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.

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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$96 Billion 10.32% of portfolio
154,664
Q2 2025 Added 17.02%
$0
$46.4 Billion 4.99% of portfolio
460,285
Q2 2025 Added 14.24%
$0
$36.6 Billion 3.93% of portfolio
120,319
Q2 2025 Reduced 9.35%
$0
$32.6 Billion 3.5% of portfolio
76,709
Q2 2025 Added 739.91%
$0
$25 Billion 2.69% of portfolio
252,082
Q2 2025 Added 140.24%
$0
$20.6 Billion 2.22% of portfolio
332,807
Q2 2025 Added 12.07%
$0
$20.6 Billion 2.21% of portfolio
277,860
Q2 2025 Added 2.44%
$0
$20.1 Billion 2.16% of portfolio
35,434
Q2 2025 Added 15.41%
$0
$17.4 Billion 1.87% of portfolio
159,520
Q2 2025 Added 235.7%
$0
$16.2 Billion 1.74% of portfolio
29,374
Q2 2025 Reduced 1.18%
$0
$14.9 Billion 1.6% of portfolio
178,625
Q2 2025 Added 6.63%
$0
$13.8 Billion 1.49% of portfolio
201,730
Q2 2025 Added 14.45%
$0
$13 Billion 1.4% of portfolio
46,626
Q2 2025 Reduced 5.93%
$0
$11.8 Billion 1.26% of portfolio
46,423
Q2 2025 Reduced 2.99%
$18B
$11.4 Billion 1.22% of portfolio
346,785
Q2 2025 Reduced 8.1%
$0
$11.1 Billion 1.19% of portfolio
17,985
Q2 2025 Reduced 11.61%
$0
$9.32 Billion 1.0% of portfolio
126,644
Q2 2025 Reduced 5.55%
$0
$8.82 Billion 0.95% of portfolio
96,848
Q2 2025 Added 12.51%
$0
$8.71 Billion 0.94% of portfolio
203,429
Q2 2025 New
$0
$7.48 Billion 0.8% of portfolio
150,280
Q2 2025 Added 18.17%
$0
$7.17 Billion 0.77% of portfolio
68,640
Q2 2025 Added 1.95%
$0
$6.65 Billion 0.71% of portfolio
148,785
Q2 2025 Reduced 5.09%
$0
$6.02 Billion 0.65% of portfolio
122,830
Q2 2025 Reduced 6.44%
$0
$5.84 Billion 0.63% of portfolio
29,872
Q2 2025 Added 11.45%
$0
$4.98 Billion 0.54% of portfolio
53,095
Q2 2025 Added 1.67%
$0
$4.95 Billion 0.53% of portfolio
122,335
Q2 2025 Reduced 6.4%
$0
$4.83 Billion 0.52% of portfolio
11,010
Q2 2025 Added 3.11%
$0
$4.78 Billion 0.51% of portfolio
180,215
Q2 2025 Reduced 1.33%
$0
$4.64 Billion 0.5% of portfolio
90,742
Q2 2025 Added 0.25%
$0
$4.67 Billion 0.5% of portfolio
58,966
Q2 2025 Added 13.67%
$0
$4.48 Billion 0.48% of portfolio
64,852
Q2 2025 Added 2.88%
$0
$4.37 Billion 0.47% of portfolio
43,416
Q2 2025 Added 7.47%
$106B
$3.78 Billion 0.41% of portfolio
12,408
Q2 2025 Reduced 4.94%
$0
$3.76 Billion 0.4% of portfolio
62,683
Q2 2025 Added 10.55%
$0
$3.75 Billion 0.4% of portfolio
55,858
Q2 2025 Reduced 14.05%
$0
$3.38 Billion 0.36% of portfolio
17,425
Q2 2025 Added 2.13%
$0
$3.3 Billion 0.36% of portfolio
21,965
Q2 2025 Reduced 4.84%
$0
$3.28 Billion 0.35% of portfolio
66,568
Q2 2025 Reduced 1.27%
$0
$3.14 Billion 0.34% of portfolio
39,091
Q2 2025 Reduced 1.75%
$0
$2.88 Billion 0.31% of portfolio
67,570
Q2 2025 Reduced 10.02%
$0
$2.87 Billion 0.31% of portfolio
30,325
Q2 2025 Reduced 1.47%
$0
$2.56 Billion 0.28% of portfolio
33,083
Q2 2025 Reduced 0.82%
$0
$2.52 Billion 0.27% of portfolio
10,506
Q2 2025 Reduced 6.59%
$0
$2.54 Billion 0.27% of portfolio
27,592
Q2 2025 Reduced 12.23%
$0
$2.41 Billion 0.26% of portfolio
4,258
Q2 2025 Reduced 7.6%
$0
$2.3 Billion 0.25% of portfolio
20,998
Q2 2025 Reduced 0.59%
$0
$1.97 Billion 0.21% of portfolio
11,309
Q2 2025 Reduced 22.23%
$0
$1.99 Billion 0.21% of portfolio
46,614
Q2 2025 Reduced 11.28%
$0
$1.94 Billion 0.21% of portfolio
25,541
Q2 2025 Reduced 0.24%

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
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