Caliber Wealth Management, LLC / KS
Top Portfolio Positions
115 positions ·
$244,956,924 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SLV |
iShares Silver Trust
|
325,717 | $20,982,689 | 8.57% |
| QQQ |
Invesco Qqq Trust, Series 1
|
25,891 | $15,905,100 | 6.49% |
| WMT |
Walmart Inc.
|
92,232 | $10,275,567 | 4.19% |
| MSFT |
Microsoft Corp
|
18,830 | $9,106,564 | 3.72% |
| SPY |
Spdr S&P 500 Etf Trust
|
13,245 | $9,032,030 | 3.69% |
| JPM |
Jpmorgan Chase & Co
|
23,380 | $7,533,503 | 3.08% |
| AAPL |
Apple Inc.
|
24,508 | $6,662,744 | 2.72% |
| AVGO |
Broadcom Inc.
|
18,709 | $6,475,184 | 2.64% |
| AMZN |
Amazon Com Inc
|
27,330 | $6,308,310 | 2.58% |
| HD |
Home Depot, Inc.
|
14,659 | $5,044,161 | 2.06% |
Portfolio Trend
Holdings in KRP
Export CSVShares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $583,719 | 49,636 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $698,134 | 51,752 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,023,072 | 73,286 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,160,068 | 82,862 | Shares | Sole | 2025-05-07 | |
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