Managers / Q2 2025 · view latest →
CALIBER WEALTH MANAGEMENT, LLC / KS
CIK 0002067120 · 6201 COLLEGE BLVD., SUITE 650, OVERLAND PARK, KS, 66211 · 913-303-3920
Reported Value
$930M
Q2 2025
Positions
282
Filings on Record
5
2019–present window
Filed
Jul 30, 2025
original filing
Summary
Caliber Wealth Management, Llc / Ks reported $930M in U.S.-listed holdings across 282 positions for Q2 2025.
Its largest position, IVV, represents 10.3% of the portfolio.
Compared with Q1 2025, the fund opened 43 new positions and exited 15.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 69.1% · $643M
- Common Stock · 28.4% · $265M
- Other · 2.2% · $20M
- Unit · 0.1% · $1M
- Closed-End Fund · 0.1% · $754,500
- Other · 0.1% · $632,608
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2025
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.