Calamos Wealth Management LLC
Q2 2025 13F Holdings
- Locationnaperville, IL
- Num holdings
355
- Value ($000)
$2,363,300
- Date Filed07/29/2025
- Form type13F-HR
- CIK0001455258
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $159.00 M | 7 % | 256,082 | ||
AAPL APPLE INC | COM | 037833100 | $142.64 M | 6 % | 695,218 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $129.37 M | 6 % | 818,872 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $121.27 M | 5 % | 243,810 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $119.23 M | 5 % | 1,082,937 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $108.57 M | 5 % | 555,581 | ||
AMZN AMAZON COM INC | COM | 023135106 | $74.84 M | 3 % | 341,148 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $64.18 M | 3 % | 364,155 | ||
IWV ISHARES TR | RUSSELL 3000 ETF | 464287689 | $62.48 M | 3 % | 177,993 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $57.99 M | 3 % | 530,638 |
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