Institutions / Caliber Wealth Management, LLC / Ks
Caliber Wealth Management, LLC / Ks
CIK 2067120 · Institution · as of Dec 31, 2025
Portfolio value
$929.30M
Positions
260
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 260 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $133.24M | 14.3% |
| American Centy ETF Tr | $63.25M | 6.8% |
| iShares Tr | $33.63M | 3.6% |
| Vanguard Index Fds | $29.61M | 3.2% |
| iShares Tr | $27.00M | 2.9% |
| iShares Tr | $26.92M | 2.9% |
| Vanguard Index Fds | $23.13M | 2.5% |
| American Centy ETF Tr | $22.30M | 2.4% |
| Innovator Etfs Trust | $21.84M | 2.3% |
| iShares Silver Tr | $20.98M | 2.3% |
| iShares Tr | $18.63M | 2.0% |
| iShares Tr | $18.40M | 2.0% |
| American Centy ETF Tr | $17.15M | 1.8% |
| Invesco Qqq Tr | $15.90M | 1.7% |
| Select Sector SPDR Tr | $11.84M | 1.3% |
| PGIM ETF Tr | $11.61M | 1.2% |
| American Centy ETF Tr | $11.48M | 1.2% |
| Walmart Inc. | $10.28M | 1.1% |
| Dimensional ETF Trust | $9.82M | 1.1% |
| Microsoft Corp | $9.11M | 1.0% |
| Vanguard Index Fds | $9.06M | 1.0% |
| SPDR S&P 500 ETF Tr | $9.03M | 1.0% |
| Alphabet Inc. | $8.94M | 1.0% |
| JPMorgan Chase & Co | $7.53M | 0.8% |
| Apple Inc. | $6.66M | 0.7% |
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.