CALIBER WEALTH MANAGEMENT, LLC / KS
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 913,910
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 246.4 K | 27.0% | 0 | 277.7 K | -277.7 K |
| ETFs | 665.3 K | 72.8% | 264.4 K | 0 | 264.4 K |
| Debt | 205 | 0.0% | 1 | 0 | 1 |
| Other | 2.012 K | 0.2% | 0 | 2.142 K | -2.142 K |
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Fund Snapshot
Q1 2026
Latest filed
4/23/2026
Total value ($000)
913,910
Holdings
270
QoQ value change ($000)
-15,390
(-1.7%)
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.