CALIBER WEALTH MANAGEMENT, LLC / KS

Est. AUM

$907.0M

13F long equity, this entity only

Positions

267

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$142.7M	218425	15.73%	SOLE
2	AMERICAN CENTY ETF TR	US EQT ETF	$67.3M	605425	7.42%	SOLE
3	ISHARES TR	CORE US AGGBD ET	$30.2M	304322	3.33%	SOLE
4	ISHARES TR	CORE S&P MCP ETF	$29.5M	437313	3.26%	SOLE
5	ISHARES TR	RUS 1000 GRW ETF	$29.4M	68958	3.24%	SOLE
6	VANGUARD INDEX FDS	TOTAL STK MKT	$25.6M	79782	2.82%	SOLE
7	AMERICAN CENTY ETF TR	INTL EQT ETF	$22.9M	269907	2.52%	SOLE
8	VANGUARD INDEX FDS	S&P 500 ETF SHS	$21.0M	35189	2.32%	SOLE
9	ISHARES TR	CORE S&P SCP ETF	$18.8M	151331	2.07%	SOLE
10	ISHARES TR	CORE MSCI EAFE	$18.5M	204067	2.04%	SOLE
11	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$17.6M	217835	1.94%	SOLE
12	ISHARES SILVER TR	ISHARES	$15.4M	226212	1.70%	SOLE
13	PGIM ETF TR	PGIM ULTRA SH BD	$15.1M	304457	1.66%	SOLE
14	INVESCO QQQ TR	UNIT SER 1	$14.7M	25451	1.62%	SOLE
15	AMERICAN CENTY ETF TR	US SML CP VALU	$12.9M	117036	1.43%	SOLE
16	WALMART INC	COM	$11.5M	92446	1.27%	SOLE
17	SELECT SECTOR SPDR TR	STATE STREET TEC	$10.7M	80648	1.18%	SOLE
18	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$10.2M	193928	1.13%	SOLE
19	ALPHABET INC	CAP STK CL C	$8.1M	28210	0.89%	SOLE
20	VANGUARD INDEX FDS	MID CAP ETF	$7.7M	26699	0.85%	SOLE
21	MICROSOFT CORP	COM	$7.6M	20641	0.84%	SOLE
22	STATE STR SPDR S&P 500 ETF T	TR UNIT	$7.3M	11262	0.81%	SOLE
23	JPMORGAN CHASE & CO	COM	$7.0M	23814	0.77%	SOLE
24	AMERICAN CENTY ETF TR	INTL SMCP VLU	$6.6M	66242	0.73%	SOLE
25	APPLE INC	COM	$6.5M	25532	0.71%	SOLE
26	BROADCOM INC	COM	$6.0M	19411	0.66%	SOLE
27	AMAZON COM INC	COM	$5.9M	28288	0.65%	SOLE
28	ISHARES TR	S&P 500 VAL ETF	$5.8M	27466	0.64%	SOLE
29	VANGUARD MUN BD FDS	TAX EXEMPT BD	$5.8M	115490	0.64%	SOLE
30	INNOVATOR ETFS TRUST	LADERD ALCTN PWR	$5.7M	114349	0.62%	SOLE
31	INNOVATOR ETFS TRUST	US EQT ULTRA BF	$5.5M	138550	0.61%	SOLE
32	SPDR GOLD TR	GOLD SHS	$5.1M	11924	0.57%	SOLE
33	MARATHON PETE CORP	COM	$5.0M	20653	0.56%	SOLE
34	HOME DEPOT INC	COM	$5.0M	15215	0.55%	SOLE
35	ISHARES TR	MSCI USA MIN VOL	$4.7M	50838	0.52%	SOLE
36	ISHARES U S ETF TR	SHORT DURATION B	$4.6M	91073	0.51%	SOLE
37	JOHNSON & JOHNSON	COM	$4.6M	18857	0.51%	SOLE
38	VANGUARD INDEX FDS	GROWTH ETF	$4.4M	10102	0.49%	SOLE
39	JOHNSON CONTROLS INTERNATION	SHS	$4.3M	33157	0.48%	SOLE
40	DEVON ENERGY CORP NEW	COM	$4.3M	85823	0.48%	SOLE
41	VANGUARD STAR FDS	VG TL INTL STK F	$4.2M	53847	0.46%	SOLE
42	ISHARES INC	CORE MSCI EMKT	$4.1M	59150	0.45%	SOLE
43	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$4.1M	133767	0.45%	SOLE
44	VERIZON COMMUNICATIONS INC	COM	$4.1M	81147	0.45%	SOLE
45	AIR PRODUCTS AND CHEMICALS I	COM	$3.9M	13532	0.43%	SOLE
46	UNITEDHEALTH GROUP INC	COM	$3.9M	14427	0.43%	SOLE
47	CHUBB LTD SWITZ	COM	$3.9M	11925	0.43%	SOLE
48	MOTOROLA SOLUTIONS INC	COM NEW	$3.9M	8950	0.43%	SOLE
49	CME GROUP INC	COM	$3.9M	13060	0.43%	SOLE
50	ANALOG DEVICES INC	COM	$3.8M	12001	0.42%	SOLE

1–50 of 267

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.