CALIBER WEALTH MANAGEMENT, LLC / KS

Q3 2025 13F Holdings

  • Location
    overland park, KS
  • Num holdings

    250

  • Value ($000)

    $897,022

  • Date Filed
    11/05/2025
  • Form type
    13F-HR
  • CIK
    0002067120
  • 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
I
IVV

ISHARES TR

CORE S&P500 ETF
$118.43M
13 %

176,946

A
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
$56.26M
6 %

517,611

I
IWF

ISHARES TR

RUS 1000 GRW ETF
$34.00M
4 %

72,590

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$32.26M
4 %

98,314

A
AGG

ISHARES TR

CORE US AGGBD ET
$26.58M
3 %

265,103

I
IJH

ISHARES TR

CORE S&P MCP ETF
$24.51M
3 %

375,530

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$22.42M
3 %

36,611

---

INNOVATOR ETFS TRUST

EQUITY DEFINED P
$21.52M
2 %

794,849

A
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
$21.36M
2 %

270,761

I
IJR

ISHARES TR

CORE S&P SCP ETF
$18.57M
2 %

156,250

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