CALIBER WEALTH MANAGEMENT, LLC / KS

Q1 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
270
Total value ($000)
$913,910
Net value change ($000)
-15,390 (-1.7%)
New positions
22
Sold out positions
12
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 9,435 7.1%
UMAR 5,506 NEW
BUFF 5,145 1018.8%
AVUS 4,059 6.4%
PULS 3,464 29.8%
AGG 3,213 11.9%
IJH 2,608 9.7%
MPC 1,725 52.0%
CEG 1,521 NEW
AVUV 1,453 12.7%
Top Reduces (Value $000, Stocks/ETFs)
ZMAR -20,796 -95.2%
SLV -5,569 -26.5%
IWF -4,229 -12.6%
VTI -4,018 -13.6%
MUB -3,248 -49.4%
VOO -2,101 -9.1%
IGV -1,924 -88.4%
BND -1,804 -56.3%
DLN -1,776 -54.5%
SPY -1,708 -18.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type