Calamos Wealth Management LLC Top Holdings and 13F Report (2026) About Calamos Wealth Management LLCInvestment ActivityCalamos Wealth Management LLC has $3.51 billion in total holdings as of September 30, 2026.Calamos Wealth Management LLC owns shares of 470 different stocks, but just 66 companies or ETFs make up 80% of its holdings.Approximately 8.25% of the portfolio was purchased this quarter.About 4.16% of the portfolio was sold this quarter.This quarter, Calamos Wealth Management LLC has purchased 457 new stocks and bought additional shares in 179 stocks.Calamos Wealth Management LLC sold shares of 175 stocks and completely divested from 37 stocks this quarter.Largest Holdings Apple $274,149,333NVIDIA $220,829,806iShares Core S&P 500 ETF $199,119,724iShares S&P 500 Growth ETF $163,442,469Microsoft $146,305,834 Largest New Holdings this Quarter 12811T480 - CALAMOS ETF TR $27,331,253 Holding941848103 - Waters $8,714,861 Holding78392B206 - SK HYNIX INC $8,292,643 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $7,306,824 Holding171779309 - Ciena $6,634,622 Holding Largest Purchases this Quarter CALAMOS ETF TR 1,545,885 shares (about $27.33M)CALAMOS ETF TR 606,421 shares (about $16.14M)CALAMOS ETF TR 576,208 shares (about $15.09M)CALAMOS ETF TR 487,681 shares (about $13.96M)Snowflake 40,693 shares (about $13.03M) Largest Sales this Quarter Danaher 58,791 shares (about $13.03M)Intuitive Surgical 24,057 shares (about $9.78M)Palo Alto Networks 19,997 shares (about $7.95M)Boeing 34,062 shares (about $6.34M)ARISTA NETWORKS INC 28,758 shares (about $5.85M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCalamos Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$274,149,333$3,835,567 ▲1.4%823,3277.8%TechnologyNVDANVIDIA$220,829,806$2,242,235 ▲1.0%966,9406.3%TechnologyIVViShares Core S&P 500 ETF$199,119,724$3,953,323 ▲2.0%259,9985.7%ETFIVWiShares S&P 500 Growth ETF$163,442,469$182,804 ▲0.1%1,148,9004.7%ETFMSFTMicrosoft$146,305,834$712,330 ▼-0.5%286,7254.2%TechnologyIVEiShares S&P 500 Value ETF$140,427,598$2,008,636 ▲1.5%615,1554.0%ETFGOOGLAlphabet$97,453,293$1,166,872 ▼-1.2%283,2052.8%Communication ServicesAMZNAmazon.com$86,519,829$501,788 ▲0.6%347,2602.5%Consumer DiscretionaryACWXiShares MSCI ACWI ex U.S. ETF$78,055,483$486,615 ▼-0.6%1,032,2072.2%ETFIWViShares Russell 3000 ETF$68,907,612$1,680,021 ▼-2.4%159,6342.0%ETFMETAMeta Platforms$66,924,621$526,517 ▲0.8%95,0771.9%Communication ServicesCALAMOS ETF TR$66,851,369$16,142,928 ▲31.8%2,511,3211.9%AUTOC INCOM ETFAVGOBroadcom$56,725,680$160,554 ▼-0.3%161,4641.6%TechnologyUITBVictoryShares Core Intermediate Bond ETF$56,636,885$3,589,427 ▼-6.0%1,268,6481.6%ETFFIDELITY COVINGTON TRUST$49,340,585$1,546,909 ▲3.2%1,097,6771.4%ENHANCED SML CAPCALAMOS ETF TR$47,985,686$15,090,888 ▲45.9%1,832,2141.4%NASDAQ AUTOCALLLIJRiShares Core S&P Small-Cap ETF$41,004,891$364,179 ▼-0.9%301,4181.2%ETFSPYSPDR S&P 500 ETF Trust$39,837,746$883,319 ▼-2.2%52,2711.1%ETFAMATApplied Materials$38,687,099$1,539,387 ▼-3.8%72,0521.1%TechnologyFIDELITY COVINGTON TRUST$37,037,843$2,202,793 ▲6.3%928,0341.1%ENHANCED INTLLLYEli Lilly and Company$35,267,544$806,479 ▼-2.2%30,4801.0%HealthcareVVisa$32,049,767$527,857 ▼-1.6%89,1930.9%FinanceJNJJohnson & Johnson$31,053,334$219,470 ▼-0.7%117,2970.9%HealthcareJPMJPMorgan Chase & Co.$28,261,420$114,798 ▼-0.4%85,4260.8%FinanceSNOWSnowflake$28,212,338$13,031,894 ▲85.8%88,0950.8%TechnologyCALAMOS ETF TR$27,331,253$27,331,253 ▲New Holding1,545,8850.8%TIMPANI ACTVE SMAMDAdvanced Micro Devices$27,311,413$4,820,669 ▲21.4%44,6440.8%TechnologyTSMTaiwan Semiconductor Manufacturing$25,176,593$1,753,133 ▲7.5%55,1890.7%TechnologyGOOGAlphabet$22,555,114$777,563 ▲3.6%66,1950.6%Communication ServicesCBChubb$22,527,505$4,153,450 ▲22.6%69,2620.6%FinanceMUMicron Technology$22,308,769$5,915,632 ▲36.1%20,9450.6%TechnologyTSLATesla$21,393,624$328,909 ▲1.6%60,2960.6%Consumer DiscretionaryCVXChevron$20,168,579$328,369 ▼-1.6%98,7640.6%EnergyBILSPDR Bloomberg 1-3 Month T-Bill ETF$19,821,182$6,010,118 ▲43.5%216,2940.6%ETFDDOGDatadog$18,828,283$3,075,883 ▼-14.0%68,7540.5%TechnologyEFAiShares MSCI EAFE ETF$18,820,712$45,088 ▲0.2%181,1600.5%ETFWALMART INC$18,775,383$126,886 ▼-0.7%180,6720.5%COMSOSouthern$17,662,481$543,842 ▼-3.0%213,0830.5%UtilitiesQQQInvesco QQQ$17,543,073$538,558 ▲3.2%23,7140.5%ETFPLDPrologis$17,524,707$311,355 ▼-1.7%134,9720.5%Real EstateDEDeere & Company$16,522,879$282,724 ▼-1.7%24,6040.5%IndustrialsHDHome Depot$16,345,764$602,838 ▼-3.6%57,4560.5%Consumer DiscretionaryMSMorgan Stanley$16,281,981$229,459 ▼-1.4%86,5690.5%FinanceTXNTexas Instruments$16,152,619$249,002 ▼-1.5%57,6690.5%TechnologyCATCaterpillar$15,825,007$232,697 ▼-1.4%19,5180.5%IndustrialsAXPAmerican Express$15,537,711$609,722 ▼-3.8%51,0940.4%FinanceCALAMOS ETF TR$15,369,684$13,957,430 ▲988.3%537,0260.4%AUTOC GROWT ETFLINDE PLC$14,932,489$496,959 ▼-3.2%31,4600.4%SHSNFLXNetflix$14,795,074$155,581 ▲1.1%212,6340.4%Communication ServicesLAM RESEARCH CORP$14,740,901$331,795 ▲2.3%44,8720.4%COM NEWUNHUnitedHealth Group$14,674,090$176,199 ▼-1.2%39,9750.4%HealthcareSTXSeagate Technology$14,618,167$475,005 ▲3.4%15,8490.4%TechnologyWFCWells Fargo & Company$14,307,577$151,455 ▼-1.0%178,7330.4%FinanceARISTA NETWORKS INC$13,815,210$5,854,841 ▼-29.8%67,8580.4%COM SHSAGGiShares Core U.S. Aggregate Bond ETF$13,226,315$245,898 ▼-1.8%139,9020.4%ETFWMWaste Management$13,114,567$229,819 ▼-1.7%64,3120.4%IndustrialsTMOThermo Fisher Scientific$13,098,670$11,765,446 ▲882.5%19,4040.4%HealthcareETNEaton$12,676,088$232,045 ▼-1.8%29,4990.4%IndustrialsJCIJohnson Controls International$12,257,233$124,866 ▼-1.0%82,4570.3%IndustrialsUNPUnion Pacific$12,115,558$48,167 ▼-0.4%44,5210.3%IndustrialsTJXTJX Companies$12,100,850$392,301 ▼-3.1%91,4580.3%Consumer DiscretionaryDOORDASH INC$11,905,420$171,803 ▼-1.4%64,8620.3%CL AABNBAirbnb$11,864,806$4,083,402 ▼-25.6%73,8550.3%Consumer DiscretionaryRCLRoyal Caribbean Cruises$11,701,637$195,674 ▼-1.6%44,0140.3%Consumer DiscretionaryBABoeing$11,557,426$6,337,235 ▼-35.4%62,1200.3%IndustrialsSHWSherwin-Williams$11,546,906$300,965 ▼-2.5%35,7190.3%MaterialsSYKStryker$11,536,714$537,014 ▼-4.4%41,8920.3%HealthcareRPRXRoyalty Pharma$11,449,532$421,593 ▲3.8%196,1880.3%HealthcareASMLASML$11,342,866$2,534,526 ▲28.8%6,2610.3%TechnologyORCLOracle$11,065,144$6,238,363 ▲129.2%80,5910.3%TechnologyINTCIntel$10,979,163$830,068 ▼-7.0%91,3180.3%TechnologyPANWPalo Alto Networks$10,967,345$7,945,008 ▼-42.0%27,6040.3%TechnologyVTIVanguard Total Stock Market ETF$10,887,588$1,984,188 ▲22.3%29,0930.3%ETFMCOMoody's$10,868,239$43,596 ▼-0.4%23,9320.3%FinanceVOOVanguard S&P 500 ETF$10,819,394$49,061 ▼-0.5%15,4370.3%ETFTQQQProShares UltraPro QQQ$9,735,803$9,339,645 ▲2,357.6%124,7700.3%ETFBRK.BBerkshire Hathaway$9,721,976$459,608 ▲5.0%19,5240.3%FinanceUBERUber Technologies$9,397,859$94,270 ▼-1.0%137,1750.3%IndustrialsPALANTIR TECHNOLOGIES INC$9,201,551$7,686,446 ▲507.3%49,1930.3%CL AUSMViShares MSCI USA Min Vol Factor ETF$9,013,9800.0%92,5080.3%ETFWATWaters$8,714,861$8,714,861 ▲New Holding19,8340.2%HealthcarePEPPepsiCo$8,295,563$211,875 ▼-2.5%65,4640.2%Consumer StaplesSK HYNIX INC$8,292,643$8,292,643 ▲New Holding45,0320.2%AMERICAN DEPOSITCOSTCostco Wholesale$8,280,587$363,232 ▼-4.2%9,0960.2%Consumer StaplesSNPSSynopsys$8,148,166$378,398 ▼-4.4%18,7340.2%TechnologyNEENextEra Energy$7,664,736$28,100 ▼-0.4%101,1980.2%UtilitiesGSThe Goldman Sachs Group$7,614,027$500,648 ▼-6.2%8,3950.2%FinanceEXXONMOBIL HOLDINGS CORP$7,306,824$7,306,824 ▲New Holding44,8960.2%COM SHSIEFAiShares Core MSCI EAFE ETF$7,150,519$1,758,372 ▼-19.7%73,8080.2%ETFIWFiShares Russell 1000 Growth ETF$7,123,536$53,110 ▲0.8%56,8700.2%ETFLHXL3Harris Technologies$6,995,004$6,802,027 ▲3,524.8%29,5420.2%IndustrialsSPOTSpotify Technology$6,990,491$87,241 ▲1.3%14,3430.2%Communication ServicesCIENCiena$6,634,622$6,634,622 ▲New Holding18,8580.2%TechnologyVOVanguard Mid-Cap ETF$6,498,1950.0%82,8640.2%ETFCOHRCoherent$6,422,192$2,444,946 ▲61.5%22,3140.2%TechnologySPXLDirexion Daily S&P 500 Bull 3X ETF$6,413,000$6,413,000 ▲New Holding22,8140.2%ETFNOWServiceNow$6,367,351$274,989 ▲4.5%47,5140.2%TechnologyMFGMizuho Financial Group$6,343,496$6,343,496 ▲New Holding574,0720.2%FinanceEEMiShares MSCI Emerging Markets ETF$6,126,5130.0%91,7280.2%ETFCMICummins$6,124,475$50,624 ▲0.8%11,8560.2%IndustrialsShowing largest 100 holdings. 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