StockDriftsStockDriftsTop 50 Calamos Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.14% | 811.8K | $234.9M | -0.87%(-7.09K) | $118.83(+156.99%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.82% | 957.1K | $191.5M | -1.98%(-19.29K) | $51.55(+338.54%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.8% | 254.8K | $190.8M | -1.58%(-4.09K) | $200.22(+289.04%) | 2026-06-30 | |
| IVW | ISHARES TR | 4.79% | 1.15M | $157.8M | +1.87%(+21.04K) | $68.37(+107.14%) | 2026-06-30 | |
| IVE | ISHARES TR | 4.18% | 606.4K | $137.7M | +1.68%(+10.00K) | $167.03(+41.96%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.21% | 283.3K | $105.7M | -3.07%(-8.97K) | $229.19(+112.08%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.11% | 286.6K | $102.4M | -19.59%(-69.84K) | $66.56(+417.91%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.5% | 345.2K | $82.3M | -9.54%(-36.42K) | $113.78(+130.73%) | 2026-06-30 | |
| ACWX | ISHARES TR | 2.4% | 1.04M | $79.1M | +0.49%(+5.06K) | $52.25(+49.90%) | 2026-06-30 | |
| IWV | ISHARES TR | 2.12% | 163.5K | $69.7M | +6.24%(+9.61K) | $209.32(+109.34%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.46% | +74.81% | +10.44% | +64.29% |
| Top 20 Holdings Unweighted | +19.92% | +72.44% | +10.43% | +64.23% |
Calamos Wealth Management LLC reports $3.31B in US-listed equity holdings across 456 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.1%), NVDA (5.8%) and IVV (5.8%). The top 20 holdings account for 55.78% of reported assets. Its disclosed equity book has returned +74.81% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Calamos Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1455258). View Calamos Wealth Management LLC’s 13F filings on SEC