CALIBER WEALTH MANAGEMENT, LLC / KS

CIK 0002067120 · Q2 2026

13F Equity AUM

$1.0B

+13.3% QoQ

Positions

300

-270 QoQ

AUM Rank

#3,323

Top 27%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 33.1%Top 10: 44.7%Top 20: 58.1%

IVV15.7%

AVUS7.8%

IJH3.4%

IWF3.3%

AGG3.0%

VTI2.8%

AVDE2.4%

VOO2.3%

IJR2.1%

AVEM2.1%

Others (290)55.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 300Median: 0.08%Avg: 0.33%

0–0.5%

264(31.6%)

0.5–1%

19(13.1%)

1–3%

13(25.1%)

3–5%

2(6.7%)

5%+

2(23.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 300vs 20 funds

0%Low

300

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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