§ 13F · FUND PROFILE
Calamos Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.4B (13F)Positions · 355Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$127M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 819K | $208M | 7.2% | +3% |
| 2 | NVDA | NVIDIA CORPORATION | 976K | $170M | 5.9% | +2% |
| 3 | IVV | ISHARES TR | 259K | $169M | 5.8% | ±0% |
| 4 | IVW | ISHARES TR | 1.13M | $127M | 4.4% | +1% |
| 5 | IVE | ISHARES TR | 596K | $126M | 4.3% | +2% |
| 6 | MSFT | MICROSOFT CORP | 292K | $108M | 3.7% | +6% |
| 7 | GOOGL | ALPHABET INC | 356K | $102M | 3.5% | −5% |
| 8 | AMZN | AMAZON COM INC | 382K | $79M | 2.7% | ±0% |
| 9 | ACWX | ISHARES TR | 1.03M | $71M | 2.4% | +5% |
| 10 | AVGO | BROADCOM INC | 195K | $60M | 2.1% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CALAMOS SIGNAL
AC read
Calamos Wealth Management LLC is a Other fund managing $2.4 billion in assets. The fund runs a broad portfolio of 355 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed