Caliber Wealth Management, LLC / KS
13F Portfolio Filings
Most recent 13F
Q2 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
Q2 2025
282
930,233
IVV, MSFT, AVUS, VTI
13F-HR
7/30/2025
000108514625004333
Q1 2025
254
732,815
IVV, AVUS, VTI, MSFT
13F-HR
5/6/2025
000108514625002672