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 Market Cap. of $10 Billions to $200 Billions
