StockDriftsStockDriftsTop 50 Caliber Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 15.7% | 217.1K | $162.6M | -0.59%(-1.28K) | $602.33(+29.06%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 7.78% | 628.8K | $80.5M | +3.86%(+23.35K) | $98.86(+33.01%) | 2026-06-30 | |
| IJH | ISHARES TR | 3.39% | 455.5K | $35.1M | +4.16%(+18.18K) | $61.86(+25.96%) | 2026-06-30 | |
| IWF | ISHARES TR | 3.25% | 271.4K | $33.7M | -1.59%(-4.38K) | $98.25(+27.52%) | 2026-06-30 | |
| AGG | ISHARES TR | 2.95% | 308.7K | $30.6M | +1.44%(+4.38K) | $98.72(-1.32%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.78% | 77.8K | $28.8M | -2.47%(-1.97K) | $282.32(+35.32%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 2.35% | 272.6K | $24.3M | +0.98%(+2.65K) | $64.20(+46.30%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.28% | 34.3K | $23.6M | -2.43%(-856) | $530.75(+33.97%) | 2026-06-30 | |
| IJR | ISHARES TR | 2.14% | 149.2K | $22.1M | -1.39%(-2.10K) | $107.62(+38.23%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 2.06% | 221.6K | $21.4M | +1.72%(+3.75K) | $61.83(+49.63%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +37.11% |
| Top 20 Holdings Unweighted | — | — | — | — | +37.84% |
Caliber Wealth Management LLC reports $1.04B in US-listed equity holdings across 300 positions in its most recent 13F filing. Its largest disclosed positions are IVV (15.7%), AVUS (7.8%) and IJH (3.4%). The top 20 holdings account for 58.08% of reported assets. Its disclosed equity book has returned +37.11% cumulatively over 5 quarters. 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 Caliber Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2067120). View Caliber Wealth Management LLC’s 13F filings on SEC