Caliber Wealth Management, LLC / KS
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Caliber Wealth Management, LLC / KS reported 254 stock positions worth $732.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.1% of the portfolio, followed by Avantis U.S. Equity ETF (AVUS, 5.1%) and VG Morningstar TS MKT ETF-US (VTI, 5.0%).
- Most Recent 13F
- Q2 2026
- Location
- Overland Park, KS
- CIK
- 0002067120
- Portfolio Value
- $732.8M (Q1 2025)
- SEC Filing
- 0001085146-25-002672 ↗ filed May 7, 2025
Holdings Value
Holdings 254 stocks · $732.8M
| IVV iShares Core S&P 500 ETF | 10.13% | 132,168 | $74.3M | — |
| AVUS Avantis U.S. Equity ETF | 5.08% | 402,926 | $37.2M | — |
| VTI VG Morningstar TS MKT ETF-US | 4.98% | 132,729 | $36.5M | — |
| MSFT Microsoft Corp. | 4.93% | 96,259 | $36.1M | — |
| AVDE Avantis International Equity | 2.45% | 271,238 | $18.0M | — |
| IJH iShares Core S&P Midcap ETF | 2.36% | 296,975 | $17.3M | — |
| VOO Vanguard S&P 500 ETF | 2.15% | 30,702 | $15.8M | — |
| QQQ Invesco QQQ Trust Series 1 | 1.90% | 29,725 | $13.9M | — |
| AAPL Apple Inc. | 1.79% | 59,069 | $13.1M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.75% | 49,563 | $12.8M | — |
| IEFA iShares Core MSCI Eafe ETF | 1.73% | 167,516 | $12.7M | — |
| SLV iShares Silver Trust | 1.60% | 377,350 | $11.7M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.55% | 20,348 | $11.4M | — |
| DLN Wisdomtree US Largecap Divid | 1.45% | 134,297 | $10.7M | — |
| AVEM Avantis Emerging Markets Eq | 1.45% | 176,256 | $10.6M | — |
| AGG iShares Core U.S. Aggregate | 1.42% | 104,928 | $10.4M | — |
| XLK SS Technology Select Sector | 1.35% | 47,853 | $9.9M | — |
| BND Vanguard Total Bond Market | 1.34% | 134,086 | $9.8M | — |
| WMT Walmart Inc. | 1.27% | 105,809 | $9.3M | — |
| AVUV Avantis US Small Cap Value | 1.02% | 86,080 | $7.5M | — |
| MUB iShares National Muni Bond E | 0.97% | 67,324 | $7.1M | — |
| FVD First Trust Value Line DVD | 0.95% | 156,766 | $7.0M | — |
| JPM JPMorgan Chase & Co. | 0.89% | 26,645 | $6.5M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.89% | 131,283 | $6.5M | — |
| PULS Pgim Ultra Short Bond ETF | 0.86% | 127,173 | $6.3M | — |
| AMZN Amazon.com Inc. | 0.79% | 30,284 | $5.8M | — |
| HD Home Depot Inc. | 0.77% | 15,412 | $5.6M | — |
| GOOG Alphabet Inc. Class C | 0.76% | 35,486 | $5.5M | — |
| IVE iShares S&P 500 Value ETF | 0.70% | 26,803 | $5.1M | — |
| SCHD Schwab US DVD Equity ETF | 0.70% | 182,642 | $5.1M | — |
| AVGO Broadcom Inc. | 0.68% | 29,779 | $5.0M | — |
| IJR iShares Core S&P Small-Cap E | 0.68% | 47,518 | $5.0M | — |
| USMV iShares MSCI USA Min Vol Fac | 0.67% | 52,221 | $4.9M | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.65% | 130,696 | $4.8M | — |
| NEAR iShares SH Dba ETF Usd Inc. | 0.63% | 90,518 | $4.6M | — |
| SGOV iShares 0-3 Month Treasury B | 0.56% | 40,400 | $4.1M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.54% | 10,678 | $4.0M | — |
| VEU Vanguard Ftse All-World Ex-U | 0.54% | 64,992 | $3.9M | — |
| VXUS Vanguard Total Intl Stock | 0.53% | 63,039 | $3.9M | — |
| UNH Unitedhealth Group Inc. | 0.52% | 7,212 | $3.8M | — |
| TMUS T-Mobile US Inc. | 0.51% | 14,126 | $3.8M | — |
| CME Cme Group Inc. | 0.51% | 14,178 | $3.8M | — |
| GLD SPDR Gold Shares | 0.51% | 13,053 | $3.8M | — |
| DRI Darden Restaurants Inc. | 0.50% | 17,548 | $3.6M | — |
| AVDV Avantis Intl S/C Value ETF | 0.49% | 51,877 | $3.6M | — |
| URI United Rentals Inc. | 0.49% | 5,738 | $3.6M | — |
| APD Air Products & Chemicals Inc. | 0.48% | 11,977 | $3.5M | — |
| CB Chubb Ltd. | 0.48% | 11,636 | $3.5M | — |
| JNJ Johnson & Johnson | 0.47% | 20,676 | $3.4M | — |
| GOOGL Alphabet Inc. Class A | 0.46% | 22,010 | $3.4M | — |
| VZ Verizon Communications Inc. | 0.46% | 74,847 | $3.4M | — |
| MPC Marathon Petroleum Corp. | 0.46% | 22,973 | $3.3M | — |
| VNLA Janus Henderson Short Durati | 0.45% | 67,422 | $3.3M | — |
| IWF iShares Russell 1000 Growth | 0.45% | 9,133 | $3.3M | — |
| MSI Motorola Solutions Inc. | 0.45% | 7,482 | $3.3M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.45% | 6,127 | $3.3M | — |
| JCI Johnson Controls Internation | 0.44% | 40,670 | $3.3M | — |
| IWD iShares Russell 1000 Value E | 0.44% | 17,062 | $3.2M | — |
| UNP Union Pacific Corp. | 0.42% | 13,144 | $3.1M | — |
| DIVO Amplify CWP Enhan Divid ETF | 0.42% | 75,092 | $3.1M | — |
| IEMG iShares Core MSCI Emerging | 0.42% | 56,699 | $3.1M | — |
| MDT Medtronic PLC | 0.41% | 33,265 | $3.0M | — |
| IUSG iShares Core S&P U.S. Growth | 0.40% | 23,082 | $2.9M | — |
| CMCSA Comcast Corp. Class A | 0.40% | 78,968 | $2.9M | — |
| DVN Devon Energy Corp. | 0.40% | 77,391 | $2.9M | — |
| ETN Eaton Corp. PLC | 0.39% | 10,554 | $2.9M | — |
| IMCG iShares Morningstar Mid-Cap | 0.39% | 39,789 | $2.8M | — |
| IUSV iShares Core S&P U.S. Value | 0.39% | 30,777 | $2.8M | — |
| MRK Merck & Co. Inc. | 0.38% | 30,768 | $2.8M | — |
| IWR iShares Russell Mid-Cap ETF | 0.36% | 31,437 | $2.7M | — |
| HCA HCA Healthcare Inc. | 0.36% | 7,698 | $2.7M | — |
| FIS Fidelity National Info Serv | 0.36% | 35,307 | $2.6M | — |
| ADI Analog Devices Inc. | 0.35% | 12,668 | $2.6M | — |
| BIV Vanguard Intermediate-Term B | 0.35% | 33,357 | $2.6M | — |
| LGLV SPDR US LC Low Vol Idx | 0.35% | 14,541 | $2.5M | — |
| MDY State Street SPDR S&P Midcap | 0.34% | 4,608 | $2.5M | — |
| BBY Best Buy Co. Inc. | 0.34% | 33,364 | $2.5M | — |
| META Meta Platforms Inc. Class A | 0.33% | 4,250 | $2.4M | — |
| V Visa Inc. Class A | 0.33% | 6,988 | $2.4M | — |
| NEE Nextera Energy Inc. | 0.33% | 34,548 | $2.4M | — |
| PEG Public Service Enterprise GP | 0.32% | 28,893 | $2.4M | — |
| IWM iShares Russell 2000 ETF | 0.31% | 11,551 | $2.3M | — |
| BBDC Barings BDC Inc. | 0.31% | 241,126 | $2.3M | — |
| MTUM iShares MSCI USA Momentum Fa | 0.31% | 11,247 | $2.3M | — |
| XOM Exxon Mobil Corp. | 0.31% | 18,843 | $2.2M | — |
| PG The Procter & Gamble Co. | 0.30% | 13,068 | $2.2M | — |
| SPSM SS SPDR P S&P 600 Small Cap | 0.29% | 52,542 | $2.1M | — |
| FISV Fiserv Inc. | 0.29% | 9,613 | $2.1M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.28% | 17,065 | $2.1M | — |
| ALL Allstate Corp. | 0.26% | 9,255 | $1.9M | — |
| IMCV iShares Morningstar Mid-Cap | 0.26% | 25,602 | $1.9M | — |
| MAS Masco Corp. | 0.26% | 27,172 | $1.9M | — |
| CRM Salesforce Inc. | 0.26% | 7,011 | $1.9M | — |
| IGV iShares Expanded Tech-Softwa | 0.26% | 21,123 | $1.9M | — |
| EYLD Cambria Emerg Shrhldr Yield | 0.25% | 56,799 | $1.8M | — |
| MELI MercadoLibre Inc. | 0.24% | 907 | $1.8M | — |
| SPGI S&P Global Inc. | 0.23% | 3,382 | $1.7M | — |
| DFAC Dimensional US Core Equity 2 | 0.23% | 51,956 | $1.7M | — |
| ESGU iShares ESG Aware MSCI USA | 0.23% | 14,020 | $1.7M | — |
| LHX L3HARRIS Technologies Inc. | 0.23% | 8,153 | $1.7M | — |
Portfolio Sells Q1 2025
No earlier filing to compare with.
Portfolio Buys Q1 2025
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 300 | $1.0B | IVV, AVUS, IJH, IWF, AGG |
| Q1 2026 | 270 | $913.9M | IVV, AVUS, AGG, IJH, IWF |
| Q4 2025 | 260 | $929.3M | IVV, AVUS, IWF, VTI, AGG |
| Q3 2025 | 250 | $897.0M | IVV, AVUS, IWF, VTI, AGG |
| Q2 2025 | 282 | $930.2M | IVV, MSFT, AVUS, VTI, IWF |
| Q1 2025 | 254 | $732.8M | IVV, AVUS, VTI, MSFT, AVDE |