Calamos Wealth Management LLC
Annual return '25
+18.5%
SPY '25
+17.7%
Alpha
+0.8ptsvs SPY
Invested
$2.9B
Holdings
539
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q4 2025: Exited (was 2.0k shares)
7.2%
02
$NVDA
NVIDIA CORPORATION
Q4 2025: Exited (was 894.1k shares)
5.9%
03
$IVV
ISHARES TR
Q4 2025: Exited (was 258.6k shares)
5.8%
04
$IVW
ISHARES TR
Q4 2025: Exited (was 1.11M shares)
4.4%
05
$IVE
ISHARES TR
Q4 2025: Exited (was 577.1k shares)
4.3%
06
$MSFT
MICROSOFT CORP
Q4 2025: Exited (was 266.1k shares)
3.7%
07
$GOOGL
ALPHABET INC
Q4 2025: Exited (was 369.8k shares)
3.5%
08
$AMZN
AMAZON COM INC
Q4 2025: Exited (was 369.9k shares)
2.7%
09
$ACWX
ISHARES TR
Q4 2025: Exited (was 959.5k shares)
2.4%
10
$AVGO
BROADCOM INC
Q4 2025: Exited (was 194.5k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:42 UTC.