Calamos Wealth Management LLC has disclosed its investment holdings in a recent filing, revealing a total value of approximately $3.5 billion as of September 30, 2026. This filing is crucial as it provides insights into the company's investment strategies and positions across various sectors.

As an asset management firm, Calamos Wealth Management focuses on managing investments for clients, and this update reflects its approach to portfolio management. The filing, submitted on November 2, 2026, highlights the company's significant investments in various sectors, including technology, healthcare, and consumer goods.

Background

Calamos Wealth Management LLC, based in Naperville, Illinois, is a registered investment advisor. The firm specializes in managing assets for a diverse clientele, including individuals and institutions. The company was incorporated in Delaware and operates under the SEC file number 028-13358. Recent filings by Calamos include a 13F-HR report on November 2, 2026, and several Schedule 13G/A filings.

What the Filing Says

The recent 13F-HR filing indicates that Calamos Wealth Management holds a total of 484 positions, with a combined value of $3,505,231,966. The filing does not provide specific details about individual holdings, but it emphasizes the firm's investment discretion and management strategies.

Impact

This filing may affect various stakeholders, including investors, analysts, and competitors in the asset management industry. Investors may analyze Calamos's portfolio to gauge market trends and investment strategies, while competitors might adjust their approaches based on Calamos's reported holdings.

What's Next

The filing does not say what happens next, leaving stakeholders to await further updates from Calamos Wealth Management regarding its investment strategies and market outlook.