Calamos Wealth Management LLC

NAPERVILLE, IL · CIK 1455258 · 13F filing filed 2026-07-31

SEC-registered investment adviser since 2007 · limited liability company

Assets managed$5.5bn
Staff51 · 39 in investment roles
Main clients (by assets)High net worth individuals 82%, Individuals 6%, Companies 6%
Websitecalamos.com
Form ADV · 2026-07-23SEC adviser record

Legal entityCALAMOS WEALTH MANAGEMENT LLC (US)
Part of CALAMOS INVESTMENTS LLC (US)

Other 13F filers in this group: Calamos Advisors LLC $27.6bn

Kindmutual funds, futures, wealth
Others nearbyNaperville, IL, Chicago, IL, Miami, FL, New York, NY, San Francisco, CA, Milwaukee, WI
FamilyCALAMOS INVESTMENTS LLC · 2 related pages · largest: Calamos Advisors LLC

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Naperville, IL (main office)United States	United States	about 14
Chicago, ILUnited States	United States	10
Coral Gables, FLUnited States	United States	6
New York, NYUnited States	United States	5
San Francisco, CAUnited States	United States	2
Milwaukee, WIUnited States	United States	1
Portland, ORUnited States	United States	1

US visa salary filings

Filings FY2024–202517
Median salary offered$107,000
Middle half$90,000 – $115,000
Job titles15

Job title	Filings	Median	Range
Sustainability AnalystChicago, IL	2	$115,000
DeveloperNaperville, IL	2	$107,000
Senior Business AnalystNaperville, IL	1	$185,000
Technical Architect - EagleNaperville, IL	1	$140,000	$140,000 – $160,000
Quantitative AnalystNaperville, IL	1	$130,000
Lead Data ScientistNaperville, IL	1	$125,000
Data ScientistNaperville, IL	1	$115,000
Analytics EngineerChicago, IL	1	$105,000
Risk Management AssociateChicago, IL	1	$100,000
Junior Analytics EngineerNaperville, IL	1	$90,000
Data AnalystChicago, IL	1	$90,000
Research AssociateNaperville, IL	1	$85,000

3 more job titles

Economist And Transaction AssociateNaperville, IL	1	$85,000
AnalystChicago, IL	1	$85,000
Strategy And Deals AssociateChicago, IL	1	$80,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Calamos Advisors LLC.

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$3.3bn reported value +13.7% vs Q1 2026

456positions

41.1%in top 10

51 new 167 added 192 reduced 134 sold out vs Q1 2026

Options: 1 call positions ($1.0m notional), 6 put positions ($19.7m notional) – listed below, not included above.

Also in the report of:

Quantinno Capital Management LP

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	811,808	$234.9m7.14%	7.14%	Reduced -7.1k	-7,088 -0.9%
2	NVIDIA CORPORATION COM NVDA	NVDA	957,122	$191.5m5.82%	5.82%	Reduced -19.3k	-19,287 -2.0%
3	ISHARES TR CORE S&P500 ETF IVV	IVV	254,836	$190.8m5.80%	5.80%	Reduced -4.1k	-4,095 -1.6%
4	ISHARES TR S&P 500 GRWT ETF IVW	IVW	1,147,615	$157.8m4.79%	4.79%	Added +21.0k	+21,036 1.9%
5	ISHARES TR S&P 500 VAL ETF IVE	IVE	606,356	$137.7m4.18%	4.18%	Added +10.0k	+10,003 1.7%
6	MICROSOFT CORP COM MSFT	MSFT	283,321	$105.7m3.21%	3.21%	Reduced -9.0k	-8,968 -3.1%
7	ALPHABET INC CAP STK CL A GOOGL	GOOGL	286,596	$102.4m3.11%	3.11%	Reduced -69.8k	-69,838 -19.6%
8	AMAZON COM INC COM AMZN	AMZN	345,246	$82.3m2.50%	2.50%	Reduced -36.4k	-36,425 -9.5%
9	ISHARES TR MSCI ACWI EX US ACWX	ACWX	1,038,642	$79.1m2.40%	2.40%	Added +5.1k	+5,057 0.5%
10	ISHARES TR RUSSELL 3000 ETF IWV	IWV	163,526	$69.7m2.12%	2.12%	Added +9.6k	+9,606 6.2%
11	VICTORY PORTFOLIOS II CORE INTERMEDIAT UITB	UITB	1,349,050	$63.2m1.92%	1.92%	Added +75.5k	+75,481 5.9%
12	BROADCOM INC COM AVGO	AVGO	161,921	$61.2m1.86%	1.86%	Reduced -32.6k	-32,605 -16.8%
13	APPLIED MATLS INC COM AMAT	AMAT	74,919	$54.2m1.65%	1.65%	Added +5.4k	+5,400 7.8%
14	CALAMOS ETF TR AUTOCALLABLE INC CAIE	CAIE	1,904,900	$51.8m1.57%	1.57%	Added +275.4k	+275,374 16.9%
15	FIDELITY COVINGTON TRUST ENHANCED SMALL FESM	FESM	1,063,263	$51.3m1.56%	1.56%	Added +51.6k	+51,632 5.1%
16	META PLATFORMS INC CL A META	META	81,829	$46.1m1.40%	1.40%	Added +1.6k	+1,610 2.0%
17	ISHARES TR CORE S&P SCP ETF IJR	IJR	304,095	$45.1m1.37%	1.37%	Added +3.1k	+3,138 1.0%
18	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	51,830	$38.7m1.18%	1.18%	Reduced -8.1k	-8,069 -13.5%
19	ELI LILLY & CO COM LLY	LLY	31,177	$37.4m1.14%	1.14%	Reduced -115	-115 -0.4%
20	FIDELITY COVINGTON TRUST ENHANCED INTL FENI	FENI	872,840	$35.0m1.06%	1.06%	Added +104.3k	+104,298 13.6%
21	CALAMOS ETF TR NASDAQ AUTOCALLL CAIQ	CAIQ	1,256,006	$33.7m1.02%	1.02%	Added +780.6k	+780,583 164.2%
22	VISA INC COM CL A V	V	90,662	$31.1m0.94%	0.94%	Reduced -3.0k	-3,011 -3.2%
23	JOHNSON & JOHNSON COM JNJ	JNJ	118,126	$30.0m0.91%	0.91%	Reduced -2.8k	-2,826 -2.3%
24	JPMORGAN CHASE & CO COM JPM	JPM	85,773	$28.1m0.85%	0.85%	Reduced -4.1k	-4,133 -4.6%
25	TESLA INC COM TSLA	TSLA	59,369	$25.0m0.76%	0.76%	Added +14.0k	+14,045 31.0%
26	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	51,346	$24.5m0.74%	0.74%	Added +3.6k	+3,572 7.5%
27	ALPHABET INC CAP STK CL C GOOG	GOOG	63,913	$22.6m0.69%	0.69%	Reduced -13.9k	-13,884 -17.9%
28	ADVANCED MICRO DEVICES INC COM AMD	AMD	36,764	$21.4m0.65%	0.65%	Added +30.6k	+30,643 500.6%
29	CATERPILLAR INC COM CAT	CAT	19,805	$21.1m0.64%	0.64%	Added +5.6k	+5,570 39.1%
30	SOUTHERN CO COM SO	SO	219,644	$21.0m0.64%	0.64%	Reduced -4.4k	-4,371 -1.9%
31	HOME DEPOT INC COM HD	HD	59,575	$21.0m0.64%	0.64%	Reduced -641	-641 -1.1%
32	DATADOG INC CL A COM DDOG	DDOG	79,986	$20.8m0.63%	0.63%	Reduced -18.3k	-18,273 -18.6%
33	BOEING CO COM BA	BA	96,182	$20.8m0.63%	0.63%	Reduced -1.9k	-1,883 -1.9%
34	WALMART INC COM WMT	WMT	181,893	$20.6m0.63%	0.63%	Reduced -6.5k	-6,536 -3.5%
35	CHUBB LIMITED COM CB	CB	56,492	$19.2m0.58%	0.58%	Reduced -986	-986 -1.7%
36	LAM RESEARCH CORP COM NEW LRCX	LRCX	43,862	$19.0m0.58%	0.58%	Reduced -1.7k	-1,682 -3.7%
37	ISHARES TR MSCI EAFE ETF EFA	EFA	180,726	$18.8m0.57%	0.57%	Reduced -401	-401 -0.2%
38	PROLOGIS INC. COM PLD	PLD	137,370	$18.6m0.57%	0.57%	Reduced -3.2k	-3,161 -2.2%
39	MORGAN STANLEY COM NEW MS	MS	87,789	$18.4m0.56%	0.56%	Reduced -2.1k	-2,092 -2.3%
40	AMERICAN EXPRESS CO COM AXP	AXP	53,099	$18.0m0.55%	0.55%	Reduced -512	-512 -1.0%
41	MICRON TECHNOLOGY INC COM MU	MU	15,391	$17.8m0.54%	0.54%	Added +6.2k	+6,211 67.7%
42	TEXAS INSTRS INC COM TXN	TXN	58,558	$17.5m0.53%	0.53%	Reduced -646	-646 -1.1%
43	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	22,986	$16.9m0.51%	0.51%	Added +3.5k	+3,476 17.8%
44	LINDE PLC SHS LIN	LIN	32,507	$16.9m0.51%	0.51%	Reduced -895	-895 -2.7%
45	UNITEDHEALTH GROUP INC COM UNH	UNH	40,455	$16.8m0.51%	0.51%	Added +29.9k	+29,872 282.3%
46	CHEVRON CORP NEW COM CVX	CVX	100,372	$16.6m0.51%	0.51%	Reduced -25.4k	-25,377 -20.2%
47	ARISTA NETWORKS INC COM SHS ANET	ANET	96,616	$16.4m0.50%	0.50%	Reduced -28.0k	-27,995 -22.5%
48	PALO ALTO NETWORKS INC COM PANW	PANW	47,601	$16.2m0.49%	0.49%	Added +1.4k	+1,441 3.1%
49	DEERE & CO COM DE	DE	25,025	$15.9m0.48%	0.48%	Reduced -685	-685 -2.7%
50	NETFLIX INC COM NFLX	NFLX	210,398	$15.0m0.46%	0.46%	Reduced -65.0k	-65,036 -23.6%
51	WELLS FARGO CO NEW COM WFC	WFC	180,625	$14.9m0.45%	0.45%	Added +729	+729 0.4%
52	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	15,334	$14.8m0.45%	0.45%	Added +14.7k	+14,741 2485.8%
53	WASTE MGMT INC DEL COM WM	WM	65,439	$14.6m0.44%	0.44%	Reduced -2.9k	-2,906 -4.2%
54	TJX COS INC NEW COM TJX	TJX	94,423	$14.3m0.43%	0.43%	Reduced -4.0k	-3,981 -4.0%
55	ROYAL CARIBBEAN GROUP COM RCL	RCL	44,750	$14.2m0.43%	0.43%	Reduced -1.1k	-1,057 -2.3%
56	AIRBNB INC COM CL A ABNB	ABNB	99,273	$14.2m0.43%	0.43%	Reduced -2.3k	-2,261 -2.2%
57	ISHARES TR CORE US AGGBD ET AGG	AGG	142,503	$14.1m0.43%	0.43%	Reduced -852	-852 -0.6%
58	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	150,710	$13.8m0.42%	0.42%	Added +21.7k	+21,672 16.8%
59	STRYKER CORPORATION COM SYK	SYK	43,842	$13.8m0.42%	0.42%	Reduced -1.9k	-1,939 -4.2%
60	INTEL CORP COM INTC	INTC	98,222	$13.7m0.42%	0.42%	Added +55.0k	+54,966 127.1%
61	EATON CORP PLC SHS ETN	ETN	30,039	$12.8m0.39%	0.39%	Reduced -1.1k	-1,080 -3.5%
62	SHERWIN WILLIAMS CO COM SHW	SHW	36,650	$12.6m0.38%	0.38%	Reduced -1.2k	-1,233 -3.2%
63	JOHNSON CTLS INTL PLC SHS JCI	JCI	83,297	$12.2m0.37%	0.37%	Added +28.0k	+27,982 50.6%
64	UNION PAC CORP COM UNP	UNP	44,698	$12.2m0.37%	0.37%	Added +1.1k	+1,077 2.5%
65	DOORDASH INC CL A DASH	DASH	65,798	$12.1m0.37%	0.37%	Reduced -2.3k	-2,307 -3.4%
66	SNOWFLAKE INC CL A SNOW	SNOW	47,402	$12.1m0.37%	0.37%	Reduced -3.2k	-3,179 -6.3%
67	DANAHER CORPORATION COM DHR	DHR	63,135	$12.0m0.37%	0.37%	Reduced -2.4k	-2,358 -3.6%
68	MOODYS CORP COM MCO	MCO	24,028	$10.9m0.33%	0.33%	Reduced -168	-168 -0.7%
69	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	15,507	$10.7m0.32%	0.32%	Added +1.4k	+1,445 10.3%
70	ROYALTY PHARMA PLC SHS CLASS A RPRX	RPRX	188,964	$10.6m0.32%	0.32%	Added +110.5k	+110,548 141.0%
71	UBER TECHNOLOGIES INC COM UBER	UBER	138,551	$10.0m0.30%	0.30%	Reduced -7.3k	-7,341 -5.0%
72	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	24,975	$9.9m0.30%	0.30%	Reduced -2.0k	-2,000 -7.4%
73	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	4,862	$9.7m0.29%	0.29%	Added +207	+207 4.5%
74	ISHARES INC MSCI STH KOR ETF EWY	EWY	47,689	$9.6m0.29%	0.29%	Reduced -1.1k	-1,142 -2.3%
75	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	18,601	$9.3m0.28%	0.28%	Added +1.9k	+1,861 11.1%
76	PEPSICO INC COM PEP	PEP	67,136	$9.1m0.28%	0.28%	Reduced -1.2k	-1,241 -1.8%
77	ISHARES TR MSCI USA MIN VOL USMV	USMV	92,508	$8.9m0.27%	0.27%	Reduced -303	-303 -0.3%
78	NEXTERA ENERGY INC COM NEE	NEE	101,569	$8.9m0.27%	0.27%	Reduced -3.6k	-3,601 -3.4%
79	COSTCO WHSL CORP NEW COM COST	COST	9,495	$8.9m0.27%	0.27%	Reduced -204	-204 -2.1%
80	ISHARES TR CORE MSCI EAFE IEFA	IEFA	91,958	$8.9m0.27%	0.27%	Reduced -15.6k	-15,586 -14.5%
81	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	23,791	$8.8m0.27%	0.27%	Added +1.8k	+1,844 8.4%
82	SYNOPSYS INC COM SNPS	SNPS	19,604	$8.7m0.27%	0.27%	Reduced -850	-850 -4.2%
83	GOLDMAN SACHS GROUP INC COM GS	GS	8,547	$8.6m0.26%	0.26%	Added +1.2k	+1,155 15.6%
84	TOWER SEMICONDUCTOR LTD SHS NEW TSEM	TSEM	33,098	$8.6m0.26%	0.26%	Reduced -3.0k	-3,016 -8.3%
85	CUMMINS INC COM CMI	CMI	11,758	$8.4m0.25%	0.25%	New
86	ISHARES TR RUS 1000 GRW ETF IWF	IWF	56,446	$7.0m0.21%	0.21%	Added +1.3k	+1,258 2.3%
87	ORIX CORP SPONSORED ADR IX	IX	181,922	$6.9m0.21%	0.21%	Added +18.6k	+18,582 11.4%
88	VANGUARD INDEX FDS MID CAP ETF VO	VO	82,864	$6.7m0.20%	0.20%	Added +1.0k	+1,000 1.2%
89	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	14,164	$6.5m0.20%	0.20%	Reduced -1.4k	-1,395 -9.0%
90	ISHARES TR MSCI EMG MKT ETF EEM	EEM	91,728	$6.3m0.19%	0.19%	Added +75	+75 0.1%
91	PRICESMART INC COM PSMT	PSMT	31,491	$6.2m0.19%	0.19%	New
92	EXXON MOBIL CORP COM XOM	XOM	44,046	$6.0m0.18%	0.18%	Reduced -1.2k	-1,204 -2.7%
93	STMICROELECTRONICS N V NY REGISTRY STM	STM	80,372	$6.0m0.18%	0.18%	New
94	VANGUARD INDEX FDS SMALL CP ETF VB	VB	19,070	$5.8m0.18%	0.18%	Added +1.0k	+1,048 5.8%
95	NU HLDGS LTD ORD SHS CL A NU	NU	428,831	$5.7m0.17%	0.17%	Reduced -7.7k	-7,700 -1.8%
96	NOKIA CORP SPONSORED ADR NOK	NOK	418,869	$5.6m0.17%	0.17%	New
97	VIKING HOLDINGS LTD ORD SHS VIK	VIK	52,419	$5.5m0.17%	0.17%	Added +5.4k	+5,364 11.4%
98	COHERENT CORP COM COHR	COHR	13,819	$5.5m0.17%	0.17%	New
99	CALAMOS ETF TR NASDAQ EQUITY CANQ	CANQ	169,118	$5.2m0.16%	0.16%	Reduced -22.0k	-22,049 -11.5%
100	ORACLE CORP COM ORCL	ORCL	35,155	$5.2m0.16%	0.16%	Reduced -3.4k	-3,393 -8.8%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ZEBRA TECHNOLOGIES CORPORATI ZBRA	ZBRA	43,299	$9.1m43.3k shares
IQVIA HLDGS INC IQV	IQV	50,926	$8.7m50.9k shares
TOYOTA MOTOR CORP TM	TM	20,763	$4.3m20.8k shares
AST SPACEMOBILE INC ASTS	ASTS	37,286	$3.1m37.3k shares
CAMECO CORP CCJ	CCJ	22,961	$2.5m23.0k shares
ALIBABA GROUP HLDG LTD BABA	BABA	17,843	$2.2m17.8k shares
SPDR SER TR XOP	XOP	6,600	$1.2m6.6k shares
CLEARWATER ANALYTICS HLDGS I		42,715	$1.0m42.7k shares
HONEYWELL INTL INC		1,466	$662.7k1.5k shares
ON SEMICONDUCTOR CORP ON 0 05.01.27	ON 0 05.01.27	500,000	$645.2k500.0k shares
COINBASE GLOBAL INC COIN 0.25 04.01.30	COIN 0.25 04.01.30	685,000	$637.9k685.0k shares
MONOLITHIC PWR SYS INC MPWR	MPWR	397	$434.1k397 shares
EOG RES INC EOG	EOG	2,879	$416.2k2.9k shares
AUTODESK INC ADSK	ADSK	1,698	$406.5k1.7k shares
CLOUDFLARE INC NET 0 08.15.26	NET 0 08.15.26	344,000	$403.8k344.0k shares
FAIR ISAAC CORP FICO	FICO	376	$401.4k376 shares
DOCUSIGN INC DOCU	DOCU	7,462	$353.8k7.5k shares
FEDERAL RLTY INVT TR NEW FRT	FRT	3,293	$349.8k3.3k shares
ARES MANAGEMENT CORPORATION ARES	ARES	3,167	$345.5k3.2k shares
CENCORA INC COR	COR	1,087	$341.5k1.1k shares
BLUE OWL CAPITAL INC OWL	OWL	37,107	$338.8k37.1k shares
CENTENE CORP DEL CNC	CNC	10,312	$337.6k10.3k shares
PENTAIR PLC PNR	PNR	3,865	$336.7k3.9k shares
AMERICAN TOWER CORP NEW AMT	AMT	1,915	$330.5k1.9k shares
GUIDEWIRE SOFTWARE INC GWRE	GWRE	2,207	$330.1k2.2k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
KLA CORP KLAC · Put	KLAC	Put	6,000	$8.8m6.0k shares	New
META PLATFORMS INC META · Put	META	Put	12,500	$7.2m12.5k shares	Unchanged
MICROSOFT CORP MSFT · Put	MSFT	Put	4,800	$1.8m4.8k shares	New
SPDR S&P 500 ETF TR SPY · Call	SPY	Call	1,600	$1.0m1.6k shares	Unchanged
BLUE OWL CAPITAL INC OWL · Put	OWL	Put	100,000	$913.0k100.0k shares	New
MOSAIC CO NEW MOS · Put	MOS	Put	27,900	$711.5k27.9k shares	New
GOLDMAN SACHS GROUP INC GS · Put	GS	Put	400	$338.4k400 shares	New

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
Calamos Aksia Private Equity & Alternatives I CAPVX · 13G · filed 2026-10-09	CAPVX	21.2%	+5.1 pts	13G	2026-10-09
Calamos Aksia Alternative Credit & Income I CAPIX · 13G · filed 2026-10-09	CAPIX	9.2%	+0.1 pts	13G	2026-10-09