account_balance

Investment manager · 13F filer · SEC CIK 2067120

Caliber Wealth Management, LLC

Reported value$1.02Bas of Sep 30, 2026

Positions287 11 new, 24 sold out

Top 10 weight45.6%IVV alone is 17%

FiledNov 435 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Tr

17.1%Added +5%

AVUSAmerican Centy ETF Tr

8.3%Added +6%

IJHiShares Tr

3.4%Added +5%

VTIVanguard Index FDS

2.7%Trimmed −5%

IWFiShares Tr

2.7%Trimmed −19%

AGGiShares Tr

2.6%−11%

AVDEAmerican Centy ETF Tr

2.5%+4%

VOOVanguard Index FDS

2.2%−7%

AVEMAmerican Centy ETF Tr

2.1%+4%

PULSPgim ETF Tr

2.1%Added +14%

IEFAiShares Tr

2.1%Added +3%

QQQ1.8%

IVViShares Tr

17.1%Added +5%

AVUSAmerican Centy ETF Tr

8.3%

IJHiShares Tr

3.4%

VTIVanguard Index FDS

2.7%

IWF2.7%

AGG2.6%

AVDE2.5%

VOO2.2%

AVEM2.1%

PULS2.1%

IEFA2.1%

QQQ1.8%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IVV iShares Tr 17.1% Added +5%

AVUS American Centy ETF Tr 8.3% Added +6%

IJH iShares Tr 3.4% Added +5%

VTI Vanguard Index FDS 2.7% Trimmed −5%

IWF iShares Tr 2.7% Trimmed −19%

AGG iShares Tr 2.6% Trimmed −11%

AVDE American Centy ETF Tr 2.5% Added +4%

VOO Vanguard Index FDS 2.2% Trimmed −7%

AVEM American Centy ETF Tr 2.1% Added +4%

PULS Pgim ETF Tr 2.1% Added +14%

IEFA iShares Tr 2.1% Added +3%

QQQ Invesco QQQ Tr 1.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 4, 2026, compared with the Jul 22, 2026 filing

add_circleNew

SPGI $1.81M
IBIT $1.18M
HPE $458K
LMUB $443K

arrow_upwardAdded

FIS +22%
WFC +15%
PULS +14%
EQIX +12%

arrow_downwardTrimmed

HD −26%
DFIV −23%
IWF −19%
IJR −19%

remove_circleSold out

BIV $2.52M
S&P Global Inc $1.9M
VCSH $1.05M
SNDK $982K

Caliber Wealth Management, LLC

Where the money is

Biggest moves since Jun 30, 2026

Free weekly email