Caliber Wealth Management, LLC / Ks Portfolio Holdings

Caliber Wealth Management, LLC / Ks

  • $733 Billion
  • Q1 2025

Caliber Wealth Management, LLC / Ks has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $733 Billion distributed in 254 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 $74.3B, American Centy ETF Tr Avantis with a value of $37.2B, Vanguard Total Stock Market Et with a value of $36.5B, Microsoft Corp with a value of $36.1B, and American Centy ETF Tr Avantis with a value of $18B.

Examining the 13F form we can see an increase of $733B in the current position value.

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 $733 Billion
ETFs: $491 Billion
Technology: $78.1 Billion
Financial Services: $31.7 Billion
Healthcare: $25.3 Billion
Consumer Cyclical: $24.8 Billion
Communication Services: $23.5 Billion
Industrials: $20.3 Billion
Consumer Defensive: $13.9 Billion
Other: $24 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$310 Million 0.04% of portfolio
6,853
Q1 2025 New
$0
$308 Million 0.04% of portfolio
5,536
Q1 2025 New
$0
$205 Million 0.03% of portfolio
4,041
Q1 2025 New
$0
$223 Million 0.03% of portfolio
3,747
Q1 2025 New
$0
$233 Million 0.03% of portfolio
1,597
Q1 2025 New
$0
$241 Million 0.03% of portfolio
2,577
Q1 2025 New
$0
$250 Million 0.03% of portfolio
9,994
Q1 2025 New
$0
$231 Million 0.03% of portfolio
9,987
Q1 2025 New
$0
$253 Million 0.03% of portfolio
5,610
Q1 2025 New
$0
$204 Million 0.03% of portfolio
8,406
Q1 2025 New
$0
$206 Million 0.03% of portfolio
6,644
Q1 2025 New
$0
$256 Million 0.03% of portfolio
3,186
Q1 2025 New
$0
$214 Million 0.03% of portfolio
6,439
Q1 2025 New
$0
$213 Million 0.03% of portfolio
5,970
Q1 2025 New
$0
$255 Million 0.03% of portfolio
6,671
Q1 2025 New
$0
$200 Million 0.03% of portfolio
2,017
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 254
  • Current Value $733 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 254 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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