Caliber Wealth Management, LLC / KS - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Caliber Wealth Management, LLC / KS held in its portfolio 253 assets valued at $929,299,597 (i.e. $929.30M).
The most valuable assets in the portfolio included: ISHARES TR ($133.24M), AMERICAN CENTY ETF TR ($63.25M), and ISHARES TR ($33.63M).
The chart below shows the top 10 valuable assets, and the table below shows the top 253 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Caliber Wealth Management, LLC / KS - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 194530 | 133241535 | CORE S&P500 ETF |
| AMERICAN CENTY ETF TR | 565860 | 63251816 | US EQT ETF |
| ISHARES TR | 71061 | 33633171 | RUS 1000 GRW ETF |
| VANGUARD INDEX FDS | 88325 | 29612882 | TOTAL STK MKT |
| ISHARES TR | 270295 | 26997063 | CORE US AGGBD ET |
| ISHARES TR | 407935 | 26923707 | CORE S&P MCP ETF |
| VANGUARD INDEX FDS | 36879 | 23128161 | S&P 500 ETF SHS |
| AMERICAN CENTY ETF TR | 270952 | 22304778 | INTL EQT ETF |
| INNOVATOR ETFS TRUST | 801213 | 22039814 | EQUITY DEFINED P |
| ISHARES SILVER TR | 325717 | 20982689 | ISHARES |
| ISHARES TR | 208241 | 18629284 | CORE MSCI EAFE |
| ISHARES TR | 153132 | 18403409 | CORE S&P SCP ETF |
| AMERICAN CENTY ETF TR | 222649 | 17148416 | AVANTIS EMGMKT |
| INVESCO QQQ TR | 25891 | 15904922 | UNIT SER 1 |
| SELECT SECTOR SPDR TR | 82231 | 11838819 | STATE STREET TEC |
| PGIM ETF TR | 234059 | 11606972 | PGIM ULTRA SH BD |
| AMERICAN CENTY ETF TR | 112536 | 11476427 | US SML CP VALU |
| WALMART INC | 92232 | 10275522 | COM |
| DIMENSIONAL ETF TRUST | 196866 | 9823613 | INTERNATNAL VAL |
| MICROSOFT CORP | 18830 | 9106760 | COM |
| VANGUARD INDEX FDS | 31225 | 9062159 | MID CAP ETF |
| SPDR S&P 500 ETF TR | 13245 | 9032041 | TR UNIT |
| ALPHABET INC | 28477 | 8936180 | CAP STK CL C |
| JPMORGAN CHASE & CO. | 23380 | 7533563 | COM |
| APPLE INC | 24508 | 6662741 | COM |
| ISHARES TR | 61432 | 6580019 | NATIONAL MUN ETF |
| AMERICAN CENTY ETF TR | 69362 | 6517928 | INTL SMCP VLU |
| BROADCOM INC | 18709 | 6475085 | COM |
| AMAZON COM INC | 27330 | 6308311 | COM |
| VANGUARD MUN BD FDS | 124453 | 6258735 | TAX EXEMPT BD |
| ISHARES TR | 60927 | 6115836 | 0-3 MNTH TREASRY |
| SPDR SERIES TRUST | 97682 | 5863354 | STATE STREET SPD |
| ISHARES TR | 27144 | 5756508 | S&P 500 VAL ETF |
| HOME DEPOT INC | 14659 | 5044035 | COM |
| VANGUARD INDEX FDS | 10287 | 5018673 | GROWTH ETF |
| ISHARES TR | 52197 | 4914891 | MSCI USA MIN VOL |
| SPDR GOLD TR | 12184 | 4828641 | GOLD SHS |
| ISHARES U S ETF TR | 90365 | 4617671 | SHORT DURATION B |
| ISHARES INC | 67137 | 4512922 | CORE MSCI EMKT |
| UNITEDHEALTH GROUP INC | 13368 | 4413072 | COM |
| ALPHABET INC | 13442 | 4207404 | CAP STK CL A |
| UNITED RENTALS INC | 5094 | 4122589 | COM |
| VANGUARD STAR FDS | 54144 | 4084592 | VG TL INTL STK F |
| JOHNSON CTLS INTL PLC | 33184 | 3973738 | SHS |
| JOHNSON & JOHNSON | 18723 | 3874752 | COM |
| SCHWAB STRATEGIC TR | 140446 | 3852436 | US DIVIDEND EQ |
| CHUBB LIMITED | 11714 | 3656104 | COM |
| ISHARES TR | 16986 | 3572835 | RUS 1000 VAL ETF |
| CME GROUP INC | 12924 | 3529314 | COM |
| ABBVIE INC | 14887 | 3401635 | COM |
| MOTOROLA SOLUTIONS INC | 8860 | 3396097 | COM NEW |
| VERIZON COMMUNICATIONS INC | 83086 | 3384080 | COM |
| ISHARES TR | 20031 | 3363933 | CORE S&P US GWT |
| UNION PAC CORP | 14423 | 3336407 | COM |
| EATON CORP PLC | 10419 | 3318655 | SHS |
| MARATHON PETE CORP | 20405 | 3318434 | COM |
| AIR PRODS & CHEMS INC | 13390 | 3307634 | COM |
| DARDEN RESTAURANTS INC | 17887 | 3291574 | COM |
| WISDOMTREE TR | 36968 | 3256104 | US LARGECAP DIVD |
| ANALOG DEVICES INC | 11902 | 3227926 | COM |
| VANGUARD BD INDEX FDS | 43244 | 3203056 | TOTAL BND MRKT |
| JANUS DETROIT STR TR | 63456 | 3118232 | HENDRSN SHRT ETF |
| DEVON ENERGY CORP NEW | 85115 | 3117767 | COM |
| HCA HEALTHCARE INC | 6672 | 3115005 | COM |
| MEDTRONIC PLC | 32306 | 3103356 | SHS |
| COMCAST CORP NEW | 102523 | 3064419 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 6073 | 3052593 | CL B NEW |
| NEXTERA ENERGY INC | 37014 | 2971459 | COM |
| BLACKROCK ETF TRUST | 47748 | 2903580 | ISHARES US EQUIT |
| ADVANCED MICRO DEVICES INC | 13538 | 2899298 | COM |
| META PLATFORMS INC | 4346 | 2869079 | CL A |
| ISHARES TR | 27913 | 2862195 | CORE S&P US VLU |
| BEST BUY INC | 41552 | 2781076 | COM |
| FIDELITY NATL INFORMATION SV | 41555 | 2761713 | COM |
| CUMMINS INC | 5388 | 2750095 | COM |
| AMPHENOL CORP NEW | 20348 | 2749824 | CL A |
| VANGUARD BD INDEX FDS | 33649 | 2620553 | INTERMED TERM |
| ISHARES TR | 32325 | 2580800 | MRGSTR MD CP GRW |
| TJX COS INC NEW | 16100 | 2473151 | COM |
| IQVIA HLDGS INC | 10797 | 2433752 | COM |
| ISHARES TR | 9680 | 2423001 | MSCI USA MMENTM |
| NVIDIA CORPORATION | 12955 | 2416174 | COM |
| ENTERGY CORP NEW | 26010 | 2404086 | COM |
| FIRST TR EXCHANGE-TRADED FD | 49364 | 2274695 | SHS |
| GE VERNOVA INC | 3465 | 2264496 | COM |
| VANGUARD INTL EQUITY INDEX F | 30103 | 2214354 | ALLWRLD EX US |
| WELLS FARGO CO NEW | 23741 | 2212661 | COM |
| VISA INC | 6279 | 2202002 | COM CL A |
| AMPLIFY ETF TR | 49203 | 2189551 | CWP ENHANCED DIV |
| ISHARES TR | 20591 | 2176263 | EXPANDED TECH |
| SALESFORCE INC | 8113 | 2149245 | COM |
| ISHARES TR | 15174 | 2074697 | MSCI USA VALUE |
| ISHARES TR | 24778 | 2040141 | MRGSTR MD CP VAL |
| SPDR S&P MIDCAP 400 ETF TR | 3261 | 1967142 | UTSER1 S&PDCRP |
| DIMENSIONAL ETF TRUST | 49580 | 1962884 | US CORE EQUITY 2 |
| ALLSTATE CORP | 9110 | 1896233 | COM |
| DIAMONDBACK ENERGY INC | 12521 | 1882316 | COM |
| EDWARDS LIFESCIENCES CORP | 21674 | 1847709 | COM |
| STERIS PLC | 7206 | 1826838 | SHS USD |
| ISHARES TR | 14623 | 1802403 | S&P 500 GRWT ETF |
| ISHARES TR | 11907 | 1773886 | ESG AWR MSCI USA |
| SPDR INDEX SHS FDS | 39263 | 1743665 | PORTFOLIO DEVLPD |
| S&P GLOBAL INC | 3327 | 1738825 | COM |
| ISHARES TR | 11605 | 1725548 | CORE S&P TTL STK |
| NXP SEMICONDUCTORS N V | 7908 | 1716474 | COM |
| EXXON MOBIL CORP | 13830 | 1664306 | COM |
| ISHARES TR | 23297 | 1663644 | EAFE VALUE ETF |
| TRANE TECHNOLOGIES PLC | 4164 | 1620789 | SHS |
| ISHARES TR | 6445 | 1586579 | RUSSELL 2000 ETF |
| MASCO CORP | 24694 | 1567081 | COM |
| ISHARES TR | 16140 | 1553800 | RUS MID CAP ETF |
| AGNICO EAGLE MINES LTD | 9157 | 1552386 | COM |
| CADENCE DESIGN SYSTEM INC | 4940 | 1544145 | COM |
| ISHARES TR | 16292 | 1502911 | U.S. FIN SVC ETF |
| ISHARES TR | 15911 | 1501384 | MORNINGSTAR VALU |
| SYNOPSYS INC | 3161 | 1484785 | COM |
| ISHARES TR | 14015 | 1471575 | GLOBAL TECH ETF |
| DEXCOM INC | 21047 | 1396889 | COM |
| TESLA INC | 3101 | 1394582 | COM |
| ISHARES TR | 14235 | 1353582 | ESG AW MSCI EAFE |
| ISHARES TR | 6608 | 1312403 | MSCI USA QLT FCT |
| CHIPOTLE MEXICAN GRILL INC | 34676 | 1283012 | COM |
| ISHARES TR | 10742 | 1223677 | EAFE GRWTH ETF |
| MERCADOLIBRE INC | 587 | 1182371 | COM |
| BARINGS BDC INC | 121753 | 1117692 | COM |
| VANGUARD SCOTTSDALE FDS | 13866 | 1105553 | SHRT TRM CORP BD |
| BLACKROCK ETF TRUST | 28430 | 1096279 | ISHARES US THEMA |
| ISHARES TR | 28345 | 1059961 | BROAD USD HIGH |
| RTX CORPORATION | 5660 | 1038066 | COM |
| CAMBRIA ETF TR | 26743 | 1025065 | EMRG SHAREHLDR |
| INNOVATOR ETFS TRUST | 36616 | 1001814 | EQUITY 1YR JANUA |
| ISHARES TR | 21062 | 968431 | ESG AWARE MSCI |
| ISHARES TR | 20759 | 966143 | CORE UNIVRSL USD |
| INVESCO EXCHANGE TRADED FD T | 4786 | 916806 | S&P500 EQL WGT |
| ISHARES TR | 20394 | 910592 | ESG SELECT SCRE |
| VANECK ETF TRUST | 8656 | 896421 | MRNGSTR WDE MOAT |
| FISERV INC | 12863 | 864008 | COM |
| INVESCO EXCHANGE TRADED FD T | 6329 | 850176 | BUYBACK ACHIEV |
| INNOVATOR ETFS TRUST | 19226 | 831525 | US EQTY PWR BF |
| VANGUARD INDEX FDS | 9016 | 797833 | REAL ESTATE ETF |
| CATERPILLAR INC | 1374 | 787123 | COM |
| J P MORGAN EXCHANGE TRADED F | 15457 | 781976 | ULTRA SHRT ETF |
| BANK AMERICA CORP | 13460 | 740292 | COM |
| ISHARES TR | 7694 | 739855 | 7-10 YR TRSY BD |
| T-MOBILE US INC | 3635 | 738016 | COM |
| INNOVATOR ETFS TRUST | 14681 | 725603 | US EQTY BUF OCT |
| ISHARES TR | 14210 | 710628 | CORE INTL AGGR |
| BOSTON SCIENTIFIC CORP | 7352 | 701013 | COM |
| VANGUARD SPECIALIZED FUNDS | 3179 | 698627 | DIV APP ETF |
| INVESCO EXCHANGE TRADED FD T | 11536 | 683842 | S&P 500 TOP 50 |
| SELECT SECTOR SPDR TR | 12478 | 683446 | STATE STREET FIN |
| MERCK & CO INC | 6278 | 660842 | COM |
| CARDINAL HEALTH INC | 3201 | 657756 | COM |
| ISHARES TR | 1903 | 652641 | S&P 100 ETF |
| CISCO SYS INC | 8333 | 641897 | COM |
| ELI LILLY & CO | 590 | 634061 | COM |
| PINTEREST INC | 23325 | 603884 | CL A |
| DISNEY WALT CO | 5289 | 601714 | COM |
| ISHARES TR | 12356 | 591235 | ESG AWR US AGRGT |
| FIRST TR EXCHANGE TRADED FD | 4500 | 585360 | CLOUD COMPUTING |
| KIMBELL RTY PARTNERS LP | 49636 | 583721 | UNIT |
| ORACLE CORP | 2962 | 577259 | COM |
| COSTCO WHSL CORP NEW | 669 | 576980 | COM |
| VANGUARD CHARLOTTE FDS | 11808 | 570585 | TOTAL INT BD ETF |
| VANGUARD WORLD FD | 747 | 563171 | INF TECH ETF |
| SELECT SECTOR SPDR TR | 3609 | 559867 | STATE STREET IND |
| INNOVATOR ETFS TRUST | 10123 | 504733 | LADERD ALCTN PWR |
| COGNEX CORP | 13870 | 499036 | COM |
| RBB FD INC | 4879 | 498668 | F/M COMPOUNDR US |
| ISHARES INC | 6816 | 495421 | MSCI EMRG CHN |
| SOUTHWEST AIRLS CO | 11938 | 493404 | COM |
| ISHARES INC | 10947 | 483510 | ESG AWR MSCI EM |
| VANGUARD INDEX FDS | 1729 | 482710 | MCAP GR IDXVIP |
| INNOVATOR ETFS TRUST | 13111 | 480321 | LADDERED ALC BFR |
| SPROTT ASSET MANAGEMENT LP | 20000 | 473000 | PHYSICAL SILVER |
| VANGUARD INDEX FDS | 1828 | 471465 | SMALL CP ETF |
| ISHARES TR | 8164 | 469103 | CALIF MUN BD ETF |
| MASTERCARD INCORPORATED | 813 | 464130 | CL A |
| INTERNATIONAL BUSINESS MACHS | 1561 | 462467 | COM |
| INNOVATOR ETFS TRUST | 8923 | 439458 | US EQTY BUF SEP |
| BLACKROCK ETF TRUST II | 8893 | 432898 | ISHARES HIGH YIE |
| MCDONALDS CORP | 1415 | 432525 | COM |
| BLACKROCK ETF TRUST | 12702 | 422963 | ISHARES A I INNO |
| ISHARES TR | 2117 | 422747 | U.S. TECH ETF |
| COMMERCE BANCSHARES INC | 8065 | 422122 | COM |
| LAUDER ESTEE COS INC | 3987 | 417477 | CL A |
| VANGUARD SCOTTSDALE FDS | 5367 | 407057 | LG-TERM COR BD |
| SERVICENOW INC | 2653 | 406413 | COM |
| ISHARES TR | 3796 | 405063 | SHRT NAT MUN ETF |
| INNOVATOR ETFS TRUST | 18354 | 396724 | EQUITY DUAL DIRE |
| FIDELITY MERRIMACK STR TR | 8394 | 386477 | TOTAL BD ETF |
| ISHARES TR | 3761 | 382344 | 10-20 YR TRS ETF |
| SHOPIFY INC | 2367 | 381016 | CL A SUB VTG SHS |
| FIDELITY COVINGTON TRUST | 14138 | 380160 | MSCI RL EST ETF |
| LAM RESEARCH CORP | 2150 | 368118 | COM NEW |
| BONDBLOXX ETF TRUST | 7950 | 367461 | BLOOMBERG TEN YR |
| NETFLIX INC | 3898 | 365476 | COM |
| INNOVATOR ETFS TRUST | 10340 | 360452 | INTERNATIONAL DV |
| ISHARES TR | 4172 | 359874 | MSCI EAFE MIN VL |
| GLOBAL X FDS | 11750 | 357905 | CYBRSCURTY ETF |
| COCA COLA CO | 5086 | 355541 | COM |
| MORGAN STANLEY | 1927 | 342100 | COM NEW |
| VANGUARD INTL EQUITY INDEX F | 6255 | 336269 | FTSE EMR MKT ETF |
| GOLDMAN SACHS GROUP INC | 381 | 334899 | COM |
| ISHARES TR | 5310 | 330016 | U.S. MED DVC ETF |
| SCHWAB STRATEGIC TR | 9871 | 322002 | US LCAP GR ETF |
| INVESCO EXCH TRADED FD TR II | 2688 | 320684 | S&P 500 MOMNTM |
| ISHARES TR | 13803 | 317814 | US TREAS BD ETF |
| ONEOK INC NEW | 4306 | 316514 | COM |
| ISHARES GOLD TR | 3851 | 312586 | ISHARES NEW |
| ISHARES TR | 2834 | 312278 | IBOXX INV CP ETF |
| JAZZ PHARMACEUTICALS PLC | 1769 | 300730 | SHS USD |
| INNOVATOR ETFS TRUST | 6671 | 296616 | US EQTY BUF NOV |
| L3HARRIS TECHNOLOGIES INC | 997 | 292796 | COM |
| INNOVATOR ETFS TRUST | 7006 | 292711 | US EQTY PWR BUF |
| WORLD GOLD TR | 3385 | 288977 | SPDR GLD MINIS |
| PUBLIC SVC ENTERPRISE GRP IN | 3570 | 286651 | COM |
| ISHARES TR | 5218 | 275928 | ISHS 1-5YR INVS |
| VANGUARD TAX-MANAGED FDS | 4416 | 275868 | VAN FTSE DEV MKT |
| MARVELL TECHNOLOGY INC | 3208 | 272616 | COM |
| CAPITAL ONE FINL CORP | 1123 | 272170 | COM |
| AFLAC INC | 2464 | 271705 | COM |
| ISHARES INC | 5799 | 266002 | JP MRG EM CRP BD |
| CHEVRON CORP NEW | 1741 | 265360 | COM |
| ABBOTT LABS | 2093 | 262222 | COM |
| AMERICAN CENTY ETF TR | 3446 | 255900 | AVANTIS RESPONSI |
| NEWMONT CORP | 2541 | 253743 | COM |
| NETAPP INC | 2300 | 246307 | COM |
| TARGET CORP | 2500 | 244375 | COM |
| APPLIED MATLS INC | 947 | 243492 | COM |
| COGNIZANT TECHNOLOGY SOLUTIO | 2921 | 242403 | CL A |
| ISHARES INC | 3729 | 238805 | MSCI EMERG MRKT |
| AMERICAN HEALTHCARE REIT INC | 5056 | 237935 | COM SHS |
| SYNCHRONY FINANCIAL | 2835 | 236524 | COM |
| COLGATE PALMOLIVE CO | 2991 | 236349 | COM |
| CANADIAN PACIFIC KANSAS CITY | 3171 | 233481 | COM |
| INTERCONTINENTAL EXCHANGE IN | 1438 | 232841 | COM |
| SCHWAB STRATEGIC TR | 9946 | 232439 | US AGGREGATE B |
| INVESCO EXCH TRADED FD TR II | 2017 | 230947 | S&P 500 REVENUE |
| VANGUARD WHITEHALL FDS | 1565 | 224609 | HIGH DIV YLD |
| ARISTA NETWORKS INC | 1693 | 221834 | COM SHS |
| ISHARES TR | 2315 | 220451 | MBS ETF |
| J P MORGAN EXCHANGE TRADED F | 4302 | 217259 | MUNICIPAL ETF |
| CVS HEALTH CORP | 2731 | 216720 | COM |
| DIMENSIONAL ETF TRUST | 3075 | 214235 | US SMALL CAP ETF |
| AKAMAI TECHNOLOGIES INC | 2400 | 209400 | COM |
| INNOVATOR ETFS TRUST | 9756 | 206730 | EQUITY DUAL DIRC |
| INTUIT | 312 | 206705 | COM |
| ISHARES TR | 8436 | 204413 | IBONDS DEC2026 |
| THERMO FISHER SCIENTIFIC INC | 350 | 202808 | COM |
| ENERGY TRANSFER L P | 11346 | 187088 | COM UT LTD PTN |
| PRIMO BRANDS CORPORATION | 10019 | 163811 | CLASS A COM SHS |
| RIVERNORTH FLEXIBLE MUNI INC | 12000 | 151920 | COM |
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