Caliber Wealth Management, LLC / Ks Portfolio Holdings

Caliber Wealth Management, LLC / Ks

  • $930 Billion
  • Q2 2025

Caliber Wealth Management, LLC / Ks has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $930 Billion distributed in 282 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $96B, Microsoft Corp with a value of $50.2B, American Centy ETF Tr Avantis with a value of $46.4B, Vanguard Total Stock Market Et with a value of $36.6B, and Ishares Russell 1000 Gr ETF with a value of $32.6B.

Examining the 13F form we can see an increase of $197B in the current position value, from $733B to 930B.

Caliber Wealth Management, LLC / Ks is based out at Overland Park, KS

Below you can find more details about Caliber Wealth Management, LLC / Ks portfolio as well as his latest detailed transactions.

Portfolio value $930 Billion
ETFs: $620 Billion
Technology: $106 Billion
Financial Services: $32.7 Billion
Consumer Cyclical: $28.6 Billion
Communication Services: $25.9 Billion
Healthcare: $25.7 Billion
Industrials: $25.3 Billion
Consumer Defensive: $16.1 Billion
Other: $24.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.83T
$50.2 Billion 5.39% of portfolio
100,848
Q2 2025 Added 4.77%
$4.12T
$13 Billion 1.4% of portfolio
63,310
Q2 2025 Added 7.18%
$279B
$10.8 Billion 1.16% of portfolio
110,177
Q2 2025 Added 4.13%
$137B
$8.21 Billion 0.88% of portfolio
29,798
Q2 2025 Added 0.06%
$916B
$7.81 Billion 0.84% of portfolio
26,928
Q2 2025 Added 1.06%
$2.32T
$7.07 Billion 0.76% of portfolio
32,213
Q2 2025 Added 6.37%
$1.54T
$6.33 Billion 0.68% of portfolio
35,668
Q2 2025 Added 0.51%
$422B
$6.2 Billion 0.67% of portfolio
16,909
Q2 2025 Added 9.71%
$65.4B
$4.21 Billion 0.45% of portfolio
5,589
Q2 2025 Reduced 2.6%
$75.3B
$4.13 Billion 0.44% of portfolio
39,130
Q2 2025 Reduced 3.79%
$151B
$4.13 Billion 0.44% of portfolio
11,577
Q2 2025 Added 9.69%
$1.5T
$4.12 Billion 0.44% of portfolio
23,358
Q2 2025 Added 6.12%
$93.4B
$4.05 Billion 0.44% of portfolio
24,409
Q2 2025 Added 6.25%
$644B
$3.44 Billion 0.37% of portfolio
7,082
Q2 2025 Added 15.59%
$295B
$3.33 Billion 0.36% of portfolio
13,992
Q2 2025 Reduced 0.95%
$22.7B
$3.39 Billion 0.36% of portfolio
15,532
Q2 2025 Reduced 11.49%
$127B
$3.39 Billion 0.36% of portfolio
14,225
Q2 2025 Added 12.29%
$63.8B
$3.38 Billion 0.36% of portfolio
11,991
Q2 2025 Added 0.12%
$319B
$3.23 Billion 0.35% of portfolio
10,360
Q2 2025 Added 43.65%
$181B
$3.13 Billion 0.34% of portfolio
72,441
Q2 2025 Reduced 3.21%
$113B
$3.13 Billion 0.34% of portfolio
10,787
Q2 2025 Reduced 7.3%
$455B
$3.13 Billion 0.34% of portfolio
20,522
Q2 2025 Reduced 0.74%
$117B
$3.13 Billion 0.34% of portfolio
8,180
Q2 2025 Added 6.26%
$78.7B
$3.12 Billion 0.34% of portfolio
7,431
Q2 2025 Reduced 0.68%
$139B
$3.08 Billion 0.33% of portfolio
13,389
Q2 2025 Added 1.86%
$39.3B
$3.04 Billion 0.33% of portfolio
37,341
Q2 2025 Added 5.76%
$1.75T
$3.09 Billion 0.33% of portfolio
4,180
Q2 2025 Reduced 1.65%
$139B
$2.97 Billion 0.32% of portfolio
83,287
Q2 2025 Added 5.47%
$458B
$2.95 Billion 0.32% of portfolio
18,689
Q2 2025 Added 53.58%
$16.3B
$2.87 Billion 0.31% of portfolio
42,731
Q2 2025 Added 28.08%
$126B
$2.86 Billion 0.31% of portfolio
32,760
Q2 2025 Reduced 1.52%
$363B
$2.84 Billion 0.3% of portfolio
17,798
Q2 2025 Added 36.2%
$22.1B
$2.68 Billion 0.29% of portfolio
84,224
Q2 2025 Added 8.83%
$142B
$2.62 Billion 0.28% of portfolio
37,725
Q2 2025 Added 9.2%
$40.8B
$2.52 Billion 0.27% of portfolio
29,977
Q2 2025 Added 3.75%
$394B
$2.55 Billion 0.27% of portfolio
13,723
Q2 2025 Added 1,130.76%
$59.9B
$2.26 Billion 0.24% of portfolio
6,910
Q2 2025 New
$467B
$2.21 Billion 0.24% of portfolio
20,533
Q2 2025 Added 8.97%
$563B
$2.27 Billion 0.24% of portfolio
6,400
Q2 2025 Reduced 8.41%
$124B
$2.23 Billion 0.24% of portfolio
852
Q2 2025 Reduced 6.06%
$73.6B
$2.03 Billion 0.22% of portfolio
20,604
Q2 2025 New
$162B
$2.01 Billion 0.22% of portfolio
16,250
Q2 2025 Reduced 4.78%
$1B
$1.92 Billion 0.21% of portfolio
210,592
Q2 2025 Reduced 12.66%
$258B
$2 Billion 0.21% of portfolio
14,069
Q2 2025 Added 21.32%
$55.8B
$1.81 Billion 0.2% of portfolio
9,016
Q2 2025 Reduced 2.58%
$250B
$1.83 Billion 0.2% of portfolio
6,698
Q2 2025 Reduced 4.46%
$94.5B
$1.84 Billion 0.2% of portfolio
4,200
Q2 2025 Reduced 7.24%
$1.11B
$1.73 Billion 0.19% of portfolio
30,858
Q2 2025 Added 16.43%
$25B
$1.74 Billion 0.19% of portfolio
7,238
Q2 2025 Reduced 2.68%

Summary

  • Portfolio
  • No. of Stocks 282
  • Current Value $930 Billion
  • Prior Value $733 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 43 stocks
  • Additional Purchases 119 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 105 stocks
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