Calamos Wealth Management LLC

Q3 2025 13F Holdings

  • Location
    naperville, IL
  • Num holdings

    432

  • Value ($000)

    $2,775,019

  • Date Filed
    10/20/2025
  • Form type
    13F-HR
  • CIK
    0001455258
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$199.91M
7 %

785,082

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$173.10M
6 %

258,633

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$166.83M
6 %

894,125

M
MSFT

MICROSOFT CORP

COM
594918104
$137.83M
5 %

266,106

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$133.69M
5 %

1,107,429

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$119.18M
4 %

577,104

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$89.90M
3 %

369,816

A
AMZN

AMAZON COM INC

COM
023135106
$81.23M
3 %

369,936

I
IWV

ISHARES TR

RUSSELL 3000 ETF
464287689
$67.50M
2 %

178,120

A
AVGO

BROADCOM INC

COM
11135F101
$64.16M
2 %

194,475

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