Institutional Fund
Caliber Wealth Management, LLC / Ks
Overland Park, KSCIK 20671205 filings on record
Portfolio Value
$913.91M
Q1 2026
Holdings
270
Reported positions
New Buys
22
Opened this quarter
QoQ Change
-1.7%
from $929.30M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr15.6%
- American Centy ETF Tr7.4%
- Ishares Tr3.3%
- Ishares Tr3.2%
- Ishares Tr3.2%
- Vanguard Index Fds2.8%
- Other64.5%
Portfolio Holdings
270 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 218.4K | $142.68M | 15.6% | +23.9K | Added |
| 2 | American Centy ETF Tr | 605.4K | $67.31M | 7.4% | +39.6K | Added |
| 3 | Ishares Tr | 304.3K | $30.21M | 3.3% | +34.0K | Added |
| 4 | Ishares Tr | 437.3K | $29.53M | 3.2% | +29.4K | Added |
| 5 | Ishares Tr | 69.0K | $29.40M | 3.2% | −2.1K | Reduced |
| 6 | Vanguard Index Fds | 79.8K | $25.59M | 2.8% | −8.5K | Reduced |
| 7 | American Centy ETF Tr | 269.9K | $22.90M | 2.5% | −1.0K | Reduced |
| 8 | Vanguard Index Fds | 35.2K | $21.03M | 2.3% | −1.7K | Reduced |
| 9 | Ishares Tr | 151.3K | $18.81M | 2.1% | −1.8K | Reduced |
| 10 | Ishares Tr | 204.1K | $18.47M | 2.0% | −4.2K | Reduced |
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