0001951757-23-000043.txt : 20230124
0001951757-23-000043.hdr.sgml : 20230124
20230124151701
ACCESSION NUMBER: 0001951757-23-000043
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230124
DATE AS OF CHANGE: 20230124
EFFECTIVENESS DATE: 20230124
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CALIBER WEALTH MANAGEMENT, LLC
CENTRAL INDEX KEY: 0001800453
IRS NUMBER: 471873640
STATE OF INCORPORATION: UT
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20434
FILM NUMBER: 23547926
BUSINESS ADDRESS:
STREET 1: 980 E. 800 N.
STREET 2: SUITE 203
CITY: OREM
STATE: UT
ZIP: 84097
BUSINESS PHONE: 385-223-8688
MAIL ADDRESS:
STREET 1: 980 E. 800 N.
STREET 2: SUITE 203
CITY: OREM
STATE: UT
ZIP: 84097
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001800453
XXXXXXXX
12-31-2022
12-31-2022
CALIBER WEALTH MANAGEMENT, LLC
980 E. 800 N.
SUITE 203
OREM
UT
84097
13F HOLDINGS REPORT
028-20434
N
TODD M. NUTTAL
Chief Compliance Officer
385-223-8688
TODD M. NUTTAL
OREM
UT
01-24-2023
0
85
130836753
false
INFORMATION TABLE
2
13F_Caliber_Q42022.xml
SOFI TECHNOLOGIES INC
COM
83406F102
202153
43851
SH
SOLE
0
0
43851
STARBUCKS CORP
COM
855244109
208419
2101
SH
SOLE
0
0
2101
VISA INC
COM CL A
92826C839
213162
1026
SH
SOLE
0
0
1026
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
273347
825
SH
SOLE
0
0
825
MAGNA INTL INC
COM
559222401
284664
5067
SH
SOLE
0
0
5067
REALTY INCOME CORP
COM
756109104
291588
4597
SH
SOLE
0
0
4597
COMCAST CORP NEW
CL A
20030N101
300113
8582
SH
SOLE
0
0
8582
ROYAL BK CDA SUSTAINABL
COM
780087102
301522
3207
SH
SOLE
0
0
3207
VICI PPTYS INC
COM
925652109
309388
9549
SH
SOLE
0
0
9549
MCDONALDS CORP
COM
580135101
310702
1179
SH
SOLE
0
0
1179
DEERE & CO
COM
244199105
313424
731
SH
SOLE
0
0
731
VERIZON COMMUNICATIONS INC
COM
92343V104
314845
7991
SH
SOLE
0
0
7991
AIR PRODS & CHEMS INC
COM
009158106
320590
1040
SH
SOLE
0
0
1040
HEWLETT PACKARD ENTERPRISE C
COM
42824C109
324084
20306
SH
SOLE
0
0
20306
PROCTER AND GAMBLE CO
COM
742718109
327976
2164
SH
SOLE
0
0
2164
TRAEGER INC
COMMON STOCK
89269P103
328460
116475
SH
SOLE
0
0
116475
BHP GROUP LTD
SPONSORED ADS
088606108
332030
5351
SH
SOLE
0
0
5351
INTUIT
COM
461202103
332394
854
SH
SOLE
0
0
854
ISHARES TR
CORE S&P500 ETF
464287200
343352
894
SH
SOLE
0
0
894
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
354133
7903
SH
SOLE
0
0
7903
BOEING CO
COM
097023105
355264
1865
SH
SOLE
0
0
1865
TESLA INC
COM
88160R101
368801
2994
SH
SOLE
0
0
2994
BANK AMERICA CORP
COM
060505104
422261
12749
SH
SOLE
0
0
12749
FIFTH THIRD BANCORP
COM
316773100
422691
12883
SH
SOLE
0
0
12883
BRISTOL-MYERS SQUIBB CO
COM
110122108
440478
6122
SH
SOLE
0
0
6122
PRINCIPAL FINANCIAL GROUP IN
COM
74251V102
445783
5312
SH
SOLE
0
0
5312
AMGEN INC
COM
031162100
458832
1747
SH
SOLE
0
0
1747
EATON CORP PLC
SHS
G29183103
459707
2929
SH
SOLE
0
0
2929
LILLY ELI & CO
COM
532457108
475226
1299
SH
SOLE
0
0
1299
EMERSON ELEC CO
COM
291011104
484911
5048
SH
SOLE
0
0
5048
CHEVRON CORP NEW
COM
166764100
515136
2870
SH
SOLE
0
0
2870
RIVIAN AUTOMOTIVE INC
COM CL A
76954A103
555904
30163
SH
SOLE
0
0
30163
BILL COM HLDGS INC
COM
090043100
699632
6421
SH
SOLE
0
0
6421
ISHARES TR
SHRT NAT MUN ETF
464288158
705074
6762
SH
SOLE
0
0
6762
AIRBNB INC
COM CL A
009066101
840551
9831
SH
SOLE
0
0
9831
NIKE INC
CL B
654106103
956307
8173
SH
SOLE
0
0
8173
LULULEMON ATHLETICA INC
COM
550021109
1014964
3168
SH
SOLE
0
0
3168
STRYKER CORPORATION
COM
863667101
1019034
4168
SH
SOLE
0
0
4168
WASTE MGMT INC DEL
COM
94106L109
1158245
7383
SH
SOLE
0
0
7383
SALESFORCE INC
COM
79466L302
1259472
9499
SH
SOLE
0
0
9499
MARRIOTT INTL INC NEW
CL A
571903202
1292663
8682
SH
SOLE
0
0
8682
CHIPOTLE MEXICAN GRILL INC
COM
169656105
1318116
950
SH
SOLE
0
0
950
AMERICAN EXPRESS CO
COM
025816109
1339649
9067
SH
SOLE
0
0
9067
SERVICENOW INC
COM
81762P102
1354286
3488
SH
SOLE
0
0
3488
SUNRUN INC
COM
86771W105
1366594
56894
SH
SOLE
0
0
56894
VANGUARD WORLD FDS
INF TECH ETF
92204A702
1457418
4563
SH
SOLE
0
0
4563
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
1481487
21014
SH
SOLE
0
0
21014
HONEYWELL INTL INC
COM
438516106
1502029
7009
SH
SOLE
0
0
7009
PALO ALTO NETWORKS INC
COM
697435105
1565220
11217
SH
SOLE
0
0
11217
ALPHABET INC
CAP STK CL C
02079K107
1583387
17845
SH
SOLE
0
0
17845
COSTCO WHSL CORP NEW
COM
22160K105
1622858
3555
SH
SOLE
0
0
3555
MEDTRONIC PLC
SHS
G5960L103
1655203
21297
SH
SOLE
0
0
21297
DANAHER CORPORATION
COM
235851102
1657548
6245
SH
SOLE
0
0
6245
SCHWAB CHARLES CORP
COM
808513105
1662286
19965
SH
SOLE
0
0
19965
TEXAS INSTRS INC
COM
882508104
1665748
10082
SH
SOLE
0
0
10082
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1676709
5428
SH
SOLE
0
0
5428
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
1729220
20902
SH
SOLE
0
0
20902
PIONEER NAT RES CO
COM
723787107
1747640
7652
SH
SOLE
0
0
7652
UNITED PARCEL SERVICE INC
CL B
911312106
1778557
10231
SH
SOLE
0
0
10231
ISHARES TR
0-5YR HI YL CP
46434V407
1779725
43525
SH
SOLE
0
0
43525
ORACLE CORP
COM
68389X105
1812339
22172
SH
SOLE
0
0
22172
WALMART INC
COM
931142103
1879143
13253
SH
SOLE
0
0
13253
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
1887305
18701
SH
SOLE
0
0
18701
PEPSICO INC
COM
713448108
1914996
10600
SH
SOLE
0
0
10600
JOHNSON & JOHNSON
COM
478160104
2012573
11393
SH
SOLE
0
0
11393
HOME DEPOT INC
COM
437076102
2014542
6378
SH
SOLE
0
0
6378
BROADCOM INC
COM
11135F101
2069899
3702
SH
SOLE
0
0
3702
JPMORGAN CHASE & CO
COM
46625H100
2085121
15549
SH
SOLE
0
0
15549
APPLE INC
COM
037833100
2211991
17024
SH
SOLE
0
0
17024
GENERAL DYNAMICS CORP
COM
369550108
2214878
8927
SH
SOLE
0
0
8927
NIKOLA CORP
COM
654110105
2219262
1027436
SH
SOLE
0
0
1027436
MICROSOFT CORP
COM
594918104
2231608
9305
SH
SOLE
0
0
9305
VANGUARD WORLD FDS
ENERGY ETF
92204A306
2260772
18641
SH
SOLE
0
0
18641
EXXON MOBIL CORP
COM
30231G102
2273062
20608
SH
SOLE
0
0
20608
UNITEDHEALTH GROUP INC
COM
91324P102
2423983
4572
SH
SOLE
0
0
4572
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
2495205
10059
SH
SOLE
0
0
10059
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
2504582
33596
SH
SOLE
0
0
33596
SSGA ACTIVE ETF TR
BLACKSTONE SENR
78467V608
2833941
69290
SH
SOLE
0
0
69290
SPDR SER TR
BLOOMBERG 1-3 MO
78468R663
3073392
33600
SH
SOLE
0
0
33600
VANECK ETF TRUST
IG FLOATING RATE
92189F486
3275079
131635
SH
SOLE
0
0
131635
VANGUARD INDEX FDS
SMALL CP ETF
922908751
3483882
18982
SH
SOLE
0
0
18982
VANGUARD INDEX FDS
MID CAP ETF
922908629
4567986
22413
SH
SOLE
0
0
22413
FIRST TR EXCHNG TRADED FD VI
CBOE VEST U S EQ
33740U810
5642807
182497
SH
SOLE
0
0
182497
PACER FDS TR
US CASH COWS 100
69374H881
8714578
188423
SH
SOLE
0
0
188423
SPDR S&P 500 ETF TR
TR UNIT
78462F103
12452865
32562
SH
SOLE
0
0
32562