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Portfolio (Quarterly) Guide ↗

Calamos Wealth Management LLC

· CIK 0001455258
13F Portfolio $3.3B AUM 463 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 92 New 170 Added 160 Reduced 99 Exited
Page 3 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWF ISHARES TR 56,446.0 $7.0M 0.21% +43K +310.0% $124.17 -1.9%
42 IX ORIX CORP Financial Services 181,922.0 $6.9M 0.21% +42K +29.6% $38.04 +4.4%
43 VO VANGUARD INDEX FDS 82,864.0 $6.7M 0.20% +63K +310.4% $80.57 +3.2%
44 EEM ISHARES TR 91,728.0 $6.3M 0.19% +14K +17.6% $68.41 -1.8%
45 XOM EXXON MOBIL CORP Energy 44,046.0 $6.0M 0.18% +370.0 +0.8% $136.72 +15.7%
46 VB VANGUARD INDEX FDS 19,070.0 $5.8M 0.17% +1K +6.8% $303.12 +0.3%
47 CANQ CALAMOS ETF TR 169,118.0 $5.2M 0.16% +35K +25.8% $30.60 -1.4%
48 KLAC KLA CORP Technology 16,221.0 $4.9M 0.15% +14K +553.0% $301.71 -39.1%
49 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 206,378.0 $4.9M 0.15% +47K +29.4% $23.58 +7.8%
50 RSP INVESCO EXCHANGE TRADED FD T 22,601.0 $4.8M 0.14% +2K +10.6% $212.77 +4.4%
51 ABBV ABBVIE INC Healthcare 15,919.0 $4.0M 0.12% +1K +7.0% $251.64 +4.5%
52 SMH VANECK ETF TRUST 5,797.0 $3.8M 0.12% +459.0 +8.6% $655.89 -15.3%
53 GEV GE VERNOVA INC Utilities 3,102.0 $3.6M 0.11% +1K +59.0% $1174.93 -18.9%
54 MA MASTERCARD INCORPORATED Financial Services 6,649.0 $3.4M 0.10% +245.0 +3.8% $513.60 +16.5%
55 RTX RTX CORPORATION Industrials 16,732.0 $3.2M 0.10% +4K +34.8% $189.73 +11.7%
56 HDV ISHARES TR 106,225.0 $2.9M 0.09% +90K +535.4% $27.41 +8.5%
57 MRK MERCK & CO INC Healthcare 20,811.0 $2.7M 0.08% +2K +7.9% $128.50 +19.2%
58 VGT VANGUARD WORLD FD 22,236.0 $2.7M 0.08% +20K +844.2% $119.52 -1.3%
59 IEMG ISHARES INC 31,909.0 $2.6M 0.08% +931.0 +3.0% $82.84 -1.2%
60 MUB ISHARES TR 24,551.0 $2.6M 0.08% +6K +33.5% $107.62 -2.0%
Page 3 of 9  ·  170 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.5%
Financial Services 12.7%
Communication Services 9.2%
Consumer Cyclical 9.0%
Healthcare 7.8%
Industrials 7.3%
Consumer Defensive 2.6%
Basic Materials 1.8%
Utilities 1.8%
Energy 1.3%