CALIBER WEALTH MANAGEMENT, LLC / KS
Q4 2025 13F Holdings
- Locationoverland park, KS
- Num holdings
260
- Value ($000)
$929,300
- Date Filed01/28/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $133.24M | 14 % | 194,530 | ||
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $63.25M | 7 % | 565,860 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | $33.63M | 4 % | 71,061 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $29.61M | 3 % | 88,325 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $27M | 3 % | 270,295 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $26.92M | 3 % | 407,935 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $23.13M | 3 % | 36,879 | ||
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $22.3M | 2 % | 270,952 | ||
INNOVATOR ETFS TRUST | EQUITY DEFINED P | 45784N742 | $21.84M | 2 % | 794,245 | ||
ISHARES SILVER TR | ISHARES | 46428Q109 | $20.98M | 2 % | 325,717 |
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