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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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