DOSSIER · 13F-HR · Q1 2026

Cauble & Harre Wealth Management, Inc.

$126M in tracked AUM across 74 positions as of Q1 2026.

C&
CIK 0002064807 · last filed Mar 31, 2026
Total AUM
$126M
as of Q1 2026
Holdings
74
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Cauble & Harre Wealth Management, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AVUV
AMERICAN CENTY ETF TR
$13M106K10.0%
02
IAU
ISHARES GOLD TR
$10M110K7.8%
03
CGSD
CAPITAL GRP FIXED INCM ETF T
$9M342K7.0%
04
CGMU
CAPITAL GRP FIXED INCM ETF T
$6M225K4.9%
05
CGDV
CAPITAL GROUP DIVIDEND VALUE
$6M125K4.7%
06
JPST
J P MORGAN EXCHANGE TRADED F
$5M107K4.3%
07
PHYS
SPROTT ASSET MANAGEMENT LP
$5M142K4.0%
08
JPIE
J P MORGAN EXCHANGE TRADED F
$5M104K3.8%
09
COWZ
PACER FDS TR
$4M67K3.4%
10
XLE
SELECT SECTOR SPDR TR
$4M69K3.2%

Filing history

2026Q1Mar 31
$126M 5.2%
74 positionsView →
2025Q4Dec 31
$119M
70 positionsView →