§ 13F · FUND PROFILE
Cauble & Harre Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 70Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$119.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AVUV | AMERICAN CENTY ETF TR | 120K | $12.3T | 10.3% | NEW |
| 2 | IAU | ISHARES GOLD TR | 114K | $9.3T | 7.8% | NEW |
| 3 | CGSD | CAPITAL GRP FIXED INCM ETF | 346K | $9.0T | 7.5% | NEW |
| 4 | CGDV | CAPITAL GROUP DIVIDEND | 171K | $7.5T | 6.3% | NEW |
| 5 | CGMU | CAPITAL GRP FIXED INCM ETF | 215K | $5.9T | 4.9% | NEW |
| 6 | JPST | J P MORGAN EXCHANGE TRADED | 107K | $5.4T | 4.6% | NEW |
| 7 | PHYS | SPROTT ASSET MANAGEMENT LP | 157K | $5.2T | 4.3% | NEW |
| 8 | JPIE | J P MORGAN EXCHANGE TRADED | 103K | $4.8T | 4.0% | NEW |
| 9 | COWZ | PACER FDS TR | 77K | $4.7T | 3.9% | NEW |
| 10 | XLE | SELECT SECTOR SPDR TR | 79K | $3.5T | 2.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAUBLE SIGNAL
AC read
Cauble & Harre Wealth Management, Inc. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed