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Caliber Wealth Management, LLC / KS

CIK:0002067120
Investment Adviser
$0 AUM
282 holdings
Overland Park, KS, United States
Founded:2024
18 employees
caliberkc.com
Latest filing:Jun 30, 2025

Caliber Wealth Management, LLC is a fee-only registered investment adviser headquartered in Overland Park, KS. Founded in 2024, the firm employs 18 professionals and serves a diverse range of clients, including individuals, high-net-worth families, and business owners. Caliber provides comprehensive financial planning, portfolio management, and pension consulting services, specializing in creating personalized and transparent financial strategies tailored to each client's unique situation. The firm is known for its fiduciary commitment, prioritizing clients’ best interests while delivering unbiased, conflict-free advice.

Investment Strategy

Caliber Wealth Management utilizes a financial planning-led approach to construct customized investment portfolios matching each client's goals, risk tolerance, and stage of life. The firm emphasizes transparent, fiduciary advice, avoiding conflicts of interest, and strives to balance growth with risk management. Their comprehensive process integrates strategic asset allocation, regular reviews, and ongoing client education to help clients achieve their financial objectives with clarity and confidence.

Latest 13F Filing Activity

Caliber Wealth Management, LLC / KS filed their most recent 13F report on Jun 30, 2025 disclosing 280 equity positions with a total 13F market value of $930M. The fund increased holdings in Ishares TR, Ishares TR, Ishares TR among other positions. Caliber Wealth Management, LLC / KS reduced exposure to Merck & Co. Inc., L3harris Technologies Inc., Lauder Estee Cos Inc. among others.

Top Buys
I
IWFISHARES TR
+$29.3M
I
IVVISHARES TR
+$21.8M
A
AGGISHARES TR
+$14.6M
M
MSFTMICROSOFT CORP
+$14.0M
I
IJRISHARES TR
+$12.5M
Top Sells
M
MRKMERCK & CO INC
-$2.1M
L
LHXL3HARRIS TECHNOLOGIES INC
-$1.3M
E
ELLAUDER ESTEE COS INC
-$748.3K
L
LGLVSPDR SERIES TRUST
-$556.1K
U
UNHUNITEDHEALTH GROUP INC
-$545.4K

Top Holdings

I
IVVISHARES TR
+10.3%$96.0M
M
MSFTMICROSOFT CORP
+5.4%$50.2M
A
AVUSAMERICAN CENTY ETF TR
+5.0%$46.4M
V
VTIVANGUARD INDEX FDS
+3.9%$36.6M
I
IWFISHARES TR
+3.5%$32.6M

Equity Positions (280)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
I
IVV
ISHARES TR10.32%$96.0M154,664$570.48$620.90+$21.8M
M
MSFT
MICROSOFT CORP5.39%$50.2M100,848$380.94$497.41+$14.0M
A
AVUS
AMERICAN CENTY ETF TR4.99%$46.4M460,285$93.43$100.82+$9.2M
V
VTI
VANGUARD INDEX FDS3.93%$36.6M120,319$274.84$303.93+$89.3K
I
IWF
ISHARES TR3.50%$32.6M76,709$417.02$424.58+$29.3M

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.4%
COMMODITY CONTRACTS BROKERS & DEALERS
+2.2%
SEMICONDUCTORS & RELATED DEVICES
+1.9%
SERVICES-PREPACKAGED SOFTWARE
+1.9%
RETAIL-VARIETY STORES
+1.2%
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