Caliber Wealth Management, Llc / Ks Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    overland park, KS
  • CIK
    0002067120
  • All SEC filings
Q2 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

282

$930.23 M
IVV, MSFT, AVUS, VTI
13F-HR
Jul 30, 2025
000108514625004333

254

$732.82 M
IVV, AVUS, VTI, MSFT
13F-HR
May 7, 2025
000108514625002672