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.
Stock Holdings Table Market Cap. of Under $50 Millions
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