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Portfolio (Quarterly) Guide ↗

Krilogy Financial LLC

· CIK 0001659047
13F Portfolio $3.4B AUM 1,080 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 175 New 410 Added 342 Reduced 85 Exited
Page 2 of 21  ·  410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ISHARES TR 642,965.0 $14.2M 0.42% +44K +7.3% $22.14
22 ISHARES TR 627,252.0 $14.0M 0.41% +40K +6.8% $22.37
23 J P MORGAN EXCHANGE TRADED F 264,477.0 $13.4M 0.40% +34K +15.0% $50.57
24 VTI VANGUARD INDEX FDS 34,948.0 $12.9M 0.38% +211.0 +0.6% $370.04 +2.7%
25 XBI SPDR SERIES TRUST 79,817.0 $12.6M 0.37% +69K +668.1% $158.25 +7.1%
26 SCHH SCHWAB STRATEGIC TR 527,590.0 $12.5M 0.37% +11K +2.1% $23.68 +1.4%
27 ISHARES TR 562,283.0 $12.2M 0.36% +41K +7.9% $21.65
28 IVV ISHARES TR 15,195.0 $11.4M 0.34% +1K +7.4% $748.91 +3.2%
29 MRVL MARVELL TECHNOLOGY INC Technology 35,516.0 $10.6M 0.31% +2K +4.5% $297.89 -20.3%
30 VNQ VANGUARD INDEX FDS 107,825.0 $10.4M 0.31% +1K +1.1% $96.43 +2.3%
31 XCEM COLUMBIA ETF TR II 192,940.0 $10.2M 0.30% +56K +40.7% $52.88 -5.1%
32 ISHARES TR 495,545.0 $9.7M 0.29% +33K +7.2% $19.54
33 JEPI J P MORGAN EXCHANGE TRADED F 165,553.0 $9.4M 0.28% +5K +3.0% $56.48 +2.6%
34 XLU SELECT SECTOR SPDR TR 203,277.0 $9.2M 0.27% +2K +0.9% $45.34 -2.9%
35 BTAL AGF INVTS TR 822,619.0 $9.2M 0.27% +225K +37.7% $11.15 +7.2%
36 JPM JPMORGAN CHASE & CO Financial Services 25,202.0 $8.2M 0.24% +1K +6.1% $327.33 +9.1%
37 BSCQ INVESCO EXCH TRD SLF IDX FD 403,209.0 $7.9M 0.23% +28K +7.4% $19.52 +0.2%
38 SCHW SCHWAB CHARLES CORP Financial Services 83,505.0 $7.7M 0.23% +15K +21.5% $92.27 +20.2%
39 BERKSHIRE HATHAWAY INC DEL 15,118.0 $7.6M 0.22% +1K +9.2% $500.39
40 FIX COMFORT SYS USA INC Industrials 3,759.0 $7.5M 0.22% +134.0 +3.7% $1981.98 -14.4%
Page 2 of 21  ·  410 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.1%
Financial Services 12.9%
Industrials 11.9%
Consumer Cyclical 8.6%
Healthcare 8.5%
Communication Services 8.2%
Consumer Defensive 4.8%
Utilities 4.0%
Energy 3.0%
Basic Materials 2.7%