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Calamos Wealth Management LLC

Calamos Wealth Management LLC is a Broker-Dealer institutional filer with the SEC under CIK 1455258, reporting 456 portfolio positions, with 14 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: IL
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-07-31

Top 10 portfolio positions

The largest reported holdings in Calamos Wealth Management LLC's most recent 13F filing, ranked by reported market value.

  1. APPLE INC (AAPL)
  2. NVIDIA CORPORATION (NVDA)
  3. ISHARES TR (IVV)
  4. ISHARES TR (IVW)
  5. ISHARES TR (IVE)
  6. MICROSOFT CORP (MSFT)
  7. ALPHABET INC (GOOGL)
  8. AMAZON COM INC (AMZN)
  9. ISHARES TR (ACWX)
  10. ISHARES TR (IWV)
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