Cauble & Harre Wealth Management, Inc. - Portfolio overview

Cauble & Harre Wealth Management, Inc. has 74 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AVUV - AMERICAN CENTY ETF TR, 9.98%
2. IAU - ISHARES GOLD TR, 7.78%
3. CGSD - CAPITAL GRP FIXED INCM ETF T, 7.04%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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