Caliber Wealth Management, LLC / KS: 13F holdings
CIK 20671202026Q2
| Positions | 300 |
|---|
| Reported value | $1.0bn |
|---|
| Filed | 2026-07-22 |
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Change since last quarter
| Positions | 300 (+30 vs prior quarter) |
|---|
| Reported value | $1.0bn (+13.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 217,143 | $162.6m | 15.7% |
| AVUS AMERICAN CENTY ETF TR | 628,777 | $80.5m | 7.8% |
| IJH ISHARES TR | 455,491 | $35.1m | 3.4% |
| IWF ISHARES TR | 271,447 | $33.7m | 3.3% |
| AGG ISHARES TR | 308,699 | $30.6m | 3.0% |
| VTI VANGUARD INDEX FDS | 77,814 | $28.8m | 2.8% |
| AVDE AMERICAN CENTY ETF TR | 272,559 | $24.3m | 2.3% |
| VOO VANGUARD INDEX FDS | 34,333 | $23.6m | 2.3% |
| IJR ISHARES TR | 149,234 | $22.1m | 2.1% |
| AVEM AMERICAN CENTY ETF TR | 221,589 | $21.4m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2067120")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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