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Disclosery

13F-HR filed by Cauble & Harre Wealth Management, Inc.

Cauble & Harre Wealth Management, Inc. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-05, with 70 holding rows worth $119,292,447.

Accession
0001214659-26-001223
Filer
CIK 2064807
Filed
2026-02-05
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 70 entries on the cover page, a total value of $119,292,447 stated on the cover page (in dollars after the unit check, H1), rows summing to $119,292,447 with VALUE read as dollars as filed, 13F file number 028-26089. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Avantis US Small Cap Value ETF025072877SHS120,163$12,254,225dollars as filed
iShares Gold Trust464285204COM114,137$9,264,501dollars as filed
CAPITAL GRP FIXED INCM ETF T14020Y409SHORT DURATION345,902$8,996,923dollars as filed
CAPITAL GROUP DIVIDEND VALUE14020W106SHS CREAT UNIT171,065$7,465,293dollars as filed
CAPITAL GRP FIXED INCM ETF T14020Y201MUN INM ETF214,701$5,878,504dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF107,324$5,448,779dollars as filed
SPROTT PHYSICAL GOLD TR85207H104UNIT156,673$5,173,346dollars as filed
JPMORGAN INCOME ETF46641Q159ETF102,590$4,770,861dollars as filed
PACER FDS TR69374H881US CASH COWS 10077,072$4,684,946dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS78,705$3,518,912dollars as filed
Vanguard S&P 500 ETF922908363COM5,006$3,139,615dollars as filed
SPROTT PHYSICAL SILVER TR85207K107TR UNIT124,472$2,943,763dollars as filed
Microsoft Corp594918104COM5,495$2,657,492dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q167ACTIVE VALUE ETF31,916$2,289,016dollars as filed
Avantis International Equity ETF025072703SHS27,659$2,276,908dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS10,030$2,204,299dollars as filed
FARMLAND PARTNERS INC31154R109REIT221,952$2,150,713dollars as filed
CAPITAL GRP FIXED INCM ETF T14020Y607SHOR DUR MUN ETF77,446$2,039,935dollars as filed
Avantis US Large Cap Value ETF025072349SHS25,021$1,895,842dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS2,472$1,693,172dollars as filed
ETFS GOLD TR00326A104PHYSCL GOLD SHS38,393$1,577,185dollars as filed
NVIDIA Corp67066G104COM8,210$1,531,165dollars as filed
CAMBRIA ETF TR132061201SHSHLD YIELD ETF17,675$1,228,766dollars as filed
SPDR GOLD TR78463V107GOLD SHS3,085$1,222,617dollars as filed
CAPITAL GRP FIXED INCM ETF T14020Y508CORE BOND ETF45,942$1,218,382dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q647MUNICIPAL ETF23,800$1,205,612dollars as filed
ENOVIX CORPORATION COM293594107Stock138,381$1,011,566dollars as filed
iShares Core Dividend Growth ETF46434V621SHS14,180$984,376dollars as filed
Vanguard High Dividend Yield ETF921946406SHS6,327$908,097dollars as filed
Caterpillar Inc.149123101COM1,582$906,281dollars as filed
Apple Inc037833100COM3,279$891,332dollars as filed
Cisco Systems,Inc.17275R102COM11,080$853,493dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,571$806,780dollars as filed
MasterCard, Inc57636Q104COM1,312$748,995dollars as filed
iShares TIPS Bond ETF464287176SHS6,450$708,953dollars as filed
SPY78462F103SHS920$629,201dollars as filed
Berkshire Hathaway Inc084670702COM1,218$612,228dollars as filed
Vanguard Short-Term Bond ETF921937827SHS7,425$585,165dollars as filed
NEWMONT CORP651639106COM5,574$556,613dollars as filed
JPMorgan Chase & Co46625H100COM1,658$534,183dollars as filed
COMMERCE BANCSHARES INC200525103COM9,472$495,765dollars as filed
Schwab U.S. Broad Market ETF808524102SHS18,730$491,291dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock5,280$481,589dollars as filed
NORTHERN TR CORP COM665859104Stock2,961$406,812dollars as filed
Abbott Laboratories002824100COM3,228$404,399dollars as filed
GOLDMAN SACHS ETF TR381430503ACTIVEBETA US LG2,912$385,462dollars as filed
Oracle Corporation68389X105COM1,954$380,855dollars as filed
Johnson & Johnson478160104COM1,826$377,891dollars as filed
CAPITAL GRP FIXED INCM ETF T14020Y102CORE PLUS INCM16,560$374,919dollars as filed
VANGUARD SCOTTSDALE FDS92206C599VNG RUS3000IDX1,240$372,410dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,186$371,218dollars as filed
SOUTHERN COPPER CORP84265V105COM2,566$368,145dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS2,360$350,909dollars as filed
AbbVie,Inc.00287Y109COM1,525$348,423dollars as filed
Merck & Co.,Inc.58933Y105COM3,262$346,131dollars as filed
EXXON MOBIL CORP30231G102COM2,699$324,798dollars as filed
IDEXX LABS INC COM45168D104Stock464$313,910dollars as filed
SIMPLIFY HEALTH CARE ETF82889N772ETF8,313$304,263dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR2,085$287,459dollars as filed
ISHARES TR46434V381FUTU EXPO TE ETF4,026$280,774dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q724HEDGED EQUITY LA4,059$269,640dollars as filed
AMERICAN CENTY ETF TR025072307US QUALITY GROW2,350$269,122dollars as filed
Avantis US Equity ETF025072885SHS2,265$253,182dollars as filed
Vanguard International Dividend Appreciation ETF921946810SHS2,664$243,607dollars as filed
Amazon.com, Inc023135106COM1,028$237,283dollars as filed
General Electric Company369604301COM768$236,844dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF3,848$221,903dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS2,386$213,452dollars as filed
VTI922908769COM620$207,919dollars as filed
Automatic Data Processing,Inc.053015103COM788$204,037dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001214659-26-001223this filing2026-02-05acceptance time not in the bulk data set