Caliber Wealth Management, LLC / KS

Position in MSFT — Microsoft Corp

CIK 2067120 Overland Park, KS

Position in MSFT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$7,861,396

+$220,718 QoQ

Shares Held

21,075

+2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.71%

of 13F equity value

Holder Rank

#2,704

of 6,179 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Caliber Wealth Management, LLC / KS holds $10,888,359 across 6 Software - Infrastructure names. MSFT ranks #1 (72.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	21,075	$7,861,396
2	SNPS	Synopsys Inc	4,136	$1,844,945
3	AKAM	Akamai Technologies Inc	2,772	$327,678
4	FTNT	Fortinet, Inc.	2,063	$316,918
5	NTAP	NetApp, Inc.	2,020	$312,615
6	ORCL	Oracle Corp	1,534	$224,807

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,861,396	21,075	+2.1%	Shares	Sole	2026-07-22
2026-03-31	$7,640,678	20,641	+9.6%	Shares	Sole	2026-04-23
2025-12-31	$9,106,564	18,830	-2.3%	Shares	Sole	2026-01-28
2025-09-30	$9,985,558	19,279	-80.9%	Shares	Sole	2025-11-05
2025-06-30	$50,162,803	100,848	+4.8%	Shares	Sole	2025-07-30
2025-03-31	$36,134,666	96,259	—	Shares	Sole	2025-05-07
No filing history on record for this holder in this stock.