Calamos Wealth Management LLC Portfolio Holdings
Calamos Wealth Management LLC
- $2.73 Billion
- Q4 2025
Calamos Wealth Management LLC has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $2.73 Billion distributed in 470 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $211M, Nvidia Corp with a value of $179M, Ishares Core S&P 500 ETF with a value of $174M, Microsoft Corp with a value of $139M, and Ishares S&P 500 Growth ETF with a value of $135M.
Examining the 13F form we can see an increase of $106M in the current position value, from $2.63B to 2.73B.
Below you can find more details about Calamos Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.73 Billion
ETFs: $870 Million
Technology: $852 Million
Communication Services: $236 Million
Financial Services: $210 Million
Consumer Cyclical: $187 Million
Healthcare: $154 Million
Industrials: $79.7 Million
Consumer Defensive: $47.6 Million
Other: $98.6 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 470
- Current Value $2.73 Billion
- Prior Value $2.63 Billion
- Filing
- Period Q4 2025
- Filing Date January 28, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 63 stocks
- Additional Purchases 204 stocks
- Sold out of 0 stocks
- Reduced holdings in 143 stocks