge Vernova (GEV)	0.2	$206k	192.00	1071.98	View chart
Pfizer (PFE)	0.2	$205k	7.9k	25.87	View chart

Past Filings by Cauble & Harre Wealth Management

SEC 13F filings are viewable for Cauble & Harre Wealth Management going back to 2026

Cauble & Harre Wealth Management 2026 Q1 filed May 14, 2026

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