Caliber Wealth Management, LLC / KS

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Overland Park, KS
CIK
0002067120
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 254 732,815 IVV, AVUS, VTI, MSFT 13F-HR 5/6/2025 000108514625002672