Caliber Wealth Management, LLC / Ks Top Holdings and 13F Report (2025) About Caliber Wealth Management, LLC / KsInvestment ActivityCaliber Wealth Management, LLC / Ks has $732.82 million in total holdings as of March 31, 2025.Caliber Wealth Management, LLC / Ks owns shares of 254 different stocks, but just 73 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core S&P 500 ETF $74,265,154Avantis U.S. Equity ETF $37,222,275Vanguard Total Stock Market ETF $36,479,331Microsoft $36,134,744Avantis International Equity ETF $17,974,951 Sector AllocationMap of 500 Largest Holdings ofCaliber Wealth Management, LLC / Ks Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$74,265,154132,16810.1%ETFAVUSAvantis U.S. Equity ETF$37,222,275402,9265.1%ETFVTIVanguard Total Stock Market ETF$36,479,331132,7295.0%ETFMSFTMicrosoft$36,134,74496,2594.9%Computer and TechnologyAVDEAvantis International Equity ETF$17,974,951271,2382.5%ETFIJHiShares Core S&P Mid-Cap ETF$17,328,482296,9752.4%ETFVOOVanguard S&P 500 ETF$15,778,17730,7022.2%ETFQQQInvesco QQQ$13,938,67829,7251.9%FinanceAAPLApple$13,121,10559,0691.8%Computer and TechnologyVOVanguard Mid-Cap ETF$12,817,97949,5631.7%ETFIEFAiShares Core MSCI EAFE ETF$12,672,610167,5161.7%ETFSLViShares Silver Trust$11,694,077377,3501.6%ETFSPYSPDR S&P 500 ETF Trust$11,382,19120,3481.6%FinanceDLNWisdomTree U.S. LargeCap Dividend Fund$10,659,139134,2971.5%FinanceAVEMAvantis Emerging Markets Equity ETF$10,605,336176,2561.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$10,379,478104,9281.4%FinanceXLKTechnology Select Sector SPDR Fund$9,880,76347,8531.3%ETFBNDVanguard Total Bond Market ETF$9,848,602134,0861.3%ETFWMTWalmart$9,288,994105,8091.3%Retail/WholesaleAVUVAvantis U.S. Small Cap Value ETF$7,503,58286,0801.0%ETFMUBiShares National Muni Bond ETF$7,098,60067,3241.0%ETFFVDFirst Trust Value Line Dividend Index Fund$6,990,185156,7661.0%ETFJPMJPMorgan Chase & Co.$6,535,95926,6450.9%FinanceVTEBVanguard Tax-Exempt Bond ETF$6,514,256131,2830.9%ETFPULSPGIM Ultra Short Bond ETF$6,324,316127,1730.9%ETFAMZNAmazon.com$5,761,83430,2840.8%Retail/WholesaleHDHome Depot$5,648,37715,4120.8%Retail/WholesaleGOOGAlphabet$5,543,99435,4860.8%Computer and TechnologyIVEiShares S&P 500 Value ETF$5,108,20826,8030.7%ETFSCHDSchwab US Dividend Equity ETF$5,106,677182,6420.7%ETFAVGOBroadcom$4,985,88029,7790.7%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$4,968,97847,5180.7%ETFUSMViShares MSCI USA Min Vol Factor ETF$4,891,00852,2210.7%ETFSPDWSPDR Portfolio Developed World ex-US ETF$4,758,655130,6960.6%ETFNEARiShares Short Duration Bond Active ETF$4,604,67490,5180.6%ETFSGOViShares 0-3 Month Treasury Bond ETF$4,067,06340,4000.6%ETFVUGVanguard Growth ETF$3,959,52610,6780.5%ETFVEUVanguard FTSE All-World ex-US ETF$3,942,39164,9920.5%ETFVXUSVanguard Total International Stock ETF$3,914,69363,0390.5%ETFUNHUnitedHealth Group$3,777,5177,2120.5%MedicalTMUST-Mobile US$3,767,56814,1260.5%Computer and TechnologyCMECME Group$3,761,22714,1780.5%FinanceGLDSPDR Gold Shares$3,761,09113,0530.5%FinanceDRIDarden Restaurants$3,645,86917,5480.5%Retail/WholesaleAVDVAvantis International Small Cap Value ETF$3,617,88151,8770.5%ETFURIUnited Rentals$3,595,8305,7380.5%ConstructionAPDAir Products and Chemicals$3,532,21511,9770.5%Basic MaterialsCBChubb$3,514,07111,6360.5%FinanceJNJJohnson & Johnson$3,428,84920,6760.5%MedicalGOOGLAlphabet$3,403,65622,0100.5%Computer and TechnologyVZVerizon Communications$3,395,07574,8470.5%Computer and TechnologyMPCMarathon Petroleum$3,346,89922,9730.5%EnergyVNLAJanus Henderson Short Duration Income ETF$3,313,81167,4220.5%ETFIWFiShares Russell 1000 Growth ETF$3,297,8359,1330.5%ETFMSIMotorola Solutions$3,275,8597,4820.4%Computer and TechnologyBRK.BBerkshire Hathaway$3,263,1186,1270.4%FinanceJCIJohnson Controls International$3,258,05940,6700.4%ConstructionIWDiShares Russell 1000 Value ETF$3,210,38617,0620.4%ETFUNPUnion Pacific$3,105,09913,1440.4%TransportationDIVOAmplify YieldShares CWP Dividend & Option Income ETF$3,061,48375,0920.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$3,060,04556,6990.4%ETFMDTMedtronic$2,989,14833,2650.4%MedicalIUSGiShares Core S&P U.S. Growth ETF$2,933,21823,0820.4%ManufacturingCMCSAComcast$2,913,92478,9680.4%Consumer DiscretionaryDVNDevon Energy$2,894,41277,3910.4%EnergyETNEaton$2,868,84710,5540.4%IndustrialsIMCGiShares Morningstar Mid-Cap Growth ETF$2,842,16239,7890.4%ETFIUSViShares Core S&P U.S. Value ETF$2,840,42230,7770.4%ManufacturingMRKMerck & Co., Inc.$2,761,70530,7680.4%MedicalIWRiShares Russell Mid-Cap ETF$2,674,37831,4370.4%ETFHCAHCA Healthcare$2,660,0597,6980.4%MedicalFISFidelity National Information Services$2,636,71635,3070.4%Business ServicesADIAnalog Devices$2,554,75512,6680.3%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$2,554,14533,3570.3%ETFLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$2,530,71614,5410.3%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,458,3164,6080.3%ETFBBYBest Buy$2,455,89733,3640.3%Retail/WholesaleMETAMeta Platforms$2,449,6324,2500.3%Computer and TechnologyVVisa$2,449,1176,9880.3%Business ServicesNEENextEra Energy$2,449,10334,5480.3%UtilitiesPEGPublic Service Enterprise Group$2,377,89628,8930.3%UtilitiesIWMiShares Russell 2000 ETF$2,304,34711,5510.3%FinanceBBDCBarings BDC$2,300,345241,1260.3%FinanceMTUMiShares MSCI USA Momentum Factor ETF$2,273,35611,2470.3%ETFXOMExxon Mobil$2,240,96118,8430.3%EnergyPGProcter & Gamble$2,226,96613,0680.3%Consumer StaplesSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,141,62752,5420.3%ETFFIFiserv$2,122,8399,6130.3%Business ServicesTJXTJX Companies$2,078,51017,0650.3%Retail/WholesaleALLAllstate$1,916,3939,2550.3%FinanceIMCViShares Morningstar Mid-Cap Value ETF$1,899,42725,6020.3%ETFMASMasco$1,889,54127,1720.3%ConstructionCRMSalesforce$1,881,5127,0110.3%Computer and TechnologyIGViShares Expanded Tech-Software Sector ETF$1,879,73821,1230.3%ETFEYLDCambria Emerging Shareholder Yield ETF$1,803,35956,7990.2%ETFMELIMercadoLibre$1,769,4399070.2%Retail/WholesaleSPGIS&P Global$1,718,2363,3820.2%Business ServicesDFACDimensional U.S. Core Equity 2 ETF$1,714,02951,9560.2%ETFESGUiShares ESG Aware MSCI USA ETF$1,709,14214,0200.2%ManufacturingLHXL3Harris Technologies$1,706,4948,1530.2%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
