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Holders — by stockHoldings — by fund

Calamos Wealth Management LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001455258

$3.31B

disclosed book value

457

positions

7.1%

largest position share

Positions, as of 2026-06-30

top 100 of 457 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AAPLAPPLE INC811,808$234.9M7.1%
2NVDANVIDIA CORPORATION957,122$191.5M5.8%
3IVVISHARES TR254,836$190.8M5.8%
4IVWISHARES TR1.1M$157.8M4.8%
5IVEISHARES TR606,356$137.7M4.2%
6MSFTMICROSOFT CORP283,321$105.7M3.2%
7GOOGLALPHABET INC286,596$102.4M3.1%
8AMZNAMAZON COM INC345,246$82.3M2.5%
9ACWXISHARES TR1.0M$79.1M2.4%
10IWVISHARES TR163,526$69.7M2.1%
11UITBVICTORY PORTFOLIOS II1.3M$63.2M1.9%
12AVGOBROADCOM INC161,921$61.2M1.8%
13AMATAPPLIED MATLS INC74,919$54.2M1.6%
14CAIECALAMOS ETF TR1.9M$51.8M1.6%
15FESMFIDELITY COVINGTON TRUST1.1M$51.3M1.5%
16METAMETA PLATFORMS INC81,829$46.1M1.4%
17IJRISHARES TR304,095$45.1M1.4%
18SPYSTATE STR SPDR S&P 500 ETF T51,830$38.7M1.2%
19LLYELI LILLY & CO31,177$37.4M1.1%
20FENIFIDELITY COVINGTON TRUST872,840$35.0M1.1%
21CAIQCALAMOS ETF TR1.3M$33.7M1%
22VVISA INC90,662$31.1M0.9%
23JNJJOHNSON & JOHNSON118,126$30.0M0.9%
24JPMJPMORGAN CHASE & CO85,773$28.1M0.8%
25TSLATESLA INC59,369$25.0M0.8%
26TSMTAIWAN SEMICONDUCTOR MANUFAC51,346$24.5M0.7%
27GOOGALPHABET INC63,913$22.6M0.7%
28AMDADVANCED MICRO DEVICES INC36,764$21.4M0.6%
29CATCATERPILLAR INC19,805$21.1M0.6%
30SOSOUTHERN CO219,644$21.0M0.6%
31HDHOME DEPOT INC59,575$21.0M0.6%
32DDOGDATADOG INC79,986$20.8M0.6%
33BABOEING CO96,182$20.8M0.6%
34WMTWALMART INC181,893$20.6M0.6%
35CHUBB LIMITED56,492$19.2M0.6%
36LRCXLAM RESEARCH CORP43,862$19.0M0.6%
37EFAISHARES TR180,726$18.8M0.6%
38PLDPROLOGIS INC.137,370$18.6M0.6%
39MSMORGAN STANLEY87,789$18.4M0.6%
40AXPAMERICAN EXPRESS CO53,099$18.0M0.5%
41MUMICRON TECHNOLOGY INC15,391$17.8M0.5%
42TXNTEXAS INSTRS INC58,558$17.5M0.5%
43QQQINVESCO QQQ TR22,986$16.9M0.5%
44LINDE PLC32,507$16.9M0.5%
45UNHUNITEDHEALTH GROUP INC40,455$16.8M0.5%
46CVXCHEVRON CORPORATION100,372$16.6M0.5%
47ANETARISTA NETWORKS INC96,616$16.4M0.5%
48PANWPALO ALTO NETWORKS INC47,601$16.2M0.5%
49DEDEERE & CO25,025$15.9M0.5%
50NFLXNETFLIX INC.210,398$15.0M0.5%
51WFCWELLS FARGO & CO180,625$14.9M0.5%
52SEAGATE TECHNOLOGY HLDNGS PL15,334$14.8M0.4%
53WMWASTE MGMT INC DEL65,439$14.6M0.4%
54TJXTJX COS INC NEW94,423$14.3M0.4%
55ROYAL CARIBBEAN GROUP44,750$14.2M0.4%
56ABNBAIRBNB INC99,273$14.2M0.4%
57AGGISHARES TR142,503$14.1M0.4%
58BILSPDR SERIES TRUST150,710$13.8M0.4%
59SYKSTRYKER CORPORATION43,842$13.8M0.4%
60INTCINTEL CORP98,222$13.7M0.4%
61EATON CORP PLC30,039$12.8M0.4%
62SHWSHERWIN WILLIAMS CO36,650$12.6M0.4%
63JOHNSON CONTROLS INTERNATION83,297$12.2M0.4%
64UNPUNION PAC CORP44,698$12.2M0.4%
65DASHDOORDASH INC65,798$12.1M0.4%
66SNOWSNOWFLAKE INC47,402$12.1M0.4%
67DHRDANAHER CORP DEL63,135$12.0M0.4%
68MCOMOODYS CORP24,028$10.9M0.3%
69VOOVANGUARD INDEX FDS15,507$10.7M0.3%
70ROYALTY PHARMA PLC188,964$10.6M0.3%
71UBERUBER TECHNOLOGIES INC138,551$10.0M0.3%
72ISRGINTUITIVE SURGICAL INC24,975$9.9M0.3%
73ASML HLDG NV4,862$9.7M0.3%
74EWYISHARES INC47,689$9.6M0.3%
75BRK/BBERKSHIRE HATHAWAY INC DEL18,601$9.3M0.3%
76PEPPEPSICO INC67,136$9.1M0.3%
77USMVISHARES TR92,508$8.9M0.3%
78NEENEXTERA ENERGY INC101,569$8.9M0.3%
79COSTCOSTCO WHOLESALE CORPORATION9,495$8.9M0.3%
80IEFAISHARES TR91,958$8.9M0.3%
81KLACKLA CORPPUT6,000$8.8M0.3%
82VTIVANGUARD INDEX FDS23,791$8.8M0.3%
83SNPSSYNOPSYS INC19,604$8.7M0.3%
84GSGOLDMAN SACHS GROUP INC8,547$8.6M0.3%
85TOWER SEMICONDUCTOR LTD33,098$8.6M0.3%
86CMICUMMINS INC11,758$8.4M0.3%
87METAMETA PLATFORMS INCPUT12,500$7.2M0.2%
88IWFISHARES TR56,446$7.0M0.2%
89IXORIX CORP181,922$6.9M0.2%
90VOVANGUARD INDEX FDS82,864$6.7M0.2%
91SPOTIFY TECHNOLOGY S A14,164$6.5M0.2%
92EEMISHARES TR91,728$6.3M0.2%
93PSMTPRICESMART INC31,491$6.2M0.2%
94EXMOCEXXON MOBIL CORP44,046$6.0M0.2%
95STMSTMICROELECTRONICS N V80,372$6.0M0.2%
96VBVANGUARD INDEX FDS19,070$5.8M0.2%
97NU HLDGS LTD428,831$5.7M0.2%
98NOKNOKIA CORP418,869$5.6M0.2%
99VIKING HOLDINGS LTD52,419$5.5M0.2%
100COHRCOHERENT CORP13,819$5.5M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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