Calamos Wealth Management LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.63 Billion distributed in 432 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $200M, Ishares Core S&P 500 ETF with a value of $173M, Nvidia Corp with a value of $167M, Microsoft Corp with a value of $138M, and Ishares S&P 500 Growth ETF with a value of $134M.

Examining the 13F form we can see an increase of $355M in the current position value, from $2.27B to 2.63B.

Below you can find more details about Calamos Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.63 Billion
ETFs: $856 Million
Technology: $746 Million
Communication Services: $249 Million
Financial Services: $228 Million
Consumer Cyclical: $195 Million
Healthcare: $123 Million
Industrials: $83.4 Million
Consumer Defensive: $46.2 Million
Other: $100 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 432
  • Current Value $2.63 Billion
  • Prior Value $2.27 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 96 stocks
  • Additional Purchases 197 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 97 stocks
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