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Calamos Wealth Management LLC - Portfolio Stock Holdings

Calamos Wealth Management LLC disclosed 515 stock positions in a recent SEC 13F filing. $3,255,114,249 of stock holdings were filed, with the largest holdings including AAPL, NVDA, and IVV. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $5,475,141,780 and has 51 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

515

Est. Stock Holding Value:

$3,255,114,249

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Calamos Wealth Management LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Calamos Wealth Management LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.