Caliber Wealth Management, LLC ETF holdings
Overland Park, KS
Reported $778.8M in 157 ETFs in its Form 13F for June 30, 2026.
ETF value
$778.8M
ETFs held
157
Change from prior quarter
+13.0%
With price moves
ETFs as a share of its 13F
75.2%
of $1.0B
Top 10 of 157 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $162.6M | 217,143 | −1,282 shares |
| AVUS | Avantis US Equity ETF | $80.5M | 628,777 | +23,352 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $35.1M | 455,491 | +18,178 shares |
| IWF | iShares Russell 1000 Growth ETF | $33.7M | 271,447 | +202,489 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $30.6M | 308,699 | +4,377 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $28.8M | 77,814 | −1,968 shares |
| AVDE | Avantis International Equity ETF | $24.3M | 272,559 | +2,652 shares |
| VOO | Vanguard S&P 500 ETF | $23.6M | 34,333 | −856 shares |
| IJR | iShares Core S&P Small-Cap ETF | $22.1M | 149,234 | −2,097 shares |
| AVEM | Avantis Emerging Markets Equity ETF | $21.4M | 221,589 | +3,754 shares |
147 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002067120. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Caliber Wealth Management, LLC own?
Caliber Wealth Management, LLC reported 157 ETF positions worth $778.8M in its Form 13F for June 30, 2026. The largest was IVV, at $162.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.