Caliber Wealth Management, LLC / KS
CIK 2067120
13F filing for Q2 2026・No. 2,519
- Holdings
- US$1.04B
- Quarter change
- +US$121.6M
- Entries
- 340
- Net bought (estimate)
- +US$21.49M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 44
- Sold out 14
- Cut 117
- Added 115
- Corporate actions 0
- Unchanged 24
Largest holdings
300 stocks worth US$1.04B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Cut | 217,143 | US$162.62M | 15.70% |
| AMERICAN CENTY ETF TRUS EQT ETF | Added | 628,777 | US$80.53M | 7.78% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 455,491 | US$35.12M | 3.39% |
| IWFISHARES TRRUS 1000 GRW ETF | CutSplit 4:1 | 271,447 | US$33.71M | 3.25% |
| ISHARES TRCORE US AGGBD ET | Added | 308,699 | US$30.55M | 2.95% |
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 77,814 | US$28.79M | 2.78% |
| AMERICAN CENTY ETF TRINTL EQT ETF | Added | 272,559 | US$24.31M | 2.35% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Cut | 34,333 | US$23.58M | 2.28% |
| ISHARES TRCORE S&P SCP ETF | Cut | 149,234 | US$22.13M | 2.14% |
| AMERICAN CENTY ETF TRAVANTIS EMGMKT | Added | 221,589 | US$21.38M | 2.06% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 22, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.