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Thomas Lewis

Krilogy Financial Llc

Assets Managed
$3.383B
Holdings
1060
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
8.95%(2Q avg: 7.28%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Krilogy Financial Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1060 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 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 3.383B in assets, with a quarterly growth rate of 8.95% and a 2-quarter average growth rate of 7.28%. The portfolio is managed by Thomas Lewis, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 0.28%
3.75%
$126.731M
3.745M shares@ $33.85 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 7.41%
3.16%
$106.726M
4.024M shares@ $26.53 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 0.28%
2.97%
$100.257M
2.88M shares@ $34.82 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -4.63%
2.83%
$95.461M
501,055 shares@ $190.53 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Decreased -6.98%
2.55%
$86.021M
1.664M shares@ $51.7 avg price
MINT
Pimco Enhanced Short Maturit
Recent Activity
Increased 42.46%
2.34%
$78.952M
783,175 shares@ $100.81 avg price
VFLO
Victoryshares Free Cash Flow
Recent Activity
Increased 1.48%
2.32%
$78.427M
1.714M shares@ $45.76 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 1.94%
2.12%
$71.583M
573,763 shares@ $124.77 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.85%
2.08%
$70.133M
242,373 shares@ $289.36 avg price
SCHE
Schwab Emrg Mrkts Eqty Etf
Recent Activity
Increased 1.98%
1.87%
$63.014M
1.738M shares@ $36.26 avg price

1-10 of 1060