# EDGAR Filing Document

**Accession Number:** 0001800453
**File Stem:** 0001951757-23-000043
**Filing Date:** 2023-1
**Character Count:** 11802
**Document Hash:** b3ff46d8154083b9f56f585fa8351dd3
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-23-000043.hdr.sgml**: 20230124

**ACCESSION NUMBER**: 0001951757-23-000043

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230124

**DATE AS OF CHANGE**: 20230124

**EFFECTIVENESS DATE**: 20230124

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** CALIBER WEALTH MANAGEMENT, LLC
- **CENTRAL INDEX KEY:** 0001800453
- **IRS NUMBER:** 471873640
- **STATE OF INCORPORATION:** UT
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20434
- **FILM NUMBER:** 23547926

**BUSINESS ADDRESS:**
- **STREET 1:** 980 E. 800 N.
- **STREET 2:** SUITE 203
- **CITY:** OREM
- **STATE:** UT
- **ZIP:** 84097
- **BUSINESS PHONE:** 385-223-8688

**MAIL ADDRESS:**
- **STREET 1:** 980 E. 800 N.
- **STREET 2:** SUITE 203
- **CITY:** OREM
- **STATE:** UT
- **ZIP:** 84097

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** CALIBER WEALTH MANAGEMENT LLC<br>**Address:** 980 E. 800 N.<br>SUITE 203<br>OREM, UT 84097

**Form 13F File Number:** 028-20434

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** TODD M. NUTTAL<br>**Title:** Chief Compliance Officer<br>**Phone:** 385-223-8688

**Signature, Place, and Date of Signing:**

TODD M. NUTTAL  OREM, UT  01-24-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 85

**Form 13F Information Table Value Total:** $130836753

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| SOFI TECHNOLOGIES INC | COM | 83406F102 |  | 202153 | 43851 | SH |  | SOLE |  | 0 | 0 | 43851 |
| STARBUCKS CORP | COM | 855244109 |  | 208419 | 2101 | SH |  | SOLE |  | 0 | 0 | 2101 |
| VISA INC | COM CL A | 92826C839 |  | 213162 | 1026 | SH |  | SOLE |  | 0 | 0 | 1026 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 273347 | 825 | SH |  | SOLE |  | 0 | 0 | 825 |
| MAGNA INTL INC | COM | 559222401 |  | 284664 | 5067 | SH |  | SOLE |  | 0 | 0 | 5067 |
| REALTY INCOME CORP | COM | 756109104 |  | 291588 | 4597 | SH |  | SOLE |  | 0 | 0 | 4597 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 300113 | 8582 | SH |  | SOLE |  | 0 | 0 | 8582 |
| ROYAL BK CDA SUSTAINABL | COM | 780087102 |  | 301522 | 3207 | SH |  | SOLE |  | 0 | 0 | 3207 |
| VICI PPTYS INC | COM | 925652109 |  | 309388 | 9549 | SH |  | SOLE |  | 0 | 0 | 9549 |
| MCDONALDS CORP | COM | 580135101 |  | 310702 | 1179 | SH |  | SOLE |  | 0 | 0 | 1179 |
| DEERE  CO | COM | 244199105 |  | 313424 | 731 | SH |  | SOLE |  | 0 | 0 | 731 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 314845 | 7991 | SH |  | SOLE |  | 0 | 0 | 7991 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 320590 | 1040 | SH |  | SOLE |  | 0 | 0 | 1040 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 |  | 324084 | 20306 | SH |  | SOLE |  | 0 | 0 | 20306 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 327976 | 2164 | SH |  | SOLE |  | 0 | 0 | 2164 |
| TRAEGER INC | COMMON STOCK | 89269P103 |  | 328460 | 116475 | SH |  | SOLE |  | 0 | 0 | 116475 |
| BHP GROUP LTD | SPONSORED ADS | 088606108 |  | 332030 | 5351 | SH |  | SOLE |  | 0 | 0 | 5351 |
| INTUIT | COM | 461202103 |  | 332394 | 854 | SH |  | SOLE |  | 0 | 0 | 854 |
| ISHARES TR | CORE S ETF | 464287200 |  | 343352 | 894 | SH |  | SOLE |  | 0 | 0 | 894 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 354133 | 7903 | SH |  | SOLE |  | 0 | 0 | 7903 |
| BOEING CO | COM | 097023105 |  | 355264 | 1865 | SH |  | SOLE |  | 0 | 0 | 1865 |
| TESLA INC | COM | 88160R101 |  | 368801 | 2994 | SH |  | SOLE |  | 0 | 0 | 2994 |
| BANK AMERICA CORP | COM | 060505104 |  | 422261 | 12749 | SH |  | SOLE |  | 0 | 0 | 12749 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 422691 | 12883 | SH |  | SOLE |  | 0 | 0 | 12883 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 440478 | 6122 | SH |  | SOLE |  | 0 | 0 | 6122 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 |  | 445783 | 5312 | SH |  | SOLE |  | 0 | 0 | 5312 |
| AMGEN INC | COM | 031162100 |  | 458832 | 1747 | SH |  | SOLE |  | 0 | 0 | 1747 |
| EATON CORP PLC | SHS | G29183103 |  | 459707 | 2929 | SH |  | SOLE |  | 0 | 0 | 2929 |
| LILLY ELI  CO | COM | 532457108 |  | 475226 | 1299 | SH |  | SOLE |  | 0 | 0 | 1299 |
| EMERSON ELEC CO | COM | 291011104 |  | 484911 | 5048 | SH |  | SOLE |  | 0 | 0 | 5048 |
| CHEVRON CORP NEW | COM | 166764100 |  | 515136 | 2870 | SH |  | SOLE |  | 0 | 0 | 2870 |
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 |  | 555904 | 30163 | SH |  | SOLE |  | 0 | 0 | 30163 |
| BILL COM HLDGS INC | COM | 090043100 |  | 699632 | 6421 | SH |  | SOLE |  | 0 | 0 | 6421 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 705074 | 6762 | SH |  | SOLE |  | 0 | 0 | 6762 |
| AIRBNB INC | COM CL A | 009066101 |  | 840551 | 9831 | SH |  | SOLE |  | 0 | 0 | 9831 |
| NIKE INC | CL B | 654106103 |  | 956307 | 8173 | SH |  | SOLE |  | 0 | 0 | 8173 |
| LULULEMON ATHLETICA INC | COM | 550021109 |  | 1014964 | 3168 | SH |  | SOLE |  | 0 | 0 | 3168 |
| STRYKER CORPORATION | COM | 863667101 |  | 1019034 | 4168 | SH |  | SOLE |  | 0 | 0 | 4168 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 1158245 | 7383 | SH |  | SOLE |  | 0 | 0 | 7383 |
| SALESFORCE INC | COM | 79466L302 |  | 1259472 | 9499 | SH |  | SOLE |  | 0 | 0 | 9499 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 1292663 | 8682 | SH |  | SOLE |  | 0 | 0 | 8682 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 |  | 1318116 | 950 | SH |  | SOLE |  | 0 | 0 | 950 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 1339649 | 9067 | SH |  | SOLE |  | 0 | 0 | 9067 |
| SERVICENOW INC | COM | 81762P102 |  | 1354286 | 3488 | SH |  | SOLE |  | 0 | 0 | 3488 |
| SUNRUN INC | COM | 86771W105 |  | 1366594 | 56894 | SH |  | SOLE |  | 0 | 0 | 56894 |
| VANGUARD WORLD FDS | INF TECH ETF | 92204A702 |  | 1457418 | 4563 | SH |  | SOLE |  | 0 | 0 | 4563 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 1481487 | 21014 | SH |  | SOLE |  | 0 | 0 | 21014 |
| HONEYWELL INTL INC | COM | 438516106 |  | 1502029 | 7009 | SH |  | SOLE |  | 0 | 0 | 7009 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 1565220 | 11217 | SH |  | SOLE |  | 0 | 0 | 11217 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1583387 | 17845 | SH |  | SOLE |  | 0 | 0 | 17845 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1622858 | 3555 | SH |  | SOLE |  | 0 | 0 | 3555 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 1655203 | 21297 | SH |  | SOLE |  | 0 | 0 | 21297 |
| DANAHER CORPORATION | COM | 235851102 |  | 1657548 | 6245 | SH |  | SOLE |  | 0 | 0 | 6245 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 1662286 | 19965 | SH |  | SOLE |  | 0 | 0 | 19965 |
| TEXAS INSTRS INC | COM | 882508104 |  | 1665748 | 10082 | SH |  | SOLE |  | 0 | 0 | 10082 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1676709 | 5428 | SH |  | SOLE |  | 0 | 0 | 5428 |
| VANGUARD WORLD FDS | FINANCIALS ETF | 92204A405 |  | 1729220 | 20902 | SH |  | SOLE |  | 0 | 0 | 20902 |
| PIONEER NAT RES CO | COM | 723787107 |  | 1747640 | 7652 | SH |  | SOLE |  | 0 | 0 | 7652 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 1778557 | 10231 | SH |  | SOLE |  | 0 | 0 | 10231 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 |  | 1779725 | 43525 | SH |  | SOLE |  | 0 | 0 | 43525 |
| ORACLE CORP | COM | 68389X105 |  | 1812339 | 22172 | SH |  | SOLE |  | 0 | 0 | 22172 |
| WALMART INC | COM | 931142103 |  | 1879143 | 13253 | SH |  | SOLE |  | 0 | 0 | 13253 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 1887305 | 18701 | SH |  | SOLE |  | 0 | 0 | 18701 |
| PEPSICO INC | COM | 713448108 |  | 1914996 | 10600 | SH |  | SOLE |  | 0 | 0 | 10600 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 2012573 | 11393 | SH |  | SOLE |  | 0 | 0 | 11393 |
| HOME DEPOT INC | COM | 437076102 |  | 2014542 | 6378 | SH |  | SOLE |  | 0 | 0 | 6378 |
| BROADCOM INC | COM | 11135F101 |  | 2069899 | 3702 | SH |  | SOLE |  | 0 | 0 | 3702 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 2085121 | 15549 | SH |  | SOLE |  | 0 | 0 | 15549 |
| APPLE INC | COM | 037833100 |  | 2211991 | 17024 | SH |  | SOLE |  | 0 | 0 | 17024 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 2214878 | 8927 | SH |  | SOLE |  | 0 | 0 | 8927 |
| NIKOLA CORP | COM | 654110105 |  | 2219262 | 1027436 | SH |  | SOLE |  | 0 | 0 | 1027436 |
| MICROSOFT CORP | COM | 594918104 |  | 2231608 | 9305 | SH |  | SOLE |  | 0 | 0 | 9305 |
| VANGUARD WORLD FDS | ENERGY ETF | 92204A306 |  | 2260772 | 18641 | SH |  | SOLE |  | 0 | 0 | 18641 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2273062 | 20608 | SH |  | SOLE |  | 0 | 0 | 20608 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 2423983 | 4572 | SH |  | SOLE |  | 0 | 0 | 4572 |
| VANGUARD WORLD FDS | HEALTH CAR ETF | 92204A504 |  | 2495205 | 10059 | SH |  | SOLE |  | 0 | 0 | 10059 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 |  | 2504582 | 33596 | SH |  | SOLE |  | 0 | 0 | 33596 |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 78467V608 |  | 2833941 | 69290 | SH |  | SOLE |  | 0 | 0 | 69290 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 |  | 3073392 | 33600 | SH |  | SOLE |  | 0 | 0 | 33600 |
| VANECK ETF TRUST | IG FLOATING RATE | 92189F486 |  | 3275079 | 131635 | SH |  | SOLE |  | 0 | 0 | 131635 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 3483882 | 18982 | SH |  | SOLE |  | 0 | 0 | 18982 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 4567986 | 22413 | SH |  | SOLE |  | 0 | 0 | 22413 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST U S EQ | 33740U810 |  | 5642807 | 182497 | SH |  | SOLE |  | 0 | 0 | 182497 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 8714578 | 188423 | SH |  | SOLE |  | 0 | 0 | 188423 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 12452865 | 32562 | SH |  | SOLE |  | 0 | 0 | 32562 |

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