13FBOX
CALIBER WEALTH MANAGEMENT, LLC / KS · 13F Holdings
Options Calculator Rankings

CALIBER WEALTH MANAGEMENT, LLC / KS

No.2713 Data as of 2026Q2
Latest AUM (Q2 2026)
$1.04B
QoQ Change Q1 2026
+$121.6M+13.3%
Holdings
300
New Buys
43
Adds
117
Reduces
116
Exits
13
Unchanged
24
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES TRIVV
15.7%15.61%$162.6M217,143$142.7M218,425-1,282-0.59%Reduce
AAMERICAN CENTY ETF TRAVUS
7.78%7.37%$80.5M628,777$67.3M605,425+23,352+3.86%Add
IISHARES COREIJH
3.39%3.23%$35.1M455,491$29.5M437,313+18,178+4.16%Add
IISHARES RUSSELLIWF
3.25%3.22%$33.7M271,447$29.4M68,958+202,489+293.64%Add
IISHARES TRAGG
2.95%3.31%$30.6M308,699$30.2M304,322+4,377+1.44%Add
GGENERAL DYNAMICS CORPVTI
2.78%2.8%$28.8M77,814$25.6M79,782-1,968-2.47%Reduce
AVANTIS INTLNGG
2.35%2.51%$24.3M272,559$22.9M269,907+2,652+0.98%Add
VVANGUARD INDEX FDSVOO
2.28%2.3%$23.6M34,333$21.0M35,189-856-2.43%Reduce
IISHARES COREIJR
2.14%2.06%$22.1M149,234$18.8M151,331-2,097-1.39%Reduce
AAMERICAN CENTY ETF TRAVEM
2.06%1.92%$21.4M221,589$17.6M217,835+3,754+1.72%Add
IISHARES TRIEFA
1.96%2.02%$20.3M210,043$18.5M204,067+5,976+2.93%Add
PPGIM ULTRAPULS
1.81%1.65%$18.7M378,362$15.1M304,457+73,905+24.27%Add
IINVESCO QQQ TRVOO
1.77%1.61%$18.3M24,823$14.7M25,451-628-2.47%Reduce
AAVANTIS U SAVUV
1.46%1.41%$15.1M120,915$12.9M117,036+3,879+3.31%Add
SSELECT SECTOR SPDR TRXLK
1.45%1.17%$15.0M78,689$10.7M80,648-1,959-2.43%Reduce
IISHARES SILVER TRSLV
1.15%1.69%$11.9M222,828$15.4M226,212-3,384-1.50%Reduce
WALMART INCWMT
1%1.26%$10.4M91,586$11.5M92,446-860-0.93%Reduce
DDIMENSIONAL ETF TRUSTDFIV
0.99%1.12%$10.3M190,541$10.2M193,928-3,387-1.75%Reduce
AAlphabet Inc Class CGOOG
0.95%0.89%$9.9M27,883$8.1M28,210-327-1.16%Reduce
BROADCOM INCAVGO
0.86%0.66%$8.9M23,527$6.0M19,411+4,116+21.20%Add
VVANGUARD MIDVO
0.81%0.84%$8.4M103,856$7.7M26,699+77,157+288.99%Add
SSTATE STR SPDR S&P 500 ETF TSPY
0.77%0.8%$8.0M10,732$7.3M11,262-530-4.71%Reduce
MICROSOFT CORPMSFT
0.76%0.84%$7.9M21,075$7.6M20,641+434+2.10%Add
JPMORGAN CHASE & COJPM
0.75%0.77%$7.8M23,778$7.0M23,814-36-0.15%Reduce
APPLE INCAAPL
0.75%0.71%$7.7M26,719$6.5M25,532+1,187+4.65%Add
AAvantis US Small Cap Value ETFAVDV
0.68%0.72%$7.0M68,281$6.6M66,242+2,039+3.08%Add
IISHARES TRSGOV
0.67%0.68%$6.9M68,509$6.2M61,545+6,964+11.32%Add
AMAZON COM INCAMZN
0.64%0.64%$6.6M27,731$5.9M28,288-557-1.97%Reduce
IINNOVATOR ETFSBUFF
0.62%0.62%$6.4M121,964$5.6M114,349+7,615+6.66%Add
IISHARES S&PIVE
0.61%0.63%$6.4M27,975$5.8M27,466+509+1.85%Add
IINNOVATOR ETFS TRUSTUMAR
0.57%0.6%$5.9M138,550$5.5M138,55000.00%Unchanged
HOME DEPOT INCHD
0.55%0.55%$5.7M16,257$5.0M15,215+1,042+6.85%Add
UNITED RENTALS INCURI
0.54%0.4%$5.6M4,900$3.6M4,989-89-1.78%Reduce
VVANGUARD INDEX FDSVUG
0.53%0.48%$5.5M63,731$4.4M10,102+53,629+530.88%Add
MARATHON PETE CORPMPC
0.51%0.55%$5.3M20,802$5.0M20,653+149+0.72%Add
VVANGUARD MUN BD FDSVTEB
0.51%0.63%$5.3M104,321$5.8M115,490-11,169-9.67%Reduce
IISHARES INCIEMG
0.48%0.45%$5.0M60,211$4.1M59,150+1,061+1.79%Add
IISHARES TRUSMV
0.47%0.52%$4.9M50,834$4.7M50,838-4-0.01%Reduce
JOHNSON & JOHNSONJNJ
0.46%0.5%$4.8M18,884$4.6M18,857+27+0.14%Add
ANALOG DEVICES INC COMADI
0.46%0.42%$4.8M12,047$3.8M12,001+46+0.38%Add
NVIDIA CORPORATIONNVDA
0.46%0.26%$4.7M23,594$2.4M13,704+9,890+72.17%Add
JOHNSON CONTROLS INTERNATIONJCI
0.45%0.48%$4.7M31,883$4.3M33,157-1,274-3.84%Reduce
IISHARES SHORT DURATION BOND ACTIVE ETFNEAR
0.45%0.51%$4.6M91,470$4.6M91,073+397+0.44%Add
EATON CORP PLCETN
0.44%0.41%$4.6M10,707$3.8M10,543+164+1.56%Add
VVANGUARD STAR FDSVXUS
0.44%0.45%$4.5M53,220$4.2M53,847-627-1.16%Reduce
SSPDR GOLD TRGLD
0.42%0.56%$4.4M11,866$5.1M11,924-58-0.49%Reduce
CHUBB LIMITEDCB
0.4%0.43%$4.2M12,203$3.9M11,925+278+2.33%Add
SSCHWAB STRATEGIC TRSCHD
0.4%0.45%$4.1M130,428$4.1M133,767-3,339-2.50%Reduce
ABBVIE INCABBV
0.4%0.37%$4.1M16,265$3.4M15,515+750+4.83%Add
UNION PAC CORPUNP
0.39%0.39%$4.1M14,996$3.5M14,619+377+2.58%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow