Caliber Wealth Management, LLC / KS
$1.0B 13F equity value
313 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Caliber Wealth Management, LLC / KS covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 217,143 | $163M | 15.7% |
| AVUS | AMERICAN CENTY ETF TR | 628,777 | $81M | 7.8% |
| IJH | ISHARES TR | 455,491 | $35M | 3.4% |
| IWF | ISHARES TR | 271,447 | $34M | 3.3% |
| AGG | ISHARES TR | 308,699 | $31M | 3.0% |
| VTI | VANGUARD INDEX FDS | 77,814 | $29M | 2.8% |
| AVDE | AMERICAN CENTY ETF TR | 272,559 | $24M | 2.4% |
| VOO | VANGUARD INDEX FDS | 34,333 | $24M | 2.3% |
| IJR | ISHARES TR | 149,234 | $22M | 2.1% |
| AVEM | AMERICAN CENTY ETF TR | 221,589 | $21M | 2.1% |
Track Caliber Wealth Management, LLC / KS's 13F portfolio: $1.0B in reported holdings, 313 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}