Cauble & Harre Wealth Management, Inc.
Cauble & Harre Wealth Management, Inc. reported 72 positions worth $124.7M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: AVUV (10.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVUV | SH | $13.4M | 10.72% | 107,080 | — | — | |
| ▸ 2 | CGSD | SH | $8.8M | 7.03% | 340,536 | — | — | |
| ▸ 3 | IAU | SH | $7.5M | 6.05% | 99,931 | — | — | |
| ▸ 4 | CGMU | SH | $6.3M | 5.06% | 229,441 | — | — | |
| ▸ 5 | CGDV | SH | $6.2M | 5.01% | 126,436 | — | — | |
| ▸ 6 | JPST | SH | $5.6M | 4.52% | 111,433 | — | — | |
| ▸ 7 | JPIE | SH | $4.8M | 3.83% | 103,709 | — | — | |
| ▸ 8 | AVLV | SH | $4.3M | 3.45% | 47,123 | — | — | |
| ▸ 9 | COWZ | SH | $4.2M | 3.40% | 68,175 | — | — | |
| ▸ 10 | XLE | SH | $3.7M | 2.99% | 70,238 | — | — |
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Frequently Asked Questions
What stocks does Cauble & Harre Wealth Management, Inc. hold as of Q2 2026?
Cauble & Harre Wealth Management, Inc. reported 72 positions worth $124.7M in its Q2 2026 13F filing. Largest positions: AVUV (10.7%), CGSD (7.0%), IAU (6.1%), CGMU (5.1%) and CGDV (5.0%).
What did Cauble & Harre Wealth Management, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Cauble & Harre Wealth Management, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.