account_balance
Investment manager · 13F filer · SEC CIK 1659047
Krilogy Financial LLC
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Reported value$3.66Bas of Sep 30, 2026
Positions1,070 118 new, 108 sold out
Top 10 weight26.4%SCHG alone is 4%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHGSchwab Strategic Tr
3.6%Trimmed −4%
SPCXSpace Exploration Technologies Corp
3.6%Added +12995%
XLKSelect Sector SPDR Tr
2.9%Added +7%
SCHVSchwab Strategic Tr
2.7%
PYLDPimco ETF Tr
2.5%Trimmed −9%
MINTPimco ETF Tr
2.5%Added +14%
VFLOVictory Portfolios II
2.4%Trimmed −3%
AAPLApple Inc.
2.3%Added +3%
DFAUDimensional ETF Trust
2.0%Trimmed −17%
AVUVAmerican Centy ETF Tr
1.9%
SCHESchwab Strategic Tr
1.8%
NVDANVIDIA Corp
1.8%
SCHGSchwab Strategic Tr
3.6%−4%
SPCXSpace Exploration Technologies Corp
3.6%+12995%
XLKSelect Sector SPDR Tr
2.9%
SCHVSchwab Strategic Tr
2.7%
PYLDPimco ETF Tr
2.5%−9%
MINTPimco ETF Tr
2.5%+14%
VFLOVictory Portfolios II
2.4%
AAPLApple Inc.
2.3%
DFAUDimensional ETF Trust
2.0%
AVUVAmerican Centy ETF Tr
1.9%
SCHESchwab Strategic Tr
1.8%
NVDANVIDIA Corp
1.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHG Schwab Strategic Tr 3.6% Trimmed −4%
SPCX Space Exploration Technologies Corp 3.6% Added +12995%XLK Select Sector SPDR Tr 2.9% Added +7%
SCHV Schwab Strategic Tr 2.7% Held
PYLD Pimco ETF Tr 2.5% Trimmed −9%
MINT Pimco ETF Tr 2.5% Added +14%
VFLO Victory Portfolios II 2.4% Trimmed −3%
AAPL Apple Inc. 2.3% Added +3%DFAU Dimensional ETF Trust 2.0% Trimmed −17%
AVUV American Centy ETF Tr 1.9% Held
SCHE Schwab Strategic Tr 1.8% Held
NVDA NVIDIA Corp 1.8% HeldWhat changed
Biggest moves since Jun 30, 2026
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