Krilogy Financial
$3.1B 13F equity value
1,060 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 3,734,904 | $120M | 3.9% |
| PYLD | PIMCO ETF TR | 3,746,931 | $99M | 3.2% |
| SCHV | SCHWAB STRATEGIC TR | 2,872,287 | $91M | 2.9% |
| DFAU | DIMENSIONAL ETF TRUST | 1,789,151 | $87M | 2.8% |
| XLK | SELECT SECTOR SPDR TR | 525,383 | $80M | 2.6% |
| VFLO | VICTORY PORTFOLIOS II | 1,689,273 | $70M | 2.2% |
| AAPL | APPLE INC | 249,492 | $66M | 2.1% |
| AVUV | AMERICAN CENTY ETF TR | 562,877 | $65M | 2.1% |
| SCHE | SCHWAB STRATEGIC TR | 1,704,193 | $60M | 1.9% |
| VOE | VANGUARD INDEX FDS | 299,602 | $57M | 1.8% |
Track Krilogy Financial's 13F portfolio: $3.1B in reported holdings, 1,060 positions. Top holdings and quarterly changes on SentiSense.