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 Market Cap. of $10 Billions to $200 Billions
