§ 13F · FUND PROFILE
Caliber Wealth Management, LLC / KS.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $897M (13F)Positions · 250Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$13M 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 APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 218K | $143M | 15.6% | +12% |
| 2 | AVUS | AMERICAN CENTY ETF TR | 605K | $67M | 7.4% | +7% |
| 3 | AGG | ISHARES TR | 304K | $30M | 3.3% | +13% |
| 4 | IJH | ISHARES TR | 437K | $30M | 3.2% | +7% |
| 5 | IWF | ISHARES TR | 69K | $29M | 3.2% | −3% |
| 6 | VTI | VANGUARD INDEX FDS | 80K | $26M | 2.8% | −10% |
| 7 | AVDE | AMERICAN CENTY ETF TR | 270K | $23M | 2.5% | ±0% |
| 8 | VOO | VANGUARD INDEX FDS | 35K | $21M | 2.3% | −5% |
| 9 | IJR | ISHARES TR | 151K | $19M | 2.1% | −1% |
| 10 | IEFA | ISHARES TR | 204K | $18M | 2.0% | −2% |
§ 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 $897 million in assets. The fund runs a broad portfolio of 250 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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