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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 5 of 54  ·  1,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BERKSHIRE HATHAWAY INC DEL 15,118.0 $7.6M 0.22% +1K +9.2% $500.39
82 FIX COMFORT SYS USA INC Industrials 3,759.0 $7.5M 0.22% +134.0 +3.7% $1981.98 -14.4%
83 SOXX ISHARES TR 11,591.0 $7.4M 0.22% +247.0 +2.2% $640.78 -18.9%
84 SCHX SCHWAB STRATEGIC TR 251,880.0 $7.4M 0.22% +4K +1.6% $29.43 +3.1%
85 XLB SELECT SECTOR SPDR TR 145,678.0 $7.4M 0.22% +2K +1.2% $50.83 +3.3%
86 GEV GE VERNOVA INC Utilities 6,257.0 $7.4M 0.22% $1174.78 -15.9%
87 V VISA INC Financial Services 21,251.0 $7.3M 0.22% -2K -10.0% $343.09 +6.5%
88 APH AMPHENOL CORP Technology 40,787.0 $7.2M 0.21% +3K +9.0% $176.32 -11.5%
89 VBK VANGUARD INDEX FDS 18,423.0 $6.7M 0.20% -211.0 -1.1% $365.69 -1.5%
90 EMR EMERSON ELEC CO Industrials 46,552.0 $6.7M 0.20% +3K +6.3% $143.15 +10.1%
91 SAMT ADVISORS INNER CIRCLE FD III 139,191.0 $6.6M 0.20% $47.73 -9.5%
92 XOM EXXON MOBIL CORP Energy 44,528.0 $6.1M 0.18% +2K +4.2% $136.72 +20.5%
93 UBER UBER TECHNOLOGIES INC Technology 83,389.0 $6.0M 0.18% -3K -3.0% $72.16 +8.1%
94 DFAC DIMENSIONAL ETF TRUST 134,821.0 $6.0M 0.18% +3K +2.4% $44.36 +3.2%
95 DFSD DIMENSIONAL ETF TRUST 121,914.0 $5.8M 0.17% +105K +632.9% $47.75 -0.8%
96 SMH VANECK ETF TRUST 8,863.0 $5.8M 0.17% -595.0 -6.3% $655.93 -14.5%
97 PANW PALO ALTO NETWORKS INC Technology 16,471.0 $5.6M 0.17% -633.0 -3.7% $341.02 +5.5%
98 IBDW ISHARES TR 267,705.0 $5.6M 0.17% -1K -0.5% $20.84 -0.9%
99 IWF ISHARES TR 44,883.0 $5.6M 0.17% +34K +311.7% $124.17 -1.2%
100 IBDX ISHARES TR 219,930.0 $5.5M 0.16% $25.19 -1.2%
Page 5 of 54  ·  1,071 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%