0001800453-22-000005.txt : 20220712 0001800453-22-000005.hdr.sgml : 20220712 20220711180019 ACCESSION NUMBER: 0001800453-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220712 DATE AS OF CHANGE: 20220711 EFFECTIVENESS DATE: 20220712 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: 221077838 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 06-30-2022 06-30-2022 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 07-11-2022 0 64 128517 false INFORMATION TABLE 2 13F_Caliber_Q22022.xml AIRBNB INC COM CL A 009066101 1401 15731 SH SOLE 0 0 15731 ALPHABET INC CAP STK CL C 02079K107 2432 1112 SH SOLE 0 0 1112 AMERICAN EXPRESS CO COM 025816109 1438 10372 SH SOLE 0 0 10372 APPLE INC COM 037833100 2805 20519 SH SOLE 0 0 20519 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2289 8383 SH SOLE 0 0 8383 BILL COM HLDGS INC COM 090043100 1844 16774 SH SOLE 0 0 16774 BROADCOM INC COM 11135F101 1526 3141 SH SOLE 0 0 3141 CHIPOTLE MEXICAN GRILL INC COM 169656105 2026 1550 SH SOLE 0 0 1550 COSTCO WHSL CORP NEW COM 22160K105 2655 5539 SH SOLE 0 0 5539 DANAHER CORPORATION COM 235851102 2317 9140 SH SOLE 0 0 9140 DATADOG INC CL A COM 23804L103 281 2947 SH SOLE 0 0 2947 EXXON MOBIL CORP COM 30231G102 2068 24153 SH SOLE 0 0 24153 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 798 16799 SH SOLE 0 0 16799 GENERAL DYNAMICS CORP COM 369550108 2684 12133 SH SOLE 0 0 12133 HOME DEPOT INC COM 437076102 2117 7718 SH SOLE 0 0 7718 HONEYWELL INTL INC COM 438516106 1425 8199 SH SOLE 0 0 8199 ISHARES TR CORE S&P500 ETF 464287200 486 1282 SH SOLE 0 0 1282 ISHARES TR 0-5YR HI YL CP 46434V407 2942 72564 SH SOLE 0 0 72564 ISHARES TR MSCI INTL QUALTY 46434V456 2068 66869 SH SOLE 0 0 66869 ISHARES TR FALN ANGLS USD 46435G474 2779 112875 SH SOLE 0 0 112875 JPMORGAN CHASE & CO COM 46625H100 1746 15507 SH SOLE 0 0 15507 LULULEMON ATHLETICA INC COM 550021109 1335 4896 SH SOLE 0 0 4896 MARRIOTT INTL INC NEW CL A 571903202 1448 10646 SH SOLE 0 0 10646 MEDTRONIC PLC SHS G5960L103 876 9760 SH SOLE 0 0 9760 MICROSOFT CORP COM 594918104 2814 10955 SH SOLE 0 0 10955 NIKE INC CL B 654106103 1290 12626 SH SOLE 0 0 12626 NIKOLA CORP COM 654110105 4891 1027436 SH SOLE 0 0 1027436 NUTRIEN LTD COM 67077M108 658 8261 SH SOLE 0 0 8261 NVIDIA CORPORATION COM 67066G104 1590 10492 SH SOLE 0 0 10492 ONCOCYTE CORP COM 68235C107 68 75120 SH SOLE 0 0 75120 PACER FDS TR BNCHMRK INFRA 69374H741 900 26142 SH SOLE 0 0 26142 PACER FDS TR US CASH COWS 100 69374H881 4787 111145 SH SOLE 0 0 111145 PALO ALTO NETWORKS INC COM 697435105 2109 4269 SH SOLE 0 0 4269 PEPSICO INC COM 713448108 1779 10677 SH SOLE 0 0 10677 PIONEER NAT RES CO COM 723787107 3656 16387 SH SOLE 0 0 16387 REALTY INCOME CORP COM 756109104 245 3584 SH SOLE 0 0 3584 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 597 23196 SH SOLE 0 0 23196 SALESFORCE INC COM 79466L302 1657 10041 SH SOLE 0 0 10041 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 352 7966 SH SOLE 0 0 7966 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 3503 123736 SH SOLE 0 0 123736 SERVICENOW INC COM 81762P102 2094 4403 SH SOLE 0 0 4403 SOFI TECHNOLOGIES INC COM 83406F102 231 43851 SH SOLE 0 0 43851 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 254 825 SH SOLE 0 0 825 SPDR S&P 500 ETF TR TR UNIT 78462F103 14209 37664 SH SOLE 0 0 37664 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 3743 89901 SH SOLE 0 0 89901 STARBUCKS CORP COM 855244109 1123 14707 SH SOLE 0 0 14707 STRYKER CORPORATION COM 863667101 1304 6556 SH SOLE 0 0 6556 SUNRUN INC COM 86771W105 1677 71800 SH SOLE 0 0 71800 TESLA INC COM 88160R101 518 769 SH SOLE 0 0 769 TEXAS INSTRS INC COM 882508104 1642 10687 SH SOLE 0 0 10687 TRAEGER INC COMMON STOCK 89269P103 523 123038 SH SOLE 0 0 123038 UBER TECHNOLOGIES INC COM 90353T100 814 39765 SH SOLE 0 0 39765 UNITED PARCEL SERVICE INC CL B 911312106 1730 9475 SH SOLE 0 0 9475 UNITEDHEALTH GROUP INC COM 91324P102 2251 4382 SH SOLE 0 0 4382 VANGUARD INDEX FDS MID CAP ETF 922908629 4257 21613 SH SOLE 0 0 21613 VANGUARD INDEX FDS SMALL CP ETF 922908751 3283 18641 SH SOLE 0 0 18641 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 216 2837 SH SOLE 0 0 2837 VANGUARD WORLD FDS ENERGY ETF 92204A306 3126 31423 SH SOLE 0 0 31423 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 2293 29708 SH SOLE 0 0 29708 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 2277 9667 SH SOLE 0 0 9667 VANGUARD WORLD FDS INF TECH ETF 92204A702 1702 5211 SH SOLE 0 0 5211 VEEVA SYS INC CL A COM 922475108 247 1249 SH SOLE 0 0 1249 VISA INC COM CL A 92826C839 2282 11591 SH SOLE 0 0 11591 WASTE MGMT INC DEL COM 94106L109 2039 13329 SH SOLE 0 0 13329