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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, AGG, IJH, IWF, and represent 32.73% of Caliber Wealth Management, Llc / Ks's stock portfolio.
Added to shares of these 10 stocks: IVV (+$16M), UMAR (+$5.5M), BUFF (+$5.1M), AVUS, PULS, AGG, IJH, CEG, BUFB, MSFT.
Started 22 new stock positions in IDV, BITB, KAPR, GPN, ACYN, PG, COP, IAPR, SHLD, XLE. DUK, BAPR, ACWX, GIS, CEG, PSX, EVRG, VSGX, UMAR, AMGN, CORO, BLCR.
Reduced shares in these 10 stocks: ZMAR (-$21M), SLV (-$6.8M), MUB, VTI, DLN, BND, IGV, FVD, VO, SPY.
Sold out of its positions in ABT, AMAT, ET, FREL, INTU, XLG, CMF, NEM, PINS, PRMB. NOW, GLDM.
Caliber Wealth Management, Llc / Ks was a net seller of stock by $-4.2M.
Caliber Wealth Management, Llc / Ks has $914M in assets under management (AUM), dropping by -1.66%.
Central Index Key (CIK): 0002067120

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Portfolio Holdings for Caliber Wealth Management, Llc / Ks

Caliber Wealth Management, Llc / Ks holds 270 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	15.6	$143M	+12%	218k	653.21	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	7.4	$67M	+6%	605k	111.18	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.3	$30M	+12%	304k	99.27	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.2	$30M	+7%	437k	67.53	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.2	$29M	-2%	69k	426.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.8	$26M	-9%	80k	320.81	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.5	$23M		270k	84.84	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.3	$21M	-4%	35k	597.55	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.1	$19M		151k	124.31	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.0	$19M	-2%	204k	90.53	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.9	$18M	-2%	218k	80.58	View chart
Ishares Silver Tr Ishares (SLV)	1.7	$15M	-30%	226k	68.14	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.6	$15M	+30%	305k	49.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.6	$15M		26k	577.18	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.4	$13M	+3%	117k	110.47	View chart
Wal-Mart Stores (WMT)	1.3	$12M		92k	124.28	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.2	$11M		81k	132.90	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.1	$10M		194k	52.78	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$8.1M		28k	286.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$7.7M	-14%	27k	287.18	View chart
Microsoft Corporation (MSFT)	0.8	$7.6M	+9%	21k	370.16	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$7.3M	-14%	11k	650.36	View chart
JPMorgan Chase & Co. (JPM)	0.8	$7.0M		24k	294.15	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.7	$6.6M	-4%	66k	99.86	View chart
Apple (AAPL)	0.7	$6.5M	+4%	26k	253.79	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.7	$6.2M		62k	100.66	View chart
Broadcom (AVGO)	0.7	$6.0M	+3%	19k	309.51	View chart
Amazon (AMZN)	0.6	$5.9M	+3%	28k	208.27	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$5.8M		28k	211.15	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$5.8M	-7%	116k	49.89	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.6	$5.6M	+1029%	114k	49.41	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.6	$5.5M	NEW	139k	39.74	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$5.1M	-2%	12k	430.29	View chart
Marathon Petroleum Corp (MPC)	0.6	$5.0M		21k	244.18	View chart
Home Depot (HD)	0.5	$5.0M	+3%	15k	328.90	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$4.7M	-2%	51k	92.74	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.5	$4.6M		91k	50.83	View chart
Johnson & Johnson (JNJ)	0.5	$4.6M		19k	244.44	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$4.4M		10k	436.78	View chart
Johnson Controls Internation SHS (JCI)	0.5	$4.3M		33k	130.95	View chart
Devon Energy Corporation (DVN)	0.5	$4.3M		86k	50.32	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$4.2M		54k	77.11	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$4.1M	-11%	59k	69.75	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$4.1M	-4%	134k	30.68	View chart
Verizon Communications (VZ)	0.4	$4.1M	-2%	81k	50.20	View chart
Air Products & Chemicals (APD)	0.4	$3.9M		14k	290.49	View chart
UnitedHealth (UNH)	0.4	$3.9M	+7%	14k	270.60	View chart
Chubb (CB)	0.4	$3.9M		12k	325.92	View chart
Motorola Solutions Com New (MSI)	0.4	$3.9M		9.0k	433.97	View chart
Cme (CME)	0.4	$3.9M		13k	295.35	View chart
Analog Devices (ADI)	0.4	$3.8M		12k	318.14	View chart
Eaton Corp SHS (ETN)	0.4	$3.8M		11k	357.68	View chart
United Rentals (URI)	0.4	$3.6M	-2%	5.0k	728.55	View chart
Union Pacific Corporation (UNP)	0.4	$3.5M		15k	242.62	View chart
Darden Restaurants (DRI)	0.4	$3.5M		18k	196.04	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$3.5M	-2%	17k	213.67	View chart
Nextera Energy (NEE)	0.4	$3.5M		38k	92.88	View chart
Abbvie (ABBV)	0.4	$3.4M	+4%	16k	217.48	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$3.3M	-48%	31k	106.15	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$3.2M	-17%	11k	287.55	View chart
Hca Holdings (HCA)	0.3	$3.2M		6.7k	473.26	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.3	$3.1M		64k	48.86	View chart
Entergy Corporation (ETR)	0.3	$3.0M	+3%	27k	112.36	View chart
Comcast Corp Cl A (CMCSA)	0.3	$3.0M	+2%	105k	28.71	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$3.0M	+3%	6.3k	479.20	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$3.0M	-4%	19k	155.11	View chart
Cummins (CMI)	0.3	$3.0M		5.5k	538.03	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$2.9M	+3%	50k	58.18	View chart
Medtronic SHS (MDT)	0.3	$2.9M	+2%	33k	86.65	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$2.8M	-3%	27k	102.25	View chart
Best Buy (BBY)	0.3	$2.8M	+3%	43k	64.20	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$2.6M		34k	77.18	View chart
TJX Companies (TJX)	0.3	$2.6M		16k	159.70	View chart
Meta Platforms Cl A (META)	0.3	$2.5M		4.3k	572.12	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.3	$2.5M	-3%	31k	78.77	View chart
Diamondback Energy (FANG)	0.3	$2.4M	-3%	12k	197.79	View chart
NVIDIA Corporation (NVDA)	0.3	$2.4M	+5%	14k	174.41	View chart
Ge Vernova (GEV)	0.3	$2.4M	-21%	2.7k	873.06	View chart
Exxon Mobil Corporation (XOM)	0.2	$2.2M	-4%	13k	169.66	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$2.2M	-5%	9.2k	239.99	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$2.1M		15k	142.19	View chart
Visa Com Cl A (V)	0.2	$2.1M	+12%	7.1k	302.22	View chart
Allstate Corporation (ALL)	0.2	$2.1M	+11%	10k	207.33	View chart
Fidelity National Information Services (FIS)	0.2	$2.1M	+7%	45k	46.91	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.2	$2.1M		25k	84.78	View chart
Wells Fargo & Company (WFC)	0.2	$2.0M	+6%	25k	79.61	View chart
Advanced Micro Devices (AMD)	0.2	$2.0M	-27%	9.8k	203.43	View chart
S&p Global (SPGI)	0.2	$2.0M	+38%	4.6k	425.38	View chart
Amphenol Corp Cl A (APH)	0.2	$1.9M	-24%	15k	126.35	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.2	$1.9M	-3%	3.2k	616.77	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$1.9M		49k	38.86	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$1.9M	-15%	26k	75.10	View chart
Edwards Lifesciences (EW)	0.2	$1.9M	+9%	24k	80.08	View chart
salesforce (CRM)	0.2	$1.9M	+25%	10k	186.67	View chart
Iqvia Holdings (IQV)	0.2	$1.9M		11k	170.54	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$1.8M	-17%	41k	44.85	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.2	$1.8M	+280%	50k	35.91	View chart
Steris Shs Usd (STE)	0.2	$1.8M	+11%	8.0k	221.13	View chart
Trane Technologies SHS (TT)	0.2	$1.8M		4.2k	416.75	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$1.7M	+4%	15k	113.11	View chart
Dex (DXCM)	0.2	$1.7M	+27%	27k	62.80	View chart
Cadence Design Systems (CDNS)	0.2	$1.7M	+22%	6.0k	277.87	View chart
Synopsys (SNPS)	0.2	$1.6M	+28%	4.0k	396.48	View chart
Agnico (AEM)	0.2	$1.6M	-15%	7.7k	202.98	View chart
Chipotle Mexican Grill (CMG)	0.2	$1.6M	+39%	49k	32.01	View chart
Constellation Energy (CEG)	0.2	$1.5M	NEW	5.4k	279.23	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$1.5M	-10%	11k	141.42	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.5M	-8%	11k	142.43	View chart
Nxp Semiconductors N V (NXPI)	0.2	$1.5M	-3%	7.7k	196.86	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.5M	-6%	6.0k	248.01	View chart
Masco Corporation (MAS)	0.2	$1.5M		25k	60.37	View chart
Ishares Tr Morningstar Valu (ILCV)	0.2	$1.5M		16k	93.14	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$1.5M	-55%	17k	89.33	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$1.5M	-6%	31k	48.32	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$1.5M	+37%	19k	76.54	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$1.4M	+3%	15k	95.62	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$1.4M	-56%	19k	73.64	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$1.4M	-11%	14k	97.23	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$1.4M	-19%	19k	74.35	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$1.4M		14k	99.97	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$1.3M		16k	82.84	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.3M		6.6k	191.82	View chart
Spdr Series Trust State Street Spd (LGLV)	0.1	$1.2M	-19%	7.0k	178.11	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.2M	+9%	6.2k	192.90	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$1.2M	+13%	32k	36.22	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.1M	-5%	10k	111.36	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.1M		14k	79.27	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$1.1M		29k	36.84	View chart
Innovator Etfs Trust Equity Defined P (ZMAR)	0.1	$1.0M	-95%	38k	27.59	View chart
MercadoLibre (MELI)	0.1	$1.0M		583.00	1729.02	View chart
Innovator Etfs Trust Equity 1yr Janua (ZJAN)	0.1	$998k		37k	27.26	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$997k	-57%	21k	47.03	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$993k		21k	47.02	View chart
Caterpillar (CAT)	0.1	$971k		1.4k	708.46	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$936k		4.9k	191.92	View chart
Ishares Tr Esg Select Scre (XJH)	0.1	$925k		20k	45.37	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$868k	-9%	19k	46.19	View chart
Tesla Motors (TSLA)	0.1	$852k	-26%	2.3k	371.75	View chart
Metropcs Communications (TMUS)	0.1	$831k	+8%	4.0k	210.01	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$831k		6.3k	131.26	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$821k		19k	42.72	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$798k	-55%	18k	45.65	View chart
RBB F/m Compoundr Us (CPAG)	0.1	$794k	+59%	7.8k	102.22	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$792k	+11%	16k	50.04	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$789k		16k	50.61	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$733k	-12%	7.6k	96.70	View chart
Bank of America Corporation (BAC)	0.1	$732k	+11%	15k	48.75	View chart
Costco Wholesale Corporation (COST)	0.1	$717k	+7%	719.00	996.60	View chart
Spdr Series Trust State Street Spd (HYMB)	0.1	$706k	-6%	29k	24.80	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.1	$705k		15k	47.99	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$697k	-5%	7.3k	95.44	View chart
Southwest Airlines (LUV)	0.1	$686k	+52%	18k	37.57	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.1	$685k	-38%	17k	41.41	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$681k		3.2k	215.09	View chart
Kimbell Rty Partners Unit (KRP)	0.1	$681k	-5%	47k	14.47	View chart
Cardinal Health (CAH)	0.1	$668k		3.2k	211.34	View chart
Barings Bdc (BBDC)	0.1	$664k	-33%	81k	8.23	View chart
Cognex Corporation (CGNX)	0.1	$661k	-2%	14k	48.99	View chart
Eli Lilly & Co. (LLY)	0.1	$620k	+14%	674.00	919.77	View chart
Cisco Systems (CSCO)	0.1	$617k	-4%	8.0k	77.59	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$601k		1.9k	318.03	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$597k		13k	47.55	View chart
Merck & Co (MRK)	0.1	$590k	-21%	4.9k	120.28	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$584k		3.6k	161.71	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$565k	-29%	6.4k	88.70	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	0.1	$535k	NEW	17k	32.15	View chart
Oracle Corporation (ORCL)	0.1	$530k	+21%	3.6k	147.12	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$516k	+23%	16k	32.95	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$513k		735.00	697.84	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$511k	NEW	7.5k	68.47	View chart
McDonald's Corporation (MCD)	0.1	$505k	+14%	1.6k	310.83	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.1	$492k		4.5k	109.36	View chart
Boston Scientific Corporation (BSX)	0.1	$491k	+6%	7.8k	62.75	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$486k	+28%	4.8k	100.73	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$485k	-21%	9.8k	49.37	View chart
Walt Disney Company (DIS)	0.1	$483k	-5%	5.0k	96.37	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$480k	-3%	11k	45.47	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$474k	-11%	6.0k	78.65	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$474k		3.2k	145.94	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.0	$456k	NEW	9.3k	48.98	View chart
ConocoPhillips (COP)	0.0	$455k	NEW	3.4k	132.00	View chart
Chevron Corporation (CVX)	0.0	$454k	+26%	2.2k	206.86	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$431k	-3%	1.7k	257.41	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.0	$429k		8.9k	48.08	View chart
Coca-Cola Company (KO)	0.0	$428k	+10%	5.6k	76.05	View chart
Netflix (NFLX)	0.0	$419k	+11%	4.4k	96.15	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.0	$418k	+14%	9.1k	45.86	View chart
Goldman Sachs (GS)	0.0	$416k	+29%	492.00	845.99	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$416k	+31%	18k	22.91	View chart
Commerce Bancshares (CBSH)	0.0	$402k		8.2k	49.20	View chart
Mastercard Incorporated Cl A (MA)	0.0	$394k	-3%	788.00	499.67	View chart
Innovator Etfs Trust Equity Dual Dire (DDFO)	0.0	$394k		18k	21.45	View chart
Sprott Asset Management Physical Silver (PSLV)	0.0	$393k	-19%	16k	24.39	View chart
Oneok (OKE)	0.0	$391k		4.3k	90.40	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.0	$389k	-8%	8.1k	47.98	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$388k		8.5k	45.62	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.0	$387k	-3%	5.2k	74.72	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$383k	NEW	5.3k	71.73	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.0	$371k	NEW	12k	31.67	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$370k	+8%	4.2k	88.16	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$368k	+22%	3.3k	112.10	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$363k	-5%	2.0k	181.44	View chart
Innovator Etfs Trust International Dv (IOCT)	0.0	$362k		10k	35.05	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$347k	-8%	3.8k	91.38	View chart
International Business Machines (IBM)	0.0	$345k	-8%	1.4k	242.32	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$343k	-39%	7.1k	48.05	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$338k		6.3k	54.05	View chart
Global Payments (GPN)	0.0	$338k	NEW	5.0k	67.30	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.0	$333k	NEW	16k	20.38	View chart
Morgan Stanley Com New (MS)	0.0	$330k	+4%	2.0k	164.57	View chart
Target Corporation (TGT)	0.0	$329k	+8%	2.7k	121.20	View chart
Lam Research Corp Com New (LRCX)	0.0	$329k	-28%	1.5k	213.69	View chart
Marvell Technology (MRVL)	0.0	$310k	-2%	3.1k	99.05	View chart
Procter & Gamble Company (PG)	0.0	$309k	NEW	2.1k	144.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$307k	-35%	1.2k	261.91	View chart
Akamai Technologies (AKAM)	0.0	$301k	+9%	2.6k	114.85	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.0	$293k	NEW	7.1k	41.06	View chart
Global X Fds Defense Tech Etf (SHLD)	0.0	$291k	NEW	4.1k	70.84	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$289k	-6%	2.6k	108.99	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.0	$287k		6.7k	43.02	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$286k		7.0k	40.86	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$286k		9.8k	29.13	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$283k		4.4k	64.08	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$279k		5.2k	53.35	View chart
AFLAC Incorporated (AFL)	0.0	$276k	+2%	2.5k	109.71	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$276k		2.3k	118.62	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$274k		5.2k	52.56	View chart
Global X Fds Cybrscurty Etf (BUG)	0.0	$270k	-8%	11k	25.11	View chart
Ishares Jp Mrg Em Crp Bd (CEMB)	0.0	$269k	+2%	5.9k	45.28	View chart
NetApp (NTAP)	0.0	$267k	+13%	2.6k	102.39	View chart
CVS Caremark Corporation (CVS)	0.0	$262k	+33%	3.7k	71.82	View chart
Arista Networks Com Shs (ANET)	0.0	$261k	+25%	2.1k	122.78	View chart
Colgate-Palmolive Company (CL)	0.0	$257k		3.0k	85.23	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.0	$254k		3.4k	73.65	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$252k	-84%	3.2k	80.05	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$250k	+8%	11k	23.22	View chart
Canadian Pacific Kansas City (CP)	0.0	$249k		3.2k	78.66	View chart
L3harris Technologies (LHX)	0.0	$249k	-27%	721.00	345.38	View chart
Intercontinental Exchange (ICE)	0.0	$248k	+9%	1.6k	157.26	View chart
Amgen (AMGN)	0.0	$245k	NEW	696.00	351.61	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$241k		3.7k	64.73	View chart
American Healthcare Reit Com Shs (AHR)	0.0	$240k		5.1k	47.16	View chart
Spdr Series Trust State Street Spd (SPYG)	0.0	$239k		2.4k	97.92	View chart
Jazz Pharmaceuticals Shs Usd (JAZZ)	0.0	$239k	-28%	1.3k	189.05	View chart
Fiserv (FISV)	0.0	$237k	-67%	4.2k	55.80	View chart
Lauder Estee Cos Cl A (EL)	0.0	$236k	-17%	3.3k	71.77	View chart
Public Service Enterprise (PEG)	0.0	$235k	-18%	2.9k	80.94	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.0	$232k		2.0k	114.91	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$228k	+3%	2.4k	94.94	View chart
Synchrony Financial (SYF)	0.0	$224k	+16%	3.3k	68.02	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.0	$224k	+24%	3.6k	61.34	View chart
General Mills (GIS)	0.0	$222k	NEW	6.0k	37.22	View chart
Phillips 66 (PSX)	0.0	$222k	NEW	1.2k	182.18	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$220k	-45%	2.1k	106.51	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$219k		3.1k	71.13	View chart
Duke Energy Corp Com New (DUK)	0.0	$217k	NEW	1.7k	130.94	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$215k		4.3k	49.99	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$213k	-8%	1.4k	148.10	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$212k	NEW	5.0k	42.56	View chart
Spdr Series Trust State Street Spd (SPIB)	0.0	$212k		6.3k	33.54	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$212k	NEW	3.5k	61.26	View chart
Evergy (EVRG)	0.0	$210k	NEW	2.6k	81.92	View chart
Capital One Financial (COF)	0.0	$209k	+2%	1.1k	182.43	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.0	$206k	NEW	5.7k	36.25	View chart
Innovator Etfs Trust Equity Dual Dirc (DDFS)	0.0	$206k		9.8k	21.12	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$205k		8.4k	24.24	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.0	$203k		7.0k	29.07	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$203k	NEW	5.5k	36.81	View chart
Thermo Fisher Scientific (TMO)	0.0	$201k	+16%	409.00	491.53	View chart
Rivernorth Flexible Municipal Incm Fd II (RFMZ)	0.0	$152k		12k	12.65	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 2026 Q1 filed April 23, 2026
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

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