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Showing Q1 2024 data
CALIBER WEALTH MANAGEMENT, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
CALIBER WEALTH MANAGEMENT, LLC
•CIK: 1800453•Filing: Q1 2024
**CALIBER WEALTH MANAGEMENT, LLC** manages $189M across a diversified portfolio of 59 positions. The fund exhibits significant exposure to broad market indices, notably holding SPY at $26.9M. Key allocations include technology and quality plays, evidenced by substantial positions in QUAL ($15.3M) and VGT ($6.4M). Top holdings also reflect tactical interest in semiconductor and software leaders such as AVGO ($4.4M) and PANW ($4.1M).
Total AUM
$188.9M
QoQ Performance
N/A
Positions
55
Top 10 Concentration
44.9%
Latest Filing
Q1 2024
Top Holdings Allocation
SPY
QUAL
SPY14.3%
QUAL8.1%
VO3.6%
VB3.5%
VGT3.4%
IHDG3.1%
AVGO2.3%
FBND2.3%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other48.7%
ETF14.4%
Technology13.2%
Consumer9.7%
Financial4.9%
Healthcare4.0%
Industrial3.8%
Consumer Staples1.3%