Q2 2026 13F · SEC CIK 2067120

Caliber Wealth Management, LLC / KS

Wealth managerFiled 2026-07-22 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.0B
Reported positions: 300
Holdings vs S&P 500, 3 yrs: —
Average holding period: 1.5 yrs

Caliber Wealth Management, LLC / KS is a wealth manager that reported 300 positions worth $1.0B in its Q2 2026 13F, filed 2026-07-22. Its largest holdings were Ishares Tr (IVV, 15.7%), Avantis U.S. Equity ETF (AVUS, 7.8%), Ishares Tr (IJH, 3.4%).

Caliber Wealth Management, LLC / KS holdings largest 50 of 300 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Caliber Wealth Management, LLC / KS 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Tr	15.7%	15.6%	217,143	-0.6%	$162.6M
AVUSAvantis U.S. Equity ETF	7.8%	7.4%	628,777	+3.9%	$80.5M
IJHIshares Tr	3.4%	3.2%	455,491	+4.2%	$35.1M
IWFIshares Tr	3.3%	3.2%	271,447	+293.6%	$33.7M
AGGIshares Tr	3.0%	3.3%	308,699	+1.4%	$30.6M
VTIVanguard Index Fds	2.8%	2.8%	77,814	-2.5%	$28.8M
AVDEAvantis International Equity ETF	2.3%	2.5%	272,559	+1.0%	$24.3M
VOOVanguard Index Fds	2.3%	2.3%	34,333	-2.4%	$23.6M
IJRIshares Tr	2.1%	2.1%	149,234	-1.4%	$22.1M
AVEMAmerican Centy ETF Tr	2.1%	1.9%	221,589	+1.7%	$21.4M
IEFAIshares Tr	2.0%	2.0%	210,043	+2.9%	$20.3M
PULSPgim ETF Tr	1.8%	1.6%	378,362	+24.3%	$18.7M
QQQInvesco Qqq Tr	1.8%	1.6%	24,823	-2.5%	$18.3M
AVUVAmerican Centy ETF Tr	1.5%	1.4%	120,915	+3.3%	$15.1M
XLKSelect Sector Spdr Tr	1.4%	1.2%	78,689	-2.4%	$15.0M
SLVIshares Silver Tr	1.2%	1.7%	222,828	-1.5%	$11.9M
WMTWalmart Inc	1.0%	1.3%	91,586	-0.9%	$10.4M
DFIVDimensional ETF Trust	1.0%	1.1%	190,541	-1.7%	$10.3M
GOOGAlphabet Inc	1.0%	0.9%	27,883	-1.2%	$9.9M
AVGOBroadcom Inc	0.9%	0.7%	23,527	+21.2%	$8.9M
VOVanguard Index Fds	0.8%	0.8%	103,856	+289.0%	$8.4M
SPYState Str Spdr S&p 500 ETF T	0.8%	0.8%	10,732	-4.7%	$8.0M
MSFTMicrosoft Corp	0.8%	0.8%	21,075	+2.1%	$7.9M
JPMJpmorgan Chase & Co	0.8%	0.8%	23,778	-0.2%	$7.8M
AAPLApple Inc	0.7%	0.7%	26,719	+4.6%	$7.7M
AVDVAmerican Centy ETF Tr	0.7%	0.7%	68,281	+3.1%	$7.0M
SGOVIshares Tr	0.7%	0.7%	68,509	+11.3%	$6.9M
AMZNAmazon Com Inc	0.6%	0.6%	27,731	-2.0%	$6.6M
BUFFInnovator Etfs Trust	0.6%	0.6%	121,964	+6.7%	$6.4M
IVEIshares Tr	0.6%	0.6%	27,975	+1.9%	$6.4M
UMARInnovator Etfs Trust	0.6%	0.6%	138,550	+0.0%	$5.9M
HDHome Depot Inc	0.6%	0.5%	16,257	+6.8%	$5.7M
URIUnited Rentals Inc	0.5%	—	4,900	—	$5.6M
VUGVanguard Index Fds	0.5%	0.5%	63,731	+530.9%	$5.5M
MPCMarathon Petroleum	0.5%	0.6%	20,802	+0.7%	$5.3M
VTEBVanguard Mun Bd Fds	0.5%	0.6%	104,321	-9.7%	$5.3M
IEMGIshares Inc	0.5%	0.5%	60,211	+1.8%	$5.0M
USMVIshares Tr	0.5%	0.5%	50,834	-0.0%	$4.9M
JNJJohnson & Johnson	0.5%	0.5%	18,884	+0.1%	$4.8M
ADIAnalog Devices Inc	0.5%	—	12,047	—	$4.8M
NVDANvidia Corporation	0.5%	—	23,594	—	$4.7M
JCIJohnson Controls Internation	0.5%	0.5%	31,883	-3.8%	$4.7M
NEARIshares U S ETF Tr	0.4%	0.5%	91,470	+0.4%	$4.6M
ETNEaton Corp PLC	0.4%	—	10,707	—	$4.6M
VXUSVanguard Star Fds	0.4%	0.5%	53,220	-1.2%	$4.5M
GLDSpdr Gold Tr	0.4%	0.6%	11,866	-0.5%	$4.4M
CBChubb Limited	0.4%	0.4%	12,203	+2.3%	$4.2M
SCHDSchwab Strategic Tr	0.4%	0.4%	130,428	-2.5%	$4.1M
ABBVAbbvie Inc	0.4%	—	16,265	—	$4.1M
UNPUnion Pac Corp	0.4%	—	14,996	—	$4.1M

What Caliber Wealth Management, LLC / KS bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.5% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.0B	300
Q1 2026	$913.9M	270
Q4 2025	$929.3M	260
Q3 2025	$897.0M	250
Q2 2025	$930.2M	282
Q1 2025	$732.8M	254

Questions about Caliber Wealth Management, LLC / KS's portfolio

What stocks does Caliber Wealth Management, LLC / KS own?

Caliber Wealth Management, LLC / KS's latest 13F, for Q2 2026 and filed Jul 22, 2026, lists 300 positions worth $1.0B. The largest are Ishares Tr (IVV) at 15.7%, Avantis U.S. Equity ETF (AVUS) at 7.8%, Ishares Tr (IJH) at 3.4%, Ishares Tr (IWF) at 3.3% and Ishares Tr (AGG) at 3.0%.

What did Caliber Wealth Management, LLC / KS buy last quarter?

In Q2 2026, Caliber Wealth Management, LLC / KS added Vanguard Index Fds (VUG) (+530.9% shares), Ishares Tr (IWF) (+293.6% shares) and Vanguard Index Fds (VO) (+289.0% shares), compared with its Q1 2026 filing.

What did Caliber Wealth Management, LLC / KS sell last quarter?

In Q2 2026, Caliber Wealth Management, LLC / KS cut from its top 50 Devon Energy Corp New (DVN), cut from its top 50 Verizon Communications Inc (VZ), cut from its top 50 Air Products and Chemicals I (APD), cut from its top 50 Unitedhealth Group Inc (UNH), cut from its top 50 Motorola Solutions Inc (MSI) and Vanguard Mun Bd Fds (VTEB) (-9.7% shares), compared with its Q1 2026 filing.

When is Caliber Wealth Management, LLC / KS's next 13F filing due?

13F filings are due 45 days after each quarter ends. Caliber Wealth Management, LLC / KS's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.