StockDriftsStockDriftsTop 50 Caliber Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 14.32% | 51.5K | $26.9M | -0.12%(-62) | — | 2024-03-31 | |
| QUAL | ISHARES TR | 8.14% | 93.1K | $15.3M | -1.76%(-1.67K) | — | 2024-03-31 | |
| VO | VANGUARD INDEX FDS | 3.57% | 26.9K | $6.7M | +5.31%(+1.36K) | — | 2024-03-31 | |
| VB | VANGUARD INDEX FDS | 3.55% | 29.2K | $6.7M | +3.28%(+927) | — | 2024-03-31 | |
| VGT | VANGUARD WORLD FD | 3.41% | 12.2K | $6.4M | -5.50%(-712) | — | 2024-03-31 | |
| IHDG | WISDOMTREE TR | 3.09% | 126.7K | $5.8M | +6.43%(+7.66K) | — | 2024-03-31 | |
| AVGO | BROADCOM INC | 2.36% | 3.3K | $4.4M | -0.51%(-17) | — | 2024-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 2.34% | 97.2K | $4.4M | -1.82%(-1.80K) | — | 2024-03-31 | |
| PANW | PALO ALTO NETWORKS INC | 2.17% | 14.3K | $4.1M | -3.08%(-456) | — | 2024-03-31 | |
| FALN | ISHARES TR | 2.12% | 148.5K | $4.0M | +132.64%(+84.67K) | — | 2024-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Caliber Wealth Management, Llc reports $188.04M in US-listed equity holdings across 60 positions in its most recent 13F filing. Its largest disclosed positions are SPY (14.3%), QUAL (8.1%) and VO (3.6%). Figures reflect the Q1 2024 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 Caliber Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1800453). View Caliber Wealth Management, Llc’s 13F filings on SEC