Krilogy Financial LLC - Portfolio overview

Krilogy Financial LLC has 1085 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SCHG - SCHWAB STRATEGIC TR, 3.77%
2. PYLD - PIMCO ETF TR, 3.12%
3. SCHV - SCHWAB STRATEGIC TR, 2.87%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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