0001951757-23-000578.txt : 20231016
0001951757-23-000578.hdr.sgml : 20231016
20231016093332
ACCESSION NUMBER: 0001951757-23-000578
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231016
DATE AS OF CHANGE: 20231016
EFFECTIVENESS DATE: 20231016
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: 231326463
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
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0001800453
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09-30-2023
09-30-2023
CALIBER WEALTH MANAGEMENT, LLC
980 E. 800 N.
SUITE 203
OREM
UT
84097
13F HOLDINGS REPORT
028-20434
N
Todd Nuttall
Chief Compliance Officer
(385) 223-8688
Todd Nuttall
Orem
UT
10-16-2023
0
56
148686949
false
INFORMATION TABLE
2
F_13F_Caliber_Q32023.xml
GENERAL DYNAMICS CORP
COM
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10886
WASTE MGMT INC DEL
COM
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SH
SOLE
0
0
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DATADOG INC
CL A COM
23804L103
202129
2219
SH
SOLE
0
0
2219
SUNRUN INC
COM
86771W105
2318501
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SH
SOLE
0
0
184594
LULULEMON ATHLETICA INC
COM
550021109
2044504
5302
SH
SOLE
0
0
5302
ALPHABET INC
CAP STK CL C
02079K107
2905447
22036
SH
SOLE
0
0
22036
MICROSOFT CORP
COM
594918104
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SH
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0
8888
SHOPIFY INC
CL A
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37842
SH
SOLE
0
0
37842
MEDTRONIC PLC
SHS
G5960L103
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SH
SOLE
0
0
25667
HOME DEPOT INC
COM
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0
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BROADCOM INC
COM
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SH
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0
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3365
HONEYWELL INTL INC
COM
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SH
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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SSGA ACTIVE ETF TR
BLACKSTONE SENR
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SOFI TECHNOLOGIES INC
COM
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WALMART INC
COM
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DOMO INC
COM CL B
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AIRBNB INC
COM CL A
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STRYKER CORPORATION
COM
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JETBLUE AWYS CORP
COM
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VANGUARD INDEX FDS
SMALL CP ETF
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RTX CORPORATION
COM
75513E101
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23965
ISHARES TR
MSCI USA QLT FCT
46432F339
12491911
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AMERICAN EXPRESS CO
COM
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COSTCO WHSL CORP NEW
COM
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TRAEGER INC
COMMON STOCK
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UNITEDHEALTH GROUP INC
COM
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TESLA INC
COM
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SERVICENOW INC
COM
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VANGUARD WORLD FDS
INF TECH ETF
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SCHWAB CHARLES CORP
COM
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ASANA INC
CL A
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CHIPOTLE MEXICAN GRILL INC
COM
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PALO ALTO NETWORKS INC
COM
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TEXAS INSTRS INC
COM
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ORACLE CORP
COM
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PURPLE INNOVATION INC
COM
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SALESFORCE INC
COM
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MARRIOTT INTL INC NEW
CL A
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CELSIUS HLDGS INC
COM NEW
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WISDOMTREE TR
ITL HDG QTLY DIV
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SPDR SER TR
BLOOMBERG 1-3 MO
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VANGUARD INDEX FDS
MID CAP ETF
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UNITED PARCEL SERVICE INC
CL B
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PEPSICO INC
COM
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SCHWAB STRATEGIC TR
US BRD MKT ETF
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ZSCALER INC
COM
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RIVIAN AUTOMOTIVE INC
COM CL A
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ISHARES TR
FALN ANGLS USD
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SPDR S&P 500 ETF TR
TR UNIT
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FIDELITY MERRIMACK STR TR
TOTAL BD ETF
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SPDR DOW JONES INDL AVERAGE
UT SER 1
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DANAHER CORPORATION
COM
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APPLE INC
COM
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NIKOLA CORP
COM
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S&P 500 ETF SHS
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