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 Market Cap. of $200 Billions or more
