Long-term investor
Cauble & Harre Wealth Management, Inc. @caubleharrewealthmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002064807).
Record
- Tracked since 2025-12-31 (257 days), 40 trades recorded
- Returns: week n/a · month n/a · 90 days -1.7% · 6 months n/a · 1 year n/a · all +5.4%
- Max drawdown n/a · win rate 17% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AVUV · 10.7% · long · since 2025-12-31
- CGSD · 7.0% · long · since 2025-12-31
- IAU · 6.1% · long · since 2025-12-31
- CGMU · 5.1% · long · since 2025-12-31
- CGDV · 5.0% · long · since 2025-12-31
- JPST · 4.5% · long · since 2025-12-31
- JPIE · 3.8% · long · since 2025-12-31
- AVLV · 3.4% · long · since 2025-12-31
- COWZ · 3.4% · long · since 2025-12-31
- XLE · 3.0% · long · since 2025-12-31
- AVDE · 2.9% · long · since 2025-12-31
- VOO · 2.8% · long · since 2025-12-31