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Manager record

Caliber Wealth Management, Llc / Ks

Overland Park, KS · CIK 2067120 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.04BReported 13F valueQ2 2026 · as filed
340Holdings listed
+13.3%vs prior quartervalue change includes market moves
5Quarters on record
Jul 22Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $930.2M$930.2MQ2 2025282 holdingsQ3 2025: $897.0M$897.0MQ3 2025250 holdingsQ4 2025: $929.3M$929.3MQ4 2025260 holdingsQ1 2026: $913.9M$913.9MQ1 2026270 holdingsQ2 2026: $1.0B$1.0BQ2 2026340 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 22 2026 13F-HR · period Q2 2026

$1.04B · 340 holdings listed · View original SEC filing ↗
Apr 23 2026 13F-HR · period Q1 2026

$913.91M · 270 holdings listed · View original SEC filing ↗
Jan 28 2026 13F-HR · period Q4 2025

$929.30M · 260 holdings listed · View original SEC filing ↗
Nov 05 2025 13F-HR · period Q3 2025

$897.02M · 250 holdings listed · View original SEC filing ↗
Jul 30 2025 13F-HR · period Q2 2025

$930.23M · 282 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 22, 2026 · Change methodology