Caliber Wealth Management, Llc / Ks Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationoverland park, KS
- CIK0002067120
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
260 | $929.3M | IVV, AVUS, IWF, VTI | 13F-HR | Jan 28, 2026 | 000206712026000003 | ||
250 | $897.02M | IVV, AVUS, IWF, VTI | 13F-HR | Nov 5, 2025 | 000206712025000004 | ||
282 | $930.23M | IVV, MSFT, AVUS, VTI | 13F-HR | Jul 30, 2025 | 000108514625004333 | ||
254 | $732.82M | IVV, AVUS, VTI, MSFT | 13F-HR | May 7, 2025 | 000108514625002672 |