§ 13F · FUND PROFILE
Caliber Wealth Management, LLC / KS.
AUM · $1.0B (13F)Positions · 340Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$25M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 216K | $161M | 15.6% | −1% |
| 2 | AVUS | AMERICAN CENTY ETF TR | 629K | $81M | 7.8% | +4% |
| 3 | IJH | ISHARES TR | 455K | $35M | 3.4% | +4% |
| 4 | IWF | ISHARES TR | 271K | $34M | 3.3% | +294% |
| 5 | AGG | ISHARES TR | 309K | $31M | 3.0% | +1% |
| 6 | VTI | VANGUARD INDEX FDS | 78K | $29M | 2.8% | −2% |
| 7 | AVDE | AMERICAN CENTY ETF TR | 273K | $24M | 2.3% | +1% |
| 8 | VOO | VANGUARD INDEX FDS | 34K | $24M | 2.3% | −2% |
| 9 | IJR | ISHARES TR | 148K | $22M | 2.1% | −1% |
| 10 | AVEM | AMERICAN CENTY ETF TR | 222K | $21M | 2.1% | +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 $1.0 billion in assets. The fund runs a broad portfolio of 340 positions.
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