Krilogy Financial LLC Portfolio Holdings
Krilogy Financial LLC
- $2.65 Billion
- Q4 2025
Krilogy Financial LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $2.65 Billion distributed in 920 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $140M, Schwab Strategic Tr Us Large C with a value of $112M, Schwab Strategic Tr Us Large C with a value of $82.9M, Dimensional ETF Tr with a value of $79.8M, and Apple Inc. with a value of $66.5M.
Examining the 13F form we can see an increase of $233M in the current position value, from $2.42B to 2.65B.
Below you can find more details about Krilogy Financial LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.65 Billion
ETFs: $1.65 Billion
Technology: $280 Million
Industrials: $96.8 Million
Consumer Cyclical: $96.4 Million
Financial Services: $95.8 Million
Communication Services: $89.2 Million
Healthcare: $86 Million
Consumer Defensive: $46.9 Million
Other: $104 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 920
- Current Value $2.65 Billion
- Prior Value $2.42 Billion
- Filing
- Period Q4 2025
- Filing Date January 27, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 126 stocks
- Additional Purchases 431 stocks
- Sold out of 0 stocks
- Reduced holdings in 313 stocks