Caliber Wealth Management, LLC / KS
Caliber Wealth Management, LLC / KS reported 300 stocks worth $1B in its 13F filing for Q2 2026, filed Jul 22, 2026. Its largest holdings are IVV (15.7%), AVUS (7.8%) and IJH (3.4%). Compared with Q1 2026, the fund opened new positions in SCI and EQIX, added to AVUS, IJH and IWF, trimmed IVV, VTI and VOO and sold out of CMCSA, BBY and SPGI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 6 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $163M | 15.7% | 217K | −1,282 (−1%) | 6 of 6 | |
| 2 |  AVUS Avantis U.s. Equity ETF | $80.5M | 7.8% | 629K | +23K (+4%) | 6 of 6 | |
| 3 |  IJH Ishares TR | $35.1M | 3.4% | 455K | +18K (+4%) | 6 of 6 | |
| 4 |  IWF Ishares TR | $33.7M | 3.3% | 271K | +202K (+294%) | 6 of 6 | |
| 5 |  AGG Ishares TR | $30.6M | 3.0% | 309K | +4,377 (+1%) | 6 of 6 | |
| 6 |  VTI Vanguard Total Stock Market ETF | $28.8M | 2.8% | 78K | −1,968 (−2%) | 6 of 6 | |
| 7 |  AVDE American Centy ETF TR | $24.3M | 2.4% | 273K | +2,652 (+1%) | 6 of 6 | |
| 8 |  VOO Vanguard S&P 500 ETF | $23.6M | 2.3% | 34K | −856 (−2%) | 6 of 6 | |
| 9 |  IJR Ishares TR | $22.1M | 2.1% | 149K | −2,097 (−1%) | 6 of 6 | |
| 10 |  AVEM American Centy ETF TR | $21.4M | 2.1% | 222K | +3,754 (+2%) | 6 of 6 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CMCSA Comcast Corp New | $3M | 105K |
 BBY Best Buy Inc | $2.8M | 43K |
 SPGI S&P Global Inc | $2M | 4,624 |
 BUG Global X Fds | $270K | 11K |
 LHX L3HARRIS Technologies in | $249K | 721 |
🔒 Free account: see all 14.
Reported value
last 6 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 22, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Caliber Wealth Management, LLC / KS 13F FAQ
What does Caliber Wealth Management, LLC / KS own?
Caliber Wealth Management, LLC / KS reported 300 stocks worth $1B in its 13F filing for Q2 2026, filed Jul 22, 2026. Its largest holdings are IVV (15.7%), AVUS (7.8%) and IJH (3.4%). The table above lists every position in the filing (the top 10 without an account).
What did Caliber Wealth Management, LLC / KS buy and sell in Q2 2026?
Compared with Q1 2026: 44 new positions, 108 added to, 114 trimmed and 14 sold out. New positions include SCI and EQIX. It sold all of CMCSA, BBY and SPGI.
When will Caliber Wealth Management, LLC / KS file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Caliber Wealth Management, LLC / KS's portfolio worth?
The Q2 2026 filing reports $1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.