Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Caliber Wealth Management, Llc / Ks

Latest statistics and disclosures from Caliber Wealth Management, Llc / Ks's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, AVUS, IWF, VTI, AGG, and represent 30.86% of Caliber Wealth Management, Llc / Ks's stock portfolio.
Added to shares of these 10 stocks: IVV (+$12M), XLK (+$5.5M), AVUS (+$5.4M), SGOV, ETR, PULS, WFC, IJH, IEFA, ZJAN.
Started 18 new stock positions in CPAG, ANET, PRMB, ETR, SYF, NFLX, INTU, VYM, ZJAN, FBND. TMO, CVS, DDFO, WFC, AMAT, CTSH, AKAM, GLDM.
Reduced shares in these 10 stocks: DLN, VTI, BND, FVD, VO, PEG, AVGO, SPDW, SLV, SPY.
Sold out of its positions in FTNT, HPQ, MMIT, IDV, PG, SO, UBER, VOOG.
Caliber Wealth Management, Llc / Ks was a net buyer of stock by $16M.
Caliber Wealth Management, Llc / Ks has $929M in assets under management (AUM), dropping by 3.60%.
Central Index Key (CIK): 0002067120

Tip: Access up to 7 years of quarterly data

Positions held by Caliber Wealth Management, Llc / Ks consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Caliber Wealth Management, Llc / Ks

Caliber Wealth Management, Llc / Ks holds 260 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	14.3	$133M	+9%	195k	684.94	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	6.8	$63M	+9%	566k	111.78	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.6	$34M	-2%	71k	473.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.2	$30M	-10%	88k	335.27	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.9	$27M		270k	99.88	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.9	$27M	+8%	408k	66.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.5	$23M		37k	627.14	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.4	$22M		271k	82.32	View chart
Innovator Etfs Trust Equity Defined P (ZMAR)	2.3	$22M		794k	27.49	View chart
Ishares Silver Tr Ishares (SLV)	2.3	$21M	-4%	326k	64.42	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.0	$19M	+8%	208k	89.46	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.0	$18M		153k	120.18	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.8	$17M	+4%	223k	77.02	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.7	$16M	-3%	26k	614.30	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.3	$12M	+87%	82k	143.97	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.2	$12M	+24%	234k	49.59	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.2	$12M	+6%	113k	101.98	View chart
Wal-Mart Stores (WMT)	1.1	$10M		92k	111.41	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.1	$9.8M		197k	49.90	View chart
Microsoft Corporation (MSFT)	1.0	$9.1M	-2%	19k	483.63	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.0	$9.1M	-20%	31k	290.22	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$9.0M	-8%	13k	681.92	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$8.9M	-4%	29k	313.80	View chart
JPMorgan Chase & Co. (JPM)	0.8	$7.5M	-2%	23k	322.22	View chart
Apple (AAPL)	0.7	$6.7M	+5%	25k	271.86	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$6.6M	-6%	61k	107.11	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.7	$6.5M	+6%	69k	93.97	View chart
Broadcom (AVGO)	0.7	$6.5M	-23%	19k	346.09	View chart
Amazon (AMZN)	0.7	$6.3M	+2%	27k	230.82	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.7	$6.3M	-2%	125k	50.29	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.7	$6.1M	+67%	61k	100.38	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$5.8M	-2%	27k	212.07	View chart
Home Depot (HD)	0.5	$5.0M	+4%	15k	344.09	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$5.0M	+2%	10k	487.87	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$4.9M		52k	94.16	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$4.8M		12k	396.31	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.5	$4.6M		90k	51.10	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$4.5M	+6%	67k	67.22	View chart
UnitedHealth (UNH)	0.5	$4.4M	+16%	13k	330.12	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$4.2M	-5%	13k	313.00	View chart
United Rentals (URI)	0.4	$4.1M	-5%	5.1k	809.30	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$4.1M	-10%	54k	75.44	View chart
Johnson Ctls Intl SHS (JCI)	0.4	$4.0M	-9%	33k	119.75	View chart
Johnson & Johnson (JNJ)	0.4	$3.9M	-6%	19k	206.95	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$3.9M	-11%	140k	27.43	View chart
Chubb (CB)	0.4	$3.7M	+6%	12k	312.11	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$3.6M	+3%	17k	210.34	View chart
Cme (CME)	0.4	$3.5M	+7%	13k	273.08	View chart
Abbvie (ABBV)	0.4	$3.4M	+4%	15k	228.50	View chart
Motorola Solutions Com New (MSI)	0.4	$3.4M	+19%	8.9k	383.31	View chart
Verizon Communications (VZ)	0.4	$3.4M	+12%	83k	40.73	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.4	$3.4M	-3%	20k	167.94	View chart
Union Pacific Corporation (UNP)	0.4	$3.3M	+7%	14k	231.33	View chart
Eaton Corp SHS (ETN)	0.4	$3.3M	-3%	10k	318.52	View chart
Marathon Petroleum Corp (MPC)	0.4	$3.3M	-6%	20k	162.63	View chart
Air Products & Chemicals (APD)	0.4	$3.3M	+14%	13k	247.02	View chart
Darden Restaurants (DRI)	0.4	$3.3M	+16%	18k	184.02	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.4	$3.3M	-55%	37k	88.08	View chart
Analog Devices (ADI)	0.3	$3.2M	-12%	12k	271.21	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$3.2M	-48%	43k	74.07	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.3	$3.1M	-4%	64k	49.14	View chart
Devon Energy Corporation (DVN)	0.3	$3.1M		85k	36.63	View chart
Hca Holdings (HCA)	0.3	$3.1M	-3%	6.7k	466.88	View chart
Medtronic SHS (MDT)	0.3	$3.1M	-2%	32k	96.06	View chart
Comcast Corp Cl A (CMCSA)	0.3	$3.1M	+17%	103k	29.89	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$3.1M		6.1k	502.65	View chart
Nextera Energy (NEE)	0.3	$3.0M		37k	80.28	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$2.9M	+8%	48k	60.81	View chart
Advanced Micro Devices (AMD)	0.3	$2.9M	+4%	14k	214.16	View chart
Meta Platforms Cl A (META)	0.3	$2.9M	+7%	4.3k	660.17	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$2.9M	-3%	28k	102.54	View chart
Best Buy (BBY)	0.3	$2.8M		42k	66.93	View chart
Fidelity National Information Services (FIS)	0.3	$2.8M	+11%	42k	66.46	View chart
Cummins (CMI)	0.3	$2.8M	-22%	5.4k	510.41	View chart
Amphenol Corp Cl A (APH)	0.3	$2.7M	+4%	20k	135.14	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$2.6M		34k	77.88	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.3	$2.6M	-7%	32k	79.84	View chart
TJX Companies (TJX)	0.3	$2.5M	+4%	16k	153.61	View chart
Iqvia Holdings (IQV)	0.3	$2.4M	+6%	11k	225.41	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$2.4M		9.7k	250.31	View chart
NVIDIA Corporation (NVDA)	0.3	$2.4M	+31%	13k	186.51	View chart
Entergy Corporation (ETR)	0.3	$2.4M	NEW	26k	92.43	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$2.3M	-50%	49k	46.08	View chart
Ge Vernova (GEV)	0.2	$2.3M	+8%	3.5k	653.53	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$2.2M	-16%	30k	73.56	View chart
Wells Fargo & Company (WFC)	0.2	$2.2M	NEW	24k	93.20	View chart
Visa Com Cl A (V)	0.2	$2.2M	+3%	6.3k	350.69	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$2.2M	-11%	49k	44.50	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$2.2M		21k	105.69	View chart
salesforce (CRM)	0.2	$2.1M		8.1k	264.91	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$2.1M		15k	136.73	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.2	$2.0M		25k	82.34	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$2.0M	-20%	3.3k	603.23	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$2.0M		50k	39.59	View chart
Allstate Corporation (ALL)	0.2	$1.9M	+2%	9.1k	208.15	View chart
Diamondback Energy (FANG)	0.2	$1.9M	+9%	13k	150.33	View chart
Edwards Lifesciences (EW)	0.2	$1.8M	+7%	22k	85.25	View chart
Steris Shs Usd (STE)	0.2	$1.8M		7.2k	253.52	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$1.8M	+6%	15k	123.26	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$1.8M		12k	148.98	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$1.7M	-51%	39k	44.41	View chart
S&p Global (SPGI)	0.2	$1.7M	+3%	3.3k	522.64	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.7M	-3%	12k	148.69	View chart
Nxp Semiconductors N V (NXPI)	0.2	$1.7M	+2%	7.9k	217.06	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.7M	+6%	14k	120.34	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$1.7M	+6%	23k	71.41	View chart
Trane Technologies SHS (TT)	0.2	$1.6M	+2%	4.2k	389.24	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.6M	-13%	6.4k	246.17	View chart
Masco Corporation (MAS)	0.2	$1.6M	-4%	25k	63.46	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$1.6M	-13%	16k	96.27	View chart
Agnico (AEM)	0.2	$1.6M		9.2k	169.53	View chart
Cadence Design Systems (CDNS)	0.2	$1.5M	+3%	4.9k	312.58	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$1.5M	-9%	33k	46.86	View chart
Spdr Series Trust State Street Spd (LGLV)	0.2	$1.5M	-8%	8.7k	175.56	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.2	$1.5M		16k	92.25	View chart
Ishares Tr Morningstar Valu (ILCV)	0.2	$1.5M		16k	94.36	View chart
Synopsys (SNPS)	0.2	$1.5M	+4%	3.2k	469.72	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$1.5M		14k	105.00	View chart
Dex (DXCM)	0.2	$1.4M	+12%	21k	66.37	View chart
Tesla Motors (TSLA)	0.2	$1.4M	+73%	3.1k	449.72	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$1.4M		14k	95.09	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.3M	-22%	6.6k	198.61	View chart
Chipotle Mexican Grill (CMG)	0.1	$1.3M	+13%	35k	37.00	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.2M		11k	113.92	View chart
MercadoLibre (MELI)	0.1	$1.2M		587.00	2014.26	View chart
Barings Bdc (BBDC)	0.1	$1.1M	-20%	122k	9.18	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$1.1M	-6%	14k	80.22	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.1M		14k	79.73	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$1.1M	+15%	28k	38.56	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$1.1M		28k	37.40	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.0M	-6%	5.7k	183.40	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.1	$1.0M	-25%	27k	38.33	View chart
Innovator Etfs Trust Equity 1yr Janua (ZJAN)	0.1	$1.0M	NEW	37k	27.36	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$968k		21k	45.98	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$966k	-2%	21k	46.54	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$917k	+55%	4.8k	191.56	View chart
Ishares Tr Esg Select Scre (XJH)	0.1	$911k		20k	44.65	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$896k	-18%	8.7k	103.56	View chart
Fiserv (FI)	0.1	$864k	+16%	13k	67.17	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$850k		6.3k	134.33	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$832k		19k	43.25	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$798k	-17%	9.0k	88.49	View chart
Caterpillar (CAT)	0.1	$787k	+145%	1.4k	572.87	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$782k	+5%	16k	50.59	View chart
Spdr Series Trust State Street Spd (HYMB)	0.1	$757k		30k	24.94	View chart
Bank of America Corporation (BAC)	0.1	$740k	-9%	14k	55.00	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$740k	+10%	7.7k	96.16	View chart
Metropcs Communications (TMUS)	0.1	$738k	+5%	3.6k	203.03	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.1	$726k		15k	49.42	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$711k	+3%	14k	50.01	View chart
Boston Scientific Corporation (BSX)	0.1	$701k	+5%	7.4k	95.35	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$699k		3.2k	219.76	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$684k		12k	59.28	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$683k	-7%	13k	54.77	View chart
Merck & Co (MRK)	0.1	$661k	-18%	6.3k	105.26	View chart
Cardinal Health (CAH)	0.1	$658k		3.2k	205.48	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$653k	+15%	1.9k	342.95	View chart
Cisco Systems (CSCO)	0.1	$642k	-8%	8.3k	77.03	View chart
Eli Lilly & Co. (LLY)	0.1	$634k	+19%	590.00	1074.68	View chart
Pinterest Cl A (PINS)	0.1	$604k	+8%	23k	25.89	View chart
Walt Disney Company (DIS)	0.1	$602k	+24%	5.3k	113.77	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$591k	-3%	12k	47.85	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.1	$585k		4.5k	130.08	View chart
Kimbell Rty Partners Unit (KRP)	0.1	$584k	-4%	50k	11.76	View chart
Oracle Corporation (ORCL)	0.1	$577k	-15%	3.0k	194.89	View chart
Costco Wholesale Corporation (COST)	0.1	$577k	+2%	669.00	862.45	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$571k	-28%	12k	48.32	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$563k		747.00	753.91	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$560k	+9%	3.6k	155.13	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$505k	+18%	10k	49.86	View chart
Cognex Corporation (CGNX)	0.1	$499k	-7%	14k	35.98	View chart
RBB F/m Compoundr Us (CPAG)	0.1	$499k	NEW	4.9k	102.21	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$495k		6.8k	72.69	View chart
Southwest Airlines (LUV)	0.1	$493k		12k	41.33	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$484k		11k	44.17	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$483k	-2%	1.7k	279.18	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.1	$480k		13k	36.63	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$473k		20k	23.65	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$472k	-20%	1.8k	257.91	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$469k		8.2k	57.46	View chart
Mastercard Incorporated Cl A (MA)	0.0	$464k	-6%	813.00	570.89	View chart
International Business Machines (IBM)	0.0	$463k	+9%	1.6k	296.26	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$454k		3.3k	139.16	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.0	$440k		8.9k	49.25	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.0	$433k	+49%	8.9k	48.68	View chart
McDonald's Corporation (MCD)	0.0	$433k	-13%	1.4k	305.67	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.0	$423k	+8%	13k	33.30	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$423k	+3%	2.1k	199.69	View chart
Commerce Bancshares (CBSH)	0.0	$422k	+4%	8.1k	52.34	View chart
Lauder Estee Cos Cl A (EL)	0.0	$418k	-3%	4.0k	104.71	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.0	$407k		5.4k	75.84	View chart
Servicenow (NOW)	0.0	$406k	+356%	2.7k	153.19	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$405k	-17%	3.8k	106.71	View chart
Innovator Etfs Trust Equity Dual Dire (DDFO)	0.0	$397k	NEW	18k	21.62	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$387k	NEW	8.4k	46.04	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$382k	+17%	3.8k	101.66	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$381k	-2%	2.4k	160.97	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.0	$380k	-55%	14k	26.89	View chart
Lam Research Corp Com New (LRCX)	0.0	$368k	+12%	2.2k	171.22	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.0	$368k	-5%	8.0k	46.22	View chart
Netflix (NFLX)	0.0	$366k	NEW	3.9k	93.76	View chart
Innovator Etfs Trust International Dv (IOCT)	0.0	$361k		10k	34.86	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$360k	-6%	4.2k	86.26	View chart
Global X Fds Cybrscurty Etf (BUG)	0.0	$358k		12k	30.46	View chart
Coca-Cola Company (KO)	0.0	$356k	+3%	5.1k	69.91	View chart
Morgan Stanley Com New (MS)	0.0	$342k	+12%	1.9k	177.53	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$336k	-3%	6.3k	53.76	View chart
Goldman Sachs (GS)	0.0	$335k	+37%	381.00	879.00	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$330k		5.3k	62.15	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$322k		9.9k	32.62	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$321k	+38%	2.7k	119.30	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$318k	-2%	14k	23.02	View chart
Oneok (OKE)	0.0	$317k		4.3k	73.51	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$313k	+36%	3.9k	81.17	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$312k	-19%	2.8k	110.19	View chart
Jazz Pharmaceuticals Shs Usd (JAZZ)	0.0	$301k	-18%	1.8k	170.00	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.0	$297k		6.7k	44.46	View chart
L3harris Technologies (LHX)	0.0	$293k	-27%	997.00	293.68	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$293k		7.0k	41.78	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$289k	NEW	3.4k	85.37	View chart
Public Service Enterprise (PEG)	0.0	$287k	-88%	3.6k	80.29	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$276k		5.2k	52.88	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$276k	-6%	4.4k	62.47	View chart
Marvell Technology (MRVL)	0.0	$273k	+2%	3.2k	84.98	View chart
Capital One Financial (COF)	0.0	$272k	+15%	1.1k	242.36	View chart
AFLAC Incorporated (AFL)	0.0	$272k	+19%	2.5k	110.27	View chart
Ishares Jp Mrg Em Crp Bd (CEMB)	0.0	$266k	+2%	5.8k	45.87	View chart
Chevron Corporation (CVX)	0.0	$265k		1.7k	152.42	View chart
Abbott Laboratories (ABT)	0.0	$262k	-14%	2.1k	125.29	View chart
Spdr Series Trust State Street Spd (SPYG)	0.0	$261k		2.4k	106.71	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.0	$256k		3.4k	74.26	View chart
Newmont Mining Corporation (NEM)	0.0	$254k	-2%	2.5k	99.86	View chart
NetApp (NTAP)	0.0	$246k	+9%	2.3k	107.09	View chart
Target Corporation (TGT)	0.0	$244k		2.5k	97.75	View chart
Applied Materials (AMAT)	0.0	$244k	NEW	947.00	257.12	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.0	$242k	NEW	2.9k	82.99	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$239k		3.7k	64.04	View chart
American Healthcare Reit Com Shs (AHR)	0.0	$238k		5.1k	47.06	View chart
Synchrony Financial (SYF)	0.0	$237k	NEW	2.8k	83.43	View chart
Colgate-Palmolive Company (CL)	0.0	$236k		3.0k	79.02	View chart
Canadian Pacific Kansas City (CP)	0.0	$234k		3.2k	73.63	View chart
Intercontinental Exchange (ICE)	0.0	$233k	-40%	1.4k	161.92	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$232k	+2%	9.9k	23.37	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.0	$231k		2.0k	114.50	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$225k	NEW	1.6k	143.52	View chart
Arista Networks Com Shs (ANET)	0.0	$222k	NEW	1.7k	131.03	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$221k		2.3k	95.23	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$217k		4.3k	50.50	View chart
CVS Caremark Corporation (CVS)	0.0	$217k	NEW	2.7k	79.36	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$214k		3.1k	69.67	View chart
Spdr Series Trust State Street Spd (SPIB)	0.0	$211k	-6%	6.2k	33.81	View chart
Akamai Technologies (AKAM)	0.0	$209k	NEW	2.4k	87.25	View chart
Innovator Etfs Trust Equity Dual Dirc (DDFS)	0.0	$207k		9.8k	21.19	View chart
Intuit (INTU)	0.0	$207k	NEW	312.00	662.52	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$204k		8.4k	24.23	View chart
Thermo Fisher Scientific (TMO)	0.0	$203k	NEW	350.00	579.45	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.0	$203k		7.0k	29.06	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$187k	-7%	11k	16.49	View chart
Primo Brands Corporation Class A Com Shs (PRMB)	0.0	$164k	NEW	10k	16.35	View chart
Rivernorth Flexible Municipal Incm Fd II (RFMZ)	0.0	$152k		12k	12.66	View chart

Past Filings by Caliber Wealth Management, Llc / Ks

SEC 13F filings are viewable for Caliber Wealth Management, Llc / Ks going back to 2025

Caliber Wealth Management, Llc / Ks 2025 Q4 filed Jan. 28, 2026
Caliber Wealth Management, Llc / Ks 2025 Q3 filed Nov. 5, 2025
Caliber Wealth Management, Llc / Ks 2025 Q2 filed July 30, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z