§ 13F · FUND PROFILE
Cauble & Harre Wealth Management, Inc..
AUM · $125M (13F)Positions · 72Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVUV | AMERICAN CENTY ETF TR | 107K | $13M | — | — |
| 2 | CGSD | CAPITAL GRP FIXED INCM ETF T | 341K | $9M | — | — |
| 3 | IAU | ISHARES GOLD TR | 100K | $8M | — | — |
| 4 | CGMU | CAPITAL GRP FIXED INCM ETF T | 229K | $6M | — | — |
| 5 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 126K | $6M | — | — |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | 111K | $6M | — | — |
| 7 | JPIE | J P MORGAN EXCHANGE TRADED F | 104K | $5M | — | — |
| 8 | AVLV | AMERICAN CENTY ETF TR | 47K | $4M | — | — |
| 9 | COWZ | PACER FDS TR | 68K | $4M | — | — |
| 10 | XLE | SELECT SECTOR SPDR TR | 70K | $4M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAUBLE SIGNAL
AC read
Cauble & Harre Wealth Management, Inc. is a Other fund managing $125 million in assets. The fund runs a portfolio of 72 positions.
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