Calamos Wealth Management LLC

CIK 0001455258 · NAPERVILLE, IL · Quarter end: 2026-06-30 · Filed on: 2026-07-31 · Open the SEC source

Calamos Wealth Management LLC reported 463 positions worth $3.31B as of June 30, 2026 (13F filed July 31, 2026). Largest holding: AAPL (7.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$3.31B
2026 Q2
Positions
463
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
40.8%
Est. Net Flow (Q)
2026 Q2
10 / 463 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$234.9M7.09%811,808
2NVDANVIDIA CORPORATIONSH$191.5M5.78%957,122
3IVVISHARES TRSH$190.8M5.76%254,836
4IVWISHARES TRSH$157.8M4.76%1,147,615
5IVEISHARES TRSH$137.7M4.16%606,356
6MSFTMICROSOFT CORPSH$105.7M3.19%283,321
7GOOGLALPHABET INCSH$102.4M3.09%286,596
8AMZNAMAZON COM INCSH$82.3M2.48%345,246
9ACWXISHARES TRSH$79.1M2.39%1,038,642
10IWVISHARES TRSH$69.7M2.10%163,526

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Calamos Wealth Management LLC hold as of Q2 2026?

Calamos Wealth Management LLC reported 463 positions worth $3.31B in its Q2 2026 13F filing. Largest positions: AAPL (7.1%), NVDA (5.8%), IVV (5.8%), IVW (4.8%) and IVE (4.2%).

What did Calamos Wealth Management LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Calamos Wealth Management LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.