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Cauble & Harre Wealth Management, Inc.

Q2 2026 13F filing

Updated 31 days ago

72 disclosed positions worth $124.7M

Portfolio value
$124.7M
Total holdings
72
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-11

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

AMERICAN CENTY ETF TR

Value
$13.4M
Shares
107.1K
% Port
10.72%
?
2.N/A

CAPITAL GRP FIXED INCM ETF T

Value
$8.8M
Shares
340.5K
% Port
7.03%
I
3.IAU

ISHARES GOLD TR

Value
$7.5M
Shares
99.9K
% Port
6.05%
C

CAPITAL GRP FIXED INCM ETF T

Value
$6.3M
Shares
229.4K
% Port
5.06%
C

CAPITAL GROUP DIVIDEND VALUE

Value
$6.2M
Shares
126.4K
% Port
5.01%
J

J P MORGAN EXCHANGE TRADED F

Value
$5.6M
Shares
111.4K
% Port
4.52%
J

J P MORGAN EXCHANGE TRADED F

Value
$4.8M
Shares
103.7K
% Port
3.83%
?
8.N/A

AMERICAN CENTY ETF TR

Value
$4.3M
Shares
47.1K
% Port
3.45%
Q

PACER FDS TR

Value
$4.2M
Shares
68.2K
% Port
3.40%
S

SELECT SECTOR SPDR TR

Value
$3.7M
Shares
70.2K
% Port
2.99%
?
11.N/A

AMERICAN CENTY ETF TR

Value
$3.6M
Shares
40.4K
% Port
2.89%
V
12.VGES

VANGUARD INDEX FDS

Value
$3.5M
Shares
5.1K
% Port
2.82%
P
13.PHYS

SPROTT ASSET MANAGEMENT LP

Value
$3.5M
Shares
116.6K
% Port
2.82%
E
14.ETHA

ISHARES TR

Value
$2.9M
Shares
58.8K
% Port
2.33%
?
15.N/A

J P MORGAN EXCHANGE TRADED F

Value
$2.4M
Shares
30.3K
% Port
1.93%
C

CAPITAL GRP FIXED INCM ETF T

Value
$2.3M
Shares
85.7K
% Port
1.81%
?
17.N/A

CAMBRIA ETF TR

Value
$2.1M
Shares
68.8K
% Port
1.67%
M
18.MSFT

MICROSOFT CORP

Value
$2M
Shares
5.4K
% Port
1.62%
F
19.FPI

FARMLAND PARTNERS INC

Value
$1.8M
Shares
189.7K
% Port
1.47%
E
20.ETHA

ISHARES TR

Value
$1.8M
Shares
2.4K
% Port
1.46%
C

CAMBRIA ETF TR

Value
$1.6M
Shares
20.0K
% Port
1.27%
N
22.NVDA

NVIDIA CORPORATION

Value
$1.5M
Shares
7.7K
% Port
1.24%
C

CAPITAL GRP FIXED INCM ETF T

Value
$1.5M
Shares
56.3K
% Port
1.18%
C
24.CAT

CATERPILLAR INC

Value
$1.5M
Shares
1.4K
% Port
1.16%
S
25.SGOL

ETFS GOLD TR

Value
$1.3M
Shares
33.0K
% Port
1.01%
C
26.CSCO

CISCO SYS INC

Value
$1.2M
Shares
10.6K
% Port
1.00%
?
27.N/A

AMERICAN CENTY ETF TR

Value
$1.2M
Shares
14.5K
% Port
0.99%
E
28.ETHA

ISHARES TR

Value
$1.2M
Shares
15.2K
% Port
0.92%
P
29.PYPL

PAYPAL HLDGS INC

Value
$1.1M
Shares
25.1K
% Port
0.87%
?
30.N/A

AMERICAN CENTY ETF TR

Value
$987K
Shares
10.2K
% Port
0.79%
V
31.VGES

VANGUARD WHITEHALL FDS

Value
$953K
Shares
6.0K
% Port
0.76%
A
32.AAPL

APPLE INC

Value
$921K
Shares
3.2K
% Port
0.74%
G

ALPHABET INC

Value
$908K
Shares
2.6K
% Port
0.73%
B
34.BX

VANGUARD SPECIALIZED FUNDS

Value
$836K
Shares
3.5K
% Port
0.67%
G
35.GLD

SPDR GOLD TR

Value
$822K
Shares
2.2K
% Port
0.66%
E
36.ENVX

ENOVIX CORPORATION

Value
$796K
Shares
131.1K
% Port
0.64%
J

J P MORGAN EXCHANGE TRADED F

Value
$780K
Shares
15.4K
% Port
0.63%
?
38.N/A

SPROTT FDS TR

Value
$718K
Shares
27.9K
% Port
0.58%
B
39.BLK

ISHARES TR

Value
$691K
Shares
6.3K
% Port
0.55%
S
40.SPY

STATE STR SPDR S&P 500 ETF T

Value
$689K
Shares
920
% Port
0.55%
M
41.MA

MASTERCARD INCORPORATED

Value
$674K
Shares
1.3K
% Port
0.54%
C

CAMBRIA ETF TR

Value
$660K
Shares
14.5K
% Port
0.53%
B

BERKSHIRE HATHAWAY INC DEL

Value
$609K
Shares
1.2K
% Port
0.49%
V
44.VGES

VANGUARD BD INDEX FDS

Value
$575K
Shares
7.4K
% Port
0.46%
?
45.N/A

AMERICAN CENTY ETF TR

Value
$567K
Shares
4.4K
% Port
0.46%
C
46.CBSH

COMMERCE BANCSHARES INC

Value
$547K
Shares
9.5K
% Port
0.44%
N

NORTHERN TR CORP

Value
$517K
Shares
3.0K
% Port
0.41%
J

JPMORGAN CHASE & CO

Value
$511K
Shares
1.6K
% Port
0.41%
S
49.SCCO

SOUTHERN COPPER CORP

Value
$490K
Shares
2.8K
% Port
0.39%
O
50.ORLY

OREILLY AUTOMOTIVE INC

Value
$486K
Shares
5.3K
% Port
0.39%