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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$403B
$584 Million 0.08% of portfolio
4,179
Q1 2025 New
$0
$566 Million 0.08% of portfolio
2,919
Q1 2025 New
$0
$571 Million 0.08% of portfolio
49,250
Q1 2025 New
$84.7B
$617 Million 0.08% of portfolio
2,426
Q1 2025 New
$39.8B
$582 Million 0.08% of portfolio
4,226
Q1 2025 New
$781B
$584 Million 0.08% of portfolio
707
Q1 2025 New
$223B
$567 Million 0.08% of portfolio
2,280
Q1 2025 New
$0
$496 Million 0.07% of portfolio
4,560
Q1 2025 New
$0
$499 Million 0.07% of portfolio
9,057
Q1 2025 New
$73B
$547 Million 0.07% of portfolio
1,275
Q1 2025 New
$0
$484 Million 0.07% of portfolio
1,977
Q1 2025 New
$0
$524 Million 0.07% of portfolio
10,473
Q1 2025 New
$80.3B
$521 Million 0.07% of portfolio
2,188
Q1 2025 New
$535B
$478 Million 0.07% of portfolio
872
Q1 2025 New
$0
$518 Million 0.07% of portfolio
2,989
Q1 2025 New
$117B
$434 Million 0.06% of portfolio
4,485
Q1 2025 New
$0
$460 Million 0.06% of portfolio
4,500
Q1 2025 New
$244B
$420 Million 0.06% of portfolio
6,813
Q1 2025 New
$93.2B
$407 Million 0.06% of portfolio
1,165
Q1 2025 New
$0
$410 Million 0.06% of portfolio
757
Q1 2025 New
$310B
$413 Million 0.06% of portfolio
5,773
Q1 2025 New
$0
$432 Million 0.06% of portfolio
3,297
Q1 2025 New
$30.7B
$413 Million 0.06% of portfolio
4,166
Q1 2025 New
$0
$399 Million 0.05% of portfolio
11,429
Q1 2025 New
$169B
$359 Million 0.05% of portfolio
4,922
Q1 2025 New
$35.9B
$359 Million 0.05% of portfolio
1,482
Q1 2025 New
$0
$397 Million 0.05% of portfolio
5,232
Q1 2025 New
$449B
$362 Million 0.05% of portfolio
382
Q1 2025 New
$52.8B
$332 Million 0.05% of portfolio
5,390
Q1 2025 New
$0
$359 Million 0.05% of portfolio
15,637
Q1 2025 New
$0
$380 Million 0.05% of portfolio
11,750
Q1 2025 New
$4.85B
$394 Million 0.05% of portfolio
13,214
Q1 2025 New
$59.1B
$378 Million 0.05% of portfolio
12,126
Q1 2025 New
$0
$400 Million 0.05% of portfolio
16,694
Q1 2025 New
$0
$399 Million 0.05% of portfolio
5,115
Q1 2025 New
$2.22B
$394 Million 0.05% of portfolio
26,450
Q1 2025 New
$559M
$349 Million 0.05% of portfolio
8,857
Q1 2025 New
$0
$303 Million 0.04% of portfolio
2,156
Q1 2025 New
$17.9B
$277 Million 0.04% of portfolio
8,261
Q1 2025 New
$265B
$310 Million 0.04% of portfolio
1,851
Q1 2025 New
$75.7B
$280 Million 0.04% of portfolio
2,985
Q1 2025 New
$0
$278 Million 0.04% of portfolio
2,047
Q1 2025 New
$24.6B
$279 Million 0.04% of portfolio
5,100
Q1 2025 New
$85.7B
$308 Million 0.04% of portfolio
3,200
Q1 2025 New
$10.5B
$300 Million 0.04% of portfolio
3,856
Q1 2025 New
-
$261 Million 0.04% of portfolio
-
Q1 2025 New
$797M
$312 Million 0.04% of portfolio
55,751
Q1 2025 New
$27.3B
$257 Million 0.04% of portfolio
2,695
Q1 2025 New
$0
$280 Million 0.04% of portfolio
2,984
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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