CALIBER WEALTH MANAGEMENT, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2024
  • Location
    orem, UT
  • CIK
    0001800453
  • All SEC filings
Q1 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

60

$188.04M
SPY, QUAL, VO, VB
13F-HR
Apr 25, 2024
000108514624002022

55

$170.19M
SPY, QUAL, VANGUARD WORLD FDS, VB
13F-HR
Apr 23, 2024
000108514624001957

56

$148.69M
SPY, QUAL, VANGUARD WORLD FDS, VB
13F-HR
Oct 16, 2023
000195175723000578

55

$149.26M
SPY, QUAL, VB, VO
13F-HR
Jul 27, 2023
000195175723000438

60

$133.57M
RSP, COWZ, QUAL, VB
13F-HR
Apr 10, 2023
000195175723000136

85

$130.84M
SPY, COWZ, XSEP, VO
13F-HR
Jan 24, 2023
000195175723000043

65

$126.66M
SPY, COWZ, VO, SRLN
13F-HR
Oct 17, 2022
000180045322000006

64

$128.52M
SPY, NIKOLA CORP, COWZ, VO
13F-HR
Jul 12, 2022
000180045322000005

61

$156.69M
SPY, NIKOLA CORP, COWZ, VO
13F-HR
Apr 14, 2022
000180045322000004

66

$144.75M
SPY, NIKOLA CORP, VO, SRLN
13F-HR
Jan 20, 2022
000180045322000003

70

$141.90M
NIKOLA CORP, SPY, IQLT, VO
13F-HR
Oct 25, 2021
000180045321000006

73

$141.21M
NIKOLA CORP, SPY, IQLT, ROKU
13F-HR
Jul 22, 2021
000180045321000004

72

$137.72M
NIKOLA CORP, SPY, FBND, IUSB
13F-HR
Apr 26, 2021
000180045321000003

71

$101.98M
SPY, FBND, LQD, IUSB
13F-HR
Jan 19, 2021
000175932021000002