CALIBER WEALTH MANAGEMENT, LLC / KS
Q2 2025 13F Holdings
- Locationoverland park, KS
- Num holdings
282
- Value ($000)
$930,233
- Date Filed07/30/2025
- Form type13F-HR
- CIK0002067120
- 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 | $96.03 M | 10 % | 154,664 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $50.16 M | 5 % | 100,848 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $46.41 M | 5 % | 460,285 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $36.57 M | 4 % | 120,319 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $32.57 M | 4 % | 76,709 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $25.01 M | 3 % | 252,082 | ||
INNOVATOR ETFS TRUST | EQUITY DEFINED P | 45784N742 | $21.10 M | 2 % | 795,813 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $20.64 M | 2 % | 332,807 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $20.56 M | 2 % | 277,860 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $20.13 M | 2 % | 35,434 |
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