Calamos Wealth Management LLC
Q3 2025 13F Holdings
- Locationnaperville, IL
- Num holdings
432
- Value ($000)
$2,775,019
- Date Filed10/20/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $199.91 M | 7 % | 785,082 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $173.10 M | 6 % | 258,633 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $166.83 M | 6 % | 894,125 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $137.83 M | 5 % | 266,106 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $133.69 M | 5 % | 1,107,429 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $119.18 M | 4 % | 577,104 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $89.90 M | 3 % | 369,816 | ||
AMZN AMAZON COM INC | COM | 023135106 | $81.23 M | 3 % | 369,936 | ||
IWV ISHARES TR | RUSSELL 3000 ETF | 464287689 | $67.50 M | 2 % | 178,120 | ||
AVGO BROADCOM INC | COM | 11135F101 | $64.16 M | 2 % | 194,475 |
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