Calamos Wealth Management Llc Portfolio Stock Holdings

Calamos Wealth Management Llc disclosed 539 stock positions valued at approximately $2.9 billion in its latest SEC 13F filing. The largest holdings include APPLE INC, NVIDIA CORPORATION, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on May 4, 2026.

Report Period
March 31, 2026
No. of Stocks
539
Portfolio Value
$2.9B
Holdings by Sector
Calamos Wealth Management Llc Portfolio Holdings in Q1 2026

448 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
APPLE INCAAPLTechnology7.18%818,896+29,021+3.67%$207,827,598
NVIDIA CORPORATIONNVDATechnology5.88%976,409+18,058+1.88%$170,285,812
ISHARES TRIVVOther5.84%258,931+910+0.35%$169,136,227
ISHARES TRIVWOther4.40%1,126,579+13,644+1.23%$127,427,364
ISHARES TRIVEOther4.35%596,353+10,957+1.87%$125,920,003
MICROSOFT CORPMSFTTechnology3.74%292,289+18,152+6.62%$108,196,598
ALPHABET INCGOOGLCommunication Services3.54%356,434-18,840-5.02%$102,496,200
AMAZON COM INCAMZNConsumer Cyclical2.75%381,671-954-0.25%$79,490,619
ISHARES TRACWXOther2.44%1,033,585+53,188+5.43%$70,769,539
BROADCOM INCAVGOTechnology2.08%194,526-9,595-4.70%$60,207,652
VICTORY PORTFOLIOS IIUITBOther2.07%1,273,569+130,642+11.43%$59,879,377
ISHARES TRIWVOther1.97%153,920-3,459-2.20%$57,055,066
META PLATFORMS INCMETACommunication Services1.59%80,219+12,778+18.95%$45,895,420
STATE STR SPDR S&P 500 ETF TSPYOther1.35%59,899+3,845+6.86%$38,954,631
FIDELITY COVINGTON TRUSTFESMOther1.33%1,011,631+75,993+8.12%$38,441,961
ISHARES TRIJROther1.29%300,957+11,636+4.02%$37,412,016
JOHNSON & JOHNSONJNJHealthcare1.02%120,952-6,096-4.80%$29,565,469
ELI LILLY & COLLYHealthcare0.99%31,292-5,659-15.31%$28,781,649
FIDELITY COVINGTON TRUSTFENIOther0.99%768,542+768,542+100.00%$28,589,756
VISA INCVFinancial Services0.98%93,673+1,997+2.18%$28,311,754
NETFLIX INC.NFLXCommunication Services0.91%275,434+6,407+2.38%$26,482,979
JPMORGAN CHASE & COJPMFinancial Services0.91%89,906+11,389+14.51%$26,446,805
CHEVRON CORPORATIONCVXEnergy0.90%125,749+19,560+18.42%$26,017,502
APPLIED MATLS INCAMATTechnology0.82%69,519-22,675-24.59%$23,760,935
WALMART INCWMTConsumer Defensive0.81%188,429-93,477-33.16%$23,417,936
ALPHABET INCGOOGCommunication Services0.77%77,797-1,831-2.30%$22,316,860
SOUTHERN COSOUtilities0.75%224,015+5,093+2.33%$21,621,961
HOME DEPOT INCHDConsumer Cyclical0.68%60,216+1,778+3.04%$19,804,500
BOEING COBAIndustrials0.67%98,065+2,053+2.14%$19,517,877
CHUBB LTD SWITZCBFinancial Services0.65%57,478+1,229+2.18%$18,733,824
PROLOGIS INC.PLDReal Estate0.64%140,531+3,150+2.29%$18,575,442
ISHARES TREFAOther0.61%181,127+15,746+9.52%$17,592,866
TESLA INCTSLAConsumer Cyclical0.58%45,324+3,417+8.15%$16,849,197
LINDE PLCLINOther0.57%33,402+1,261+3.92%$16,559,376
AMERICAN EXPRESS COAXPFinancial Services0.56%53,611-7,822-12.73%$16,216,276
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.56%47,774+3,669+8.32%$16,145,224
TJX COS INC NEWTJXConsumer Cyclical0.54%98,404-19,440-16.50%$15,715,149
WASTE MGMT INC DELWMIndustrials0.54%68,345-11,198-14.08%$15,705,088
ARISTA NETWORKS INCANETOther0.53%124,611+104,744+527.23%$15,299,739
STRYKER CORPORATIONSYKHealthcare0.52%45,781+10,616+30.19%$15,043,239
MORGAN STANLEYMSFinancial Services0.51%89,881+2,294+2.62%$14,791,757
DEERE & CODEIndustrials0.50%25,710-4,309-14.35%$14,482,471
WELLS FARGO & COWFCFinancial Services0.49%179,896+4,471+2.55%$14,321,505
ISHARES TRAGGOther0.49%143,355-21,663-13.13%$14,230,825
AIRBNB INCABNBConsumer Cyclical0.44%101,534+2,629+2.66%$12,821,714
ROYAL CARIBBEAN GROUPRCLOther0.44%45,807+1,118+2.50%$12,605,237
INTUITIVE SURGICAL INCISRGHealthcare0.43%26,975+26,239+3565.08%$12,435,205
DANAHER CORP DELDHRHealthcare0.43%65,493-21,549-24.76%$12,417,516
SHERWIN WILLIAMS COSHWBasic Materials0.42%37,883-211-0.55%$12,143,411
SPDR SERIES TRUSTBILOther0.41%129,038-42,545-24.80%$11,825,042
DATADOG INCDDOGTechnology0.40%98,259-24,075-19.68%$11,599,475
TEXAS INSTRS INCTXNTechnology0.40%59,204+57,772+4034.36%$11,493,909
INVESCO QQQ TRQQQOther0.39%19,510+7,532+62.88%$11,260,819
EATON CORP PLCETNOther0.38%31,119+30,301+3704.28%$11,130,407
PEPSICO INCPEPConsumer Defensive0.37%68,377+58,171+569.97%$10,618,333
UNION PAC CORPUNPIndustrials0.37%43,621+39,457+947.57%$10,583,327
MOODYS CORPMCOFinancial Services0.36%24,196+3,500+16.91%$10,555,505
UBER TECHNOLOGIES INCUBERTechnology0.36%145,892-53,889-26.97%$10,494,012
DOORDASH INCDASHCommunication Services0.35%68,105+1,547+2.32%$10,225,966
CATERPILLAR INCCATIndustrials0.35%14,235+9,384+193.44%$10,084,925
INTUITINTUTechnology0.34%22,912-757-3.20%$9,906,701
NEXTERA ENERGY INCNEEUtilities0.34%105,170-5,113-4.64%$9,768,159
ISHARES TRIEFAOther0.34%107,544+1,310+1.23%$9,735,979
LAM RESEARCH CORPLRCXOther0.34%45,544-848-1.83%$9,730,931
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.33%9,699+1,135+13.25%$9,664,375
S&P GLOBAL INCSPGIFinancial Services0.33%22,129-6,057-21.49%$9,412,362
ZEBRA TECHNOLOGIES CORPORATIZBRATechnology0.31%43,299+43,299+100.00%$9,052,955
IQVIA HLDGS INCIQVHealthcare0.30%50,926-1,984-3.75%$8,684,920
ISHARES TRUSMVOther0.30%92,811-2,380-2.50%$8,607,292
VANGUARD INDEX FDSVOOOther0.29%14,062+1,286+10.07%$8,402,767
SYNOPSYS INCSNPSTechnology0.28%20,454-7,397-26.56%$8,109,602
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.28%16,740-2,396-12.52%$8,021,808
EXXON MOBIL CORPXOMEnergy0.27%45,250+1,574+3.60%$7,677,155
SNOWFLAKE INCSNOWTechnology0.26%50,581-9,837-16.28%$7,628,626
SPOTIFY TECHNOLOGY S ASPOTOther0.26%15,559+15,559+100.00%$7,544,715
PALO ALTO NETWORKS INCPANWTechnology0.26%46,160+43,685+1765.05%$7,400,371
JOHNSON CONTROLS INTERNATIONJCIIndustrials0.25%55,315+53,561+3053.65%$7,243,499
VANGUARD INDEX FDSVTIOther0.24%21,947--$7,040,817
NU HLDGS LTDG6683N103Other0.22%436,531-19,100-4.19%$6,272,950
GOLDMAN SACHS GROUP INCGSFinancial Services0.22%7,392-154-2.04%$6,253,558
ASML HLDG NVASMLOther0.21%4,655+1,507+47.87%$6,148,464
ISHARES INCEWYOther0.21%48,831+48,831+100.00%$6,006,701
ISHARES TRIWFOther0.20%13,797+31+0.23%$5,883,041
VANGUARD INDEX FDSVOOther0.20%20,466+277+1.37%$5,877,426
ISHARES TRSHVOther0.20%51,516-3,347-6.10%$5,686,896
ORACLE CORPORCLTechnology0.20%38,548-54,619-58.62%$5,670,796
ISHARES TREEMOther0.18%91,653+13,620+17.45%$5,204,974
ORIX CORPIXFinancial Services0.17%163,340+22,938+16.34%$4,898,567
MCKESSON CORPMCKHealthcare0.17%5,587+36+0.65%$4,834,766
TECHNIPFMC PLCG87110105Other0.16%68,464+9,672+16.45%$4,732,916
VANGUARD INDEX FDSVBOther0.16%18,022+167+0.94%$4,720,364
LOCKHEED MARTIN CORPLMTIndustrials0.15%7,274+39+0.54%$4,396,333
ISHARES TRIWBOther0.15%12,165+1,229+11.24%$4,337,552
TOYOTA MOTOR CORPTMConsumer Cyclical0.15%20,763+20,763+100.00%$4,279,047
THE CIGNA GROUPCIHealthcare0.15%15,825+15,825+100.00%$4,221,319
INVESCO EXCHANGE TRADED FD TRSPOther0.14%20,431--$3,921,118
ALAMOS GOLD INCAGIBasic Materials0.13%87,381+12,315+16.41%$3,882,347
KB FINL GROUP INCKBFinancial Services0.13%38,525-3,375-8.05%$3,842,115
ROYALTY PHARMA PLCRPRXOther0.13%78,416+78,416+100.00%$3,761,616
SUMITOMO MITSUI FIN GRP INCSMFGFinancial Services0.13%185,280+25,856+16.22%$3,659,280
Calamos Wealth Management Llc Options Holdings in Q1 2026

7 options positions in the latest reporting period.

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QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026METAMeta Platforms, Inc.PUT12,500$8,251,125
Q1 2026SPYSPDR S&P 500CALL1,600$1,091,072
Q1 2026AMATApplied Materials, Inc.CALL3,000$770,970
Q1 2026GDXVanEck Gold Miners ETFCALL4,100$351,657
Q1 2026AVGOBroadcom Inc.PUT800$276,880
Q1 2026AMZNAmazon.com, Inc.PUT1,000$230,820
Q1 2026AAPLApple Inc.PUT800$217,488

Notional value represents the total exposure of the options position.