Cauble & Harre Wealth Management, Inc. holds a focused book of 72 stocks worth $124.7M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Ishares U.S. Medical Devices and trimmed Cap Group Short Duration. Their largest long position is Avantis US Small Cap Value at 11% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
27% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Cauble & Harre Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 80 / 72 | $16.0B |
| LPL Financial LLC | 79 / 72 | $78.2B |
| MORGAN STANLEY | 78 / 72 | $474.9B |
| WELLS FARGO & COMPANY/MN | 78 / 72 | $148.6B |
| ROYAL BANK OF CANADA | 78 / 72 | $140.2B |
| UBS Group AG | 78 / 72 | $123.6B |
| Farther Finance Advisors, LLC | 78 / 72 | $2.7B |
| RAYMOND JAMES FINANCIAL INC | 77 / 72 | $88.7B |
Ranked by how many of Cauble & Harre Wealth Management, Inc.'s top 72 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF TR US SML CP VALU | $13.4M | 107.1K | 10.7% | ▲+1.1% Added · +1K sh | |
| 2 | Capital Grp Fixed Incm ETF T SHORT DURATION | $8.8M | 340.5K | 7.0% | ▼−0.5% Reduced · −2K sh | |
| 3 | Ishares Gold TR ISHARES NEW | $7.5M | 99.9K | 6.1% | ▼−9.2% Reduced · −10K sh | |
| 4 | Capital Grp Fixed Incm ETF T MUN INM ETF | $6.3M | 229.4K | 5.1% | ▲+2.1% Added · +5K sh | |
| 5 | Capital Group Dividend Value SHS CREAT UNIT | $6.2M | 126.4K | 5.0% | ▲+1.1% Added · +1K sh | |
| 6 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $5.6M | 111.4K | 4.5% | ▲+4.1% Added · +4K sh | |
| 7 | J P Morgan Exchange Traded F INCOME ETF | $4.8M | 103.7K | 3.8% | ▲+0.2% Added · +186 sh | |
| 8 | American Centy ETF TR US LARGE CAP VLU | $4.3M | 47.1K | 3.4% | ▲+15% Added · +6K sh | |
| 9 | Pacer FDS TR US CASH COWS 100 | $4.2M | 68.2K | 3.4% | ▲+1.5% Added · +985 sh | |
| 10 | Select Sector SPDR TR ST STR ENERG ETF | $3.7M | 70.2K | 3.0% | ▲+1.8% Added · +1K sh | |
| 11 | American Centy ETF TR INTL EQT ETF | $3.6M | 40.4K | 2.9% | ▲+1.8% Added · +730 sh | |
| 12 | Vanguard Index FDS S&P 500 ETF SHS | $3.5M | 5.1K | 2.8% | ▼−1.6% Reduced · −86 sh | |
| 13 | Sprott Asset Management LP PHYSICAL GOLD TR | $3.5M | 116.6K | 2.8% | ▼−18% Reduced · −25K sh | |
| 14 | Ishares TR U.S. MED DVC ETF | $2.9M | 58.8K | 2.3% | ▲New New position | |
| 15 | J P Morgan Exchange Traded F ACTIVE VALUE ETF | $2.4M | 30.3K | 1.9% | ▼~0% Reduced · −14 sh | |
| 16 | Capital Grp Fixed Incm ETF T SHOR DUR MUN ETF | $2.3M | 85.7K | 1.8% | ▼−3.2% Reduced · −3K sh | |
| 17 | Cambria ETF TR TRINITY | $2.1M | 68.8K | 1.7% | ▲+5.0% Added · +3K sh | |
| 18 | Microsoft Corp COM | $2.0M | 5.4K | 1.6% | ▼−0.1% Reduced · −7 sh | |
| 19 | Farmland Partners Inc COM | $1.8M | 189.7K | 1.5% | ▲+12% Added · +20K sh | |
| 20 | Ishares TR CORE S&P500 ETF | $1.8M | 2.4K | 1.5% | ▼−1.9% Reduced · −46 sh | |
| 21 | Cambria ETF TR SHSHLD YIELD ETF | $1.6M | 20.0K | 1.3% | ▼−2.9% Reduced · −600 sh | |
| 22 | Nvidia Corporation COM | $1.5M | 7.7K | 1.2% | ▼−1.0% Reduced · −75 sh | |
| 23 | Capital Grp Fixed Incm ETF T CORE BOND ETF | $1.5M | 56.3K | 1.2% | ▲+0.1% Added · +72 sh | |
| 24 | Caterpillar Inc COM | $1.5M | 1.4K | 1.2% | ▼−3.5% Reduced · −50 sh | |
| 25 | Etfs Gold TR PHYSCL GOLD SHS | $1.3M | 33.0K | 1.0% | ▼−21% Reduced · −9K sh | |
| 26 | Cisco Sys Inc COM | $1.2M | 10.6K | 1.0% | —Held | |
| 27 | American Centy ETF TR AVAN EMER EX ETF | $1.2M | 14.5K | 1.0% | ▲+15% Added · +2K sh | |
| 28 | Ishares TR CORE DIV GRWTH | $1.2M | 15.2K | 0.9% | ▲+7.0% Added · +1K sh | |
| 29 | PayPal Hldgs Inc COM | $1.1M | 25.1K | 0.9% | ▲New New position | |
| 30 | American Centy ETF TR AVANTIS EMGMKT | $987K | 10.2K | 0.8% | ▲+57% Added · +4K sh | |
| 31 | Vanguard Whitehall FDS HIGH DIV YLD | $953K | 6.0K | 0.8% | ▼−3.6% Reduced · −229 sh | |
| 32 | Apple Inc COM | $921K | 3.2K | 0.7% | ▼−0.5% Reduced · −16 sh | |
| 33 | Alphabet Inc CAP STK CL C | $908K | 2.6K | 0.7% | —Held | |
| 34 | Vanguard Specialized Funds DIV APP ETF | $836K | 3.5K | 0.7% | ▼−6.7% Reduced · −253 sh | |
| 35 | SPDR Gold TR GOLD SHS | $822K | 2.2K | 0.7% | ▼−9.6% Reduced · −236 sh | |
| 36 | Enovix Corporation COM | $796K | 131.1K | 0.6% | ▼−3.1% Reduced · −4K sh | |
| 37 | J P Morgan Exchange Traded F MUNICIPAL ETF | $780K | 15.4K | 0.6% | —Held | |
| 38 | Sprott FDS TR ACTIVE METALS | $718K | 27.9K | 0.6% | ▲New New position | |
| 39 | Ishares TR TIPS BD ETF | $691K | 6.3K | 0.6% | ▼−2.2% Reduced · −141 sh | |
| 40 | State STR SPDR S&P 500 ETF T TR UNIT | $689K | 920 | 0.6% | —Held | |
| 41 | Mastercard Incorporated CL A | $674K | 1.3K | 0.5% | —Held | |
| 42 | Cambria ETF TR EMRG SHAREHLDR | $660K | 14.5K | 0.5% | ▲+0.3% Added · +50 sh | |
| 43 | Berkshire Hathaway Inc Del CL B NEW | $609K | 1.2K | 0.5% | —Held | |
| 44 | Vanguard BD Index FDS SHORT TRM BOND | $575K | 7.4K | 0.5% | —Held | |
| 45 | American Centy ETF TR US EQT ETF | $567K | 4.4K | 0.5% | ▼−8.7% Reduced · −420 sh | |
| 46 | Commerce Bancshares Inc COM | $547K | 9.5K | 0.4% | —Held | |
| 47 | Northern TR Corp COM | $517K | 3.0K | 0.4% | —Held | |
| 48 | JPMorgan Chase & Co COM | $511K | 1.6K | 0.4% | —Held | |
| 49 | Southern Copper Corp COM | $490K | 2.8K | 0.4% | ▲+1.0% Added · +27 sh | |
| 50 | Oreilly Automotive Inc COM | $486K | 5.3K | 0.4% | —Held |
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Use Arkolith to show Cauble & Harre Wealth Management, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.