Krilogy Financial LLC Q4 2025 Filing

Filed January 27, 2026

Portfolio Value

$2.9B

Holdings

920

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (920 positions)

#StockSharesValue% PortfolioType
101
VIGVANGUARD SPECIALIZED FUNDS
22,611$5.1M0.17%
102
DFGPDIMENSIONAL ETF TRUST
91,446$5.0M0.17%
103
TDSTELEPHONE & DATA SYS INC
112,208$4.9M0.17%
104
ACTGACACIA RESH CORP
1,243,413$4.9M0.17%
105
XOMEXXON MOBIL CORP
35,800$4.8M0.16%
106
GDXVANECK ETF TRUST
44,032$4.7M0.16%
107
SMHVANECK ETF TRUST
11,587$4.6M0.16%
108
HONHONEYWELL INTL INC
20,697$4.6M0.16%
109
VOVANGUARD INDEX FDS
15,215$4.6M0.16%
110
VBVANGUARD INDEX FDS
16,569$4.5M0.15%
111
MOALTRIA GROUP INC
71,160$4.5M0.15%
112
NVTNVENT ELECTRIC PLC
40,205$4.4M0.15%
113
ICSHISHARES TR
87,497$4.4M0.15%
114
ISRGINTUITIVE SURGICAL INC
8,183$4.3M0.15%
115
SYYSYSCO CORP
57,204$4.3M0.15%
116
BSXBOSTON SCIENTIFIC CORP
46,220$4.3M0.15%
117
BLKBLACKROCK INC
3,855$4.3M0.15%
118
MRKMERCK & CO INC
40,160$4.3M0.15%
119
IBCAISHARES TR
161,513$4.2M0.14%
120
DISDISNEY WALT CO
37,595$4.2M0.14%
121
VBRVANGUARD INDEX FDS
18,372$4.1M0.14%
122
CNCCENTENE CORP DEL
87,997$4.1M0.14%
123
TERTERADYNE INC
17,373$4.0M0.14%
124
BMYBRISTOL-MYERS SQUIBB CO
73,468$4.0M0.14%
125
PSTPINNOVATOR ETFS TRUST
112,161$4.0M0.14%
126
LMTLOCKHEED MARTIN CORP
6,874$4.0M0.14%
127
BACBANK AMERICA CORP
75,731$3.9M0.13%
128
AMDADVANCED MICRO DEVICES INC
15,636$3.9M0.13%
129
GEVGE VERNOVA INC
5,897$3.9M0.13%
130
FIXCOMFORT SYS USA INC
3,480$3.9M0.13%
131
JNJJOHNSON & JOHNSON
17,574$3.9M0.13%
132
SLYVSPDR SERIES TRUST
39,668$3.9M0.13%
133
MRVLMARVELL TECHNOLOGY INC
46,570$3.8M0.13%
134
PEPPEPSICO INC
26,056$3.8M0.13%
135
VOTVANGUARD INDEX FDS
13,279$3.8M0.13%
136
BXBLACKSTONE INC
24,870$3.7M0.13%
137
SOXXISHARES TR
10,859$3.7M0.13%
138
SPGIS&P GLOBAL INC
6,812$3.6M0.12%
139
SCHZSCHWAB STRATEGIC TR
154,383$3.6M0.12%
140
IBHFISHARES TR
156,046$3.6M0.12%
141
EXASEXACT SCIENCES CORP
34,910$3.6M0.12%
142
UNHUNITEDHEALTH GROUP INC
10,043$3.5M0.12%
143
ABBVABBVIE INC
15,944$3.5M0.12%
144
SCHBSCHWAB STRATEGIC TR
131,540$3.5M0.12%
145
APHAMPHENOL CORP NEW
22,157$3.4M0.12%
146
EFAISHARES TR
34,197$3.4M0.12%
147
DWDMORGAN STANLEY
18,478$3.4M0.11%
148
TLHISHARES TR
32,453$3.3M0.11%
149
DFAWDIMENSIONAL ETF TRUST
43,000$3.3M0.11%
150
IEFISHARES TR
34,137$3.3M0.11%
151
EIXEDISON INTL
53,082$3.3M0.11%
152
ICEINTERCONTINENTAL EXCHANGE IN
18,436$3.2M0.11%
153
VVVANGUARD INDEX FDS
9,913$3.2M0.11%
154
COFCAPITAL ONE FINL CORP
14,358$3.2M0.11%
155
CBCHUBB LIMITED
10,406$3.2M0.11%
156
DFGRDIMENSIONAL ETF TRUST
117,217$3.2M0.11%
157
ORCLORACLE CORP
17,284$3.2M0.11%
158
COSTCOSTCO WHSL CORP NEW
3,196$3.1M0.11%
159
HDHOME DEPOT INC
7,966$3.1M0.10%
160
PCGPG&E CORP
202,198$3.1M0.10%
161
RBLXROBLOX CORP
41,020$3.0M0.10%
162
PNCPNC FINL SVCS GROUP INC
13,688$3.0M0.10%
163
INCYINCYTE CORP
29,110$3.0M0.10%
164
LXULSB INDS INC
308,343$3.0M0.10%
165
NFLXNETFLIX INC
34,694$3.0M0.10%
166
UBERUBER TECHNOLOGIES INC
36,092$3.0M0.10%
167
RDIREADING INTL INC
2,592,860$2.9M0.10%
168
ANETARISTA NETWORKS INC
20,218$2.9M0.10%
169
RHCRH PLC
23,643$2.9M0.10%
170
WMWASTE MGMT INC DEL
12,462$2.9M0.10%
171
TRVCCITIGROUP INC
24,863$2.9M0.10%
172
CATCATERPILLAR INC
4,466$2.8M0.10%
173
PGPROCTER AND GAMBLE CO
18,836$2.8M0.10%
174
GQ9SPDR GOLD TR
6,022$2.8M0.10%
175
INTCINTEL CORP
65,620$2.8M0.09%
176
FCXFREEPORT-MCMORAN INC
45,141$2.8M0.09%
177
PLTRPALANTIR TECHNOLOGIES INC
16,475$2.8M0.09%
178
NEMNEWMONT CORP
21,368$2.7M0.09%
179
SPTLSPDR SERIES TRUST
100,587$2.7M0.09%
180
SCHDSCHWAB STRATEGIC TR
90,703$2.6M0.09%
181
JOYTJ P MORGAN EXCHANGE TRADED F
29,118$2.6M0.09%
182
EXPEEXPEDIA GROUP INC
9,666$2.6M0.09%
183
VWOVANGUARD INTL EQUITY INDEX F
45,581$2.6M0.09%
184
ZMZOOM COMMUNICATIONS INC
26,632$2.5M0.09%
185
WDCWESTERN DIGITAL CORP
10,519$2.5M0.09%
186
FDXFEDEX CORP
8,266$2.5M0.09%
187
EQIXEQUINIX INC
3,096$2.5M0.08%
188
TEAMATLASSIAN CORPORATION
17,875$2.5M0.08%
189
ILMNILLUMINA INC
15,727$2.4M0.08%
190
MEDPMEDPACE HLDGS INC
3,969$2.4M0.08%
191
ZSZSCALER INC
11,015$2.4M0.08%
192
FTITECHNIPFMC PLC
43,121$2.4M0.08%
193
PFEPFIZER INC
90,450$2.3M0.08%
194
AXPAMERICAN EXPRESS CO
6,436$2.3M0.08%
195
ABNBAIRBNB INC
17,344$2.3M0.08%
196
SCHMSCHWAB STRATEGIC TR
72,115$2.3M0.08%
197
QCOMQUALCOMM INC
14,918$2.3M0.08%
198
GMGENERAL MTRS CO
28,908$2.3M0.08%
199
GSGOLDMAN SACHS GROUP INC
2,456$2.3M0.08%
200
GDGENERAL DYNAMICS CORP
6,161$2.2M0.08%
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