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.
Caliber Wealth Management, LLC / KS (CIK 2067120) reported $913.9M across 269 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($142.7M, 15.61%), AVUS ($67.3M, 7.37%), AGG ($30.2M, 3.31%), IJH ($29.5M, 3.23%), IWF ($29.4M, 3.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $142.7M | 15.61% | 218,425 | Added |
| 2 | AVUS | AMERICAN CENTY ETF TR | $67.3M | 7.37% | 605,425 | Added |
| 3 | AGG | ISHARES TR | $30.2M | 3.31% | 304,322 | Added |
| 4 | IJH | ISHARES TR | $29.5M | 3.23% | 437,313 | Added |
| 5 | IWF | ISHARES TR | $29.4M | 3.22% | 68,958 | Trimmed |
| 6 | VTI | VANGUARD INDEX FDS | $25.6M | 2.80% | 79,782 | Trimmed |
| 7 | AVDE | AMERICAN CENTY ETF TR | $22.9M | 2.51% | 269,907 | Trimmed |
| 8 | VOO | VANGUARD INDEX FDS | $21.0M | 2.30% | 35,189 | Trimmed |
| 9 | IJR | ISHARES TR | $18.8M | 2.06% | 151,331 | Trimmed |
| 10 | IEFA | ISHARES TR | $18.5M | 2.02% | 204,067 | Trimmed |
| 11 | AVEM | AMERICAN CENTY ETF TR | $17.6M | 1.92% | 217,835 | Trimmed |
| 12 | SLV | ISHARES SILVER TR | $15.4M | 1.69% | 226,212 | Trimmed |
| 13 | PULS | PGIM ETF TR | $15.1M | 1.65% | 304,457 | Added |
| 14 | QQQ | INVESCO QQQ TR | $14.7M | 1.61% | 25,451 | Trimmed |
| 15 | AVUV | AMERICAN CENTY ETF TR | $12.9M | 1.41% | 117,036 | Added |
| 16 | WMT | WALMART INC | $11.5M | 1.26% | 92,446 | Added |
| 17 | XLK | SELECT SECTOR SPDR TR | $10.7M | 1.17% | 80,648 | Trimmed |
| 18 | DFIV | DIMENSIONAL ETF TRUST | $10.2M | 1.12% | 193,928 | Trimmed |
| 19 | GOOG | ALPHABET INC | $8.1M | 0.89% | 28,210 | Trimmed |
| 20 | VO | VANGUARD INDEX FDS | $7.7M | 0.84% | 26,699 | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $7.6M | 0.84% | 20,641 | Added |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $7.3M | 0.80% | 11,262 | Trimmed |
| 23 | JPM | JPMORGAN CHASE & CO | $7.0M | 0.77% | 23,814 | Added |
| 24 | AVDV | AMERICAN CENTY ETF TR | $6.6M | 0.72% | 66,242 | Trimmed |
| 25 | AAPL | APPLE INC | $6.5M | 0.71% | 25,532 | Added |
Source: SEC Form 13F filings · as of 2026-03-31