account_balance
Investment manager · 13F filer · SEC CIK 2064807
Cauble & Harre Wealth Management, Inc.
Reported value$125Mas of Jun 30, 2026
Positions72 3 new, 5 sold out
Top 10 weight52.1%AVUV alone is 11%
FiledAug 1142 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AVUVAmerican Centy ETF Tr
10.7%
CGSDCapital GRP Fixed Incm ETF T
7.0%
IAUiShares Gold Trust
6.1%Trimmed −9%
CGMUCapital GRP Fixed Incm ETF T
5.1%Added +2%
CGDVCapital Group Dividend Value
5.0%
JPSTJ P Morgan Exchange Traded F
4.5%Added +4%
JPIEJ P Morgan Exchange Traded F
3.8%
AVLVAmerican Centy ETF Tr
3.4%Added +15%
COWZPacer FDS Tr
3.4%
XLESelect Sector SPDR Tr
3.0%
AVDEAmerican Centy ETF Tr
2.9%
VOOVanguard Index FDS
2.8%
AVUVAmerican Centy ETF Tr
10.7%
CGSDCapital GRP Fixed Incm ETF T
7.0%
IAUiShares Gold Trust
6.1%−9%
CGMUCapital GRP Fixed Incm ETF T
5.1%+2%
CGDVCapital Group Dividend Value
5.0%
JPSTJ P Morgan Exchange Traded F
4.5%
JPIEJ P Morgan Exchange Traded F
3.8%
AVLVAmerican Centy ETF Tr
3.4%
COWZPacer FDS Tr
3.4%
XLE3.0%
AVDE
VOO2.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AVUV American Centy ETF Tr 10.7% Held
CGSD Capital GRP Fixed Incm ETF T 7.0% Held
IAU iShares Gold Trust 6.1% Trimmed −9%CGMU Capital GRP Fixed Incm ETF T 5.1% Added +2%
CGDV Capital Group Dividend Value 5.0% Held
JPST J P Morgan Exchange Traded F 4.5% Added +4%
JPIE J P Morgan Exchange Traded F 3.8% Held
AVLV American Centy ETF Tr 3.4% Added +15%
COWZ Pacer FDS Tr 3.4% Held
XLE Select Sector SPDR Tr 3.0% Held
AVDE American Centy ETF Tr 2.9% Held
VOO Vanguard Index FDS 2.8% Held
What changed
Biggest moves since Mar 31, 2026
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