CALIBER WEALTH MANAGEMENT, LLC / KS
CIK: 0002067120SEC EDGAR →
Portfolio Value
$929.3M
Holdings
260
As of
Q4 2025
New Positions
260
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 194,530 | $133.2M | 14.34% |
| 2 | AMERICAN CENTY ETF TR | 565,860 | $63.3M | 6.81% |
| 3 | ISHARES TR | 71,061 | $33.6M | 3.62% |
| 4 | VANGUARD INDEX FDS | 88,325 | $29.6M | 3.19% |
| 5 | ISHARES TR | 270,295 | $27.0M | 2.91% |
| 6 | ISHARES TR | 407,935 | $26.9M | 2.90% |
| 7 | VANGUARD INDEX FDS | 36,879 | $23.1M | 2.49% |
| 8 | AMERICAN CENTY ETF TR | 270,952 | $22.3M | 2.40% |
| 9 | INNOVATOR ETFS TRUST | 794,245 | $21.8M | 2.35% |
| 10 | ISHARES SILVER TR | 325,717 | $21.0M | 2.26% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (260)
$133.2M · 195K shares
$63.3M · 566K shares
$33.6M · 71K shares
$29.6M · 88K shares
$27.0M · 270K shares
$26.9M · 408K shares
$23.1M · 37K shares
$22.3M · 271K shares
$21.8M · 794K shares
$21.0M · 326K shares
$18.6M · 208K shares
$18.4M · 153K shares
$17.1M · 223K shares
$15.9M · 26K shares
$11.8M · 82K shares
$11.6M · 234K shares
$11.5M · 113K shares
$10.3M · 92K shares
$9.8M · 197K shares
$9.1M · 19K shares
$9.1M · 31K shares
$9.0M · 13K shares
$8.9M · 28K shares
$7.5M · 23K shares
$6.7M · 25K shares
$6.6M · 61K shares
$6.5M · 69K shares
$6.5M · 19K shares
$6.3M · 27K shares
$6.3M · 124K shares
$6.1M · 61K shares
$5.8M · 27K shares
$5.0M · 15K shares
$5.0M · 10K shares
$4.9M · 52K shares
$4.8M · 12K shares
$4.6M · 90K shares
$4.5M · 67K shares
$4.4M · 13K shares
$4.2M · 13K shares
$4.1M · 5K shares
$4.1M · 54K shares
$4.0M · 33K shares
$3.9M · 19K shares
$3.9M · 140K shares
$3.7M · 12K shares
$3.6M · 17K shares
$3.5M · 13K shares
$3.4M · 15K shares
$3.4M · 9K shares
$3.4M · 83K shares
$3.4M · 20K shares
$3.3M · 14K shares
$3.3M · 10K shares
$3.3M · 20K shares
$3.3M · 13K shares
$3.3M · 18K shares
$3.3M · 37K shares
$3.2M · 12K shares
$3.2M · 43K shares
$3.1M · 63K shares
$3.1M · 85K shares
$3.1M · 7K shares
$3.1M · 32K shares
$3.1M · 103K shares
$3.1M · 6K shares
$3.0M · 37K shares
$2.9M · 48K shares
$2.9M · 14K shares
$2.9M · 4K shares
$2.9M · 28K shares
$2.8M · 42K shares
$2.8M · 42K shares
$2.8M · 5K shares
$2.7M · 20K shares
$2.6M · 34K shares
$2.6M · 32K shares
$2.5M · 16K shares
$2.4M · 11K shares
$2.4M · 10K shares
$2.4M · 13K shares
$2.4M · 26K shares
$2.3M · 49K shares
$2.3M · 3K shares
$2.2M · 30K shares
$2.2M · 24K shares
$2.2M · 6K shares
$2.2M · 49K shares
$2.2M · 21K shares
$2.1M · 8K shares
$2.1M · 15K shares
$2.0M · 25K shares
$2.0M · 3K shares
$2.0M · 50K shares
$1.9M · 9K shares
$1.9M · 13K shares
$1.8M · 22K shares
$1.8M · 7K shares
$1.8M · 15K shares
$1.8M · 12K shares
$1.7M · 39K shares
$1.7M · 3K shares
$1.7M · 12K shares
$1.7M · 8K shares
$1.7M · 14K shares
$1.7M · 23K shares
$1.6M · 4K shares
$1.6M · 6K shares
$1.6M · 25K shares
$1.6M · 16K shares
$1.6M · 9K shares
$1.5M · 5K shares
$1.5M · 33K shares
$1.5M · 9K shares
$1.5M · 16K shares
$1.5M · 16K shares
$1.5M · 3K shares
$1.5M · 14K shares
$1.4M · 21K shares
$1.4M · 3K shares
$1.4M · 14K shares
$1.3M · 7K shares
$1.3M · 35K shares
$1.2M · 11K shares
$1.2M · 587 shares
$1.1M · 122K shares
$1.1M · 14K shares
$1.1M · 14K shares
$1.1M · 28K shares
$1.1M · 28K shares
$1.0M · 6K shares
$1.0M · 27K shares
$1.0M · 37K shares
$968K · 21K shares
$966K · 21K shares
$916K · 5K shares
$910K · 20K shares
$896K · 9K shares
$864K · 13K shares
$850K · 6K shares
$831K · 19K shares
$797K · 9K shares
$787K · 1K shares
$781K · 15K shares
$756K · 30K shares
$740K · 13K shares
$739K · 8K shares
$738K · 4K shares
$725K · 15K shares
$710K · 14K shares
$701K · 7K shares
$698K · 3K shares
$683K · 12K shares
$683K · 12K shares
$660K · 6K shares
$657K · 3K shares
$652K · 2K shares
$641K · 8K shares
$634K · 590 shares
$603K · 23K shares
$601K · 5K shares
$591K · 12K shares
$585K · 5K shares
$583K · 50K shares
$577K · 3K shares
$576K · 669 shares
$570K · 12K shares
$563K · 747 shares
$559K · 4K shares
$504K · 10K shares
$499K · 14K shares
$498K · 5K shares
$495K · 7K shares
$493K · 12K shares
$483K · 11K shares
$482K · 2K shares
$480K · 13K shares
$473K · 20K shares
$471K · 2K shares
$469K · 8K shares
$464K · 813 shares
$462K · 2K shares
$454K · 3K shares
$439K · 9K shares
$432K · 1K shares
$432K · 9K shares
$422K · 8K shares
$422K · 13K shares
$422K · 2K shares
$417K · 4K shares
$407K · 5K shares
$406K · 3K shares
$405K · 4K shares
$396K · 18K shares
$386K · 8K shares
$382K · 4K shares
$381K · 2K shares
$380K · 14K shares
$368K · 2K shares
$367K · 8K shares
$365K · 4K shares
$360K · 10K shares
$359K · 4K shares
$357K · 12K shares
$355K · 5K shares
$342K · 2K shares
$336K · 6K shares
$334K · 381 shares
$330K · 5K shares
$322K · 10K shares
$320K · 3K shares
$317K · 14K shares
$316K · 4K shares
$312K · 3K shares
$312K · 4K shares
$300K · 2K shares
$296K · 7K shares
$292K · 997 shares
$292K · 7K shares
$288K · 3K shares
$286K · 4K shares
$275K · 5K shares
$275K · 4K shares
$272K · 3K shares
$272K · 1K shares
$271K · 2K shares
$266K · 6K shares
$265K · 2K shares
$262K · 2K shares
$260K · 2K shares
$255K · 3K shares
$253K · 3K shares
$246K · 2K shares
$244K · 3K shares
$243K · 947 shares
$242K · 3K shares
$238K · 4K shares
$237K · 5K shares
$236K · 3K shares
$236K · 3K shares
$233K · 3K shares
$232K · 10K shares
$232K · 1K shares
$230K · 2K shares
$224K · 2K shares
$221K · 2K shares
$220K · 2K shares
$217K · 4K shares
$216K · 3K shares
$214K · 3K shares
$211K · 6K shares
$209K · 2K shares
$206K · 10K shares
$206K · 312 shares
$204K · 8K shares
$202K · 7K shares
$202K · 350 shares
$187K · 11K shares
$163K · 10K shares
$151K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 143 | $648.8M | 69.8% |
| Unknown | 21 | $74.4M | 8.0% |
| Technology | 30 | $73.7M | 7.9% |
| Healthcare | 16 | $27.6M | 3.0% |
| Industrials | 12 | $23.5M | 2.5% |
| Consumer Cyclical | 8 | $23.0M | 2.5% |
| Communication Services | 8 | $21.4M | 2.3% |
| Consumer Defensive | 6 | $12.0M | 1.3% |
| Energy | 8 | $11.3M | 1.2% |
| Utilities | 4 | $7.9M | 0.9% |
| Basic Materials | 3 | $5.1M | 0.6% |
| Real Estate | 1 | $237K | 0.0% |