Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Calamos Wealth Management LLC (CIK 1455258) reported $2.91B across 511 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($208.0M, 7.16%), NVDA ($170.3M, 5.86%), IVV ($169.1M, 5.82%), IVW ($127.4M, 4.38%), IVE ($125.9M, 4.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $208.0M | 7.16% | 819,696 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $170.3M | 5.86% | 976,409 | Added |
| 3 | IVV | ISHARES TR | $169.1M | 5.82% | 258,931 | Added |
| 4 | IVW | ISHARES TR | $127.4M | 4.38% | 1.1M | Added |
| 5 | IVE | ISHARES TR | $125.9M | 4.33% | 596,353 | Added |
| 6 | MSFT | MICROSOFT CORP | $108.2M | 3.72% | 292,289 | Added |
| 7 | GOOGL | ALPHABET INC | $102.5M | 3.53% | 356,434 | Trimmed |
| 8 | AMZN | AMAZON COM INC | $79.7M | 2.74% | 382,671 | Trimmed |
| 9 | ACWX | ISHARES TR | $70.8M | 2.43% | 1.0M | Added |
| 10 | AVGO | BROADCOM INC | $60.5M | 2.08% | 195,326 | Trimmed |
| 11 | UITB | VICTORY PORTFOLIOS II | $59.9M | 2.06% | 1.3M | Added |
| 12 | IWV | ISHARES TR | $57.1M | 1.96% | 153,920 | Trimmed |
| 13 | META | META PLATFORMS INC | $54.1M | 1.86% | 92,719 | Added |
| 14 | CAIE | CALAMOS ETF TR | $41.0M | 1.41% | 1.6M | Added |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $40.0M | 1.38% | 61,499 | Added |
| 16 | FESM | FIDELITY COVINGTON TRUST | $38.4M | 1.32% | 1.0M | Added |
| 17 | IJR | ISHARES TR | $37.4M | 1.29% | 300,957 | Added |
| 18 | JNJ | JOHNSON & JOHNSON | $29.6M | 1.02% | 120,952 | Trimmed |
| 19 | LLY | ELI LILLY & CO | $28.8M | 0.99% | 31,292 | Trimmed |
| 20 | FENI | FIDELITY COVINGTON TRUST | $28.6M | 0.98% | 768,542 | New |
| 21 | V | VISA INC | $28.3M | 0.97% | 93,673 | Added |
| 22 | NFLX | NETFLIX INC. | $26.5M | 0.91% | 275,434 | Added |
| 23 | JPM | JPMORGAN CHASE & CO | $26.4M | 0.91% | 89,906 | Added |
| 24 | CVX | CHEVRON CORPORATION | $26.0M | 0.90% | 125,749 | Added |
| 25 | AMAT | APPLIED MATLS INC | $24.5M | 0.84% | 72,519 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31