DOSSIER · 13F-HR · Q2 2026

Cauble & Harre Wealth Management, Inc.

$125M in tracked AUM across 72 positions as of Q2 2026.

C&
CIK 0002064807 · last filed Jun 30, 2026
Total AUM
$125M
as of Q2 2026
Holdings
72
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Cauble & Harre Wealth Management, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AVUV
AMERICAN CENTY ETF TR
$13M107K10.7%
02
CGSD
CAPITAL GRP FIXED INCM ETF T
$9M341K7.0%
03
IAU
ISHARES GOLD TR
$8M100K6.1%
04
CGMU
CAPITAL GRP FIXED INCM ETF T
$6M229K5.1%
05
CGDV
CAPITAL GROUP DIVIDEND VALUE
$6M126K5.0%
06
JPST
J P MORGAN EXCHANGE TRADED F
$6M111K4.5%
07
JPIE
J P MORGAN EXCHANGE TRADED F
$5M104K3.8%
08
AVLV
AMERICAN CENTY ETF TR
$4M47K3.4%
09
COWZ
PACER FDS TR
$4M68K3.4%
10
XLE
SELECT SECTOR SPDR TR
$4M70K3.0%

Filing history

2026Q2Jun 30
$125M▼ 0.7%
72 positionsView →
2026Q1Mar 31
$126M▲ 5.2%
74 positionsView →
2025Q4Dec 31
$119M—
70 positionsView →