CALIBER WEALTH MANAGEMENT, LLC / KS
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,035,513
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 300 | 1,035,513 | 13F-HR | CALIBER WEALTH MANAGEMENT, LLC / KS |
| Q1 2026 | 4/23/2026 | 270 | 913,910 | 13F-HR | CALIBER WEALTH MANAGEMENT, LLC / KS |
| Q4 2025 | 1/28/2026 | 260 | 929,300 | 13F-HR | CALIBER WEALTH MANAGEMENT, LLC / KS |
| Q3 2025 | 11/5/2025 | 250 | 897,022 | 13F-HR | CALIBER WEALTH MANAGEMENT, LLC / KS |
| Q2 2025 | 7/30/2025 | 282 | 930,233 | 13F-HR | CALIBER WEALTH MANAGEMENT, LLC / KS |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 282.7 K | 27.3% | 36.23 K | 0 | 36.23 K |
| ETFs | 752.2 K | 72.6% | 86.93 K | 0 | 86.93 K |
| Debt | 205 | 0.0% | 0 | 0 | 0 |
| Other | 456 | 0.0% | 0 | 1.556 K | -1.556 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
1,035,513
Holdings
300
QoQ value change ($000)
121,603
(13.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.