Caliber Wealth Management, LLC / Ks Purchases in Q3 2025

Caliber Wealth Management, LLC / Ks

  • $897 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
22.3K
+ 14.41%
$620.67 - $670.08 $13.8M - $14.9M
177K $118B
AVUS
American Centy ETF Tr Avantis

ETFs
57.3K
+ 12.45%
$101.2 - $109.16 $5.8M - $6.26M
518K $56.3B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
42.7K
+ 12.84%
$62.09 - $66.51 $2.65M - $2.84M
376K $24.5B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.18K
+ 3.32%
$567.77 - $614.76 $668K - $724K
36.6K $22.4B
AVEM
American Centy ETF Tr Avantis

ETFs
11.4K
+ 5.67%
$68.33 - $75.41 $782K - $863K
213K $16B
PULS
Pgim ETF Tr

ETFs
37.2K
+ 24.78%
$49.58 - $49.83 $1.85M - $1.86M
188K $9.34B
IEFA
Ishares Tr

ETFs
12.5K
+ 6.99%
$81.7 - $87.53 $1.02M - $1.09M
191K $16.7B
AVUV
American Centy ETF Tr Avantis

ETFs
8.54K
+ 8.82%
$90.37 - $102.12 $772K - $872K
105K $10.5B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
13K
+ 5.17%
$97.75 - $100.75 $1.27M - $1.31M
265K $26.6B
AVDV
American Centy ETF Tr Avantis

ETFs
6.34K
+ 10.76%
$79.24 - $89.03 $503K - $565K
65.3K $5.81B
PAUG
Innovator U.S. Equity Power Bu

ETFs
19.2K
New
$40.45 - $42.49 $778K - $817K
19.2K $817M
ABBV
Abb Vie Inc.

Healthcare
553
+ 4.03%
$184.85 - $231.54 $102K - $128K
14.3K $3.31B
UNH
Unitedhealth Group Inc

Healthcare
1.13K
+ 10.87%
$237.77 - $353.61 $268K - $398K
11.5K $3.97B
BOCT
Innovator U.S. Equity Buffer E

ETFs
14.7K
New
$45.37 - $48.42 $666K - $711K
14.7K $711M
CMI
Cummins Inc

Industrials
16
+ 0.23%
$327.85 - $426.39 $5.25K - $6.82K
6.93K $2.93B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.39K
New
$393.18 - $439.39 $547K - $612K
1.39K $606M
BSEP
Innovator U.S. Equity Buffer E

ETFs
8.92K
New
$45.13 - $48.29 $403K - $431K
8.92K $431M
IEMG
Ishares Inc

ETFs
544
+ 0.87%
N/A
63.2K $4.17B
Blackrock ETF Trust
11.7K
New
N/A
11.7K $400M
XLG
Invesco Exchange Traded Fd Tr

ETFs
6.4K
+ 123.39%
$51.78 - $57.89 $331K - $370K
11.6K $666M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.25K
+ 19.7%
$108.97 - $121.65 $245K - $274K
13.7K $1.65B
Blackrock ETF Trust
8.69K
+ 54.33%
N/A
24.7K $935M
IOCT
Innovator Etfs Tr Intl Dev Pow
10.3K
New
N/A
10.3K $353M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.32K
+ 3.52%
$48.5 - $50.19 $210K - $217K
127K $6.37B
DVN
Devon Energy Corp

Energy
992
+ 1.18%
$31.75 - $36.99 $31.5K - $36.7K
85.2K $2.99B
MDT
Medtronic PLC

Healthcare
299
+ 0.91%
$87.67 - $95.74 $26.2K - $28.6K
33.1K $3.15B
Lam Research Corp
1.91K
New
N/A
1.91K $256M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.98K
+ 15.54%
$72.65 - $78.68 $144K - $156K
14.7K $1.15B
GS
Goldman Sachs Group Inc

Financial Services
277
New
$696.56 - $806.32 $193K - $223K
277 $221M
NEM
Newmont Corp

Basic Materials
2.62K
New
$57.35 - $85.25 $150K - $223K
2.62K $221M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.3K
New
$49.09 - $50.58 $211K - $218K
4.3K $217M
American Healthcare Reit Inc
5.06K
New
N/A
5.06K $212M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.08K
New
$63.41 - $69.69 $195K - $214K
3.08K $211M
IAU
Ishares Gold Trust

ETFs
2.82K
New
$61.62 - $72.77 $174K - $205K
2.82K $205M
Innovator Etfs Trust
9.76K
New
N/A
9.76K $204M
Innovator Etfs Trust
6.97K
New
N/A
6.97K $200M
QUAL
Ishares Msci Usa Quality Facto

ETFs
198
+ 2.38%
$182.33 - $194.5 $36.1K - $38.5K
8.52K $1.66B
VZ
Verizon Communications Inc

Communication Services
1.59K
+ 2.19%
$40.84 - $45.06 $64.8K - $71.5K
74K $3.25B
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
714
+ 3.51%
$41.34 - $45.65 $29.5K - $32.6K
21.1K $950M
OEF
Ishares S&P 100 ETF

ETFs
200
+ 13.88%
N/A
1.64K $546M
UNP
Union Pacific Corp

Industrials
33
+ 0.25%
$214.91 - $237.16 $7.09K - $7.83K
13.4K $3.17B
Blackrock ETF Trust Ii
1.71K
+ 40.29%
N/A
5.97K $294M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
558
+ 1.69%
$76.16 - $78.59 $42.5K - $43.9K
33.6K $2.63B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
171
+ 1.23%
$87.05 - $93.19 $14.9K - $15.9K
14.1K $1.31B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
622
+ 24.03%
$98.52 - $103.93 $61.3K - $64.6K
3.21K $331M
CRM
Salesforce, Inc.

Technology
1.27K
+ 18.99%
$231.66 - $273.65 $295K - $348K
7.97K $1.89B
VEA
Vanguard Ftse Developed Market

ETFs
643
+ 15.81%
$56.02 - $60.3 $36K - $38.8K
4.71K $282M
HPQ
Hp Inc

Technology
825
+ 9.41%
$24.45 - $29.35 $20.2K - $24.2K
9.59K $261M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.68K
+ 5.75%
$24.11 - $24.94 $40.4K - $41.8K
30.8K $768M
Activity Summary
Buys All Purchases 73 New Holdings 15 Increased Positions 58 Sells All Sells 166 Reductions 166 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Caliber Wealth Management, LLC / Ks Portfolio

Follow Caliber Wealth Management, LLC / Ks and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Caliber Wealth Management, LLC / Ks, based on Form 13F filings with the SEC.

News

Stay updated on Caliber Wealth Management, LLC / Ks with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email