CALIBER WEALTH MANAGEMENT, LLC / KS
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 929,300
- 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 |
|---|---|---|---|---|---|
| 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 | 524.1 K | 56.4% | 4.978 K | 0 | 4.978 K |
| ETFs | 400.9 K | 43.1% | 27.25 K | 0 | 27.25 K |
| Debt | 204 | 0.0% | 0 | 0 | 0 |
| Other | 4.154 K | 0.4% | 51 | 0 | 51 |
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Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
929,300
Holdings
260
QoQ value change ($000)
32,278
(3.6%)
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.