CALIBER WEALTH MANAGEMENT, LLC / KS

Q3 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
9/30/2026
Date filed
11/4/2026
Form type
13F-HR
Num holdings
287
Total value ($000)
$1,022,437
Net value change ($000)
-13,076 (-1.3%)
New positions
13
Sold out positions
26
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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 12,269 7.5%
AVUS 4,461 5.5%
MSFT 3,269 41.6%
PULS 2,513 13.4%
MPC 2,479 46.6%
XOM 2,065 NEW
SPGI 1,812 NEW
ORLY 1,375 595.2%
IBIT 1,183 NEW
AVDE 1,179 4.8%
Top Reduces (Value $000, Stocks/ETFs)
IWF -6,322 -18.8%
IJR -5,711 -25.8%
AGG -4,459 -14.6%
BIV -2,515 -100.0%
HD -2,325 -40.5%
DFIV -2,047 -19.9%
S&P GLOBAL INC -1,896 -100.0%
XOM -1,767 -100.0%
VOO -1,239 -5.3%
VO -1,223 -14.6%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type