13F filer

Caliber Wealth Management

As of Jun 30, 2026 Filed Jul 22, 2026 CIK 2067120 SEC filings ↗

13F Value

$1.04B

Positions

300

Top Position

IVV15.7%

Top 5

33.1%

Latest filing changes

vs Mar 31, 2026

1 VUG Vanguard Morningstar Growth Index Fund — ETF Shares +530.9%+$4.6M

2 PULS PGIM Ultra Short Bond ETF +24.3%+$3.7M

3 AVUS Avantis U.S. Equity ETF +3.9%+$3.0M

4 NVDA NVIDIA +72.2%+$2.0M

5 LLY Eli Lilly +199.3%+$1.6M

Holdings300

#
1	IVV iShares Core S&P 500 ETF	15.7%	$162.6M	-0.6%	217.1K	15.6%	ETF
2	AVUS Avantis U.S. Equity ETF	7.8%	$80.5M	+3.9%	628.8K	7.4%	ETF
3	IJH iShares Core S&P Mid-Cap ETF	3.4%	$35.1M	+4.2%	455.5K	3.2%	ETF
4	IWF iShares Russell 1000 Growth ETF	3.3%	$33.7M	-1.6%	271.4K	3.2%	ETF
5	AGG iShares Core U.S. Aggregate Bond ETF	3.0%	$30.6M	+1.4%	308.7K	3.3%	ETF
6	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	2.8%	$28.8M	-2.5%	77.8K	2.8%	ETF
7	AVDE Avantis International Equity ETF	2.3%	$24.3M	+1.0%	272.6K	2.5%	ETF
8	VOO Vanguard 500 Index Fund — ETF Shares	2.3%	$23.6M	-2.4%	34.3K	2.3%	ETF
9	IJR iShares Core S&P Small-Cap ETF	2.1%	$22.1M	-1.4%	149.2K	2.1%	ETF
10	AVEM Avantis Emerging Markets Equity ETF	2.1%	$21.4M	+1.7%	221.6K	1.9%	ETF
11	IEFA iShares Core MSCI EAFE ETF	2.0%	$20.3M	+2.9%	210.0K	2.0%	ETF
12	PULS PGIM Ultra Short Bond ETF	1.8%	$18.7M	+24.3%	378.4K	1.6%	ETF
13	QQQ Invesco QQQ Trust, Series 1	1.8%	$18.3M	-2.5%	24.8K	1.6%	ETF
14	AVUV Avantis U.S. Small Cap Value ETF	1.5%	$15.1M	+3.3%	120.9K	1.4%	ETF
15	XLK State Street(R) Technology Select Sector SPDR(R) ETF	1.4%	$15.0M	-2.4%	78.7K	1.2%	ETF
16	SLV iShares Silver Tr	1.2%	$11.9M	-1.5%	222.8K	1.7%	Trust
17	WMT Walmart	1.0%	$10.4M	-0.9%	91.6K	1.3%	Common Stock
18	DFIV Dimensional International Value ETF	1.0%	$10.3M	-1.7%	190.5K	1.1%	ETF
19	GOOG Alphabet Class C	1.0%	$9.9M	-1.2%	27.9K	0.9%	Common Stock
20	AVGO Broadcom	0.9%	$8.9M	+21.2%	23.5K	0.7%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing14

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.