Caliber Wealth Management, LLC / KS

13F filer · CIK 0002067120

Reported Jul 22, 2026

Net buyer this quarter

13F portfolio value$1.04BU.S. long equity reported on 13F

Positions16034 new · 11 closed

Net flow last quarter+$11.9MBuys minus sells

Top 10 positions weight10.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 22, 2026160 positions
PULSPulse Electronics Corp	$18.7M	1.81%	2.16%	+24.3%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$18.3M	1.77%	Not reported	-2.5%	Q1 2025
SLViShares Silver Trust	$11.9M	1.15%	0.04%	-1.5%	Q1 2025
WMTWalmart Inc.	$10.4M	1.00%	0.00%	-0.9%	Q1 2025
GOOGAlphabet Inc.	$9.85M	0.95%	Not reported	-1.2%	Q1 2025
AVGOBroadcom Inc.	$8.89M	0.86%	0.00%	+21.2%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$8.01M	0.77%	Not reported	-4.7%	Q1 2025
MSFTMicrosoft Corp	$7.86M	0.76%	0.00%	+2.1%	Q1 2025
JPMJPMorgan Chase & Co	$7.78M	0.75%	0.00%	-0.2%	Q1 2025
AAPLApple Inc.	$7.73M	0.75%	0.00%	+4.7%	Q1 2025
AMZNAmazon Com Inc	$6.61M	0.64%	0.00%	-2.0%	Q1 2025
BUFFBlue Buffalo Pet Products, Inc.	$6.43M	0.62%	0.06%	+6.7%	Q2 2025
HDHome Depot, Inc.	$5.73M	0.55%	0.00%	+6.9%	Q1 2025
URIUnited Rentals, Inc.	$5.55M	0.54%	0.01%	-1.8%	Q1 2025
MPCMarathon Petroleum Corp	$5.32M	0.51%	0.01%	+0.7%	Q1 2025
JNJJohnson & Johnson	$4.8M	0.46%	0.00%	+0.1%	Q1 2025
ADIAnalog Devices Inc	$4.78M	0.46%	0.00%	+0.4%	Q1 2025
NVDANvidia Corp	$4.72M	0.46%	0.00%	+72.2%	Q1 2025
JCIJohnson Controls International plc	$4.66M	0.45%	0.01%	-3.8%	Q1 2025
ETNEaton Corp plc	$4.56M	0.44%	0.00%	+1.6%	Q1 2025
GLDSPDR Gold Trust	$4.37M	0.42%	0.00%	-0.5%	Q1 2025
CBChubb Ltd	$4.16M	0.40%	0.00%	+2.3%	Q1 2025
ABBVAbbVie Inc.	$4.09M	0.40%	0.00%	+4.8%	Q1 2025
UNPUnion Pacific Corp	$4.08M	0.39%	0.00%	+2.6%	Q1 2025
CMICummins Inc	$4.05M	0.39%	0.00%	+3.5%	Q2 2025
DRIDarden Restaurants Inc	$3.9M	0.38%	0.02%	+5.1%	Q1 2025
GOOGLAlphabet Inc.	$3.89M	0.38%	0.00%	-1.3%	Q1 2025
UNHUnitedhealth Group Inc	$3.88M	0.37%	0.00%	-35.3%	Q1 2025
APDAir Products & Chemicals, Inc.	$3.86M	0.37%	0.01%	-2.6%	Q1 2025
MSIMotorola Solutions, Inc.	$3.74M	0.36%	0.01%	+0.5%	Q1 2025
DVNDevon Energy Corp	$3.67M	0.35%	0.01%	+3.6%	Q1 2025
VZVerizon Communications Inc	$3.55M	0.34%	0.00%	+3.2%	Q1 2025
SCIService Corp International	$3.5M	0.34%	0.03%	New	Q2 2026
NEENextera Energy Inc	$3.36M	0.32%	0.00%	+2.1%	Q1 2025
AMDAdvanced Micro Devices Inc	$3.29M	0.32%	0.00%	-42.4%	Q1 2025
ETREntergy Corp	$3.27M	0.32%	0.01%	+5.3%	Q4 2025
BRK.BBerkshire Hathaway Inc	$3.26M	0.31%	Not reported	+3.7%	Q1 2025
VLUEiSHARES TRUST	$3.01M	0.29%	Not reported	0.0%	Q1 2025
CMECme Group Inc.	$2.96M	0.29%	0.00%	+2.5%	Q1 2025
APHAmphenol Corp	$2.81M	0.27%	0.00%	+3.3%	Q2 2025
METAMeta Platforms, Inc.	$2.76M	0.27%	Not reported	+13.4%	Q1 2025
GEVGE Vernova Inc.	$2.71M	0.26%	0.00%	-15.5%	Q2 2025
VVisa Inc.	$2.56M	0.25%	0.00%	+5.6%	Q1 2025
TJXTJX Companies Inc	$2.53M	0.24%	0.00%	+3.5%	Q1 2025
HCAHCA Healthcare, Inc.	$2.5M	0.24%	0.00%	-3.6%	Q1 2025
LLYELI LILLY & Co	$2.42M	0.23%	0.00%	+199.3%	Q1 2025
EQIXEquinix Inc	$2.33M	0.23%	0.00%	New	Q2 2026
ALLAllstate Corp	$2.33M	0.22%	0.00%	-4.0%	Q1 2025
WFCWells Fargo & Company	$2.23M	0.22%	0.00%	+6.2%	Q1 2025
FANGDiamondback Energy, Inc.	$2.15M	0.21%	0.00%	+0.8%	Q1 2025

Q1 2026Reported Apr 23, 2026137 positions
SLViShares Silver Trust	$15.4M	1.69%	0.04%	-30.6%	Q1 2025
PULSPulse Electronics Corp	$15.1M	1.65%	1.73%	+30.1%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$14.7M	1.61%	Not reported	-1.7%	Q1 2025
WMTWalmart Inc.	$11.5M	1.26%	0.00%	+0.2%	Q1 2025
GOOGAlphabet Inc.	$8.09M	0.89%	Not reported	-0.9%	Q1 2025
MSFTMicrosoft Corp	$7.64M	0.84%	0.00%	+9.6%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$7.32M	0.80%	Not reported	-15.0%	Q1 2025
JPMJPMorgan Chase & Co	$7.01M	0.77%	0.00%	+1.9%	Q1 2025
AAPLApple Inc.	$6.48M	0.71%	0.00%	+4.2%	Q1 2025
AVGOBroadcom Inc.	$6.01M	0.66%	0.00%	+3.8%	Q1 2025
AMZNAmazon Com Inc	$5.89M	0.64%	0.00%	+3.5%	Q1 2025
BUFFBlue Buffalo Pet Products, Inc.	$5.65M	0.62%	0.06%	+1029.6%	Q2 2025
GLDSPDR Gold Trust	$5.13M	0.56%	0.00%	-2.1%	Q1 2025
MPCMarathon Petroleum Corp	$5.04M	0.55%	0.01%	+1.2%	Q1 2025
HDHome Depot, Inc.	$5M	0.55%	0.00%	+3.8%	Q1 2025
JNJJohnson & Johnson	$4.61M	0.50%	0.00%	+0.7%	Q1 2025
JCIJohnson Controls International plc	$4.34M	0.48%	0.01%	-0.1%	Q1 2025
DVNDevon Energy Corp	$4.32M	0.47%	0.01%	+0.8%	Q1 2025
VZVerizon Communications Inc	$4.07M	0.45%	0.00%	-2.3%	Q1 2025
APDAir Products & Chemicals, Inc.	$3.93M	0.43%	0.01%	+1.1%	Q1 2025
UNHUnitedhealth Group Inc	$3.9M	0.43%	0.00%	+7.9%	Q1 2025
CBChubb Ltd	$3.89M	0.43%	0.00%	+1.8%	Q1 2025
MSIMotorola Solutions, Inc.	$3.88M	0.42%	0.01%	+1.0%	Q1 2025
CMECme Group Inc.	$3.86M	0.42%	0.00%	+1.1%	Q1 2025
ADIAnalog Devices Inc	$3.82M	0.42%	0.00%	+0.8%	Q1 2025
ETNEaton Corp plc	$3.77M	0.41%	0.00%	+1.2%	Q1 2025
URIUnited Rentals, Inc.	$3.63M	0.40%	0.01%	-2.1%	Q1 2025
UNPUnion Pacific Corp	$3.55M	0.39%	0.00%	+1.4%	Q1 2025
DRIDarden Restaurants Inc	$3.53M	0.39%	0.02%	+0.7%	Q1 2025
NEENextera Energy Inc	$3.49M	0.38%	0.00%	+1.4%	Q1 2025
ABBVAbbVie Inc.	$3.37M	0.37%	0.00%	+4.2%	Q1 2025
GOOGLAlphabet Inc.	$3.17M	0.35%	0.00%	-18.0%	Q1 2025
HCAHCA Healthcare, Inc.	$3.15M	0.34%	0.00%	-0.2%	Q1 2025
ETREntergy Corp	$3.04M	0.33%	0.01%	+3.9%	Q4 2025
CMCSAComcast Corp	$3.01M	0.33%	0.00%	+2.3%	Q1 2025
BRK.BBerkshire Hathaway Inc	$3.01M	0.33%	Not reported	+3.4%	Q1 2025
CMICummins Inc	$2.95M	0.32%	0.00%	+1.8%	Q2 2025
MDTMedtronic plc	$2.86M	0.31%	0.00%	+2.3%	Q1 2025
BBYBest Buy Co Inc	$2.75M	0.30%	0.02%	+3.2%	Q1 2025
TJXTJX Companies Inc	$2.58M	0.28%	0.00%	+0.4%	Q1 2025
METAMeta Platforms, Inc.	$2.47M	0.27%	Not reported	-0.5%	Q1 2025
FANGDiamondback Energy, Inc.	$2.4M	0.26%	0.00%	-3.1%	Q1 2025
NVDANvidia Corp	$2.39M	0.26%	0.00%	+5.8%	Q1 2025
GEVGE Vernova Inc.	$2.38M	0.26%	0.00%	-21.2%	Q2 2025
XOMExxonMobil Holdings Corp	$2.25M	0.25%	0.00%	-4.2%	Q1 2025
VLUEiSHARES TRUST	$2.14M	0.23%	Not reported	-0.6%	Q1 2025
VVisa Inc.	$2.13M	0.23%	0.00%	+12.5%	Q1 2025
ALLAllstate Corp	$2.11M	0.23%	0.00%	+11.8%	Q1 2025
FISFidelity National Information Services, Inc.	$2.09M	0.23%	0.01%	+7.2%	Q1 2025
WFCWells Fargo & Company	$2.02M	0.22%	0.00%	+6.9%	Q1 2025

Q4 2025Reported Jan 28, 2026135 positions
SLViShares Silver Trust	$21M	2.26%	0.06%	-4.1%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$15.9M	1.71%	Not reported	-4.0%	Q1 2025
PULSPulse Electronics Corp	$11.6M	1.25%	1.33%	+24.8%	Q1 2025
WMTWalmart Inc.	$10.3M	1.11%	0.00%	-1.5%	Q1 2025
MSFTMicrosoft Corp	$9.11M	0.98%	0.00%	-2.3%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$9.03M	0.97%	Not reported	-8.8%	Q1 2025
GOOGAlphabet Inc.	$8.94M	0.96%	Not reported	-4.1%	Q1 2025
JPMJPMorgan Chase & Co	$7.53M	0.81%	0.00%	-2.3%	Q1 2025
AAPLApple Inc.	$6.66M	0.72%	0.00%	+5.4%	Q1 2025
AVGOBroadcom Inc.	$6.48M	0.70%	0.00%	-23.8%	Q1 2025
AMZNAmazon Com Inc	$6.31M	0.68%	0.00%	+2.9%	Q1 2025
HDHome Depot, Inc.	$5.04M	0.54%	0.00%	+4.5%	Q1 2025
GLDSPDR Gold Trust	$4.83M	0.52%	0.00%	-1.0%	Q1 2025
UNHUnitedhealth Group Inc	$4.41M	0.47%	0.00%	+16.4%	Q1 2025
GOOGLAlphabet Inc.	$4.21M	0.45%	0.00%	-5.5%	Q1 2025
URIUnited Rentals, Inc.	$4.12M	0.44%	0.01%	-5.5%	Q1 2025
JCIJohnson Controls International plc	$3.97M	0.43%	0.01%	-9.8%	Q1 2025
JNJJohnson & Johnson	$3.87M	0.42%	0.00%	-6.7%	Q1 2025
CBChubb Ltd	$3.66M	0.39%	0.00%	+6.1%	Q1 2025
CMECme Group Inc.	$3.53M	0.38%	0.00%	+7.9%	Q1 2025
ABBVAbbVie Inc.	$3.4M	0.37%	0.00%	+4.3%	Q1 2025
MSIMotorola Solutions, Inc.	$3.4M	0.37%	0.01%	+19.3%	Q1 2025
VZVerizon Communications Inc	$3.38M	0.36%	0.00%	+12.2%	Q1 2025
UNPUnion Pacific Corp	$3.34M	0.36%	0.00%	+7.5%	Q1 2025
ETNEaton Corp plc	$3.32M	0.36%	0.00%	-4.0%	Q1 2025
MPCMarathon Petroleum Corp	$3.32M	0.36%	0.01%	-6.6%	Q1 2025
APDAir Products & Chemicals, Inc.	$3.31M	0.36%	0.01%	+14.2%	Q1 2025
DRIDarden Restaurants Inc	$3.29M	0.35%	0.02%	+16.3%	Q1 2025
ADIAnalog Devices Inc	$3.23M	0.35%	0.00%	-12.2%	Q1 2025
DVNDevon Energy Corp	$3.12M	0.34%	0.01%	-0.1%	Q1 2025
HCAHCA Healthcare, Inc.	$3.12M	0.34%	0.00%	-3.1%	Q1 2025
MDTMedtronic plc	$3.1M	0.33%	0.00%	-2.3%	Q1 2025
CMCSAComcast Corp	$3.06M	0.33%	0.00%	+17.8%	Q1 2025
BRK.BBerkshire Hathaway Inc	$3.05M	0.33%	Not reported	-0.4%	Q1 2025
NEENextera Energy Inc	$2.97M	0.32%	0.00%	-0.3%	Q1 2025
AMDAdvanced Micro Devices Inc	$2.9M	0.31%	0.00%	+4.4%	Q1 2025
METAMeta Platforms, Inc.	$2.87M	0.31%	Not reported	+7.3%	Q1 2025
BBYBest Buy Co Inc	$2.78M	0.30%	0.02%	-1.7%	Q1 2025
FISFidelity National Information Services, Inc.	$2.76M	0.30%	0.01%	+11.1%	Q1 2025
CMICummins Inc	$2.75M	0.30%	0.00%	-22.2%	Q2 2025
APHAmphenol Corp	$2.75M	0.30%	0.00%	+4.1%	Q2 2025
TJXTJX Companies Inc	$2.47M	0.27%	0.00%	+4.1%	Q1 2025
IQVIqvia Holdings Inc.	$2.43M	0.26%	0.01%	+6.5%	Q1 2025
NVDANvidia Corp	$2.42M	0.26%	0.00%	+31.2%	Q1 2025
ETREntergy Corp	$2.4M	0.26%	0.01%	New	Q4 2025
FVDFirst Trust Value Line Dividend Fund	$2.27M	0.24%	Not reported	-50.9%	Q1 2025
GEVGE Vernova Inc.	$2.26M	0.24%	0.00%	+8.0%	Q2 2025
WFCWells Fargo & Company	$2.21M	0.24%	0.00%	Not reported	Q1 2025
VVisa Inc.	$2.2M	0.24%	0.00%	+3.0%	Q1 2025
CRMSalesforce, Inc.	$2.15M	0.23%	0.00%	+1.8%	Q1 2025

Q3 2025Reported Nov 5, 2025126 positions
QQQInvesco QQQ Trust, Series 1	$16.2M	1.80%	Not reported	-8.2%	Q1 2025
SLViShares Silver Trust	$14.4M	1.60%	0.06%	-2.0%	Q1 2025
MSFTMicrosoft Corp	$9.99M	1.11%	0.00%	-80.9%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$9.67M	1.08%	Not reported	-19.3%	Q1 2025
WMTWalmart Inc.	$9.65M	1.08%	0.00%	-15.1%	Q1 2025
PULSPulse Electronics Corp	$9.34M	1.04%	1.07%	+24.8%	Q1 2025
AVGOBroadcom Inc.	$8.1M	0.90%	0.00%	-17.6%	Q1 2025
JPMJPMorgan Chase & Co	$7.55M	0.84%	0.00%	-11.1%	Q1 2025
GOOGAlphabet Inc.	$7.23M	0.81%	Not reported	-16.7%	Q1 2025
AAPLApple Inc.	$5.92M	0.66%	0.00%	-63.3%	Q1 2025
AMZNAmazon Com Inc	$5.83M	0.65%	0.00%	-17.5%	Q1 2025
HDHome Depot, Inc.	$5.68M	0.63%	0.00%	-17.1%	Q1 2025
URIUnited Rentals, Inc.	$5.15M	0.57%	0.01%	-3.6%	Q1 2025
FVDFirst Trust Value Line Dividend Fund	$4.65M	0.52%	Not reported	-32.5%	Q1 2025
GLDSPDR Gold Trust	$4.38M	0.49%	0.00%	-0.8%	Q1 2025
MPCMarathon Petroleum Corp	$4.21M	0.47%	0.01%	-10.5%	Q1 2025
ETNEaton Corp plc	$4.06M	0.45%	0.00%	-6.3%	Q1 2025
JCIJohnson Controls International plc	$4.04M	0.45%	0.01%	-6.0%	Q1 2025
UNHUnitedhealth Group Inc	$3.97M	0.44%	0.00%	+10.9%	Q1 2025
JNJJohnson & Johnson	$3.72M	0.41%	0.00%	-2.2%	Q1 2025
GOOGLAlphabet Inc.	$3.46M	0.39%	0.00%	-39.1%	Q1 2025
MSIMotorola Solutions, Inc.	$3.4M	0.38%	0.00%	-0.1%	Q1 2025
ADIAnalog Devices Inc	$3.33M	0.37%	0.00%	-4.7%	Q1 2025
ABBVAbbVie Inc.	$3.31M	0.37%	0.00%	+4.0%	Q1 2025
VZVerizon Communications Inc	$3.25M	0.36%	0.00%	+2.2%	Q1 2025
CMECme Group Inc.	$3.24M	0.36%	0.00%	-0.5%	Q1 2025
BBYBest Buy Co Inc	$3.2M	0.36%	0.02%	-1.1%	Q1 2025
APDAir Products & Chemicals, Inc.	$3.2M	0.36%	0.01%	-2.2%	Q1 2025
UNPUnion Pacific Corp	$3.17M	0.35%	0.00%	+0.3%	Q1 2025
MDTMedtronic plc	$3.15M	0.35%	0.00%	+0.9%	Q1 2025
CBChubb Ltd	$3.12M	0.35%	0.00%	+2.4%	Q1 2025
BRK.BBerkshire Hathaway Inc	$3.07M	0.34%	Not reported	-13.9%	Q1 2025
DVNDevon Energy Corp	$2.99M	0.33%	0.01%	+1.2%	Q1 2025
METAMeta Platforms, Inc.	$2.97M	0.33%	Not reported	-3.1%	Q1 2025
HCAHCA Healthcare, Inc.	$2.93M	0.33%	0.00%	-15.8%	Q1 2025
DRIDarden Restaurants Inc	$2.93M	0.33%	0.01%	-1.0%	Q1 2025
CMICummins Inc	$2.93M	0.33%	0.01%	+0.2%	Q2 2025
NEENextera Energy Inc	$2.8M	0.31%	0.00%	-1.6%	Q1 2025
CMCSAComcast Corp	$2.74M	0.30%	0.00%	+4.5%	Q1 2025
PEGPublic Service Enterprise Group Inc	$2.56M	0.29%	0.01%	+2.5%	Q1 2025
FISFidelity National Information Services, Inc.	$2.47M	0.27%	0.01%	+0.2%	Q1 2025
MDYSPDR S&P Midcap 400 ETF Trust	$2.44M	0.27%	Not reported	-3.7%	Q1 2025
APHAmphenol Corp	$2.42M	0.27%	0.00%	-5.1%	Q2 2025
TJXTJX Companies Inc	$2.24M	0.25%	0.00%	-4.8%	Q1 2025
AMDAdvanced Micro Devices Inc	$2.1M	0.23%	0.00%	-7.8%	Q1 2025
VVisa Inc.	$2.08M	0.23%	0.00%	-4.8%	Q1 2025
GEVGE Vernova Inc.	$1.97M	0.22%	0.00%	-3.5%	Q2 2025
IQVIqvia Holdings Inc.	$1.93M	0.21%	0.01%	-3.3%	Q1 2025
VLUEiSHARES TRUST	$1.91M	0.21%	Not reported	-0.9%	Q1 2025
ALLAllstate Corp	$1.9M	0.21%	0.00%	-1.8%	Q1 2025

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