Cauble & Harre Wealth Management, Inc. ETF holdings
Saint Louis, MO
Reported $100.7M in 40 ETFs in its Form 13F for June 30, 2026.
ETF value
$100.7M
ETFs held
40
Change from prior quarter
+2.7%
With price moves
ETFs as a share of its 13F
80.8%
of $124.7M
Top 10 of 40 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| AVUV | Avantis US Small Cap Value ETF | $13.4M | 107,080 | +1,207 shares |
| CGSD | Capital Group Short Duration Income ETF | $8.8M | 340,536 | −1,793 shares |
| IAU | iShares Gold Trust | $7.5M | 99,931 | −10,142 shares |
| CGMU | Capital Group Municipal Income ETF | $6.3M | 229,441 | +4,705 shares |
| CGDV | Capital Group Dividend Value ETF | $6.2M | 126,436 | +1,424 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $5.6M | 111,433 | +4,422 shares |
| JPIE | JPMorgan Income ETF | $4.8M | 103,709 | +186 shares |
| AVLV | Avantis US Large Cap Value ETF | $4.3M | 47,123 | +5,986 shares |
| COWZ | Pacer US Cash Cows 100 ETF | $4.2M | 68,175 | +985 shares |
| XLE | State Street Energy Select Sector SPDR ETF | $3.7M | 70,238 | +1,226 shares |
30 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002064807. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Cauble & Harre Wealth Management, Inc. own?
Cauble & Harre Wealth Management, Inc. reported 40 ETF positions worth $100.7M in its Form 13F for June 30, 2026. The largest was AVUV, at $13.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.