CALIBER WEALTH MANAGEMENT, LLC / KS - Portfolio overview

CALIBER WEALTH MANAGEMENT, LLC / KS has 286 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 15.47%
2. AVUS - AMERICAN CENTY ETF TR, 7.30%
3. AGG - ISHARES TR, 3.27%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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