Holdings
Caliber Wealth Management, LLC / KS
As of Jun 30, 2026, Caliber Wealth Management, LLC / KS reported 129 positions worth US$235M. Largest: Alphabet Inc (google) Class C, Walmart Inc. and Broadcom Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 38,459 | US$13.7M | −712 | Jun 30, 2026 |
| Walmart Inc. | 91,586 | US$10.4M | −860 | Jun 30, 2026 |
| Broadcom Inc. | 23,527 | US$8.89M | +4,116 | Jun 30, 2026 |
| Microsoft Corp. | 21,075 | US$7.86M | +434 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 23,778 | US$7.78M | −36 | Jun 30, 2026 |
| Apple Inc | 26,719 | US$7.73M | +1,187 | Jun 30, 2026 |
| Amazon.com, Inc. | 27,731 | US$6.61M | −557 | Jun 30, 2026 |
| Home Depot, Inc. (the) | 16,257 | US$5.73M | +1,042 | Jun 30, 2026 |
| United Rentals, Inc. | 4,900 | US$5.55M | −89 | Jun 30, 2026 |
| Marathon Petroleum Corporation | 20,802 | US$5.32M | +149 | Jun 30, 2026 |