Calamos Wealth Management LLC
•CIK: 1455258•Filing: Q4 2025
**Calamos Wealth Management LLC** manages $2.4B across a diversified portfolio of 456 positions. The fund exhibits significant exposure to broad market indices and mega-cap technology leaders, evidenced by top holdings including IVV ($176.7M) and IVW ($137.2M). Further concentration is visible in technology giants such as MSFT ($132.6M) and GOOGL ($117.5M). This structure suggests a core allocation strategy emphasizing established, market-leading growth sectors.
Total AUM
$2.3B
+ $11.9M in options
QoQ Performance
-13.2%
Positions
285
+ 7 options
Top 10 Concentration
43.8%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IVW
MSFT
IVE
IVV7.5%
IVW5.8%
MSFT5.6%
IVE5.3%
GOOGL5.0%
AMZN3.7%
ACWX2.8%
IWV2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other47.7%
Technology14.9%
ETF9.8%
Consumer9.4%
Financial6.2%
Healthcare4.5%
Industrial2.1%
Communication1.8%
🚪 Exited Positionssold since Q3 2025
+174 more exited positions
Changes from Q3 2025
NEW9 new positions
↑116 increased
↓64 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023