0001800453-22-000004.txt : 20220414 0001800453-22-000004.hdr.sgml : 20220414 20220414155646 ACCESSION NUMBER: 0001800453-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220414 DATE AS OF CHANGE: 20220414 EFFECTIVENESS DATE: 20220414 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: 22827146 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 03-31-2022 03-31-2022 CALIBER WEALTH MANAGEMENT, LLC

980 E. 800 N. SUITE 203 OREM UT 84097

13F HOLDINGS REPORT 028-20434 N TODD NUTTALL 385-223-8688 TODD NUTTALL OREM UT 04-14-2022 0 61 156693 false INFORMATION TABLE 2 13F_Caliber_Q12022.xml ONCOCYTE CORP COM 68235C107 112 75120 SH SOLE 0 0 75120 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 262 3352 SH SOLE 0 0 3352 VEEVA SYS INC CL A COM 922475108 265 1249 SH SOLE 0 0 1249 GUARDANT HEALTH INC COM 40131M109 267 4030 SH SOLE 0 0 4030 BOEING CO COM 097023105 405 2115 SH SOLE 0 0 2115 BILL COM HLDGS INC COM 090043100 445 1961 SH SOLE 0 0 1961 ISHARES TR CORE S&P500 ETF 464287200 585 1289 SH SOLE 0 0 1289 ROBLOX CORP CL A 771049103 628 13586 SH SOLE 0 0 13586 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 766 14955 SH SOLE 0 0 14955 PACER FDS TR BNCHMRK INFRA 69374H741 999 25587 SH SOLE 0 0 25587 UBER TECHNOLOGIES INC COM 90353T100 1319 36961 SH SOLE 0 0 36961 SUNRUN INC COM 86771W105 1385 45618 SH SOLE 0 0 45618 EXXON MOBIL CORP COM 30231G102 1507 18245 SH SOLE 0 0 18245 UNITEDHEALTH GROUP INC COM 91324P102 1537 3013 SH SOLE 0 0 3013 PALO ALTO NETWORKS INC COM 697435105 1539 2473 SH SOLE 0 0 2473 STARBUCKS CORP COM 855244109 1542 16950 SH SOLE 0 0 16950 STRYKER CORPORATION COM 863667101 1679 6279 SH SOLE 0 0 6279 MARRIOTT INTL INC NEW CL A 571903202 1687 9598 SH SOLE 0 0 9598 NIKE INC CL B 654106103 1757 13058 SH SOLE 0 0 13058 LULULEMON ATHLETICA INC COM 550021109 1798 4924 SH SOLE 0 0 4924 UNITED PARCEL SERVICE INC CL B 911312106 1825 8510 SH SOLE 0 0 8510 ZSCALER INC COM 98980G102 1841 7631 SH SOLE 0 0 7631 ADOBE SYSTEMS INCORPORATED COM 00724F101 1936 4250 SH SOLE 0 0 4250 VANGUARD WORLD FDS INF TECH ETF 92204A702 1957 4698 SH SOLE 0 0 4698 SNOWFLAKE INC CL A 833445109 1971 8602 SH SOLE 0 0 8602 DISNEY WALT CO COM 254687106 2015 14690 SH SOLE 0 0 14690 JPMORGAN CHASE & CO COM 46625H100 2092 15345 SH SOLE 0 0 15345 ISHARES TR MSCI INTL QUALTY 46434V456 2240 60764 SH SOLE 0 0 60764 SALESFORCE COM INC COM 79466L302 2265 10667 SH SOLE 0 0 10667 MONGODB INC CL A 60937P106 2267 5111 SH SOLE 0 0 5111 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 2268 8917 SH SOLE 0 0 8917 HOME DEPOT INC COM 437076102 2397 8007 SH SOLE 0 0 8007 WATSCO INC COM 942622200 2402 7885 SH SOLE 0 0 7885 SERVICENOW INC COM 81762P102 2460 4417 SH SOLE 0 0 4417 CHIPOTLE MEXICAN GRILL INC COM 169656105 2468 1560 SH SOLE 0 0 1560 AIRBNB INC COM CL A 009066101 2483 14458 SH SOLE 0 0 14458 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 2493 26699 SH SOLE 0 0 26699 AMAZON COM INC COM 023135106 2538 778 SH SOLE 0 0 778 DATADOG INC CL A COM 23804L103 2565 16934 SH SOLE 0 0 16934 VISA INC COM CL A 92826C839 2608 11759 SH SOLE 0 0 11759 TESLA INC COM 88160R101 2629 2440 SH SOLE 0 0 2440 NVIDIA CORPORATION COM 67066G104 2691 9862 SH SOLE 0 0 9862 DANAHER CORPORATION COM 235851102 2695 9188 SH SOLE 0 0 9188 WASTE MGMT INC DEL COM 94106L109 2766 17449 SH SOLE 0 0 17449 ALPHABET INC CAP STK CL C 02079K107 2779 995 SH SOLE 0 0 995 ISHARES TR FALN ANGLS USD 46435G474 3000 108076 SH SOLE 0 0 108076 ISHARES TR 0-5YR HI YL CP 46434V407 3004 68333 SH SOLE 0 0 68333 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3005 8514 SH SOLE 0 0 8514 GENERAL DYNAMICS CORP COM 369550108 3028 12553 SH SOLE 0 0 12553 VANGUARD WORLD FDS ENERGY ETF 92204A306 3186 29767 SH SOLE 0 0 29767 COSTCO WHSL CORP NEW COM 22160K105 3325 5773 SH SOLE 0 0 5773 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 3612 112048 SH SOLE 0 0 112048 VANGUARD INDEX FDS SMALL CP ETF 922908751 3644 17147 SH SOLE 0 0 17147 MICROSOFT CORP COM 594918104 3657 11862 SH SOLE 0 0 11862 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 3722 82794 SH SOLE 0 0 82794 APPLE INC COM 037833100 3904 22360 SH SOLE 0 0 22360 PIONEER NAT RES CO COM 723787107 4205 16817 SH SOLE 0 0 16817 VANGUARD INDEX FDS MID CAP ETF 922908629 4836 20333 SH SOLE 0 0 20333 PACER FDS TR US CASH COWS 100 69374H881 5127 102985 SH SOLE 0 0 102985 NIKOLA CORP COM 654110105 11004 1027436 SH SOLE 0 0 1027436 SPDR S&P 500 ETF TR TR UNIT 78462F103 15299 33874 SH SOLE 0 0 33874