Krilogy Financial LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing, submitted on October 13, 2026, lists the firm's total holdings across a broad portfolio of common stock and exchange-traded funds.
The report identifies Tom Lewis as the Chief Compliance Officer for the firm, which is located at 275 N. Lindbergh Blvd, Suite 20, St. Louis, MO 63141. The filing covers a total of 1,093 equity securities held in the portfolio.
The portfolio includes a mix of large-cap technology names, healthcare companies, and financial institutions. Notable positions listed in the filing include Apple Inc., with 250,081 shares; Amazon.com Inc., with 168,340 shares; and Alphabet Inc. Class A and Class C shares, totaling 142,770 shares. Other significant holdings include Broadcom Inc., with 49,676 shares; Blackstone Inc., with 31,010 shares; and Visa Inc., with 25,924 shares.
The filing also details several positions involving exchange-traded funds, including the iShares Core S&P Mid-Cap ETF, the iShares Core S&P Small-Cap ETF, and the iShares Core U.S. Aggregate Bond ETF. Additionally, the report includes a specific entry for Archer Aviation Inc. Class A common stock, with multiple call options totaling 51,472 shares.
