Viewing historical filing for 2025Q4. View latest →
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

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…