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 Market Cap. of $10 Billions to $200 Billions
