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Calamos Wealth Management LLC
RIA/Wealth
Calamos Wealth Management LLC is a RIA/Wealth based in Naperville, IL led by John Spiro Koudounis, reporting $4.1B in AUM as of Q3 2025 with 33% ETF concentration.
CEOJohn Spiro Koudounis
- Portfolio Value
- $2.7B
- Positions
- 346
- Top Holding
- AAPL at 7.37%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Calamos Wealth Management LLC's portfolio (45.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $199.9M | 7.37% | +$22.9M Bought | 0.01% 785.1K shares | |
ETF ETF | $173.1M | 6.38% | +$1.7M Bought | — 258.6K shares | |
Semiconductors Technology | $166.8M | 6.15% | +$14.0M Bought | 0.00% 894.1K shares | |
Software - Infrastructure Technology | $137.8M | 5.08% | +$11.5M Bought | 0.00% 266.1K shares | |
ETF ETF | $133.7M | 4.93% | +$3.0M Bought | — 1.1M shares | |
ETF ETF | $119.2M | 4.39% | +$4.4M Bought | — 577.1K shares | |
Internet Content & Information Communication Services | $89.9M | 3.31% | +$1.4M Bought | 0.00% 369.8K shares | |
Specialty Retail Consumer Cyclical | $81.2M | 2.99% | +$6.3M Bought | 0.00% 369.9K shares | |
ETF ETF | $67.5M | 2.49% | +$48.1K Bought | — 178.1K shares | |
Semiconductors Technology | $64.2M | 2.37% | -$2.2M Sold | 0.00% 194.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Calamos Wealth Management LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Calamos Wealth Management LLC
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