Institutions / Calamos Wealth Management LLC
Calamos Wealth Management LLC
CIK 1455258 · Institution · as of Dec 31, 2025
Portfolio value
$2.89B
Positions
455
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 455 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $214.74M | 7.4% |
| NVIDIA Corp | $178.73M | 6.2% |
| iShares Tr | $176.73M | 6.1% |
| iShares Tr | $137.18M | 4.8% |
| Microsoft Corp | $132.58M | 4.6% |
| iShares Tr | $124.14M | 4.3% |
| Alphabet Inc. | $117.46M | 4.1% |
| Amazon.com Inc | $88.32M | 3.1% |
| Broadcom Inc. | $70.65M | 2.4% |
| iShares Tr | $65.81M | 2.3% |
| iShares Tr | $60.88M | 2.1% |
| Victory Portfolios II | $54.12M | 1.9% |
| Meta Platforms Inc | $44.52M | 1.5% |
| ELI LILLY & Co | $39.71M | 1.4% |
| SPDR S&P 500 ETF Tr | $38.22M | 1.3% |
| Fidelity Covington Trust | $35.35M | 1.2% |
| iShares Tr | $34.77M | 1.2% |
| Visa Inc | $32.15M | 1.1% |
| Walmart Inc. | $31.41M | 1.1% |
| Johnson & Johnson | $26.29M | 0.9% |
| Calamos ETF Tr | $25.51M | 0.9% |
| JPMorgan Chase & Co | $25.30M | 0.9% |
| Netflix Inc | $25.22M | 0.9% |
| Alphabet Inc. | $24.99M | 0.9% |
| Applied Materials Inc /De | $23.69M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.