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Mark Albright

Caliber Wealth Management, Llc Ks

Assets Managed
$1.036B
Holdings
300
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
13.31%(2Q avg: 5.83%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Caliber Wealth Management, Llc Ks's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 300 positions.

Assets under management

The assets under management (AUM) of Caliber Wealth Management, Llc Ks over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.036B in assets, with a quarterly growth rate of 13.31% and a 2-quarter average growth rate of 5.83%. The portfolio is managed by Mark Albright, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.58%
15.71%
$162.616M
217,143 shares@ $748.9 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 3.86%
7.78%
$80.534M
628,777 shares@ $128.09 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 4.16%
3.4%
$35.123M
455,491 shares@ $77.11 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 293.65%
3.26%
$33.706M
271,447 shares@ $124.18 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 1.44%
2.96%
$30.555M
308,699 shares@ $98.98 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -2.46%
2.79%
$28.794M
77,814 shares@ $370.05 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 0.99%
2.35%
$24.312M
272,559 shares@ $89.2 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -2.43%
2.28%
$23.58M
34,333 shares@ $686.82 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -1.38%
2.14%
$22.133M
149,234 shares@ $148.31 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 1.73%
2.07%
$21.381M
221,589 shares@ $96.49 avg price

1-10 of 300