CALIBER WEALTH MANAGEMENT, LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Orem, UT
CIK
0001800453
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 60 188,036 SPY, QUAL, VO, VB 13F-HR 4/25/2024 000108514624002022
Q4 2023 55 170,187 SPY, QUAL, VGT, VB 13F-HR 4/22/2024 000108514624001957
Q3 2023 56 148,686 SPY, QUAL, VGT, VB 13F-HR 10/16/2023 000195175723000578
Q2 2023 55 149,262 SPY, QUAL, VB, VO 13F-HR 7/27/2023 000195175723000438
Q1 2023 60 133,567 RSP, COWZ, QUAL, VB 13F-HR 4/10/2023 000195175723000136
Q4 2022 85 130,836 SPY, COWZ, XSEP, VO 13F-HR 1/24/2023 000195175723000043
Q3 2022 65 126,664 SPY, COWZ, VO, SRLN 13F-HR 10/17/2022 000180045322000006
Q2 2022 64 128,517 SPY, NKLA, COWZ, VO 13F-HR 7/11/2022 000180045322000005
Q1 2022 61 156,693 SPY, NKLA, COWZ, VO 13F-HR 4/14/2022 000180045322000004
Q4 2021 66 144,746 SPY, NKLA, VO, SRLN 13F-HR 1/19/2022 000180045322000003
Q3 2021 70 141,904 NKLA, SPY, IQLT, VO 13F-HR 10/25/2021 000180045321000006
Q2 2021 73 141,209 NKLA, SPY, IQLT, ROKU 13F-HR 7/22/2021 000180045321000004
Q1 2021 72 137,719 NKLA, SPY, FBND, IUSB 13F-HR 4/26/2021 000180045321000003
Q4 2020 71 101,980 SPY, FBND, LQD, IUSB 13F-HR 1/19/2021 000175932021000002