Caliber Wealth Management, LLC / Ks Portfolio Holdings

Caliber Wealth Management, LLC / Ks

  • $897 Billion
  • Q3 2025

Caliber Wealth Management, LLC / Ks has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $897 Billion distributed in 250 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 $118B, American Centy ETF Tr Avantis with a value of $56.3B, Ishares Russell 1000 Gr ETF with a value of $34B, Vanguard Total Stock Market Et with a value of $32.3B, and Ishares Core U.S. Aggregate Bo with a value of $26.6B.

Examining the 13F form we can see an decrease of $33.2B in the current position value, from $930B to 897B.

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 $897 Billion
ETFs: $659 Billion
Technology: $52.6 Billion
Financial Services: $27.2 Billion
Healthcare: $26.4 Billion
Industrials: $25 Billion
Consumer Cyclical: $23.7 Billion
Communication Services: $21.7 Billion
Consumer Defensive: $12 Billion
Other: $22.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$118 Billion 13.2% of portfolio
176,946
Q3 2025 Added 14.41%
$0
$56.3 Billion 6.27% of portfolio
517,611
Q3 2025 Added 12.45%
$0
$34 Billion 3.79% of portfolio
72,590
Q3 2025 Reduced 5.37%
$0
$32.3 Billion 3.6% of portfolio
98,314
Q3 2025 Reduced 18.29%
$0
$26.6 Billion 2.96% of portfolio
265,103
Q3 2025 Added 5.17%
$0
$24.5 Billion 2.73% of portfolio
375,530
Q3 2025 Added 12.84%
$0
$22.4 Billion 2.5% of portfolio
36,611
Q3 2025 Added 3.32%
Innovator Etfs Trust
-
$21.5 Billion 2.4% of portfolio
-
Q3 2025 Reduced 0.12%
$0
$21.4 Billion 2.38% of portfolio
270,761
Q3 2025 Reduced 2.55%
$0
$18.6 Billion 2.07% of portfolio
156,250
Q3 2025 Reduced 2.05%
$0
$16.7 Billion 1.86% of portfolio
191,116
Q3 2025 Added 6.99%
$0
$16.2 Billion 1.8% of portfolio
26,958
Q3 2025 Reduced 8.22%
$0
$16 Billion 1.78% of portfolio
213,173
Q3 2025 Added 5.67%
$24.4B
$14.4 Billion 1.6% of portfolio
339,724
Q3 2025 Reduced 2.04%
$0
$12.4 Billion 1.38% of portfolio
43,880
Q3 2025 Reduced 5.48%
$0
$11.5 Billion 1.28% of portfolio
39,155
Q3 2025 Reduced 16.02%
$3.79T
$9.99 Billion 1.11% of portfolio
19,279
Q3 2025 Reduced 80.88%
$0
$9.67 Billion 1.08% of portfolio
14,520
Q3 2025 Reduced 19.27%
$281B
$9.65 Billion 1.08% of portfolio
93,587
Q3 2025 Reduced 15.06%
$0
$9.34 Billion 1.04% of portfolio
187,526
Q3 2025 Added 24.78%
$0
$9.2 Billion 1.03% of portfolio
199,430
Q3 2025 Reduced 1.97%
$143B
$8.1 Billion 0.9% of portfolio
24,548
Q3 2025 Reduced 17.62%
$926B
$7.55 Billion 0.84% of portfolio
23,937
Q3 2025 Reduced 11.11%
$0
$7.23 Billion 0.81% of portfolio
83,068
Q3 2025 Reduced 34.46%
$1.78T
$7.23 Billion 0.81% of portfolio
29,698
Q3 2025 Reduced 16.74%
$0
$7.01 Billion 0.78% of portfolio
65,856
Q3 2025 Reduced 4.06%
$0
$6.37 Billion 0.71% of portfolio
127,152
Q3 2025 Added 3.52%
$0
$6.27 Billion 0.7% of portfolio
84,270
Q3 2025 Reduced 33.46%
$4.42T
$5.92 Billion 0.66% of portfolio
23,258
Q3 2025 Reduced 63.26%
$2.54T
$5.83 Billion 0.65% of portfolio
26,573
Q3 2025 Reduced 17.51%
$0
$5.81 Billion 0.65% of portfolio
65,308
Q3 2025 Added 10.76%
$0
$5.77 Billion 0.64% of portfolio
27,932
Q3 2025 Reduced 6.49%
$383B
$5.68 Billion 0.63% of portfolio
14,025
Q3 2025 Reduced 17.06%
$59.3B
$5.15 Billion 0.57% of portfolio
5,390
Q3 2025 Reduced 3.56%
$0
$4.96 Billion 0.55% of portfolio
52,139
Q3 2025 Reduced 1.8%
$0
$4.81 Billion 0.54% of portfolio
10,025
Q3 2025 Reduced 8.95%
$0
$4.65 Billion 0.52% of portfolio
100,492
Q3 2025 Reduced 32.46%
$0
$4.6 Billion 0.51% of portfolio
89,796
Q3 2025 Reduced 1.04%
$131B
$4.38 Billion 0.49% of portfolio
12,312
Q3 2025 Reduced 0.77%
$0
$4.43 Billion 0.49% of portfolio
60,327
Q3 2025 Reduced 6.98%
$0
$4.32 Billion 0.48% of portfolio
158,322
Q3 2025 Reduced 12.15%
$99.8B
$4.21 Billion 0.47% of portfolio
21,857
Q3 2025 Reduced 10.46%
$0
$4.17 Billion 0.46% of portfolio
63,227
Q3 2025 Added 0.87%
$147B
$4.06 Billion 0.45% of portfolio
10,852
Q3 2025 Reduced 6.26%
$84B
$4.04 Billion 0.45% of portfolio
36,781
Q3 2025 Reduced 6.0%
$306B
$3.97 Billion 0.44% of portfolio
11,486
Q3 2025 Added 10.87%
$507B
$3.72 Billion 0.41% of portfolio
20,069
Q3 2025 Reduced 2.21%
$0
$3.66 Billion 0.41% of portfolio
36,382
Q3 2025 Reduced 16.2%
$0
$3.46 Billion 0.39% of portfolio
80,760
Q3 2025 Reduced 33.98%

Summary

  • Portfolio
  • No. of Stocks 250
  • Current Value $897 Billion
  • Prior Value $930 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 166 stocks
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