Caliber Wealth Management, LLC / Ks Portfolio Holdings

Caliber Wealth Management, LLC / Ks

  • $929 Billion
  • Q4 2025

Caliber Wealth Management, LLC / Ks has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $929 Billion distributed in 260 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 $133B, American Centy ETF Tr Avantis with a value of $63.3B, Ishares Russell 1000 Gr ETF with a value of $33.6B, Vanguard Total Stock Market Et with a value of $29.6B, and Ishares Core U.S. Aggregate Bo with a value of $27B.

Examining the 13F form we can see an increase of $32.3B in the current position value, from $897B to 929B.

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 $929 Billion
ETFs: $680 Billion
Technology: $51.8 Billion
Financial Services: $30.7 Billion
Healthcare: $29 Billion
Communication Services: $24.8 Billion
Consumer Cyclical: $24.2 Billion
Industrials: $23.3 Billion
Consumer Defensive: $12.6 Billion
Other: $22.1 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$279B
$10.3 Billion 1.11% of portfolio
92,232
Q4 2025 Reduced 1.45%
$3.78T
$9.11 Billion 0.98% of portfolio
18,830
Q4 2025 Reduced 2.33%
$1.74T
$8.94 Billion 0.96% of portfolio
28,477
Q4 2025 Reduced 4.11%
$881B
$7.53 Billion 0.81% of portfolio
23,380
Q4 2025 Reduced 2.33%
$4.3T
$6.66 Billion 0.72% of portfolio
24,508
Q4 2025 Added 5.37%
$139B
$6.48 Billion 0.7% of portfolio
18,709
Q4 2025 Reduced 23.79%
$2.39T
$6.31 Billion 0.68% of portfolio
27,330
Q4 2025 Added 2.85%
$367B
$5.04 Billion 0.54% of portfolio
14,659
Q4 2025 Added 4.52%
$300B
$4.41 Billion 0.47% of portfolio
13,368
Q4 2025 Added 16.39%
$1.65T
$4.21 Billion 0.45% of portfolio
13,442
Q4 2025 Reduced 5.5%
$55.9B
$4.12 Billion 0.44% of portfolio
5,094
Q4 2025 Reduced 5.49%
$81.8B
$3.97 Billion 0.43% of portfolio
33,184
Q4 2025 Reduced 9.78%
$522B
$3.87 Billion 0.42% of portfolio
18,723
Q4 2025 Reduced 6.71%
$123B
$3.66 Billion 0.39% of portfolio
11,714
Q4 2025 Added 6.06%
$100B
$3.53 Billion 0.38% of portfolio
12,924
Q4 2025 Added 7.94%
$63.4B
$3.4 Billion 0.37% of portfolio
8,860
Q4 2025 Added 19.31%
$136B
$3.34 Billion 0.36% of portfolio
14,423
Q4 2025 Added 7.46%
$140B
$3.32 Billion 0.36% of portfolio
10,419
Q4 2025 Reduced 3.99%
$172B
$3.38 Billion 0.36% of portfolio
83,086
Q4 2025 Added 12.24%
$99.7B
$3.32 Billion 0.36% of portfolio
20,405
Q4 2025 Reduced 6.64%
$57.5B
$3.31 Billion 0.36% of portfolio
13,390
Q4 2025 Added 14.22%
$118B
$3.23 Billion 0.35% of portfolio
11,902
Q4 2025 Reduced 12.23%
$21.3B
$3.29 Billion 0.35% of portfolio
17,887
Q4 2025 Added 16.34%
$23.5B
$3.12 Billion 0.34% of portfolio
85,115
Q4 2025 Reduced 0.12%
$136B
$3.12 Billion 0.34% of portfolio
6,672
Q4 2025 Reduced 3.09%
$662B
$3.05 Billion 0.33% of portfolio
6,073
Q4 2025 Reduced 0.41%
$120B
$3.06 Billion 0.33% of portfolio
102,523
Q4 2025 Added 17.75%
$128B
$3.1 Billion 0.33% of portfolio
32,306
Q4 2025 Reduced 2.28%
$168B
$2.97 Billion 0.32% of portfolio
37,014
Q4 2025 Reduced 0.27%
$1.37T
$2.87 Billion 0.31% of portfolio
4,346
Q4 2025 Added 7.28%
$388B
$2.9 Billion 0.31% of portfolio
13,538
Q4 2025 Added 4.37%
$17B
$2.78 Billion 0.3% of portfolio
41,552
Q4 2025 Reduced 1.73%
$79.6B
$2.75 Billion 0.3% of portfolio
20,348
Q4 2025 Added 4.07%
$39.1B
$2.76 Billion 0.3% of portfolio
41,555
Q4 2025 Added 11.1%
$65.2B
$2.75 Billion 0.3% of portfolio
5,388
Q4 2025 Reduced 22.21%
$170B
$2.47 Billion 0.27% of portfolio
16,100
Q4 2025 Added 4.11%
$41B
$2.43 Billion 0.26% of portfolio
10,797
Q4 2025 Added 6.45%
$465B
$2.42 Billion 0.26% of portfolio
12,955
Q4 2025 Added 31.18%
$19.3B
$2.4 Billion 0.26% of portfolio
26,010
Q4 2025 New
$317B
$2.21 Billion 0.24% of portfolio
23,741
Q4 2025 New
$533B
$2.2 Billion 0.24% of portfolio
6,279
Q4 2025 Added 3.04%
$237B
$2.15 Billion 0.23% of portfolio
8,113
Q4 2025 Added 1.79%
$53.4B
$1.85 Billion 0.2% of portfolio
21,674
Q4 2025 Added 7.38%
$25.8B
$1.83 Billion 0.2% of portfolio
7,206
Q4 2025 Added 1.66%
$26.5B
$1.88 Billion 0.2% of portfolio
12,521
Q4 2025 Added 9.6%
$57.9B
$1.9 Billion 0.2% of portfolio
9,110
Q4 2025 Added 2.93%
$159B
$1.74 Billion 0.19% of portfolio
3,327
Q4 2025 Added 3.13%
$51.8B
$1.72 Billion 0.18% of portfolio
7,908
Q4 2025 Added 2.74%
$490B
$1.66 Billion 0.18% of portfolio
13,830
Q4 2025 Added 6.29%

Summary

  • Portfolio
  • No. of Stocks 260
  • Current Value $929 Billion
  • Prior Value $897 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 18 stocks
  • Additional Purchases 107 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 111 stocks
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