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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, IJH, IWF, AGG, and represent 33.08% of Caliber Wealth Management, Llc / Ks's stock portfolio.
Added to shares of these 10 stocks: IWF (+$25M), VO (+$6.2M), VUG, PULS, SCI, AVUS, EQIX, NVDA, S&p Global, AMAT.
Started 44 new stock positions in Innovator Etfs Trust, PGR, SCHX, MFC, LIN, PH, ITA, ORLY, IALT, T.
Reduced shares in these 10 stocks: , BBY, AMD, UNH, SPGI, MDT, STE, IVV, VTI, VOO.
Sold out of its positions in BBY, BITB, CTSH, CMCSA, FISV, GIS, BUG, ICE, SUB, LHX. PSX, SPGI, XLE, TMO.
Caliber Wealth Management, Llc / Ks was a net buyer of stock by $56M.
Caliber Wealth Management, Llc / Ks has $1.0B in assets under management (AUM), dropping by 13.31%.
Central Index Key (CIK): 0002067120

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Portfolio Holdings for Caliber Wealth Management, Llc / Ks

Caliber Wealth Management, Llc / Ks holds 300 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	15.7	$163M		217k	748.89	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	7.8	$81M	+3%	629k	128.08	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.4	$35M	+4%	456k	77.11	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.3	$34M	+293%	271k	124.17	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.0	$31M		309k	98.98	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.8	$29M	-2%	78k	370.04	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.3	$24M		273k	89.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.3	$24M	-2%	34k	686.82	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.1	$22M		149k	148.31	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.1	$21M		222k	96.49	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.0	$20M	+2%	210k	96.58	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.8	$19M	+24%	378k	49.55	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$18M	-2%	25k	736.39	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.5	$15M	+3%	121k	124.76	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.4	$15M	-2%	79k	190.52	View chart
Ishares Silver Tr Ishares (SLV)	1.2	$12M		223k	53.47	View chart
Wal-Mart Stores (WMT)	1.0	$10M		92k	113.26	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.0	$10M		191k	54.02	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$9.9M		28k	353.33	View chart
Broadcom (AVGO)	0.9	$8.9M	+21%	24k	377.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$8.4M	+288%	104k	80.57	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$8.0M	-4%	11k	746.76	View chart
Microsoft Corporation (MSFT)	0.8	$7.9M	+2%	21k	373.02	View chart
JPMorgan Chase & Co. (JPM)	0.8	$7.8M		24k	327.34	View chart
Apple (AAPL)	0.7	$7.7M	+4%	27k	289.36	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.7	$7.0M	+3%	68k	103.05	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.7	$6.9M	+11%	69k	100.67	View chart
Amazon (AMZN)	0.6	$6.6M		28k	238.34	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.6	$6.4M	+6%	122k	52.68	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$6.4M		28k	227.06	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.6	$5.9M		139k	42.25	View chart
Home Depot (HD)	0.6	$5.7M	+6%	16k	352.68	View chart
United Rentals (URI)	0.5	$5.6M		4.9k	1132.89	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$5.5M	+530%	64k	86.14	View chart
Marathon Petroleum Corp (MPC)	0.5	$5.3M		21k	255.67	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$5.3M	-9%	104k	50.58	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$5.0M		60k	82.84	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.5	$4.9M		51k	96.46	View chart
Johnson & Johnson (JNJ)	0.5	$4.8M		19k	253.97	View chart
Analog Devices (ADI)	0.5	$4.8M		12k	397.17	View chart
NVIDIA Corporation (NVDA)	0.5	$4.7M	+72%	24k	200.09	View chart
Johnson Controls Internation SHS (JCI)	0.4	$4.7M	-3%	32k	146.11	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.4	$4.6M		92k	50.66	View chart
Eaton Corp SHS (ETN)	0.4	$4.6M		11k	426.11	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$4.5M		53k	85.49	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$4.4M		12k	368.38	View chart
Chubb (CB)	0.4	$4.2M	+2%	12k	340.73	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$4.1M	-2%	130k	31.71	View chart
Abbvie (ABBV)	0.4	$4.1M	+4%	16k	251.64	View chart
Union Pacific Corporation (UNP)	0.4	$4.1M	+2%	15k	272.01	View chart
Cummins (CMI)	0.4	$4.0M	+3%	5.7k	713.20	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$3.9M	-2%	16k	242.43	View chart
Darden Restaurants (DRI)	0.4	$3.9M	+5%	19k	206.01	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$3.9M		11k	357.38	View chart
UnitedHealth (UNH)	0.4	$3.9M	-35%	9.3k	415.61	View chart
Air Products & Chemicals (APD)	0.4	$3.9M	-2%	13k	293.17	View chart
Motorola Solutions Com New (MSI)	0.4	$3.7M		9.0k	415.30	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$3.7M	+10%	55k	68.01	View chart
Devon Energy Corporation (DVN)	0.4	$3.7M	+3%	89k	41.32	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$3.5M		19k	188.09	View chart
Verizon Communications (VZ)	0.3	$3.5M	+3%	84k	42.34	View chart
Service Corporation International (SCI)	0.3	$3.5M	NEW	46k	75.96	View chart
Nextera Energy (NEE)	0.3	$3.4M	+2%	38k	87.77	View chart
Advanced Micro Devices (AMD)	0.3	$3.3M	-42%	5.7k	580.91	View chart
Entergy Corporation (ETR)	0.3	$3.3M	+5%	29k	114.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$3.3M	+3%	6.5k	500.39	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.3	$3.2M		65k	48.87	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.3	$3.0M		31k	98.30	View chart
Ishares Tr Msci Usa Value (VLUE)	0.3	$3.0M		15k	199.80	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$3.0M	-4%	8.8k	342.83	View chart
Cme (CME)	0.3	$3.0M	+2%	13k	220.83	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.3	$2.9M	+75%	33k	87.88	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$2.9M	-3%	26k	110.15	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$2.8M	-16%	26k	107.62	View chart
Amphenol Corp Cl A (APH)	0.3	$2.8M	+3%	16k	176.32	View chart
Meta Platforms Cl A (META)	0.3	$2.8M	+13%	4.9k	563.24	View chart
Ge Vernova (GEV)	0.3	$2.7M	-15%	2.3k	1174.86	View chart
Visa Com Cl A (V)	0.2	$2.6M	+5%	7.5k	343.11	View chart
TJX Companies (TJX)	0.2	$2.5M	+3%	17k	151.50	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$2.5M	-3%	33k	76.70	View chart
Hca Holdings (HCA)	0.2	$2.5M	-3%	6.4k	389.92	View chart
Eli Lilly & Co. (LLY)	0.2	$2.4M	+199%	2.0k	1199.27	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$2.4M	+13%	17k	137.53	View chart
Equinix (EQIX)	0.2	$2.3M	NEW	2.2k	1042.39	View chart
Allstate Corporation (ALL)	0.2	$2.3M	-4%	9.8k	237.93	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.2	$2.3M		25k	91.38	View chart
Wells Fargo & Company (WFC)	0.2	$2.2M	+6%	27k	82.64	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.2	$2.2M		49k	44.36	View chart
Diamondback Energy (FANG)	0.2	$2.1M		12k	175.78	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.2	$2.1M	-4%	3.0k	703.40	View chart
Trane Technologies SHS (TT)	0.2	$2.1M		4.3k	491.21	View chart
Fidelity National Information Services (FIS)	0.2	$2.0M	+17%	52k	38.88	View chart
Nxp Semiconductors N V (NXPI)	0.2	$2.0M	-5%	7.2k	281.05	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$2.0M	-5%	24k	83.75	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$2.0M		14k	144.48	View chart
Edwards Lifesciences (EW)	0.2	$2.0M	-8%	22k	90.46	View chart
Cadence Design Systems (CDNS)	0.2	$2.0M	-13%	5.2k	375.32	View chart
Iqvia Holdings (IQV)	0.2	$2.0M	-7%	10k	193.22	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.2	$1.9M		49k	39.31	View chart
Masco Corporation (MAS)	0.2	$1.9M	-3%	24k	81.37	View chart
Dex (DXCM)	0.2	$1.9M	+6%	29k	67.35	View chart
S&p Global Com Shs	0.2	$1.9M	NEW	4.7k	407.27	View chart
Applied Materials (AMAT)	0.2	$1.9M	NEW	2.6k	723.00	View chart
salesforce (CRM)	0.2	$1.9M	+18%	12k	156.66	View chart
Chipotle Mexican Grill (CMG)	0.2	$1.9M	+13%	55k	34.00	View chart
Synopsys (SNPS)	0.2	$1.8M	+2%	4.1k	446.07	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.8M	-2%	13k	136.72	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.8M		11k	164.27	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$1.7M		11k	163.67	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.7M	-3%	5.8k	300.45	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$1.7M	-7%	38k	45.70	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.2	$1.7M	-3%	30k	57.67	View chart
Ishares Tr Morningstar Valu (ILCV)	0.2	$1.6M		16k	101.24	View chart
Constellation Energy (CEG)	0.2	$1.6M	+18%	6.4k	248.39	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$1.6M	+3%	15k	102.81	View chart
Parker-Hannifin Corporation (PH)	0.2	$1.6M	NEW	1.6k	978.24	View chart
Caterpillar (CAT)	0.1	$1.5M	+5%	1.5k	1064.90	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.5M	-3%	14k	110.32	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$1.5M		16k	90.47	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$1.4M	+61%	30k	46.15	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.4M	NEW	24k	58.20	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.3M	+5%	11k	124.42	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.1	$1.3M	-4%	31k	43.11	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$1.3M	-18%	14k	96.32	View chart
Spdr Series Trust St Str R1k Lowv (LGLV)	0.1	$1.3M		6.9k	181.46	View chart
Agnico (AEM)	0.1	$1.2M		7.7k	155.13	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$1.2M	-2%	21k	55.93	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.2M	-19%	15k	76.55	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.1M	-4%	5.9k	189.72	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.1M	-19%	15k	73.41	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$1.1M		29k	37.02	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.1M	-25%	4.9k	219.41	View chart
Ishares Tr Esg Select Scre (XJH)	0.1	$1.1M		20k	52.15	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.0M	-3%	13k	79.03	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.0M		4.8k	212.77	View chart
Innovator Etfs Trust Equity 1yr Janua (ZJAN)	0.1	$1.0M		37k	27.99	View chart
MercadoLibre (MELI)	0.1	$991k		584.00	1697.39	View chart
Sandisk Corp (SNDK)	0.1	$982k	NEW	432.00	2273.73	View chart
Cognex Corporation (CGNX)	0.1	$977k		14k	72.42	View chart
Tesla Motors (TSLA)	0.1	$956k		2.3k	420.60	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.1	$953k	+15%	18k	52.72	View chart
Bank of America Corporation (BAC)	0.1	$952k	+11%	17k	56.98	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$897k		6.3k	141.67	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$878k		19k	45.64	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$844k	-17%	18k	48.18	View chart
Southwest Airlines (LUV)	0.1	$844k	-10%	16k	51.42	View chart
Lam Research Corp Com New (LRCX)	0.1	$820k	+23%	1.9k	433.38	View chart
RBB F M Co Us Ag Etf (CPAG)	0.1	$798k		7.8k	102.64	View chart
Innovator Etfs Trust Equi Defi 1 Marc (ZMAR)	0.1	$789k	-25%	28k	28.21	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$787k	NEW	23k	34.27	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.1	$778k		15k	53.02	View chart
Metropcs Communications (TMUS)	0.1	$771k	+16%	4.6k	167.73	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$770k	-2%	15k	50.57	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$761k	+33%	10k	76.11	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.1	$750k	+23%	21k	36.60	View chart
Cisco Systems (CSCO)	0.1	$734k	-21%	6.2k	117.46	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$728k	-17%	14k	50.39	View chart
Innovator Etfs Trust Equi Dua 15 Apri	0.1	$726k	NEW	36k	20.20	View chart
Marvell Technology (MRVL)	0.1	$724k	-22%	2.4k	297.89	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$711k	+709%	5.9k	119.51	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$692k		7.3k	94.57	View chart
Kimbell Rty Partners Unit (KRP)	0.1	$684k		47k	14.53	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$674k		3.6k	185.22	View chart
Costco Wholesale Corporation (COST)	0.1	$669k		715.00	935.67	View chart
Cardinal Health (CAH)	0.1	$653k	-13%	2.7k	237.54	View chart
Medtronic SHS (MDT)	0.1	$647k	-74%	8.3k	78.23	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$638k	-14%	2.7k	236.58	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$630k	-8%	1.7k	365.80	View chart
Merck & Co (MRK)	0.1	$628k		4.9k	128.50	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.1	$627k	-16%	14k	45.41	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$624k	-20%	6.0k	103.96	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.1	$610k	-15%	24k	25.44	View chart
Micron Technology (MU)	0.1	$602k	NEW	522.00	1153.88	View chart
Barings Bdc (BBDC)	0.1	$602k	-12%	71k	8.52	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.1	$589k	-2%	4.4k	134.56	View chart
Walt Disney Company (DIS)	0.1	$584k	+21%	6.1k	96.25	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$578k		11k	54.69	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$572k	-28%	11k	50.60	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$562k	-5%	12k	47.41	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$549k	-10%	5.7k	96.43	View chart
Pepsi (PEP)	0.1	$540k	NEW	4.0k	135.39	View chart
Manulife Finl Corp (MFC)	0.1	$534k	NEW	13k	40.51	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.0	$517k	+43%	10k	50.37	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$515k	-2%	9.6k	53.61	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$514k	NEW	533.00	965.00	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$514k		1.7k	306.39	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.0	$496k		9.3k	53.26	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$494k	-6%	3.1k	161.52	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$486k		3.2k	152.18	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$477k	+8%	5.8k	82.34	View chart
Coca-Cola Company (KO)	0.0	$475k	+3%	5.8k	81.27	View chart
Commerce Bancshares (CBSH)	0.0	$474k		8.2k	57.75	View chart
AFLAC Incorporated (AFL)	0.0	$473k	+60%	4.0k	117.25	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.0	$471k		8.9k	52.73	View chart
Mastercard Incorporated Cl A (MA)	0.0	$445k	+9%	866.00	513.61	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$445k	-27%	4.3k	102.31	View chart
McDonald's Corporation (MCD)	0.0	$442k		1.6k	270.34	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$436k	+5%	19k	22.78	View chart
ConocoPhillips (COP)	0.0	$434k	+21%	4.2k	103.96	View chart
Colgate-Palmolive Company (CL)	0.0	$424k	+53%	4.6k	91.68	View chart
International Business Machines (IBM)	0.0	$422k	+5%	1.5k	281.19	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$419k	+46%	4.6k	90.60	View chart
Goldman Sachs (GS)	0.0	$414k	-16%	409.00	1011.37	View chart
Vistra Energy (VST)	0.0	$413k	NEW	2.6k	158.63	View chart
Innovator Etfs Trust Equi Du Di Octo (DDFO)	0.0	$413k		18k	22.51	View chart
Arista Networks Com Shs (ANET)	0.0	$408k	+12%	2.4k	169.88	View chart
Intel Corporation (INTC)	0.0	$399k	NEW	2.9k	139.63	View chart
Global X Fds Defense Tech Etf (SHLD)	0.0	$395k	+61%	6.6k	59.71	View chart
Oneok (OKE)	0.0	$393k	+4%	4.5k	86.94	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$393k		8.6k	45.49	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.0	$389k		12k	33.21	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$384k	+2%	6.4k	59.69	View chart
Innovator Etfs Trust International Dv (IOCT)	0.0	$383k		10k	36.99	View chart
Morgan Stanley Com New (MS)	0.0	$379k	-9%	1.8k	209.04	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$378k	-25%	1.5k	252.22	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.0	$377k	-3%	5.0k	75.24	View chart
Netflix (NFLX)	0.0	$374k	+20%	5.2k	71.40	View chart
Target Corporation (TGT)	0.0	$362k	+2%	2.8k	130.61	View chart
Synchrony Financial (SYF)	0.0	$360k	+43%	4.7k	76.05	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$356k		1.2k	303.04	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$351k	-27%	3.5k	100.34	View chart
Corning Incorporated (GLW)	0.0	$350k	NEW	1.4k	255.43	View chart
Global Payments (GPN)	0.0	$344k	-5%	4.7k	72.56	View chart
Evergy (EVRG)	0.0	$342k	+53%	4.0k	86.43	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.0	$339k		16k	20.79	View chart
Zoetis Cl A (ZTS)	0.0	$339k	NEW	4.7k	71.86	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.0	$336k	+48%	8.4k	39.80	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$331k		3.8k	87.70	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$331k		9.8k	33.84	View chart
Akamai Technologies (AKAM)	0.0	$328k	+5%	2.8k	118.21	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.0	$326k	-21%	7.2k	45.58	View chart
Chevron Corporation (CVX)	0.0	$325k	-10%	2.0k	165.79	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.0	$319k		6.7k	47.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$318k		4.5k	71.25	View chart
Fortinet (FTNT)	0.0	$317k	NEW	2.1k	153.62	View chart
Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU)	0.0	$313k	-22%	6.3k	49.80	View chart
NetApp (NTAP)	0.0	$313k	-22%	2.0k	154.76	View chart
Linde SHS (LIN)	0.0	$311k	NEW	600.00	518.93	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$311k		7.0k	44.35	View chart
Flowers Foods (FLO)	0.0	$305k	NEW	39k	7.90	View chart
Sprott Asset Management Physical Silver (PSLV)	0.0	$304k		16k	18.87	View chart
Badger Meter (BMI)	0.0	$301k	NEW	2.0k	148.38	View chart
Innovator Etfs Trust Equi Defi 1 July (ZJUL)	0.0	$294k	+40%	9.8k	29.97	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.0	$293k		2.5k	118.99	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$289k	-8%	3.8k	75.51	View chart
Procter & Gamble Company (PG)	0.0	$289k	-7%	2.0k	146.65	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$281k		3.7k	75.28	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$281k	-18%	5.8k	48.43	View chart
T Rowe Price Exchange-traded Small Mid Cap (TMSL)	0.0	$276k	NEW	6.3k	43.85	View chart
American Centy Etf Tr Avan Re Intl Etf (AVSD)	0.0	$275k		3.4k	79.88	View chart
CSX Corporation (CSX)	0.0	$275k	NEW	5.8k	47.53	View chart
eBay (EBAY)	0.0	$270k	NEW	2.4k	111.76	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$269k	-6%	2.5k	109.07	View chart
Ishares Jp Mrg Em Crp Bd (CEMB)	0.0	$268k		5.9k	45.65	View chart
Canadian Pacific Kansas City (CP)	0.0	$267k	-2%	3.1k	86.65	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$266k		2.3k	114.18	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$266k	+16%	1.7k	158.03	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$265k	-3%	5.1k	52.41	View chart
American Healthcare Reit Com Shs (AHR)	0.0	$264k		5.1k	52.15	View chart
Innovator Etfs Trust Eqty Dul Dirct15	0.0	$264k	NEW	14k	19.39	View chart
CVS Caremark Corporation (CVS)	0.0	$260k	-31%	2.5k	103.44	View chart
Southern Company (SO)	0.0	$259k	NEW	2.7k	95.71	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$258k		5.2k	49.41	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.0	$258k		2.0k	127.76	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$255k	NEW	1.1k	242.42	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$253k		3.1k	82.34	View chart
Steris Shs Usd (STE)	0.0	$251k	-85%	1.2k	210.65	View chart
Amgen (AMGN)	0.0	$243k	-3%	671.00	362.09	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$243k	+6%	2.6k	94.54	View chart
Abbott Laboratories (ABT)	0.0	$236k	NEW	2.6k	90.74	View chart
O'reilly Automotive (ORLY)	0.0	$231k	NEW	2.5k	92.09	View chart
Capital One Financial (COF)	0.0	$230k		1.1k	200.62	View chart
Casey's General Stores (CASY)	0.0	$227k	NEW	285.00	794.79	View chart
Ge Aerospace Com New (GE)	0.0	$227k	NEW	606.00	373.73	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.0	$226k	NEW	8.0k	28.05	View chart
Travelers Companies (TRV)	0.0	$226k	NEW	683.00	330.12	View chart
Oracle Corporation (ORCL)	0.0	$225k	-57%	1.5k	146.52	View chart
Becton, Dickinson and (BDX)	0.0	$225k	NEW	1.5k	151.30	View chart
Public Service Enterprise (PEG)	0.0	$220k	-6%	2.7k	81.15	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$219k		4.3k	50.65	View chart
At&t (T)	0.0	$216k	NEW	10k	20.70	View chart
Boston Scientific Corporation (BSX)	0.0	$215k	-35%	5.0k	42.68	View chart
Innovator Etfs Trust Equity Dual Dirc (DDFS)	0.0	$214k		9.8k	21.97	View chart
Duke Energy Corp Com New (DUK)	0.0	$214k		1.7k	126.58	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$212k	NEW	7.3k	28.96	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$208k		5.0k	41.43	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$207k	NEW	7.0k	29.43	View chart
General Motors Company (GM)	0.0	$207k	NEW	2.7k	77.08	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.0	$207k	NEW	1.8k	117.35	View chart
Lauder Estee Cos Cl A (EL)	0.0	$206k	-20%	2.6k	78.95	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$205k		8.5k	24.23	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$205k	NEW	612.00	334.82	View chart
Deere & Company (DE)	0.0	$205k	NEW	323.00	634.33	View chart
Jazz Pharmaceuticals Shs Usd (JAZZ)	0.0	$205k	-32%	850.00	240.97	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.0	$205k	-3%	6.1k	33.46	View chart
Canadian Natl Ry (CNI)	0.0	$203k	NEW	1.7k	119.24	View chart
Freeport Mcmoran CL B (FCX)	0.0	$203k	NEW	3.2k	62.89	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$201k	-19%	8.7k	23.13	View chart
Progressive Corporation (PGR)	0.0	$201k	NEW	919.00	218.45	View chart
Rivernorth Flexible Municipal Incm Fd II (RFMZ)	0.0	$164k		12k	13.63	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 Q2 filed July 22, 2026
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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