0001800453-22-000003.txt : 20220120 0001800453-22-000003.hdr.sgml : 20220120 20220119173320 ACCESSION NUMBER: 0001800453-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220120 DATE AS OF CHANGE: 20220119 EFFECTIVENESS DATE: 20220120 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: 22539846 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 13F-HR LIVE false false false 0001800453 XXXXXXXX 12-31-2021 12-31-2021 CALIBER WEALTH MANAGEMENT, LLC

980 E. 800 N. SUITE 203 OREM UT 84097

13F HOLDINGS REPORT 028-20434 N TODD NUTTAL 385-223-8688 TODD NUTTAL OREM UT 01-19-2022 0 66 144746 false INFORMATION TABLE 2 13F_Caliber_Q42021.xml AIRBNB INC COM CL A 009066101 2134 13012 SH SOLE 0 0 13012 AMAZON COM INC COM 023135106 2252 694 SH SOLE 0 0 694 APPLE INC COM 037833100 3521 20343 SH SOLE 0 0 20343 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2520 7774 SH SOLE 0 0 7774 BILL COM HLDGS INC COM 090043100 369 2038 SH SOLE 0 0 2038 BOEING CO COM 097023105 2407 10653 SH SOLE 0 0 10653 CHIPOTLE MEXICAN GRILL INC COM 169656105 2100 1402 SH SOLE 0 0 1402 DANAHER CORPORATION COM 235851102 2525 8607 SH SOLE 0 0 8607 DISNEY WALT CO COM 254687106 1964 12925 SH SOLE 0 0 12925 DOMO INC COM CL B 257554105 390 8619 SH SOLE 0 0 8619 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 264 5059 SH SOLE 0 0 5059 GENERAL DYNAMICS CORP COM 369550108 2533 11888 SH SOLE 0 0 11888 HOME DEPOT INC COM 437076102 2698 7252 SH SOLE 0 0 7252 ISHARES TR CORE S&P500 ETF 464287200 556 1192 SH SOLE 0 0 1192 LULULEMON ATHLETICA INC COM 550021109 1521 4624 SH SOLE 0 0 4624 MARRIOTT INTL INC NEW CL A 571903202 1426 8759 SH SOLE 0 0 8759 MICROSOFT CORP COM 594918104 3408 10987 SH SOLE 0 0 10987 NIKE INC CL B 654106103 1826 12324 SH SOLE 0 0 12324 NIKOLA CORP COM 654110105 10357 1027436 SH SOLE 0 0 1027436 PALO ALTO NETWORKS INC COM 697435105 900 1803 SH SOLE 0 0 1803 PIONEER NAT RES CO COM 723787107 3324 15409 SH SOLE 0 0 15409 ROBLOX CORP CL A 771049103 650 8220 SH SOLE 0 0 8220 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 3055 89559 SH SOLE 0 0 89559 SNOWFLAKE INC CL A 833445109 2181 7530 SH SOLE 0 0 7530 STARBUCKS CORP COM 855244109 1485 14836 SH SOLE 0 0 14836 STRYKER CORPORATION COM 863667101 1505 5641 SH SOLE 0 0 5641 VEEVA SYS INC CL A COM 922475108 295 1316 SH SOLE 0 0 1316 VANGUARD INDEX FDS MID CAP ETF 922908629 4037 16537 SH SOLE 0 0 16537 VANGUARD INDEX FDS SMALL CP ETF 922908751 2973 13530 SH SOLE 0 0 13530 WATSCO INC COM 942622200 2087 7001 SH SOLE 0 0 7001 ADOBE SYSTEMS INCORPORATED COM 00724F101 2101 4036 SH SOLE 0 0 4036 ALPHABET INC CAP STK CL C 02079K107 2566 918 SH SOLE 0 0 918 COSTCO WHSL CORP NEW COM 22160K105 2703 5373 SH SOLE 0 0 5373 DATADOG INC CL A COM 23804L103 2222 16068 SH SOLE 0 0 16068 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 1479 26564 SH SOLE 0 0 26564 GITLAB INC CLASS A COM 37637K108 722 11270 SH SOLE 0 0 11270 GUARDANT HEALTH INC COM 40131M109 313 4040 SH SOLE 0 0 4040 ISHARES TR 0-5YR HI YL CP 46434V407 3501 77597 SH SOLE 0 0 77597 ISHARES TR MSCI INTL QUALTY 46434V456 2029 52366 SH SOLE 0 0 52366 ISHARES TR FALN ANGLS USD 46435G474 3798 128703 SH SOLE 0 0 128703 JPMORGAN CHASE & CO COM 46625H100 2186 13846 SH SOLE 0 0 13846 MONGODB INC CL A 60937P106 1892 4766 SH SOLE 0 0 4766 NVIDIA CORPORATION COM 67066G104 2399 8903 SH SOLE 0 0 8903 ONCOCYTE CORP COM 68235C107 142 75330 SH SOLE 0 0 75330 PACER FDS TR BNCHMRK INFRA 69374H741 1167 30405 SH SOLE 0 0 30405 PACER FDS TR US CASH COWS 100 69374H881 3753 77529 SH SOLE 0 0 77529 PAYPAL HLDGS INC COM 70450Y103 1848 10356 SH SOLE 0 0 10356 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 625 7815 SH SOLE 0 0 7815 ROKU INC COM CL A 77543R102 241 1437 SH SOLE 0 0 1437 SPDR S&P 500 ETF TR TR UNIT 78462F103 13123 28239 SH SOLE 0 0 28239 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 3865 84316 SH SOLE 0 0 84316 SALESFORCE COM INC COM 79466L302 2244 9703 SH SOLE 0 0 9703 SERVICENOW INC COM 81762P102 2162 4072 SH SOLE 0 0 4072 SOFI TECHNOLOGIES INC COM 83406F102 388 29392 SH SOLE 0 0 29392 SUNRUN INC COM 86771W105 480 15091 SH SOLE 0 0 15091 TESLA INC COM 88160R101 2489 2371 SH SOLE 0 0 2371 UBER TECHNOLOGIES INC COM 90353T100 1271 30618 SH SOLE 0 0 30618 UNITEDHEALTH GROUP INC COM 91324P102 1278 2726 SH SOLE 0 0 2726 VANGUARD WORLD FDS ENERGY ETF 92204A306 2151 23891 SH SOLE 0 0 23891 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 2024 20146 SH SOLE 0 0 20146 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 1910 7604 SH SOLE 0 0 7604 VANGUARD WORLD FDS INF TECH ETF 92204A702 1349 3113 SH SOLE 0 0 3113 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 458 5671 SH SOLE 0 0 5671 VISA INC COM CL A 92826C839 2299 10710 SH SOLE 0 0 10710 WASTE MGMT INC DEL COM 94106L109 2508 16011 SH SOLE 0 0 16011 ZSCALER INC COM 98980G102 1797 7053 SH SOLE 0 0 7053