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Peter B. Harre

Cauble & Harre Wealth Management, Inc.

Assets Managed
$125.54M
Holdings
74
Last Quarter
2026 - Q1
Filed Date
8d ago
Growth Rate
5.24%(2Q avg: 2.62%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Cauble & Harre Wealth Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 74 positions.

Assets under management

The assets under management (AUM) of Cauble & Harre Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 125.54M in assets, with a quarterly growth rate of 5.24% and a 2-quarter average growth rate of 2.62%. The portfolio is managed by Peter B. Harre, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVUV
Avantis Us Small Cap Value
Recent Activity
Decreased -11.89%
9.98%
$12.525M
105,873 shares@ $118.31 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -3.56%
7.78%
$9.765M
110,073 shares@ $88.72 avg price
CGSD
Cap Group Short Duration
Recent Activity
Decreased -1.03%
7.04%
$8.836M
342,329 shares@ $25.81 avg price
CGMU
Cap Group Municipal Income
Recent Activity
Increased 4.68%
4.9%
$6.142M
224,736 shares@ $27.34 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Decreased -26.92%
4.73%
$5.936M
125,012 shares@ $47.49 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Decreased -0.29%
4.31%
$5.404M
107,011 shares@ $50.51 avg price
PHYS
Sprott Physical Gold Trust
Recent Activity
Decreased -9.54%
4.04%
$5.062M
141,721 shares@ $35.73 avg price
JPIE
Jpmorgan Income Etf
Recent Activity
Increased 0.91%
3.8%
$4.759M
103,523 shares@ $45.97 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Decreased -12.82%
3.38%
$4.238M
67,190 shares@ $63.08 avg price
XLE
Energy Select Sector Spdr
Recent Activity
Decreased -12.31%
3.17%
$3.973M
69,012 shares@ $57.57 avg price

1-10 of 74