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Portfolio (Quarterly) Guide ↗

Calamos Wealth Management LLC

· CIK 0001455258
13F Portfolio $2.8B AUM Filed Oct 20, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 432 New
Page 5 of 22  ·  432 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SHV ISHARES TR 52,871.0 $5.8M 0.21% NEW $110.49 -0.2%
82 QQQ INVESCO QQQ TR Financial Services 9,534.0 $5.7M 0.21% NEW $600.37 +18.1%
83 VEEV VEEVA SYS INC Healthcare 19,114.0 $5.7M 0.20% NEW $297.91 -47.6%
84 DDOG DATADOG INC Technology 39,699.0 $5.7M 0.20% NEW $142.40 +42.4%
85 EEM ISHARES TR 102,893.0 $5.5M 0.20% NEW $53.40 +21.9%
86 XOM EXXON MOBIL CORP Energy 42,741.0 $4.8M 0.17% NEW $112.75 +35.5%
87 VB VANGUARD INDEX FDS 17,855.0 $4.5M 0.16% NEW $254.28 +10.8%
88 MCK MCKESSON CORP Healthcare 5,384.0 $4.2M 0.15% NEW $772.54 -3.3%
89 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 23,226.0 $4.2M 0.15% NEW $178.73 -25.8%
90 LRCX LAM RESEARCH CORP Technology 29,668.0 $4.0M 0.14% NEW $133.90 +123.4%
91 CPSA CALAMOS ETF TR 143,035.0 $3.8M 0.14% NEW $26.64 +3.4%
92 IWB ISHARES TR 10,400.0 $3.8M 0.14% NEW $365.49 +10.1%
93 VGLT VANGUARD SCOTTSDALE FDS 66,403.0 $3.8M 0.14% NEW $56.86 -5.8%
94 CPST CALAMOS ETF TR 136,492.0 $3.6M 0.13% NEW $26.71 +3.4%
95 CLS CELESTICA INC Technology 14,717.0 $3.6M 0.13% NEW $246.38 +45.5%
96 MA MASTERCARD INCORPORATED Financial Services 6,330.0 $3.6M 0.13% NEW $568.81 -13.9%
97 LMT LOCKHEED MARTIN CORP Industrials 7,201.0 $3.6M 0.13% NEW $499.21 +4.2%
98 PG PROCTER AND GAMBLE CO Consumer Defensive 23,054.0 $3.5M 0.13% NEW $153.65 -7.1%
99 SAP SAP SE Technology 12,971.0 $3.5M 0.12% NEW $267.21 -38.6%
100 GE GE AEROSPACE Industrials 11,403.0 $3.4M 0.12% NEW $300.82 -3.1%
Page 5 of 22  ·  432 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.4%
Financial Services 14.8%
Communication Services 13.1%
Consumer Cyclical 10.6%
Healthcare 6.7%
Industrials 4.6%
Consumer Defensive 2.5%
Basic Materials 1.8%
Utilities 1.8%
Energy 1.7%