CALIBER WEALTH MANAGEMENT, LLC / KS
Q3 2025 13F Holdings
- Locationoverland park, KS
- Num holdings
250
- Value ($000)
$897,022
- Date Filed11/05/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $118.43 M | 13 % | 176,946 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $56.26 M | 6 % | 517,611 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $34.00 M | 4 % | 72,590 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $32.26 M | 4 % | 98,314 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $26.58 M | 3 % | 265,103 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $24.51 M | 3 % | 375,530 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $22.42 M | 3 % | 36,611 | ||
INNOVATOR ETFS TRUST | EQUITY DEFINED P | 45784N742 | $21.52 M | 2 % | 794,849 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $21.36 M | 2 % | 270,761 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $18.57 M | 2 % | 156,250 |
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