Calamos Wealth Management LLC

Holdings as of 2026-06-30, filed 2026-07-31

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 31 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
463
Value reported by manager
$3.3B
Sum of our stored positions
$3.3B
should match the line above
Disclosure lag
31 d
quarter end to filing
Top 5 concentration
28.7%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
3
puts and calls

Positions

200 largest shown
IssuerClassValueSharesTypeCUSIP
APPLE INCCOM$234.9M811,808037833100
NVIDIA CORPORATIONCOM$191.5M957,12267066G104
ISHARES TRCORE S&P500 ETF$190.8M254,836464287200
ISHARES TRS&P 500 GRWT ETF$157.8M1,147,615464287309
ISHARES TRS&P 500 VAL ETF$137.7M606,356464287408
MICROSOFT CORPCOM$105.7M283,321594918104
ALPHABET INCCAP STK CL A$102.4M286,59602079K305
AMAZON COM INCCOM$82.3M345,246023135106
ISHARES TRMSCI ACWI EX US$79.1M1,038,642464288240
ISHARES TRRUSSELL 3000 ETF$69.7M163,526464287689
VICTORY PORTFOLIOS IICORE BD ETF$63.2M1,349,05092647N527
BROADCOM INCCOM$61.2M161,92111135F101
APPLIED MATLS INCCOM$54.2M74,919038222105
CALAMOS ETF TRAUTOC INCOM ETF$51.8M1,904,90012811T571
FIDELITY COVINGTON TRUSTENHANCED SML CAP$51.3M1,063,26331609A206
META PLATFORMS INCCL A$46.1M81,82930303M102
ISHARES TRCORE S&P SCP ETF$45.1M304,095464287804
STATE STR SPDR S&P 500 ETF TTR UNIT$38.7M51,83078462F103
ELI LILLY & COCOM$37.4M31,177532457108
FIDELITY COVINGTON TRUSTENHANCED INTL$35M872,84031609A404
CALAMOS ETF TRNASDAQ AUTOCALLL$33.7M1,256,00612811T530
VISA INCCOM CL A$31.1M90,66292826C839
JOHNSON & JOHNSONCOM$30M118,126478160104
JPMORGAN CHASE & COCOM$28.1M85,77346625H100
TESLA INCCOM$25M59,36988160R101
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS$24.5M51,346874039100
ALPHABET INCCAP STK CL C$22.6M63,91302079K107
ADVANCED MICRO DEVICES INCCOM$21.4M36,764007903107
CATERPILLAR INCCOM$21.1M19,805149123101
SOUTHERN COCOM$21M219,644842587107
HOME DEPOT INCCOM$21M59,575437076102
DATADOG INCCL A COM$20.8M79,98623804L103
BOEING COCOM$20.8M96,182097023105
WALMART INCCOM$20.6M181,893931142103
CHUBB LIMITEDCOM$19.2M56,492H1467J104
LAM RESEARCH CORPCOM NEW$19M43,862512807306
ISHARES TRMSCI EAFE ETF$18.8M180,726464287465
PROLOGIS INC.COM$18.6M137,37074340W103
MORGAN STANLEYCOM NEW$18.4M87,789617446448
AMERICAN EXPRESS COCOM$18M53,099025816109
MICRON TECHNOLOGY INCCOM$17.8M15,391595112103
TEXAS INSTRS INCCOM$17.5M58,558882508104
INVESCO QQQ TRUNIT SER 1$16.9M22,98646090E103
LINDE PLCSHS$16.9M32,507G54950103
UNITEDHEALTH GROUP INCCOM$16.8M40,45591324P102
CHEVRON CORPORATIONCOM$16.6M100,372166764100
ARISTA NETWORKS INCCOM SHS$16.4M96,616040413205
PALO ALTO NETWORKS INCCOM$16.2M47,601697435105
DEERE & COCOM$15.9M25,025244199105
NETFLIX INC.COM$15M210,39864110L106
WELLS FARGO & COCOM$14.9M180,625949746101
SEAGATE TECHNOLOGY HLDNGS PLORD SHS$14.8M15,334G7997R103
WASTE MGMT INC DELCOM$14.6M65,43994106L109
TJX COS INC NEWCOM$14.3M94,423872540109
ROYAL CARIBBEAN GROUPCOM$14.2M44,750V7780T103
AIRBNB INCCOM CL A$14.2M99,273009066101
ISHARES TRCORE US AGGBD ET$14.1M142,503464287226
SPDR SERIES TRUSTST STR BLO 1 ETF$13.8M150,71078468R663
STRYKER CORPORATIONCOM$13.8M43,842863667101
INTEL CORPCOM$13.7M98,222458140100
EATON CORP PLCSHS$12.8M30,039G29183103
SHERWIN WILLIAMS COCOM$12.6M36,650824348106
JOHNSON CONTROLS INTERNATIONSHS$12.2M83,297G51502105
UNION PAC CORPCOM$12.2M44,698907818108
DOORDASH INCCL A$12.1M65,79825809K105
SNOWFLAKE INCCOM SHS$12.1M47,402833445109
DANAHER CORP DELCOM$12M63,135235851102
MOODYS CORPCOM$10.9M24,028615369105
VANGUARD INDEX FDSS&P 500 ETF SHS$10.7M15,507922908363
ROYALTY PHARMA PLCSHS CLASS A$10.6M188,964G7709Q104
UBER TECHNOLOGIES INCCOM$10M138,55190353T100
INTUITIVE SURGICAL INCCOM NEW$9.9M24,97546120E602
ASML HLDG NVN Y REGISTRY SHS$9.7M4,862N07059210
ISHARES INCMSCI STH KOR ETF$9.6M47,689464286772
BERKSHIRE HATHAWAY INC DELCL B NEW$9.3M18,601084670702
PEPSICO INCCOM$9.1M67,136713448108
ISHARES TRMSCI USA MIN ETF$8.9M92,50846429B697
NEXTERA ENERGY INCCOM$8.9M101,56965339F101
COSTCO WHOLESALE CORPORATIONCOM$8.9M9,49522160K105
ISHARES TRCORE MSCI EAFE$8.9M91,95846432F842
KLA CORPCOM NEW$8.8M6,000Put482480100
VANGUARD INDEX FDSTOTAL STK MKT$8.8M23,791922908769
SYNOPSYS INCCOM$8.7M19,604871607107
GOLDMAN SACHS GROUP INCCOM$8.6M8,54738141G104
TOWER SEMICONDUCTOR LTDSHS NEW$8.6M33,098M87915274
CUMMINS INCCOM$8.4M11,758231021106
META PLATFORMS INCCL A$7.2M12,500Put30303M102
ISHARES TRRUS 1000 GRW ETF$7M56,446464287614
ORIX CORPSPONSORED ADR$6.9M181,922686330101
VANGUARD INDEX FDSMID CAP ETF$6.7M82,864922908629
SPOTIFY TECHNOLOGY S ASHS$6.5M14,164L8681T102
ISHARES TRMSCI EMG MKT ETF$6.3M91,728464287234
PRICESMART INCCOM$6.2M31,491741511109
EXXON MOBIL CORPCOM$6M44,04630231G102
STMICROELECTRONICS N VNY REGISTRY$6M80,372861012102
VANGUARD INDEX FDSSMALL CP ETF$5.8M19,070922908751
NU HLDGS LTDORD SHS CL A$5.7M428,831G6683N103
NOKIA CORPSPONSORED ADR$5.6M418,869654902204
VIKING HOLDINGS LTDORD SHS$5.5M52,419G93A5A101
COHERENT CORPCOM$5.5M13,81919247G107
CALAMOS ETF TRNASDAQ EQUITY$5.2M169,11812811T506
ORACLE CORPCOM$5.2M35,15568389X105
ISHARES TRTRUST ISHARE 0-1$5M45,143464288679
KLA CORPCOM NEW$4.9M16,221482480100
SUMITOMO MITSUI FIN GRP INCSPONSORED ADR$4.9M206,37886562M209
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT$4.8M22,60146137V357
NEBIUS GROUP N.V.SHS CLASS A$4.5M16,430N97284108
SERVICENOW INCCOM$4.5M45,46281762P102
THE CIGNA GROUPCOM$4.5M16,154125523100
KB FINL GROUP INCSPONSORED ADR$4.4M41,90848241A105
ISHARES TRRUS 1000 ETF$4.3M10,608464287622
PELOTON INTERACTIVE INCCL A COM$4.3M725,28470614W100
MCKESSON CORPCOM$4M5,34658155Q103
GE AEROSPACECOM NEW$4M10,765369604301
ABBVIE INCCOM$4M15,91900287Y109
VANECK ETF TRUSTSEMICONDUCTR ETF$3.8M5,79792189F676
SK TELECOM CO LTDSPONSORED ADR$3.8M117,02278440P306
APPLOVIN CORPCOM CL A$3.7M7,08903831W108
GE VERNOVA INCCOM$3.6M3,10236828A101
SOUTHERN COPPER CORPCOM$3.5M19,85384265V105
MASTERCARD INCORPORATEDCL A$3.4M6,64957636Q104
TECHNIPFMC PLCCOM$3.4M51,422G87110105
VEEVA SYS INCCL A COM$3.4M19,025922475108
LOCKHEED MARTIN CORPCOM$3.3M6,570539830109
BANK OF AMER CORPCOM$3.3M57,668060505104
RTX CORPORATIONCOM$3.2M16,73275513E101
QUANTA SVCS INCCOM$3.2M4,37774762E102
CISCO SYS INCCOM$3.1M26,50317275R102
ISHARES TRCORE HIGH DV ETF$2.9M106,22546429B663
BANCO SANTANDER SAADR$2.7M198,53105964H105
CALAMOS ETF TRS&P 500 STRUCTRD$2.7M98,63612811T704
CALAMOS ETF TRS&P 500 STR SEPT$2.7M97,72912811T886
MERCK & CO INCCOM$2.7M20,81158933Y105
VANGUARD WORLD FDINF TECH ETF$2.7M22,23692204A702
ISHARES INCCORE MSCI EMKT$2.6M31,90946434G103
ISHARES TRNATIONAL MUN ETF$2.6M24,551464288414
PROCTER & GAMBLE COCOM$2.4M16,536742718109
AUTOMATIC DATA PROCESSING INCOM$2.4M10,640053015103
PROFESIONALLY MANAGED PORTFOAKRE FOCUS ETF$2.4M44,71974316P579
CALAMOS ETF TRS&P 500 STRUCTU$2.4M88,02312811T795
INTERNATIONAL BUSINESS MACHSCOM$2.3M8,319459200101
HEICO CORP NEWCOM$2.3M6,558422806109
ALAMOS GOLD INCCOM CL A$2.3M76,259011532108
BERKSHIRE HATHAWAY INC DELCL A$2.2M3084670108
SELECT SECTOR SPDR TRST STR TECHN ETF$2.2M11,63881369Y803
ISHARES TRRUS 1000 VAL ETF$2.2M9,125464287598
CLOUDFLARE INCCL A COM$2.2M8,86818915M107
ISHARES TRCORE S&P MCP ETF$2.2M28,069464287507
ISHARES TRISHS 5-10YR INVT$2.2M40,593464288638
VANGUARD INDEX FDSVALUE ETF$2.1M9,674922908744
SELECT SECTOR SPDR TRST STR DISCR ETF$2.1M17,67281369Y407
CALAMOS ETF TRS&P 500 STR APRI$2M73,60012811T753
CALAMOS ETF TRS&P 500 STR MARC$1.9M72,28812811T761
COCA COLA COCOM$1.8M22,112191216100
MCDONALDS CORPCOM$1.8M6,594580135101
MICROSOFT CORPCOM$1.8M4,800Put594918104
SEAGATE HDD CAYMANNOTE 3.500% 6/0$1.8M151,00081180WBL4
CALAMOS STRATEGIC TOTAL RETUCOM SH BEN INT$1.8M85,160128125101
ENOVA INTL INCCOM$1.7M7,11129357K103
CALAMOS ETF TRS&P 500 STR JULY$1.7M61,04212811T803
VANGUARD STAR FDSVG TL INTL STK F$1.7M19,470921909768
MKS INC.NOTE 1.250% 6/0$1.6M556,00055306NAB0
CITIGROUP INCCOM NEW$1.6M11,724172967424
SELECT SECTOR SPDR TRST STR ENERG ETF$1.6M30,35981369Y506
ISHARES TRRUSSELL 2000 ETF$1.6M5,338464287655
PFIZER INCCOM$1.6M65,212717081103
MARRIOTT INTL INC NEWCL A$1.6M4,195571903202
ISHARES TRRUS MID CAP ETF$1.5M13,976464287499
VANGUARD INTL EQUITY INDEX FALLWRLD EX US$1.5M18,004922042775
BLACKSTONE INCCOM$1.5M12,57809260D107
RYDER SYS INCCOM$1.5M5,599783549108
STARBUCKS CORPCOM$1.4M14,091855244109
ISHARES TRUS AER DEF ETF$1.4M5,931464288760
MITSUBISHI UFJ FINANCIAL GROSPONSORED ADS$1.4M71,435606822104
CALAMOS ETF TRAUTOC GROWT ETF$1.4M49,34512811T522
LOWES COS INCCOM$1.3M5,963548661107
CALAMOS ETF TRS&P 500 STRU FEB$1.3M49,73512811T779
S&P GLOBAL INCCOM$1.3M3,19278409V104
ISHARES TRMSCI USA QLT FCT$1.3M5,85546432F339
CROWDSTRIKE HLDGS INCCL A$1.3M1,67422788C105
JABIL INCCOM$1.3M3,288466313103
ALLSTATE CORPCOM$1.3M5,309020002101
MARATHON PETE CORPCOM$1.3M4,90356585A102
KEYSIGHT TECHNOLOGIES INCCOM$1.2M3,55049338L103
COLGATE PALMOLIVE COCOM$1.2M13,277194162103
CAPITAL ONE FINL CORPCOM$1.2M6,06414040H105
SPDR SERIES TRUSTST TERM HIGH ETF$1.2M47,53678468R408
CALAMOS ETF TRRUSSE 2000 JULY$1.2M42,91412811T837
SPDR SERIES TRUSTST STR SP DIV$1.2M7,57578464A763
TRAVELERS COMPANIES INCCOM$1.1M3,46589417E109
ISHARES BITCOIN TRUST ETFSHS BEN INT$1.1M33,98946438F101
DISNEY WALT COCOM$1.1M11,740254687106
BOOKING HOLDINGS INCCOM$1.1M6,32109857L108
BOEING CODEP CONV PFD A$1.1M16,710097023204
EQUINIX INCCOM$1.1M1,07829444U700
AKAMAI TECHNOLOGIES INCNOTE 1.125% 2/1$1.1M938,00000971TAN1
CSX CORPCOM$1.1M23,204126408103
ISHARES TRCORE DIV GRWTH$1.1M14,40446434V621
BADGER METER INCCOM$1.1M7,355056525108
HEICO CORP NEWCL A$1.1M4,196422806208
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-31

Calamos Wealth Management LLC — 463 positions reported for 2026Q2 — Tapewire