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Portfolio (Quarterly) Guide ↗

Krilogy Financial LLC

· CIK 0001659047
13F Portfolio $3.1B AUM 990 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 148 New 352 Added 366 Reduced 87 Exited
Page 2 of 50  ·  981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVDV AMERICAN CENTY ETF TR 293,193.0 $31.2M 1.00% +7K +2.5% $106.43 +1.7%
22 SCHF SCHWAB STRATEGIC TR 1,172,640.0 $31.1M 1.00% -9K -0.7% $26.51 +2.8%
23 MSFT MICROSOFT CORP Technology 72,248.0 $30.4M 0.98% -5K -6.5% $420.26 -0.4%
24 AVDE AMERICAN CENTY ETF TR 321,599.0 $29.0M 0.93% $90.15 +0.7%
25 GOOGL ALPHABET INC Communication Services 85,836.0 $28.8M 0.93% $336.02 +14.0%
26 XLC SELECT SECTOR SPDR TR 231,728.0 $27.5M 0.89% +16K +7.6% $118.83 -2.8%
27 VUG VANGUARD INDEX FDS 56,592.0 $27.5M 0.89% $486.50 -82.0%
28 IBTO ISHARES TR 1,122,281.0 $27.4M 0.88% -22K -1.9% $24.38 -1.6%
29 XLY SELECT SECTOR SPDR TR 232,526.0 $27.4M 0.88% +29K +14.3% $117.63 +1.3%
30 DFCF DIMENSIONAL ETF TRUST 612,486.0 $26.0M 0.84% +19K +3.2% $42.53 -1.3%
31 XLI SELECT SECTOR SPDR TR 141,211.0 $24.1M 0.78% +4K +2.9% $170.33 +0.8%
32 AVGO BROADCOM INC Technology 53,396.0 $21.3M 0.69% +13K +33.7% $398.47 +3.9%
33 ISHARES TR 920,103.0 $21.0M 0.68% +53K +6.1% $22.88
34 GOOG ALPHABET INC Communication Services 61,675.0 $20.5M 0.66% +2K +4.2% $332.77 +14.0%
35 DFSV DIMENSIONAL ETF TRUST 557,276.0 $20.3M 0.66% -10K -1.8% $36.47 +2.6%
36 MU MICRON TECHNOLOGY INC Technology 43,343.0 $19.8M 0.64% +7K +19.4% $457.24 +64.2%
37 PPTA PERPETUA RESOURCES CORP Basic Materials 625,864.0 $19.8M 0.64% -42K -6.3% $31.65 -20.0%
38 XLP SELECT SECTOR SPDR TR 234,079.0 $19.1M 0.61% -7K -2.8% $81.43 +4.1%
39 META META PLATFORMS INC Communication Services 28,145.0 $19.1M 0.61% +1K +4.5% $676.87 -9.8%
40 MFS ACTIVE EXCHANGE TRADED F 596,000.0 $17.2M 0.55% +56K +10.3% $28.81
Page 2 of 50  ·  981 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 30.4%
Financial Services 12.9%
Industrials 11.5%
Consumer Cyclical 9.8%
Communication Services 9.7%
Healthcare 8.1%
Consumer Defensive 5.1%
Basic Materials 4.1%
Utilities 3.9%
Energy 2.9%