CALIBER WEALTH MANAGEMENT, LLC / KS 13F Portfolio
CALIBER WEALTH MANAGEMENT, LLC / KS runs CALIBER WEALTH MANAGEMENT, LLC / KS and currently holds 300 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $1.04B. Their top holdings are IVV, AVUS, IJH, IWF, AGG. The top five represent 33.1% of reported portfolio weight. CALIBER WEALTH MANAGEMENT, LLC / KS ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, CALIBER WEALTH MANAGEMENT, LLC / KS initiated 2 new positions. They added to 54 existing positions. They trimmed 42 positions. Their current best-performing preview position is MRVL with returns of +200.75%.
Portfolio Value
$1.04B
Alpha Score
27.1
#0 of 1000
Holdings
300
CALIBER WEALTH MANAGEMENT, LLC / KS Current 13F Holdings
Reported holdings from CALIBER WEALTH MANAGEMENT, LLC / KS's latest SEC 13F filing, ranked by portfolio weight.
300 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IVV ISHARES TR | 15.70% | $598.83 | $781.99 | +30.59% | Trimmed -0.59% |
 AVUS AMERICAN CENTY ETF TR | 7.78% | $98.64 | $130.49 | +32.28% | Added +3.86% |
 IJH ISHARES TR | 3.39% | $61.17 | $73.41 | +20.01% | Added +4.16% |
 IWF ISHARES TR | 3.25% | $104.26 | $127.91 | +22.68% | Added +293.64% |
 AGG ISHARES TR | 2.95% | $99.17 | $94.60 | -4.61% | Added +1.44% |
 VTI VANGUARD INDEX FDS | 2.78% | $274.84 | $381.92 | +38.96% | Trimmed -2.47% |
 AVDE AMERICAN CENTY ETF TR | 2.35% | $66.69 | $89.80 | +34.65% | Added +0.98% |
 VOO VANGUARD INDEX FDS | 2.28% | $524.82 | $715.51 | +36.33% | Trimmed -2.43% |
 IJR ISHARES TR | 2.14% | $107.88 | $137.51 | +27.47% | Trimmed -1.39% |
 AVEM AMERICAN CENTY ETF TR | 2.06% | $63.19 | $94.11 | +48.93% | Added +1.72% |
Showing 1-10 of 300