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 $3.31B across 440 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($234.9M, 7.09%), NVDA ($191.5M, 5.78%), IVV ($190.8M, 5.76%), IVW ($157.8M, 4.76%), IVE ($137.7M, 4.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $234.9M | 7.09% | 811,808 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $191.5M | 5.78% | 957,122 | Trimmed |
| 3 | IVV | ISHARES TR | $190.8M | 5.76% | 254,836 | Trimmed |
| 4 | IVW | ISHARES TR | $157.8M | 4.76% | 1.1M | Added |
| 5 | IVE | ISHARES TR | $137.7M | 4.16% | 606,356 | Added |
| 6 | MSFT | MICROSOFT CORP | $107.5M | 3.24% | 288,121 | Trimmed |
| 7 | GOOGL | ALPHABET INC | $102.4M | 3.09% | 286,596 | Trimmed |
| 8 | AMZN | AMAZON COM INC | $82.3M | 2.48% | 345,246 | Trimmed |
| 9 | ACWX | ISHARES TR | $79.1M | 2.39% | 1.0M | Added |
| 10 | IWV | ISHARES TR | $69.7M | 2.10% | 163,526 | Added |
| 11 | UITB | VICTORY PORTFOLIOS II | $63.2M | 1.91% | 1.3M | Added |
| 12 | AVGO | BROADCOM INC | $61.2M | 1.85% | 161,921 | Trimmed |
| 13 | AMAT | APPLIED MATLS INC | $54.2M | 1.64% | 74,919 | Added |
| 14 | META | META PLATFORMS INC | $53.2M | 1.61% | 94,329 | Added |
| 15 | CAIE | CALAMOS ETF TR | $51.8M | 1.56% | 1.9M | Added |
| 16 | FESM | FIDELITY COVINGTON TRUST | $51.3M | 1.55% | 1.1M | Added |
| 17 | IJR | ISHARES TR | $45.1M | 1.36% | 304,095 | Added |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $39.7M | 1.20% | 53,430 | Trimmed |
| 19 | LLY | ELI LILLY & CO | $37.4M | 1.13% | 31,177 | Trimmed |
| 20 | FENI | FIDELITY COVINGTON TRUST | $35.0M | 1.06% | 872,840 | Added |
| 21 | CAIQ | CALAMOS ETF TR | $33.7M | 1.02% | 1.3M | Added |
| 22 | V | VISA INC | $31.1M | 0.94% | 90,662 | Trimmed |
| 23 | JNJ | JOHNSON & JOHNSON | $30.0M | 0.91% | 118,126 | Trimmed |
| 24 | JPM | JPMORGAN CHASE & CO | $28.1M | 0.85% | 85,773 | Trimmed |
| 25 | TSLA | TESLA INC | $25.0M | 0.75% | 59,369 | Added |
Source: SEC Form 13F filings · as of 2026-06-30