§ 13F · FUND PROFILE
Caliber Wealth Management, LLC / KS.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $930.2T (13F)Positions · 282Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 195K | $133.2T | 14.3% | +10% |
| 2 | AVUS | AMERICAN CENTY ETF TR | 566K | $63.3T | 6.8% | +9% |
| 3 | IWF | ISHARES TR | 71K | $33.6T | 3.6% | −2% |
| 4 | VTI | VANGUARD INDEX FDS | 88K | $29.6T | 3.2% | −10% |
| 5 | AGG | ISHARES TR | 270K | $27.0T | 2.9% | +2% |
| 6 | IJH | ISHARES TR | 408K | $26.9T | 2.9% | +9% |
| 7 | VOO | VANGUARD INDEX FDS | 37K | $23.1T | 2.5% | +1% |
| 8 | AVDE | AMERICAN CENTY ETF TR | 271K | $22.3T | 2.4% | ±0% |
| 9 | ZMAR | INNOVATOR ETFS TRUST | 794K | $21.8T | 2.3% | ±0% |
| 10 | SLV | ISHARES SILVER TR | 326K | $21.0T | 2.3% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CALIBER SIGNAL
AC read
Caliber Wealth Management, LLC / KS is a Other fund managing $930233.4 trillion in assets. The fund runs a broad portfolio of 282 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 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