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CALIBER WEALTH MANAGEMENT, LLC / KS

Q1 2026 13F Holdings

  • Location
    overland park, KS
  • Num holdings

    270

  • Value ($000)

    $913,910

  • Date Filed
    04/23/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$142.68M
16 %

218,425

A
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
025072885
$67.31M
7 %

605,425

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$30.21M
3 %

304,322

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$29.53M
3 %

437,313

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$29.4M
3 %

68,958

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$25.59M
3 %

79,782

A
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
025072703
$22.9M
3 %

269,907

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$21.03M
2 %

35,189

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$18.81M
2 %

151,331

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$18.47M
2 %

204,067

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