Caliber Wealth Management, LLC / KS
Top Portfolio Positions
125 positions ·
$261,616,186 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SLV |
iShares Silver Trust
|
226,212 | $15,414,085 | 5.89% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
25,451 | $14,689,808 | 5.62% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
92,446 | $11,489,188 | 4.39% | |
| MSFT |
Microsoft Corp
Technology
|
20,641 | $7,640,678 | 2.92% | |
| SPY |
Spdr S&P 500 ETF Trust
|
11,262 | $7,324,129 | 2.80% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
23,814 | $7,005,126 | 2.68% | |
| AAPL |
Apple Inc.
Technology
|
25,532 | $6,479,766 | 2.48% | |
| AVGO |
Broadcom Inc.
Technology
|
19,411 | $6,007,898 | 2.30% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
28,288 | $5,891,541 | 2.25% | |
| GLD |
Spdr Gold Trust
|
11,924 | $5,130,777 | 1.96% |
Portfolio Trend
5 quarters · across all stocks
Holdings in KRP
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $680,827 | 47,051 | Shares | Sole | 2026-04-23 | |
| 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 | |
| No 13F history on record for this holder in this stock. | ||||||