CIK 2064807
Cauble & Harre Wealth Management, Inc.
Institutional 13F holdings & portfolio
Holdings
70
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 70
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | 120K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 114K | $1M+ | SH |
| CGSD | CAPITAL GRP FIXED INCM ETF | 346K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND | 171K | $1M+ | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF | 215K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED | 107K | $1M+ | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 157K | $1M+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED | 103K | $1M+ | SH |
| COWZ | PACER FDS TR | 77K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 79K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| PSLV | SPROTT ASSET MANAGEMENT LP | 124K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 5K | $1M+ | SH |
| JAVA | J P MORGAN EXCHANGE TRADED | 32K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 28K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 10K | $1M+ | SH |
| FPI | FARMLAND PARTNERS INC | 222K | $1M+ | SH |
| CGSM | CAPITAL GRP FIXED INCM ETF | 77K | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 25K | $1M+ | SH |
| IVV | ISHARES TR | 2K | $1M+ | SH |
| SGOL | ETFS GOLD TR | 38K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 8K | $1M+ | SH |
| SYLD | CAMBRIA ETF TR | 18K | $1M+ | SH |
| GLD | SPDR GOLD TR | 3K | $1M+ | SH |
| CGCB | CAPITAL GRP FIXED INCM ETF | 46K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED | 24K | $1M+ | SH |
| ENVX | ENOVIX CORPORATION | 138K | $1M+ | SH |
| DGRO | ISHARES TR | 14K | $500K+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 6K | $500K+ | SH |
| CAT | CATERPILLAR INC | 2K | $500K+ | SH |
| AAPL | APPLE INC | 3K | $500K+ | SH |
| CSCO | CISCO SYS INC | 11K | $500K+ | SH |
| GOOG | ALPHABET INC | 3K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 1K | $500K+ | SH |
| TIP | ISHARES TR | 6K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 920 | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1K | $500K+ | SH |
| BSV | VANGUARD BD INDEX FDS | 7K | $500K+ | SH |
| NEM | NEWMONT CORP | 6K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $500K+ | SH |
| CBSH | COMMERCE BANCSHARES INC | 9K | $100K–$500K | SH |
| SCHB | SCHWAB STRATEGIC TR | 19K | $100K–$500K | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 5K | $100K–$500K | SH |
| NTRS | NORTHERN TR CORP | 3K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 3K | $100K–$500K | SH |
| GSLC | GOLDMAN SACHS ETF TR | 3K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| CGCP | CAPITAL GRP FIXED INCM ETF | 17K | $100K–$500K | SH |
| VTHR | VANGUARD SCOTTSDALE FDS | 1K | $100K–$500K | SH |