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Thomas Lewis

Krilogy Financial Llc

Assets Managed
$3.105B
Holdings
978
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
5.61%(2Q avg: 8.01%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Krilogy Financial Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 978 positions.

Assets under management

The assets under management (AUM) of Krilogy Financial Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.105B in assets, with a quarterly growth rate of 5.61% and a 2-quarter average growth rate of 8.01%. The portfolio is managed by Thomas Lewis, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 7.79%
3.87%
$120.002M
3.735M shares@ $32.14 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 6.01%
3.21%
$99.406M
3.747M shares@ $26.53 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 0.5%
2.95%
$91.339M
2.872M shares@ $31.81 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 3.05%
2.8%
$86.738M
1.789M shares@ $48.48 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 8.06%
2.58%
$79.869M
525,383 shares@ $152.03 avg price
VFLO
Victoryshares Free Cash Flow
Recent Activity
Increased 3.72%
2.25%
$69.598M
1.689M shares@ $41.2 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.33%
2.12%
$65.716M
249,492 shares@ $263.41 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Decreased -1.71%
2.1%
$65.13M
562,877 shares@ $115.71 avg price
SCHE
Schwab Emrg Mrkts Eqty Etf
Recent Activity
Increased 2.89%
1.95%
$60.311M
1.704M shares@ $35.4 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Increased 0.68%
1.85%
$57.134M
299,602 shares@ $190.71 avg price

1-10 of 978