Calamos Wealth Management LLC

Q4 2025 13F Holdings

  • Location
    naperville, IL
  • Num holdings

    470

  • Value ($000)

    $2,902,020

  • Date Filed
    01/29/2026
  • Form type
    13F-HR
  • CIK
    0001455258
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL

APPLE INC

COM
$214.74M
7 %

789,875

NVDA

NVIDIA CORPORATION

COM
$178.73M
6 %

958,351

IVV

ISHARES TR

CORE S&P500 ETF
$176.73M
6 %

258,021

IVW

ISHARES TR

S&P 500 GRWT ETF
$137.18M
5 %

1,112,935

MSFT

MICROSOFT CORP

COM
$132.58M
5 %

274,137

IVE

ISHARES TR

S&P 500 VAL ETF
$124.14M
4 %

585,396

GOOGL

ALPHABET INC

CAP STK CL A
$117.46M
4 %

375,274

AMZN

AMAZON COM INC

COM
$88.32M
3 %

382,625

AVGO

BROADCOM INC

COM
$70.65M
2 %

204,121

ACWX

ISHARES TR

MSCI ACWI EX US
$65.81M
2 %

980,397

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