Caliber Wealth Management, LLC has filed its latest 13F-HR report with the SEC, revealing a total portfolio value of approximately $1,022,436,550 as of September 30, 2026. This filing is significant as it highlights the firm’s investment strategies and the assets it manages on behalf of its clients.

Located in Overland Park, Kansas, Caliber Wealth Management is categorized as an investment adviser. The firm has been active in filing its holdings, with the most recent report submitted on November 4, 2026. This filing provides insights into the firm’s asset allocation and investment decisions, which are crucial for understanding its positioning in the competitive wealth management landscape.

Background

Caliber Wealth Management, LLC operates under the CIK number 0002067120 and is incorporated in Kansas. The firm has been consistently reporting its holdings through 13F filings, with the latest submission being its 13F-HR form. The firm’s address is 6201 College Blvd., Suite 650, Overland Park, KS 66211, and it can be reached at 913-303-3920.

What the Filing Says

The recent filing indicates that Caliber Wealth Management holds a total of 353 positions in various securities. The total value of these holdings is reported to be over $1 billion, reflecting the firm's robust investment strategy. The report also emphasizes the firm’s discretion in managing these investments, with a significant portion being held solely under its management.

Impact

This filing may have implications for various stakeholders, including clients, competitors, and the broader wealth management industry. By showcasing a substantial portfolio, Caliber Wealth Management positions itself as a key player in the investment advisory sector. The insights from this filing can provide valuable information for clients evaluating their investment strategies and for competitors looking to understand market trends.

What's Next

The filing does not specify what happens next for Caliber Wealth Management. However, continued monitoring of its future filings will be essential for understanding any shifts in its investment strategies or portfolio management approaches.