Calamos Wealth Management LLC

1) Portfolio overview — size, strategy, and diversification

Calamos Wealth Management reports a 13F portfolio value of $1.11 billion as of 2025-09-30 across 236 holdings. This is a large, diversified institutional book by holdings count, but the portfolio is highly concentrated by value: the top 10 positions total $586.5 million (≈52.8% of the portfolio) and the single largest position, NVIDIA (NVDA), is $166.8 million (15.1% of the portfolio). The filer reduced reported assets materially thi...