Notify me when Calamos Wealth Management LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 455 | $2,887,103,647 | +$236,490,523 | -$138,311,933 | +$98,178,590 | AAPL, NVDA, IVV, IVW, MSFT | 13F-HR | 28 Jan 2026, 21:49 |
| Q3 2025 | 426 | $2,762,453,011 | +$408,485,043 | -$192,555,037 | +$215,930,006 | AAPL, IVV, NVDA, MSFT, IVW | 13F-HR | 20 Oct 2025, 12:41 |
| Q2 2025 | 351 | $2,353,213,168 | +$223,845,271 | -$90,435,670 | +$133,409,601 | IVV, AAPL, NVDA, MSFT, IVW | 13F-HR | 29 Jul 2025, 15:55 |
| Q1 2025 | 326 | $2,002,119,295 | +$203,235,974 | -$98,015,498 | +$105,220,476 | IVV, AAPL, IVE, IVW, MSFT | 13F-HR | 28 Apr 2025, 17:56 |
| Q4 2024 | 324 | $1,995,794,993 | +$178,822,404 | -$167,541,154 | +$11,281,250 | AAPL, IVV, IVW, NVDA, MSFT | 13F-HR | 24 Jan 2025, 17:14 |
| Q3 2024 | 311 | $1,945,056,235 | +$150,796,769 | -$132,233,651 | +$18,563,118 | IVV, AAPL, IVW, MSFT, IVE | 13F-HR | 12 Nov 2024, 09:33 |
| Q2 2024 | 303 | $1,867,985,523 | +$203,476,342 | -$108,113,162 | +$95,363,180 | IVV, AAPL, IVW, MSFT, NVDA | 13F-HR | 25 Jul 2024, 17:12 |
| Q1 2024 | 309 | $1,772,260,280 | +$163,763,700 | -$101,506,906 | +$62,256,794 | IVV, AAPL, IVE, MSFT, IVW | 13F-HR | 08 May 2024, 10:24 |
| Q4 2023 | 313 | $1,588,655,195 | +$242,169,431 | -$122,816,439 | +$119,352,992 | AAPL, IVV, IVE, MSFT, IVW | 13F-HR | 31 Jan 2024, 15:43 |
| Q3 2023 | 323 | $1,318,687,917 | +$156,670,292 | -$129,148,480 | +$27,521,812 | AAPL, IVV, MSFT, IVW, GOOGL | 13F-HR | 25 Oct 2023, 21:53 |
| Q2 2023 | 312 | $1,359,195,589 | +$43,634,790 | -$59,287,922 | -$15,653,132 | AAPL, IVV, MSFT, IVW, GOOGL | 13F-HR | 28 Jul 2023, 14:10 |
| Q1 2023 | 312 | $1,275,698,511 | +$139,895,120 | -$223,054,341 | -$83,159,221 | IVV, AAPL, MSFT, IVW, GOOGL | 13F-HR | 03 May 2023, 21:43 |
| Q4 2022 | 314 | $1,282,631,719 | +$135,276,812 | -$77,695,012 | +$57,581,800 | IVV, AAPL, HDV, MSFT, ENPH | 13F-HR | 25 Jan 2023, 20:29 |
| Q3 2022 | 309 | $1,159,964,000 | +$148,118,035 | -$43,673,365 | +$104,444,670 | IVV, AAPL, MSFT, ENPH, HDV | 13F-HR | 24 Oct 2022, 09:18 |
| Q2 2022 | 320 | $1,126,924,000 | +$105,641,178 | -$74,748,002 | +$30,893,176 | IVV, AAPL, MSFT, ENPH, IWV | 13F-HR | 01 Aug 2022, 10:33 |
| Q1 2022 | 334 | $1,338,559,000 | +$159,080,736 | -$117,442,568 | +$41,638,168 | IVV, AAPL, MSFT, GOOGL, IWV | 13F-HR | 03 May 2022, 09:52 |
| Q4 2021 | 324 | $1,368,317,000 | +$88,239,445 | -$43,879,282 | +$44,360,163 | IVV, AAPL, MSFT, ENPH, GOOGL | 13F-HR | 01 Feb 2022, 09:11 |
| Q3 2021 | 309 | $1,237,601,000 | +$54,022,304 | -$63,109,720 | -$9,087,416 | IVV, AAPL, MSFT, PTON, GOOGL | 13F-HR | 26 Oct 2021, 08:37 |
| Q2 2021 | 313 | $1,284,093,000 | +$84,621,941 | -$111,616,445 | -$26,994,504 | IVV, AAPL, PTON, MSFT, ENPH | 13F-HR | 22 Jul 2021, 06:15 |
| Q1 2021 | 288 | $1,213,131,000 | +$164,605,454 | -$96,207,078 | +$68,398,376 | IVV, AAPL, PTON, MSFT, ENPH | 13F-HR | 12 Apr 2021, 10:34 |
| Q4 2020 | 280 | $1,095,367,000 | +$197,335,781 | -$67,133,037 | +$130,202,744 | IVV, AAPL, MSFT, ENPH, AMZN | 13F-HR | 27 Jan 2021, 10:54 |
| Q3 2020 | 257 | $874,188,000 | +$123,494,274 | -$75,435,133 | +$48,059,141 | IVV, AAPL, MSFT, AMZN, IWV | 13F-HR | 26 Oct 2020, 11:13 |
| Q2 2020 | 262 | $801,383,000 | +$102,779,185 | -$96,043,488 | +$6,735,697 | IVV, AAPL, MSFT, AMZN, IWV | 13F-HR | 27 Jul 2020, 11:13 |
| Q1 2020 | 237 | $655,818,000 | +$79,982,737 | -$125,933,622 | -$45,950,885 | IVV, AAPL, MSFT, AMZN, IWV | 13F-HR | 28 Apr 2020, 17:22 |
| Q4 2019 | 238 | $848,843,000 | +$66,512,461 | -$28,459,391 | +$38,053,070 | IVV, AAPL, AGG, MSFT, IWV | 13F-HR | 15 Jan 2020, 11:21 |
| Q3 2019 | 231 | $748,079,000 | +$41,983,629 | -$45,694,564 | -$3,710,935 | IVV, AAPL, IWV, MSFT, GOOGL | 13F-HR | 21 Oct 2019, 10:38 |
| Q2 2019 | 237 | $741,220,000 | +$54,243,538 | -$41,793,339 | +$12,450,199 | IVV, IWV, AAPL, MSFT, AMZN | 13F-HR | 07 Aug 2019, 12:26 |
| Q1 2019 | 230 | $700,120,000 | +$90,151,781 | -$134,158,674 | -$44,006,893 | IVV, IWV, AAPL, IVE, MSFT | 13F-HR | 12 Apr 2019, 10:07 |
| Q4 2018 | 231 | $664,271,000 | +$116,187,971 | -$151,663,219 | -$35,475,248 | IVV, IWV, AAPL, IVW, IVE | 13F-HR | 24 Jan 2019, 13:08 |
| Q3 2018 | 216 | $802,561,000 | +$43,577,166 | -$88,589,074 | -$45,011,908 | IVV, AAPL, IWV, IVW, MSFT | 13F-HR | 22 Oct 2018, 13:21 |
| Q2 2018 | 211 | $802,212,000 | +$51,339,501 | -$58,333,020 | -$6,993,519 | IVV, IEFA, IVW, AAPL, MSFT | 13F-HR | 17 Jul 2018, 14:41 |
| Q1 2018 | 217 | $797,865,000 | +$104,139,118 | -$69,381,812 | +$34,757,306 | IVV, IEFA, IVW, AAPL, MSFT | 13F-HR | 13 Apr 2018, 12:25 |
| Q4 2017 | 223 | $770,752,000 | +$96,887,286 | -$81,977,349 | +$14,909,937 | IVV, IEFA, AAPL, IVW, MSFT | 13F-HR | 13 Feb 2018, 12:44 |
| Q3 2017 | 223 | $717,951,000 | +$65,346,655 | -$78,975,570 | -$13,628,915 | IVV, IEFA, AAPL, IVW, MSFT | 13F-HR | 25 Oct 2017, 14:40 |
| Q2 2017 | 227 | $706,728,000 | +$62,000,989 | -$42,770,987 | +$19,230,002 | IVV, AAPL, CCD, IEFA, IVW | 13F-HR | 09 Aug 2017, 17:09 |
| Q1 2017 | 234 | $668,899,000 | +$108,495,331 | -$89,115,664 | +$19,379,667 | IVV, AAPL, CCD, IEFA, AGG | 13F-HR | 20 Apr 2017, 14:41 |
| Q4 2016 | 221 | $621,342,000 | +$104,593,956 | -$67,295,690 | +$37,298,266 | IVV, AAPL, CCD, IEFA, AGG | 13F-HR | 06 Feb 2017, 10:29 |
| Q3 2016 | 218 | $578,161,000 | +$60,008,270 | -$61,256,556 | -$1,248,286 | CCD, IVV, AAPL, EFAV, AGG | 13F-HR | 14 Nov 2016, 09:20 |
| Q2 2016 | 237 | $562,493,000 | +$110,471,239 | -$67,819,647 | +$42,651,592 | CCD, AAPL, IVV, CFGE, MSFT | 13F-HR | 26 Jul 2016, 15:03 |
| Q1 2016 | 239 | $514,420,000 | +$72,527,356 | -$51,967,547 | +$20,559,809 | CCD, AAPL, CFGE, MSFT, GOOGL | 13F-HR | 25 Apr 2016, 16:04 |
| Q4 2015 | 254 | $497,842,000 | +$110,944,587 | -$47,429,846 | +$63,514,741 | AAPL, CFGE, CCD, MSFT, GOOGL | 13F-HR | 05 Feb 2016, 11:34 |
| Q3 2015 | 245 | $416,621,000 | +$119,048,316 | -$46,513,117 | +$72,535,199 | AAPL, MSFT, RPG, WFC, JPM | 13F-HR | 10 Nov 2015, 13:19 |
| Q2 2015 | 223 | $367,437,990 | +$70,850,978 | -$102,878,074 | -$32,027,096 | AAPL, MSFT, WFC, RPG, JPM | 13F-HR | 14 Aug 2015, 17:32 |
| Q1 2015 | 231 | $400,156,000 | +$158,415,515 | -$53,172,732 | +$105,242,783 | AAPL, MSFT, RPG, WFC, IVE | 13F-HR | 12 May 2015, 10:26 |
| Q4 2014 | 210 | $291,314,106 | +$54,419,046 | -$119,738,901 | -$65,319,855 | AAPL, MSFT, WFC, JNJ, JPM | 13F-HR | 13 Feb 2015, 15:00 |
| Q3 2014 | 218 | $346,408,000 | +$51,019,569 | -$50,136,347 | +$883,222 | AAPL, JNJ, GOOGL, JPM, WFC | 13F-HR | 14 Nov 2014, 11:15 |
| Q2 2014 | 218 | $350,628,000 | +$78,373,244 | -$59,942,621 | +$18,430,623 | AAPL, ETN, WFC, JPM, CLR | 13F-HR | 14 Aug 2014, 15:07 |
| Q1 2014 | 205 | $337,781,000 | +$60,163,768 | -$48,503,802 | +$11,659,966 | AAPL, AMZN, WFC, JPM, ETN | 13F-HR | 16 May 2014, 06:02 |
| Q4 2013 | 208 | $326,147,000 | $0 | $0 | $0 | AAPL, AMZN, WFC, ETN, MA | 13F-HR | 14 Feb 2014, 11:20 |