Cauble & Harre Wealth Management, Inc.: 13F holdings
CIK 20648072026Q2
| Positions | 72 |
|---|
| Reported value | $124.7m |
|---|
| Filed | 2026-08-11 |
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Change since last quarter
| Positions | 72 (-2 vs prior quarter) |
|---|
| Reported value | $124.7m (-0.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVUV AMERICAN CENTY ETF TR | 107,080 | $13.4m | 10.7% |
| CGSD CAPITAL GRP FIXED INCM ETF T | 340,536 | $8.8m | 7.0% |
| IAU ISHARES GOLD TR | 99,931 | $7.5m | 6.1% |
| CGMU CAPITAL GRP FIXED INCM ETF T | 229,441 | $6.3m | 5.1% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 126,436 | $6.2m | 5.0% |
| JPST J P MORGAN EXCHANGE TRADED F | 111,433 | $5.6m | 4.5% |
| JPIE J P MORGAN EXCHANGE TRADED F | 103,709 | $4.8m | 3.8% |
| AVLV AMERICAN CENTY ETF TR | 47,123 | $4.3m | 3.4% |
| COWZ PACER FDS TR | 68,175 | $4.2m | 3.4% |
| XLE SELECT SECTOR SPDR TR | 70,238 | $3.7m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2064807")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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