Cauble & Harre Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Cauble & Harre Wealth Management, Inc. held in its portfolio 70 assets valued at $119,292,447 (i.e. $119.29M).
The most valuable assets in the portfolio included: AMERICAN CENTY ETF TR ($12.25M), ISHARES GOLD TR ($9.27M), and CAPITAL GRP FIXED INCM ETF ($9.00M).
The chart below shows the top 10 valuable assets, and the table below shows the top 70 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Cauble & Harre Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 120163 | 12254225 | US SML CP VALU |
| ISHARES GOLD TR | 114137 | 9264501 | ISHARES NEW |
| CAPITAL GRP FIXED INCM ETF | 345902 | 8996923 | SHORT DURATION |
| CAPITAL GROUP DIVIDEND | 171065 | 7465293 | SHS CREATION UNI |
| CAPITAL GRP FIXED INCM ETF | 214701 | 5878504 | MUNICIPAL INCOME |
| J P MORGAN EXCHANGE TRADED | 107324 | 5448779 | ULTRA SHRT ETF |
| SPROTT ASSET MANAGEMENT LP | 156673 | 5173346 | PHYSICAL GOLD TR |
| J P MORGAN EXCHANGE TRADED | 102590 | 4770861 | INCOME ETF |
| PACER FDS TR | 77072 | 4684946 | US CASH COWS 100 |
| SELECT SECTOR SPDR TR | 78705 | 3518912 | STATE STREET ENE |
| VANGUARD INDEX FDS | 5006 | 3139615 | S&P 500 ETF SHS |
| SPROTT ASSET MANAGEMENT LP | 124472 | 2943763 | PHYSICAL SILVER |
| MICROSOFT CORP | 5495 | 2657492 | COM |
| J P MORGAN EXCHANGE TRADED | 31916 | 2289016 | ACTIVE VALUE ETF |
| AMERICAN CENTY ETF TR | 27659 | 2276908 | INTL EQT ETF |
| VANGUARD SPECIALIZED FUNDS | 10030 | 2204299 | DIV APP ETF |
| FARMLAND PARTNERS INC | 221952 | 2150713 | COM |
| CAPITAL GRP FIXED INCM ETF | 77446 | 2039935 | SHORT DURATION M |
| AMERICAN CENTY ETF TR | 25021 | 1895842 | US LARGE CAP VLU |
| ISHARES TR | 2472 | 1693172 | CORE S&P500 ETF |
| ETFS GOLD TR | 38393 | 1577185 | PHYSCL GOLD SHS |
| NVIDIA CORPORATION | 8210 | 1531165 | COM |
| CAMBRIA ETF TR | 17675 | 1228766 | SHSHLD YIELD ETF |
| SPDR GOLD TR | 3085 | 1222617 | GOLD SHS |
| CAPITAL GRP FIXED INCM ETF | 45942 | 1218382 | CORE BOND ETF |
| J P MORGAN EXCHANGE TRADED | 23800 | 1205612 | MUNICIPAL ETF |
| ENOVIX CORPORATION | 138381 | 1011566 | COM |
| ISHARES TR | 14180 | 984376 | CORE DIV GRWTH |
| VANGUARD WHITEHALL FDS | 6327 | 908097 | HIGH DIV YLD |
| CATERPILLAR INC | 1582 | 906281 | COM |
| APPLE INC | 3279 | 891332 | COM |
| CISCO SYS INC | 11080 | 853493 | COM |
| ALPHABET INC | 2571 | 806780 | CAP STK CL C |
| MASTERCARD INCORPORATED | 1312 | 748995 | CL A |
| ISHARES TR | 6450 | 708953 | TIPS BD ETF |
| SPDR S&P 500 ETF TR | 920 | 629201 | TR UNIT |
| BERKSHIRE HATHAWAY INC DEL | 1218 | 612228 | CL B NEW |
| VANGUARD BD INDEX FDS | 7425 | 585165 | SHORT TRM BOND |
| NEWMONT CORP | 5574 | 556613 | COM |
| JPMORGAN CHASE & CO. | 1658 | 534183 | COM |
| COMMERCE BANCSHARES INC | 9472 | 495765 | COM |
| SCHWAB STRATEGIC TR | 18730 | 491291 | US BRD MKT ETF |
| OREILLY AUTOMOTIVE INC | 5280 | 481589 | COM |
| NORTHERN TR CORP | 2961 | 406812 | COM |
| ABBOTT LABS | 3228 | 404399 | COM |
| GOLDMAN SACHS ETF TR | 2912 | 385462 | ACTIVEBETA US LG |
| ORACLE CORP | 1954 | 380855 | COM |
| JOHNSON & JOHNSON | 1826 | 377891 | COM |
| CAPITAL GRP FIXED INCM ETF | 16560 | 374919 | CORE PLUS INCM |
| VANGUARD SCOTTSDALE FDS | 1240 | 372410 | VNG RUS3000IDX |
| ALPHABET INC | 1186 | 371218 | CAP STK CL A |
| SOUTHERN COPPER CORP | 2566 | 368145 | COM |
| ISHARES TR | 2360 | 350909 | CORE S&P TTL STK |
| ABBVIE INC | 1525 | 348423 | COM |
| MERCK & CO INC | 3262 | 346131 | COM |
| EXXON MOBIL CORP | 2699 | 324798 | COM |
| IDEXX LABS INC | 464 | 313910 | COM |
| SIMPLIFY EXCHANGE TRADED | 8313 | 304263 | HEALTH CARE ETF |
| NOVARTIS AG | 2085 | 287459 | SPONSORED ADR |
| ISHARES TR | 4026 | 280774 | FUTURE EXPONENTI |
| J P MORGAN EXCHANGE TRADED | 4059 | 269640 | HEDGED EQUITY LA |
| AMERICAN CENTY ETF TR | 2350 | 269122 | US QUALITY GROW |
| AMERICAN CENTY ETF TR | 2265 | 253182 | US EQT ETF |
| VANGUARD WHITEHALL FDS | 2664 | 243607 | INTL DVD ETF |
| AMAZON COM INC | 1028 | 237283 | COM |
| GE AEROSPACE | 768 | 236844 | COM NEW |
| J P MORGAN EXCHANGE TRADED | 3848 | 221903 | EQUITY PREMIUM |
| ISHARES TR | 2386 | 213452 | CORE MSCI EAFE |
| VANGUARD INDEX FDS | 620 | 207919 | TOTAL STK MKT |
| AUTOMATIC DATA PROCESSING | 788 | 204037 | COM |
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