CALIBER WEALTH MANAGEMENT, LLC 13F Holdings

CIK 0001800453 · OREM, UT

As of Sep 30, 2023, CALIBER WEALTH MANAGEMENT, LLC reported 56 positions worth 48.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SPDR S&P 500 ETF TRUSTSPY—51,549$22.0M14.82%
ISHARES MSCI USA QUALITY FACTOR ETFQUAL—94,786 2.5M8.40%
VANGUARD INFORMATION TECHNOLOGY INDEX FUNDVGT—12,939$5.4M3.61%
VANGUARD SMALL-CAP INDEX FUNDVB—28,301$5.4M3.60%
VANGUARD MID-CAP INDEX FUNDVO—25,517$5.3M3.57%
WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUNDIHDG—119,003$4.6M3.10%
FIDELITY TOTAL BOND ETFFBND—98,978$4.3M2.90%
PALO ALTO NETWORKS INCPANWTechnology14,788$3.5M2.33%
ALPHABET INCGOOGEquity22,036$2.9M1.95%
APPLE INCAAPLTechnology16,457$2.8M1.89%
MICROSOFT CORPMSFTTechnology8,888$2.8M1.89%
BROADCOM INCAVGOTechnology3,365$2.8M1.88%
ZSCALER INCZSTechnology17,324$2.7M1.81%
UNITEDHEALTH GROUP INCUNHHealthcare5,060$2.6M1.72%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services7,264$2.5M1.71%
COSTCO WHOLESALE CORPCOSTConsumer Defensive4,485$2.5M1.70%
SERVICENOW INCNOWTechnology4,531$2.5M1.70%
ORACLE CORPORCLTechnology23,398$2.5M1.67%
SALESFORCE INCCRMTechnology12,052$2.4M1.64%
GENERAL DYNAMICS CORPGDIndustrials10,886$2.4M1.62%
MARRIOTT INTERNATIONAL INCMARConsumer Cyclical12,226$2.4M1.62%
WALMART INCWMTConsumer Defensive14,766$2.4M1.59%
SUNRUN INCRUNTechnology184,594$2.3M1.56%
DANAHER CORPDHRHealthcare9,210$2.3M1.54%
HOME DEPOT INCHDConsumer Cyclical7,400$2.2M1.50%