CALIBER WEALTH MANAGEMENT, LLC / KS

CIK: 0002067120SEC EDGAR →

Portfolio Value

$929.3B

Holdings

260

As of

Q4 2025

New Positions

260

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	IVV ISHARES TR	194,530	$133.2B	14.34%
2	AVUS AMERICAN CENTY ETF TR	565,860	$63.3B	6.81%
3	IWF ISHARES TR	71,061	$33.6B	3.62%
4	VTI VANGUARD INDEX FDS	88,325	$29.6B	3.19%
5	AGG ISHARES TR	270,295	$27.0B	2.91%
6	IJH ISHARES TR	407,935	$26.9B	2.90%
7	VOO VANGUARD INDEX FDS	36,879	$23.1B	2.49%
8	AVDE AMERICAN CENTY ETF TR	270,952	$22.3B	2.40%
9	ZMAR INNOVATOR ETFS TRUST	794,245	$21.8B	2.35%
10	SLV ISHARES SILVER TR	325,717	$21.0B	2.26%

Quarterly Changes

Top Buys

IVVNEW

$133.2B

AVUSNEW

$63.3B

IWFNEW

$33.6B

VTINEW

$29.6B

AGGNEW

$27.0B

Top Sells

No sells this quarter

New Positions (260)

IVV

$133.2B · 195K shares

$63.3B · 566K shares

$33.6B · 71K shares

$29.6B · 88K shares

$27.0B · 270K shares

$26.9B · 408K shares

$23.1B · 37K shares

$22.3B · 271K shares

$21.8B · 794K shares

$21.0B · 326K shares

$18.6B · 208K shares

$18.4B · 153K shares

$17.1B · 223K shares

$15.9B · 26K shares

$11.8B · 82K shares

$11.6B · 234K shares

$11.5B · 113K shares

$10.3B · 92K shares

$9.8B · 197K shares

$9.1B · 19K shares

$9.1B · 31K shares

$9.0B · 13K shares

$8.9B · 28K shares

$7.5B · 23K shares

$6.7B · 25K shares

$6.6B · 61K shares

$6.5B · 69K shares

$6.5B · 19K shares

$6.3B · 27K shares

$6.3B · 124K shares

$6.1B · 61K shares

$5.8B · 27K shares

$5.0B · 15K shares

$5.0B · 10K shares

$4.9B · 52K shares

$4.8B · 12K shares

$4.6B · 90K shares

$4.5B · 67K shares

$4.4B · 13K shares

$4.2B · 13K shares

$4.1B · 5K shares

$4.1B · 54K shares

$4.0B · 33K shares

$3.9B · 19K shares

$3.9B · 140K shares

$3.7B · 12K shares

$3.6B · 17K shares

$3.5B · 13K shares

$3.4B · 15K shares

$3.4B · 9K shares

$3.4B · 83K shares

$3.4B · 20K shares

$3.3B · 14K shares

$3.3B · 10K shares

$3.3B · 20K shares

$3.3B · 13K shares

$3.3B · 18K shares

$3.3B · 37K shares

$3.2B · 12K shares

$3.2B · 43K shares

$3.1B · 63K shares

$3.1B · 85K shares

$3.1B · 7K shares

$3.1B · 32K shares

$3.1B · 103K shares

$3.1B · 6K shares

$3.0B · 37K shares

$2.9B · 48K shares

$2.9B · 14K shares

$2.9B · 4K shares

$2.9B · 28K shares

$2.8B · 42K shares

$2.8B · 42K shares

$2.8B · 5K shares

$2.7B · 20K shares

$2.6B · 34K shares

$2.6B · 32K shares

$2.5B · 16K shares

$2.4B · 11K shares

$2.4B · 10K shares

$2.4B · 13K shares

$2.4B · 26K shares

$2.3B · 49K shares

$2.3B · 3K shares

$2.2B · 30K shares

$2.2B · 24K shares

$2.2B · 6K shares

$2.2B · 49K shares

$2.2B · 21K shares

$2.1B · 8K shares

$2.1B · 15K shares

$2.0B · 25K shares

$2.0B · 3K shares

$2.0B · 50K shares

$1.9B · 9K shares

$1.9B · 13K shares

$1.8B · 22K shares

$1.8B · 7K shares

$1.8B · 15K shares

$1.8B · 12K shares

$1.7B · 39K shares

$1.7B · 3K shares

$1.7B · 12K shares

$1.7B · 8K shares

$1.7B · 14K shares

$1.7B · 23K shares

$1.6B · 4K shares

$1.6B · 6K shares

$1.6B · 25K shares

$1.6B · 16K shares

$1.6B · 9K shares

$1.5B · 5K shares

$1.5B · 33K shares

$1.5B · 9K shares

$1.5B · 16K shares

$1.5B · 16K shares

$1.5B · 3K shares

$1.5B · 14K shares

$1.4B · 21K shares

$1.4B · 3K shares

$1.4B · 14K shares

$1.3B · 7K shares

$1.3B · 35K shares

$1.2B · 11K shares

$1.2B · 587 shares

$1.1B · 122K shares

$1.1B · 14K shares

$1.1B · 14K shares

$1.1B · 28K shares

$1.1B · 28K shares

$1.0B · 6K shares

$1.0B · 27K shares

$1.0B · 37K shares

$968.0M · 21K shares

$966.0M · 21K shares

$916.0M · 5K shares

$910.0M · 20K shares

$896.0M · 9K shares

$864.0M · 13K shares

$850.0M · 6K shares

$831.0M · 19K shares

$797.0M · 9K shares

$787.0M · 1K shares

$781.0M · 15K shares

$756.0M · 30K shares

$740.0M · 13K shares

$739.0M · 8K shares

$738.0M · 4K shares

$725.0M · 15K shares

$710.0M · 14K shares

$701.0M · 7K shares

$698.0M · 3K shares

$683.0M · 12K shares

$683.0M · 12K shares

$660.0M · 6K shares

$657.0M · 3K shares

$652.0M · 2K shares

$641.0M · 8K shares

$634.0M · 590 shares

$603.0M · 23K shares

$601.0M · 5K shares

$591.0M · 12K shares

$585.0M · 5K shares

$583.0M · 50K shares

$577.0M · 3K shares

$576.0M · 669 shares

$570.0M · 12K shares

$563.0M · 747 shares

$559.0M · 4K shares

$504.0M · 10K shares

$499.0M · 14K shares

$498.0M · 5K shares

$495.0M · 7K shares

$493.0M · 12K shares

$483.0M · 11K shares

$482.0M · 2K shares

$480.0M · 13K shares

$473.0M · 20K shares

$471.0M · 2K shares

CMF

$469.0M · 8K shares

$464.0M · 813 shares

$462.0M · 2K shares

$454.0M · 3K shares

$439.0M · 9K shares

$432.0M · 1K shares

$432.0M · 9K shares

$422.0M · 8K shares

$422.0M · 13K shares

$422.0M · 2K shares

$417.0M · 4K shares

$407.0M · 5K shares

$406.0M · 3K shares

$405.0M · 4K shares

$396.0M · 18K shares

$386.0M · 8K shares

$382.0M · 4K shares

$381.0M · 2K shares

$380.0M · 14K shares

$368.0M · 2K shares

$367.0M · 8K shares

$365.0M · 4K shares

$360.0M · 10K shares

$359.0M · 4K shares

$357.0M · 12K shares

$355.0M · 5K shares

DWD

$342.0M · 2K shares

VWO

$336.0M · 6K shares

$334.0M · 381 shares

$330.0M · 5K shares

$322.0M · 10K shares

$320.0M · 3K shares

$317.0M · 14K shares

$316.0M · 4K shares

$312.0M · 3K shares

$312.0M · 4K shares

$300.0M · 2K shares

$296.0M · 7K shares

$292.0M · 997 shares

$292.0M · 7K shares

$288.0M · 3K shares

$286.0M · 4K shares

$275.0M · 5K shares

$275.0M · 4K shares

$272.0M · 3K shares

$272.0M · 1K shares

$271.0M · 2K shares

$266.0M · 6K shares

$265.0M · 2K shares

$262.0M · 2K shares

$260.0M · 2K shares

$255.0M · 3K shares

$253.0M · 3K shares

$246.0M · 2K shares

$244.0M · 3K shares

$243.0M · 947 shares

$242.0M · 3K shares

$238.0M · 4K shares

$237.0M · 5K shares

$236.0M · 3K shares

SYF

$236.0M · 3K shares

$233.0M · 3K shares

$232.0M · 10K shares

$232.0M · 1K shares

$230.0M · 2K shares

$224.0M · 2K shares

$221.0M · 2K shares

$220.0M · 2K shares

$217.0M · 4K shares

$216.0M · 3K shares

$214.0M · 3K shares

$211.0M · 6K shares

$209.0M · 2K shares

$206.0M · 10K shares

$206.0M · 312 shares

$204.0M · 8K shares

$202.0M · 7K shares

$202.0M · 350 shares

$187.0M · 11K shares

PRMB

$163.0M · 10K shares

RFMZ

$151.0M · 12K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	143	$648.8B	69.8%
Unknown	21	$74.4B	8.0%
Technology	30	$73.7B	7.9%
Healthcare	16	$27.6B	3.0%
Industrials	12	$23.5B	2.5%
Consumer Cyclical	8	$23.0B	2.5%
Communication Services	8	$21.4B	2.3%
Consumer Defensive	6	$12.0B	1.3%
Energy	8	$11.3B	1.2%
Utilities	4	$7.9B	0.9%
Basic Materials	3	$5.1B	0.6%
Real Estate	1	$237.0M	0.0%