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Asset Manager ← All Institutions

CALIBER WEALTH MANAGEMENT, LLC / KS

6201 COLLEGE BLVD. SUITE 650, OVERLAND PARK, KS 66211 • 913-303-3920

Q2 2025 · Filed 2025-07-30
Market Value
$908M
Holdings
291
New Purchases
40
Added To
119
Closed
13
Reduced
105
Top 10 Concentration
40.2%
Turnover
18.2%

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 78.7%
Technology 5.2%
Healthcare 3.1%
Industrials 2.7%
Consumer Cyclical 2.6%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 51 $373M 41.0%
Large Cap 181 $475M 52.3%
Mid Cap 29 $41M 4.5%
Small Cap 26 $18M 2.0%
Micro Cap 4 $954K 0.1%

Portfolio Analytics

Avg Market Cap
$223.8B
Median Market Cap
$49.4B
Avg P/E
33.7
Median P/E
24.7
Avg Dividend Yield
0.02%
Avg Beta
0.94
# Stocks
153
# ETFs / Funds
138

Top Holdings (291 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 10.57% 154,664 $96M $620.90 $22M +22,496 +17.0%
2 MSFT 5.52% 100,848 $50M $497.41 $14M +4,589 +4.8%
3 AVUS 5.11% 460,285 $46M $100.82 $9M +57,359 +14.2%
4 VTI 4.03% 120,319 $37M $303.93 $89K -12,410 -9.3%
5 IWF 3.59% 76,709 $33M $424.58 $29M +67,576 +739.9%
6 AGG 2.75% 252,082 $25M $99.20 $15M +147,154 +140.2%
7 IJH 2.27% 332,807 $21M $62.02 $3M +35,832 +12.1%
8 AVDE 2.26% 277,860 $21M $74.01 $3M +6,622 +2.4%
9 VOO 2.22% 35,434 $20M $568.03 $4M +4,732 +15.4%
10 IJR 1.92% 159,520 $17M $109.29 $12M +112,002 +235.7%
11 QQQ 1.78% 29,374 $16M $551.65 $2M -351 -1.2%
12 IEFA 1.64% 178,625 $15M $83.48 $2M +11,109 +6.6%
13 AVEM 1.52% 201,730 $14M $68.54 $3M +25,474 +14.4%
14 VO 1.44% 46,626 $13M $279.83 $229K -2,937 -5.9%
15 AAPL 1.43% 63,310 $13M $205.17 -$132K +4,241 +7.2%
16 XLK 1.29% 46,423 $12M $253.23 $2M -1,430 -3.0%
17 SLV 1.25% 346,785 $11M $32.81 -$316K -30,565 -8.1%
18 SPY 1.22% 17,985 $11M $617.87 -$270K -2,363 -11.6%
19 WMT 1.19% 110,177 $11M $97.78 $1M +4,368 +4.1%
20 DLN 1.15% 126,740 $10M $82.14 -$249K -7,557 -5.6%
21 BND 1.03% 126,644 $9M $73.63 -$524K -7,442 -5.5%
22 AVUV 0.97% 96,848 $9M $91.10 $1M +10,768 +12.5%
23 DFIV 0.96% 203,429 $9M $42.83 +203,429 NEW
24 AVGO 0.90% 29,798 $8M $275.65 $3M +19 +0.1%
25 JPM 0.86% 26,928 $8M $289.91 $1M +283 +1.1%
26 PULS 0.82% 150,280 $7M $49.76 $1M +23,107 +18.2%
27 MUB 0.79% 68,640 $7M $104.48 $73K +1,316 +1.9%
28 AMZN 0.78% 32,213 $7M $219.39 $1M +1,929 +6.4%
29 FVD 0.73% 148,785 $7M $44.70 -$340K -7,981 -5.1%
30 GOOG 0.70% 35,668 $6M $177.39 $783K +182 +0.5%
31 HD 0.68% 16,909 $6M $366.64 $551K +1,497 +9.7%
32 VTEB 0.66% 122,830 $6M $49.03 -$492K -8,453 -6.4%
33 IVE 0.64% 29,872 $6M $195.42 $729K +3,069 +11.4%
34 USMV 0.55% 53,095 $5M $93.87 $93K +874 +1.7%
35 SPDW 0.55% 122,335 $5M $40.49 $195K -8,361 -6.4%
36 VUG 0.53% 11,010 $5M $438.41 $867K +332 +3.1%
37 SCHD 0.53% 180,215 $5M $26.50 -$331K -2,427 -1.3%
38 AVDV 0.51% 58,966 $5M $79.28 $1M +7,089 +13.7%
39 NEAR 0.51% 90,742 $5M $51.10 $32K +224 +0.2%
40 VXUS 0.49% 64,852 $4M $69.09 $566K +1,813 +2.9%
41 SGOV 0.48% 43,416 $4M $100.69 $304K +3,016 +7.5%
42 URI 0.46% 5,589 $4M $753.37 $615K -149 -2.6%
43 ETN 0.45% 11,577 $4M $356.99 $1M +1,023 +9.7%
44 JCI 0.45% 39,130 $4M $105.62 $875K -1,540 -3.8%
45 GOOGL 0.45% 23,358 $4M $176.23 $713K +1,348 +6.1%
46 MPC 0.45% 24,409 $4M $166.11 $708K +1,436 +6.2%
47 GLD 0.42% 12,408 $4M $304.83 $21K -645 -4.9%
48 IEMG 0.41% 62,683 $4M $60.03 $703K +5,984 +10.6%
49 VEU 0.41% 55,858 $4M $67.22 -$188K -9,134 -14.1%
50 BRK-B 0.38% 7,082 $3M $485.77 $177K +955 +15.6%
51 ADI 0.37% 14,225 $3M $238.01 $831K +1,557 +12.3%
52 DRI 0.37% 15,532 $3M $217.96 -$260K -2,016 -11.5%
53 IWD 0.37% 17,425 $3M $194.23 $174K +363 +2.1%
54 APD 0.37% 11,991 $3M $282.05 -$150K +14 +0.1%
55 TMUS 0.37% 13,992 $3M $238.27 -$434K -134 -0.9%
56 CME 0.36% 12,027 $3M $275.62 -$446K -2,151 -15.2%
57 IUSG 0.36% 21,965 $3M $150.40 $370K -1,117 -4.8%
58 VNLA 0.36% 66,568 $3M $49.20 -$39K -854 -1.3%
59 UNH 0.36% 10,360 $3M $311.98 -$545K +3,148 +43.6%
60 IMCG 0.35% 39,091 $3M $80.23 $294K -698 -1.8%
61 JNJ 0.35% 20,522 $3M $152.75 -$294K -154 -0.7%
62 VZ 0.35% 72,441 $3M $43.27 -$261K -2,406 -3.2%
63 HCA 0.34% 8,180 $3M $383.11 $474K +482 +6.3%
64 CB 0.34% 10,787 $3M $289.71 -$389K -849 -7.3%
65 MSI 0.34% 7,431 $3M $420.46 -$151K -51 -0.7%
66 META 0.34% 4,180 $3M $738.06 $635K -70 -1.6%
67 UNP 0.34% 13,389 $3M $230.08 -$25K +245 +1.9%
68 FIS 0.33% 37,341 $3M $81.41 $403K +2,034 +5.8%
69 CMCSA 0.33% 83,287 $3M $35.69 $59K +4,319 +5.5%
70 NVDA 0.33% 18,689 $3M $157.99 $2M +6,520 +53.6%
71 DIVO 0.32% 67,570 $3M $42.55 -$186K -7,522 -10.0%
72 IUSV 0.32% 30,325 $3M $94.63 $29K -452 -1.5%
73 BBY 0.32% 42,731 $3M $67.13 $413K +9,367 +28.1%
74 MDT 0.31% 32,760 $3M $87.17 -$133K -505 -1.5%
75 PG 0.31% 17,798 $3M $159.32 $609K +4,730 +36.2%
76 DVN 0.29% 84,224 $3M $31.81 -$215K +6,833 +8.8%
77 NEE 0.29% 37,725 $3M $69.42 $170K +3,177 +9.2%
78 BIV 0.28% 33,083 $3M $77.34 $5K -274 -0.8%
79 ABBV 0.28% 13,723 $3M $185.61 $2M +12,608 +1130.8%
80 IWR 0.28% 27,592 $3M $91.97 -$137K -3,845 -12.2%
81 MTUM 0.28% 10,506 $3M $240.32 $251K -741 -6.6%
82 PEG 0.28% 29,977 $3M $84.18 $146K +1,084 +3.8%
83 MDY 0.27% 4,258 $2M $566.52 -$46K -350 -7.6%
84 IGV 0.25% 20,998 $2M $109.50 $420K -125 -0.6%
85 V 0.25% 6,400 $2M $355.04 -$177K -588 -8.4%
86 CMI 0.25% 6,910 $2M $327.50 +6,910 NEW
87 MELI 0.25% 852 $2M $2,613.63 $457K -55 -6.1%
88 XOM 0.24% 20,533 $2M $107.80 -$28K +1,690 +9.0%
89 APH 0.22% 20,604 $2M $98.75 +20,604 NEW
90 TJX 0.22% 16,250 $2M $123.49 -$72K -815 -4.8%
91 AMD 0.22% 14,069 $2M $141.90 $805K +2,472 +21.3%
92 SPSM 0.22% 46,614 $2M $42.60 -$156K -5,928 -11.3%
93 LGLV 0.22% 11,309 $2M $174.61 -$556K -3,232 -22.2%
94 IMCV 0.21% 25,541 $2M $75.98 $41K -61 -0.2%
95 BBDC 0.21% 210,592 $2M $9.14 -$376K -30,534 -12.7%
96 ITOT 0.21% 13,808 $2M $135.04 $174K -47 -0.3%
97 IWM 0.20% 8,597 $2M $215.78 -$449K -2,954 -25.6%
98 TT 0.20% 4,200 $2M $437.46 $312K -328 -7.2%
99 CRM 0.20% 6,698 $2M $272.70 -$55K -313 -4.5%
100 ALL 0.20% 9,016 $2M $201.30 -$101K -239 -2.6%

New Positions

SymbolValue% Port
DFIV $9M 0.96%
CMI $2M 0.25%
APH $2M 0.22%
GEV $2M 0.19%
ESGD $1M 0.14%
XJH $846K 0.09%
ESML $841K 0.09%
CBSH $617K 0.07%
EAGG $598K 0.07%
ORLY $597K 0.07%
THRO $569K 0.06%
BUFF $482K 0.05%
CMF $455K 0.05%
BUFB $450K 0.05%
OEF $439K 0.05%

Sold Out Positions

SymbolValue% Port
RC —%
BE —%
OGN —%
NRG —%
DDOG —%
ARDX —%
CTSH —%
XLV —%
TRMB —%
XLE —%
VGIT —%
PAPR —%
0HQN.L —%
View SEC EDGAR Filings for CALIBER WEALTH MANAGEMENT, LLC / KS →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms