CALIBER WEALTH MANAGEMENT, LLC / KS
Q1 2025 13F Holdings
- Locationoverland park, KS
- Num holdings
254
- Value ($000)
$732,816
- Date Filed05/07/2025
- Form type13F-HR
- CIK0002067120
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $74.27M | 10 % | 132,168 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $37.22M | 5 % | 402,926 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $36.48M | 5 % | 132,729 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $36.13M | 5 % | 96,259 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $17.97M | 3 % | 271,238 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $17.33M | 2 % | 296,975 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $15.78M | 2 % | 30,702 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $13.94M | 2 % | 29,725 | ||
AAPL APPLE INC | COM | 037833100 | $13.12M | 2 % | 59,069 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $12.82M | 2 % | 49,563 |
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