Cauble & Harre Wealth Management, Inc.

CIK 2064807 · View on SEC EDGAR ↗

Portfolio value
$124.7M
#7,930 of 9,443 by 13F value · top 84.0%
Positions
72
As of
June 30, 2026

Portfolio value QoQ: -0.7% 13F does not disclose cash

Top 10 holdings weight
52.06%
Top 25 holdings weight
78.75%
Positions above 1%
26
Effective number of positions
26.0

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 4.55% Est. buys $6,947,684 · sells $5,692,276

New positions
3
Increased
23
Decreased
22
Closed
5
On this page

Sector breakdown

Technology
4.4%
Industrials
2.2%
Financial Services
1.8%
Healthcare
1.7%
Real Estate
1.5%
Communication Services
1.1%
Communications
1.0%
Financials
0.8%
Materials
0.7%
Retail
0.6%
Energy
0.2%
Other/Unmapped
84.1%

Full portfolio 72 positions

Type Streak 8Q trend
AVUV $13,359,266 10.72% 107,080 $834,459 Up ×1
CGSD $8,765,657 7.03% 340,536 $-69,847 Down ×2
IAU $7,545,790 6.05% 99,931 $-2,218,786 Down ×2
CGMU $6,302,994 5.06% 229,441 $160,946 Up ×2
CGDV $6,249,380 5.01% 126,436 $313,790 Up ×1
JPST $5,635,146 4.52% 111,433 $231,080 Up ×1
JPIE $4,775,815 3.83% 103,709 $16,873 Up ×2
AVLV $4,298,089 3.45% 47,123 $680,090 Up ×2
COWZ $4,240,472 3.40% 68,175 $2,774 Up ×1
XLE XLE $3,730,327 2.99% 70,238 $-242,676 Up ×1
AVDE $3,599,480 2.89% 40,353 $-620 Up ×2
VOO $3,521,496 2.82% 5,127 $-16,629 Down ×1
PHYS $3,517,437 2.82% 116,587 $-1,544,846 Down ×2
IHI $2,903,735 2.33% 58,768 Up ×1
JAVA $2,406,038 1.93% 30,299 $92,839 Down ×2
CGSM $2,261,053 1.81% 85,683 $-68,754 Down ×1
TRTY $2,077,016 1.67% 68,753 $29,367 Up ×1
MSFT Microsoft Corporation - Common Stock $2,018,038 1.62% 5,410 $-190,852 Down ×2
FPI Farmland Partners Inc. Common Stock $1,836,578 1.47% 189,729 $72,747 Up ×1
IVV $1,816,807 1.46% 2,426 $-16,453 Down ×1
SYLD $1,583,952 1.27% 20,028 $-24,310 Down ×1
NVDA NVIDIA Corporation - Common Stock $1,543,694 1.24% 7,715 $-176,182 Down ×2
CGCB $1,472,808 1.18% 56,257 $3,008 Up ×2
CAT Caterpillar, Inc. Common Stock $1,450,394 1.16% 1,362 $162,452 Down ×2
SGOL $1,261,284 1.01% 32,992 $-613,574 Down ×1
CSCO Cisco Systems, Inc. - Common Stock $1,245,663 1.00% 10,605 $192,693
AVXC Avantis Emerging Markets ex-China Equity ETF $1,240,257 0.99% 14,481 $236,685 Up ×1
DGRO $1,150,492 0.92% 15,180 $109,964 Up ×1
PYPL PayPal Holdings, Inc. - Common Stock $1,083,343 0.87% 25,089 Up ×1
AVEM $986,857 0.79% 10,228 $382,043 Up ×1
VYM $953,039 0.76% 6,031 $-23,272 Down ×2
AAPL Apple Inc. - Common Stock $920,639 0.74% 3,182 $-22,025 Down ×2
GOOG Alphabet Inc. - Class C Capital Stock $908,411 0.73% 2,571 $-78,390
VIG $836,338 0.67% 3,535 $-30,362 Down ×2
GLD $822,224 0.66% 2,232 $-246,247 Down ×2
ENVX Enovix Corporation - Common Stock $795,704 0.64% 131,088 $-147,295 Down ×2
JMUB $780,087 0.63% 15,400 $6,083
METL Sprott Active Metals & Miners ETF $718,231 0.58% 27,925 Up ×1
TIP $690,776 0.55% 6,312 $-26,323 Down ×1
SPY SPY $688,780 0.55% 920 $9,654
MA Mastercard Incorporated Common Stock $673,843 0.54% 1,312 $18,092
EYLD $660,443 0.53% 14,544 $1,981 Up ×1
BRKB $609,475 0.49% 1,218 $18,794
BSV $574,820 0.46% 7,378 $-443
AVUS $567,394 0.46% 4,430 $-36,383 Down ×1
CBSH Commerce Bancshares, Inc. - Common Stock $547,008 0.44% 9,472 $62,610
NTRS Northern Trust Corporation - Common Stock $517,109 0.41% 2,961 $36,391
JPM JP Morgan Chase & Co. Common Stock $511,216 0.41% 1,562 $35,062
SCCO Southern Copper Corporation Common Stock $490,368 0.39% 2,814 $-44,039 Up ×2
ORLY O'Reilly Automotive, Inc. - Common Stock $486,235 0.39% 5,280 $1,320
ADBE Adobe Inc. - Common Stock $472,571 0.38% 2,305 $-582,505 Down ×1
JNJ Johnson & Johnson Common Stock $467,559 0.38% 1,841 $59,182 Up ×1
GOOGL Alphabet Inc. - Class A Common Stock $423,841 0.34% 1,186 $-35,556
MRK Merck & Company, Inc. Common Stock (new) $421,940 0.34% 3,262 $55,389
VTHR Vanguard Russell 3000 ETF $410,968 0.33% 1,240 $8,356
ITOT $387,677 0.31% 2,360 $7,387
NEM Newmont Corporation $334,419 0.27% 4,581 $-93,953 Up ×1
ABBV AbbVie Inc. Common Stock $333,820 0.27% 1,327 $58,428 Up ×1
NVS Novartis AG Common Stock $326,761 0.26% 2,085 $17,847
GSLC $316,698 0.25% 2,232 $4,687
ABT Abbott Laboratories Common Stock $293,018 0.24% 3,229 $20,762 Up ×1
GE GE Aerospace Common Stock $287,025 0.23% 768 $58,583
ORCL Oracle Corporation Common Stock $286,359 0.23% 1,954 $-78,707
SCHB $285,808 0.23% 9,869 $5,906 Up ×1
CGCP $280,163 0.22% 12,569 $-377
HELO $277,551 0.22% 4,107 $12,516 Up ×1
XT iShares Future Exponential Technologies ETF $251,360 0.20% 3,042 $-216,123 Down ×1
DOX Amdocs Limited - Ordinary Shares $248,441 0.20% 4,861 $-766,392 Down ×1
AMZN Amazon.com, Inc. - Common Stock $245,014 0.20% 1,028 $-28,249
IDXX IDEXX Laboratories, Inc. - Common Stock $244,268 0.20% 464 $-3,471
GEV GE Vernova Inc. Common Stock $225,669 0.18% 192 $19,849
ENB Enbridge Inc Common Stock $217,707 0.17% 4,016 $-2,530

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
IHI $2,903,735 58,768 2.33%
PYPL $1,083,343 25,089 0.87%
METL $718,231 27,925 0.58%

Top movers (QoQ)

Security Action Shares Δ Value Δ
IAU Trimmed -10K -$2.2M
PHYS Trimmed -25K -$1.5M
AVUV Bought more +1K +$834K
DOX Trimmed -11K -$766K
AVLV Bought more +6K +$680K
SGOL Trimmed -9K -$614K
ADBE Trimmed -2K -$583K
AVEM Bought more +4K +$382K
CGDV Bought more +1K +$314K
GLD Trimmed -236 -$246K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
ACN June 30, 2026 5,420 $920,153 46.7%
XOM June 30, 2026 2,219 $334,248 21.7%
PINK March 31, 2026 8,313 $304,263 No longer tracked
PSLV June 30, 2026 9,636 $270,868 No longer tracked
QGRO March 31, 2026 2,350 $269,122 No longer tracked
VIGI March 31, 2026 2,664 $243,607
AAAU June 30, 2026 5,150 $239,475 No longer tracked
JEPI March 31, 2026 3,848 $221,903 No longer tracked
IEFA March 31, 2026 2,386 $213,452 No longer tracked
VTI March 31, 2026 620 $207,919 No longer tracked
PFE June 30, 2026 7,935 $205,278 16.5%
ADP March 31, 2026 788 $204,037 37.3%