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 $1.04B across 300 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($162.6M, 15.70%), AVUS ($80.5M, 7.78%), IJH ($35.1M, 3.39%), IWF ($33.7M, 3.25%), AGG ($30.6M, 2.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $162.6M | 15.70% | 217,143 | Trimmed |
| 2 | AVUS | AMERICAN CENTY ETF TR | $80.5M | 7.78% | 628,777 | Added |
| 3 | IJH | ISHARES TR | $35.1M | 3.39% | 455,491 | Added |
| 4 | IWF | ISHARES TR | $33.7M | 3.25% | 271,447 | Added |
| 5 | AGG | ISHARES TR | $30.6M | 2.95% | 308,699 | Added |
| 6 | VTI | VANGUARD INDEX FDS | $28.8M | 2.78% | 77,814 | Trimmed |
| 7 | AVDE | AMERICAN CENTY ETF TR | $24.3M | 2.35% | 272,559 | Added |
| 8 | VOO | VANGUARD INDEX FDS | $23.6M | 2.28% | 34,333 | Trimmed |
| 9 | IJR | ISHARES TR | $22.1M | 2.14% | 149,234 | Trimmed |
| 10 | AVEM | AMERICAN CENTY ETF TR | $21.4M | 2.06% | 221,589 | Added |
| 11 | IEFA | ISHARES TR | $20.3M | 1.96% | 210,043 | Added |
| 12 | PULS | PGIM ETF TR | $18.7M | 1.81% | 378,362 | Added |
| 13 | QQQ | INVESCO QQQ TR | $18.3M | 1.77% | 24,823 | Trimmed |
| 14 | AVUV | AMERICAN CENTY ETF TR | $15.1M | 1.46% | 120,915 | Added |
| 15 | XLK | SELECT SECTOR SPDR TR | $15.0M | 1.45% | 78,689 | Trimmed |
| 16 | SLV | ISHARES SILVER TR | $11.9M | 1.15% | 222,828 | Trimmed |
| 17 | WMT | WALMART INC | $10.4M | 1.00% | 91,586 | Trimmed |
| 18 | DFIV | DIMENSIONAL ETF TRUST | $10.3M | 0.99% | 190,541 | Trimmed |
| 19 | GOOG | ALPHABET INC | $9.9M | 0.95% | 27,883 | Trimmed |
| 20 | AVGO | BROADCOM INC | $8.9M | 0.86% | 23,527 | Added |
| 21 | VO | VANGUARD INDEX FDS | $8.4M | 0.81% | 103,856 | Added |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $8.0M | 0.77% | 10,732 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $7.9M | 0.76% | 21,075 | Added |
| 24 | JPM | JPMORGAN CHASE & CO | $7.8M | 0.75% | 23,778 | Trimmed |
| 25 | AAPL | APPLE INC | $7.7M | 0.75% | 26,719 | Added |
Source: SEC Form 13F filings · as of 2026-06-30