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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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