0001800453-22-000006.txt : 20221017 0001800453-22-000006.hdr.sgml : 20221017 20221014191515 ACCESSION NUMBER: 0001800453-22-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221017 DATE AS OF CHANGE: 20221014 EFFECTIVENESS DATE: 20221017 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: 221312362 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 09-30-2022 09-30-2022 CALIBER WEALTH MANAGEMENT, LLC

980 E. 800 N. SUITE 203 OREM UT 84097

13F HOLDINGS REPORT 028-20434 N TODD M. NUTTALL 385-223-8688 TODD M. NUTTALL OREM UT 10-14-2022 0 65 126664 false INFORMATION TABLE 2 13F_Caliber_Q32022.xml AIRBNB INC COM CL A 009066101 1685 16037 SH SOLE 0 0 16037 AMERICAN EXPRESS CO COM 025816109 1446 10716 SH SOLE 0 0 10716 APPLE INC COM 037833100 2875 20801 SH SOLE 0 0 20801 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2276 8522 SH SOLE 0 0 8522 BILL COM HLDGS INC COM 090043100 2102 15879 SH SOLE 0 0 15879 CHIPOTLE MEXICAN GRILL INC COM 169656105 2284 1520 SH SOLE 0 0 1520 DANAHER CORPORATION COM 235851102 2376 9198 SH SOLE 0 0 9198 GENERAL DYNAMICS CORP COM 369550108 2533 11939 SH SOLE 0 0 11939 HOME DEPOT INC COM 437076102 2154 7805 SH SOLE 0 0 7805 HONEYWELL INTL INC COM 438516106 1544 9248 SH SOLE 0 0 9248 ISHARES TR CORE S&P500 ETF 464287200 461 1286 SH SOLE 0 0 1286 LULULEMON ATHLETICA INC COM 550021109 1384 4952 SH SOLE 0 0 4952 MARRIOTT INTL INC NEW CL A 571903202 1489 10623 SH SOLE 0 0 10623 MICROSOFT CORP COM 594918104 2579 11074 SH SOLE 0 0 11074 NIKE INC CL B 654106103 1083 13033 SH SOLE 0 0 13033 NIKOLA CORP COM 654110105 3617 1027436 SH SOLE 0 0 1027436 PALO ALTO NETWORKS INC COM 697435105 2154 13152 SH SOLE 0 0 13152 PEPSICO INC COM 713448108 1780 10903 SH SOLE 0 0 10903 PIONEER NAT RES CO COM 723787107 3487 16106 SH SOLE 0 0 16106 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 334 7966 SH SOLE 0 0 7966 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 3347 133085 SH SOLE 0 0 133085 STARBUCKS CORP COM 855244109 1241 14729 SH SOLE 0 0 14729 STRYKER CORPORATION COM 863667101 1311 6473 SH SOLE 0 0 6473 TEXAS INSTRS INC COM 882508104 1727 11161 SH SOLE 0 0 11161 UNITED PARCEL SERVICE INC CL B 911312106 1666 10311 SH SOLE 0 0 10311 VEEVA SYS INC CL A COM 922475108 206 1249 SH SOLE 0 0 1249 VANGUARD INDEX FDS MID CAP ETF 922908629 4310 22929 SH SOLE 0 0 22929 VANGUARD INDEX FDS SMALL CP ETF 922908751 3377 19758 SH SOLE 0 0 19758 ALPHABET INC CAP STK CL C 02079K107 2259 23491 SH SOLE 0 0 23491 BROADCOM INC COM 11135F101 1577 3552 SH SOLE 0 0 3552 COSTCO WHSL CORP NEW COM 22160K105 2531 5358 SH SOLE 0 0 5358 DATADOG INC CL A COM 23804L103 237 2666 SH SOLE 0 0 2666 EXXON MOBIL CORP COM 30231G102 2194 25131 SH SOLE 0 0 25131 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 772 16998 SH SOLE 0 0 16998 GLACIER BANCORP INC NEW COM 37637Q105 750 15263 SH SOLE 0 0 15263 GUARDANT HEALTH INC COM 40131M109 217 4030 SH SOLE 0 0 4030 ISHARES TR 0-5YR HI YL CP 46434V407 2911 72879 SH SOLE 0 0 72879 ISHARES TR MSCI INTL QUALTY 46434V456 1953 70294 SH SOLE 0 0 70294 ISHARES TR FALN ANGLS USD 46435G474 2766 115726 SH SOLE 0 0 115726 JPMORGAN CHASE & CO COM 46625H100 1624 15538 SH SOLE 0 0 15538 NVIDIA CORPORATION COM 67066G104 1181 9728 SH SOLE 0 0 9728 NUTRIEN LTD COM 67077M108 782 9376 SH SOLE 0 0 9376 ONCOCYTE CORP COM 68235C107 55 75120 SH SOLE 0 0 75120 PACER FDS TR BNCHMRK INFRA 69374H741 770 26894 SH SOLE 0 0 26894 PACER FDS TR US CASH COWS 100 69374H881 4648 113314 SH SOLE 0 0 113314 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 846 25718 SH SOLE 0 0 25718 SPDR S&P 500 ETF TR TR UNIT 78462F103 14344 40159 SH SOLE 0 0 40159 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 3724 91130 SH SOLE 0 0 91130 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 237 825 SH SOLE 0 0 825 SALESFORCE INC COM 79466L302 1495 10393 SH SOLE 0 0 10393 SERVICENOW INC COM 81762P102 1709 4525 SH SOLE 0 0 4525 SOFI TECHNOLOGIES INC COM 83406F102 214 43851 SH SOLE 0 0 43851 SUNRUN INC COM 86771W105 1459 52884 SH SOLE 0 0 52884 TESLA INC COM 88160R101 429 1619 SH SOLE 0 0 1619 TRAEGER INC COMMON STOCK 89269P103 450 159720 SH SOLE 0 0 159720 UBER TECHNOLOGIES INC COM 90353T100 1087 41020 SH SOLE 0 0 41020 UNITEDHEALTH GROUP INC COM 91324P102 2299 4553 SH SOLE 0 0 4553 VANGUARD WORLD FDS ENERGY ETF 92204A306 3246 31957 SH SOLE 0 0 31957 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 2361 31719 SH SOLE 0 0 31719 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 2238 10004 SH SOLE 0 0 10004 VANGUARD WORLD FDS INF TECH ETF 92204A702 1550 5042 SH SOLE 0 0 5042 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 235 3165 SH SOLE 0 0 3165 VISA INC COM CL A 92826C839 2000 11260 SH SOLE 0 0 11260 WASTE MGMT INC DEL COM 94106L109 1846 11522 SH SOLE 0 0 11522 MEDTRONIC PLC SHS G5960L103 840 10397 SH SOLE 0 0 10397