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Calamos Wealth Management LLC

Q2 2026 13F filing

Updated 41 days ago

463 disclosed positions worth $3.3B

Portfolio value
$3.3B
Total holdings
463
New positions
51
Closed positions
135
Increased
170
Decreased
189
Turnover
40.2%
Filed
2026-07-31

Full holdings

Every line item disclosed in Q2 2026

A

APPLE INC

+101376.0%
Value
$234.9M
Shares
811.8K
% Port
7.09%
N

NVIDIA CORPORATION

-2.0%
Value
$191.5M
Shares
957.1K
% Port
5.78%
E

ISHARES TR

-1.6%
Value
$190.8M
Shares
254.8K
% Port
5.76%
E

ISHARES TR

+1.9%
Value
$157.8M
Shares
1.15M
% Port
4.76%
E

ISHARES TR

+1.7%
Value
$137.7M
Shares
606.4K
% Port
4.16%
M

MICROSOFT CORP

-3.1%
Value
$105.7M
Shares
283.3K
% Port
3.19%
G

ALPHABET INC

-19.6%
Value
$102.4M
Shares
286.6K
% Port
3.09%
A

AMAZON COM INC

+34424.6%
Value
$82.3M
Shares
345.2K
% Port
2.48%
E

ISHARES TR

+0.5%
Value
$79.1M
Shares
1.04M
% Port
2.39%
E
10.ETHA

ISHARES TR

+6.2%
Value
$69.7M
Shares
163.5K
% Port
2.10%
?
11.N/A

VICTORY PORTFOLIOS II

+5.9%
Value
$63.2M
Shares
1.35M
% Port
1.91%
A
12.AVGO

BROADCOM INC

+20140.1%
Value
$61.2M
Shares
161.9K
% Port
1.85%
A
13.AMAT

APPLIED MATLS INC

+2397.3%
Value
$54.2M
Shares
74.9K
% Port
1.64%
C
14.CSQ

CALAMOS ETF TR

+16.9%
Value
$51.8M
Shares
1.90M
% Port
1.56%
F
15.FIS

FIDELITY COVINGTON TRUST

+5.1%
Value
$51.3M
Shares
1.06M
% Port
1.55%
M
16.META

META PLATFORMS INC

+554.6%
Value
$46.1M
Shares
81.8K
% Port
1.39%
E
17.ETHA

ISHARES TR

+1.0%
Value
$45.1M
Shares
304.1K
% Port
1.36%
S
18.SPY

STATE STR SPDR S&P 500 ETF T

+3139.4%
Value
$38.7M
Shares
51.8K
% Port
1.17%
L
19.LLY

ELI LILLY & CO

-0.4%
Value
$37.4M
Shares
31.2K
% Port
1.13%
F
20.FIS

FIDELITY COVINGTON TRUST

+13.6%
Value
$35M
Shares
872.8K
% Port
1.06%
C
21.CSQ

CALAMOS ETF TR

+164.2%
Value
$33.7M
Shares
1.26M
% Port
1.02%
V
22.V

VISA INC

-3.2%
Value
$31.1M
Shares
90.7K
% Port
0.94%
J
23.JNJ

JOHNSON & JOHNSON

-2.3%
Value
$30M
Shares
118.1K
% Port
0.91%
J

JPMORGAN CHASE & CO

-4.6%
Value
$28.1M
Shares
85.8K
% Port
0.85%
T
25.TSLA

TESLA INC

+31.0%
Value
$25M
Shares
59.4K
% Port
0.75%
T

TAIWAN SEMICONDUCTOR MANUFAC

+7.5%
Value
$24.5M
Shares
51.3K
% Port
0.74%
G

ALPHABET INC

-17.9%
Value
$22.6M
Shares
63.9K
% Port
0.68%
A
28.AMD

ADVANCED MICRO DEVICES INC

+500.6%
Value
$21.4M
Shares
36.8K
% Port
0.64%
C
29.CAT

CATERPILLAR INC

+39.1%
Value
$21.1M
Shares
19.8K
% Port
0.64%
S
30.SOMN

SOUTHERN CO

-1.9%
Value
$21M
Shares
219.6K
% Port
0.63%
H
31.HD

HOME DEPOT INC

-1.1%
Value
$21M
Shares
59.6K
% Port
0.63%
D
32.DDOG

DATADOG INC

-18.6%
Value
$20.8M
Shares
80.0K
% Port
0.63%
B

BOEING CO

-1.9%
Value
$20.8M
Shares
96.2K
% Port
0.63%
W
34.WMT

WALMART INC

-3.5%
Value
$20.6M
Shares
181.9K
% Port
0.62%
C
35.CB

CHUBB LIMITED

-1.7%
Value
$19.2M
Shares
56.5K
% Port
0.58%
L
36.LRCX

LAM RESEARCH CORP

-3.7%
Value
$19M
Shares
43.9K
% Port
0.57%
E
37.ETHA

ISHARES TR

-0.2%
Value
$18.8M
Shares
180.7K
% Port
0.57%
P

PROLOGIS INC.

-2.3%
Value
$18.6M
Shares
137.4K
% Port
0.56%
M

MORGAN STANLEY

-2.3%
Value
$18.4M
Shares
87.8K
% Port
0.55%
A
40.AXP

AMERICAN EXPRESS CO

-1.0%
Value
$18M
Shares
53.1K
% Port
0.54%
M
41.MU

MICRON TECHNOLOGY INC

+67.7%
Value
$17.8M
Shares
15.4K
% Port
0.54%
T
42.TXN

TEXAS INSTRS INC

-1.1%
Value
$17.5M
Shares
58.6K
% Port
0.53%
Q
43.QQQ

INVESCO QQQ TR

+17.8%
Value
$16.9M
Shares
23.0K
% Port
0.51%
L
44.LIN

LINDE PLC

-2.7%
Value
$16.9M
Shares
32.5K
% Port
0.51%
U
45.UNH

UNITEDHEALTH GROUP INC

+282.3%
Value
$16.8M
Shares
40.5K
% Port
0.51%
C
46.CVX

CHEVRON CORPORATION

-20.2%
Value
$16.6M
Shares
100.4K
% Port
0.50%
A
47.ANET

ARISTA NETWORKS INC

-22.5%
Value
$16.4M
Shares
96.6K
% Port
0.50%
P
48.PANW

PALO ALTO NETWORKS INC

+3.1%
Value
$16.2M
Shares
47.6K
% Port
0.49%
D
49.DE

DEERE & CO

-2.7%
Value
$15.9M
Shares
25.0K
% Port
0.48%
N
50.NFLX

NETFLIX INC.

-23.6%
Value
$15M
Shares
210.4K
% Port
0.45%