StockDriftsStockDriftsTop 50 Cauble & Harre Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | 10.72% | 107.1K | $13.4M | +1.14%(+1.21K) | $100.93(+26.29%) | 2026-06-30 | |
| CGSD | CAPITAL GRP FIXED INCM ETF T | 7.03% | 340.5K | $8.8M | -0.52%(-1.79K) | $25.99(-1.15%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 6.05% | 99.9K | $7.5M | -9.21%(-10.14K) | $76.97(+7.49%) | 2026-06-30 | |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 5.06% | 229.4K | $6.3M | +2.09%(+4.71K) | $27.33(-0.65%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 5.01% | 126.4K | $6.2M | +1.14%(+1.42K) | $42.86(+19.69%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.52% | 111.4K | $5.6M | +4.13%(+4.42K) | $50.66(-0.39%) | 2026-06-30 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 3.83% | 103.7K | $4.8M | +0.18%(+186) | $46.35(-1.15%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 3.45% | 47.1K | $4.3M | +14.55%(+5.99K) | $76.84(+22.90%) | 2026-06-30 | |
| COWZ | PACER FDS TR | 3.4% | 68.2K | $4.2M | +1.47%(+985) | $58.87(+19.08%) | 2026-06-30 | |
| XLE | SELECT SECTOR SPDR TR | 2.99% | 70.2K | $3.7M | +1.78%(+1.23K) | $44.91(+34.26%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +4.68% |
| Top 20 Holdings Unweighted | — | — | — | — | +3.69% |
Cauble & Harre Wealth Management INC reports $124.67M in US-listed equity holdings across 72 positions in its most recent 13F filing. Its largest disclosed positions are AVUV (10.7%), CGSD (7.0%) and IAU (6.0%). The top 20 holdings account for 72.88% of reported assets. Its disclosed equity book has returned +4.68% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cauble & Harre Wealth Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2064807). View Cauble & Harre Wealth Management INC’s 13F filings on SEC