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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Krilogy Financial LLC

Quarter ended Q2 2025 · Filed July 9, 2025 · Accession 0001659047-25-000004

Total Value
$1.74B
Positions
251
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (251)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085243002,951,085$86.2M4.94%
2PIMCO ETF TR72201R5852,611,862$69.3M3.98%
3DIMENSIONAL ETF TRUST25434V1041,616,979$68.5M3.93%
4SCHWAB STRATEGIC TR8085244092,286,562$63.3M3.63%
5SELECT SECTOR SPDR TR81369Y803208,736$52.9M3.03%
6PIMCO ETF TR72201R833522,424$52.5M3.01%
7APPLE INCAAPL235,587$48.3M2.77%
8ISHARES TR46436E2962,039,723$47.0M2.69%
9VICTORY PORTFOLIOS II92647X8301,244,717$44.0M2.52%
10SCHWAB STRATEGIC TR8085247061,436,488$43.3M2.48%
11AMERICAN CENTY ETF TR025072877455,325$41.5M2.38%
12VANGUARD INDEX FDS922908512234,094$38.5M2.21%
13NVIDIA CORPORATIONNVDA227,332$35.9M2.06%
14ISHARES TR464287481239,811$33.3M1.91%
15SCHWAB STRATEGIC TR8085248051,364,922$30.2M1.73%
16MICROSOFT CORPMSFT53,113$26.4M1.52%
17AMAZON COM INCAMZN119,990$26.3M1.51%
18SPDR SERIES TRUST78464A201285,044$25.3M1.45%
19ISHARES TR464287432284,791$25.1M1.44%
20DIMENSIONAL ETF TRUST25434V799797,682$24.8M1.42%
21SELECT SECTOR SPDR TR81369Y605467,438$24.5M1.40%
22AMERICAN CENTY ETF TR025072703314,294$23.3M1.33%
23SELECT SECTOR SPDR TR81369Y209164,549$22.2M1.27%
24ISHARES TR46436E148878,976$21.5M1.24%
25DIMENSIONAL ETF TRUST25434V872468,741$19.8M1.14%
26SELECT SECTOR SPDR TR81369Y852173,085$18.8M1.08%
27SELECT SECTOR SPDR TR81369Y40780,586$17.5M1.00%
28VANGUARD INDEX FDS92290873638,708$17.0M0.97%
29ISHARES TR46436E866699,134$16.3M0.94%
30SELECT SECTOR SPDR TR81369Y704110,096$16.2M0.93%
31META PLATFORMS INCMETA20,870$15.4M0.88%
32ISHARES TR46436E858667,853$15.3M0.88%
33DIMENSIONAL ETF TRUST25434V815519,380$15.3M0.88%
34SELECT SECTOR SPDR TR81369Y308163,713$13.3M0.76%
35PIMCO ETF TR72201R882193,864$13.0M0.75%
36J P MORGAN EXCHANGE TRADED F46641Q837241,952$12.3M0.70%
37AMERICAN CENTY ETF TR025072349173,321$11.8M0.68%
38ISHARES TR46436E460571,543$11.7M0.67%
39DIMENSIONAL ETF TRUST25434V781317,437$10.4M0.60%
40ISHARES TR46436E841460,867$10.4M0.59%
41ALPHABET INCGOOG57,460$10.1M0.58%
42ALGONQUIN PWR UTILS CORP0158571051,761,445$10.1M0.58%
43PERPETUA RESOURCES CORPPPTA821,914$10.0M0.57%
44DIMENSIONAL ETF TRUST25434V732321,759$9.5M0.55%
45J P MORGAN EXCHANGE TRADED F46641Q332163,860$9.3M0.53%
46SPDR S&P 500 ETF TRSPY13,437$8.3M0.48%
47SCHWAB STRATEGIC TR808524847383,124$8.1M0.47%
48VANGUARD INDEX FDS92290876926,085$7.9M0.45%
49BROADCOM INCAVGO28,259$7.8M0.45%
50AMEREN CORPAEE78,556$7.5M0.43%
51TESLA INCTSLA23,457$7.5M0.43%
52ALPHABET INCGOOG41,803$7.4M0.43%
53ISHARES TR46436E593372,535$7.4M0.42%
54INVESCO QQQ TRIVZ13,109$7.2M0.41%
55SELECT SECTOR SPDR TR81369Y88686,469$7.1M0.41%
56VANGUARD INDEX FDS92290855372,069$6.4M0.37%
57GE AEROSPACE36960430124,335$6.3M0.36%
58ISHARES TR46429B366128,503$6.3M0.36%
59SELECT SECTOR SPDR TR81369Y50673,301$6.2M0.36%
60TELEPHONE & DATA SYS INCTDS-PV172,353$6.1M0.35%
61ISHARES TR46428765528,356$6.1M0.35%
62WALMART INCWMT60,602$5.9M0.34%
63SCHWAB STRATEGIC TR808524201237,153$5.8M0.33%
64VISA INCV15,841$5.6M0.32%
65VANGUARD INDEX FDS92290874430,937$5.5M0.31%
66J P MORGAN EXCHANGE TRADED F46654Q20393,445$5.1M0.29%
67SPDR SERIES TRUST78468R55640,375$5.1M0.29%
68ACACIA RESH CORP0038813071,398,559$5.0M0.29%
69KRANESHARES TRUST500767306143,284$4.9M0.28%
70ISHARES TR46436E312192,598$4.9M0.28%
71PHILIP MORRIS INTL INC71817210926,600$4.8M0.28%
72ISHARES TR46436E486229,915$4.8M0.28%
73JPMORGAN CHASE & CO.VYLD16,567$4.8M0.28%
74ISHARES TR46436E130184,691$4.8M0.27%
75ISHARES TR46438G653179,980$4.7M0.27%
76ISHARES TR46435GAA0190,619$4.6M0.27%
77SELECT SECTOR SPDR TR81369Y10052,417$4.6M0.26%
78ISHARES TR46435UAA9188,608$4.6M0.26%
79ISHARES TR46434VBD1180,936$4.6M0.26%
80DISNEY WALT CO25468710636,643$4.5M0.26%
81ISHARES TR46428865344,168$4.5M0.26%
82ISHARES TR46435U515176,402$4.5M0.26%
83INNOVATOR ETFS TRUSTINHD133,728$4.5M0.26%
84DIMENSIONAL ETF TRUST25434V708124,510$4.5M0.26%
85ISHARES TR46436E726202,896$4.5M0.26%
86ISHARES TR46436E205191,150$4.5M0.26%
87DIMENSIONAL ETF TRUST25434V856104,458$4.4M0.25%
88SCHWAB STRATEGIC TR808524839186,778$4.3M0.25%
89ISHARES ETHEREUM TR46438R105222,165$4.2M0.24%
90COLUMBIA ETF TR II19762B202123,229$4.2M0.24%
91SPDR SERIES TRUST78468R66345,356$4.2M0.24%
92INVESCO EXCH TRD SLF IDX FDIVZ196,333$4.1M0.23%
93SPDR GOLD TRGLD12,440$3.8M0.22%
94VANECK ETF TRUST92189F67613,550$3.8M0.22%
95READING INTL INC7554081012,815,145$3.8M0.22%
96INVESCO EXCHANGE TRADED FD TIVZ20,348$3.7M0.21%
97SCHWAB STRATEGIC TR808524102149,836$3.6M0.20%
98DIMENSIONAL ETF TRUST25434V58365,049$3.5M0.20%
99SPDR SERIES TRUST78464A30044,310$3.5M0.20%
100ALTRIA GROUP INCMO57,163$3.4M0.19%
101MICRON TECHNOLOGY INCMU27,190$3.4M0.19%
102BLACKSTONE INCBX22,325$3.3M0.19%
103HONEYWELL INTL INC43851610614,049$3.3M0.19%
104ROBLOX CORPRBLX30,356$3.2M0.18%
105VANGUARD INDEX FDS92290859511,242$3.1M0.18%
106QUALCOMM INCQCOM19,230$3.1M0.18%
107EMERSON ELEC COEMR22,478$3.0M0.17%
108SPDR SERIES TRUST78464A664110,522$2.9M0.17%
109ISHARES TR46436E833127,113$2.8M0.16%
110INTERCONTINENTAL EXCHANGE IN45866F10415,276$2.8M0.16%
111J P MORGAN EXCHANGE TRADED F46641Q15960,339$2.8M0.16%
112ISHARES TR46428744028,897$2.8M0.16%
113ZOETIS INCZTS17,738$2.8M0.16%
114NVENT ELECTRIC PLCNVT37,508$2.7M0.16%
115ORACLE CORPORCL-PD12,078$2.6M0.15%
116EXXON MOBIL CORPXOM23,983$2.6M0.15%
117ADVANCED MICRO DEVICES INCAMD18,112$2.6M0.15%
118DIMENSIONAL ETF TRUST25434V65895,690$2.6M0.15%
119REPLIGEN CORPRGEN20,201$2.5M0.14%
120ISHARES TR46428746528,099$2.5M0.14%
121MATTEL INCMAT125,093$2.5M0.14%
122UBER TECHNOLOGIES INCUBER26,103$2.4M0.14%
123APPLIED MATLS INC03822210512,785$2.3M0.13%
124VANECK ETF TRUST92189F10644,424$2.3M0.13%
125VANGUARD SPECIALIZED FUNDS92190884411,213$2.3M0.13%
126EXACT SCIENCES CORP30063P10542,716$2.3M0.13%
127DIMENSIONAL ETF TRUST25434V61733,474$2.2M0.13%
128SCHWAB CHARLES CORPSCHW-PJ24,330$2.2M0.13%
129MARVELL TECHNOLOGY INCMRVL28,457$2.2M0.13%
130SCHWAB STRATEGIC TR80852479782,671$2.2M0.13%
131ABBVIE INCABBV11,800$2.2M0.13%
132JOHNSON & JOHNSONJNJ14,314$2.2M0.13%
133PROCTER AND GAMBLE CO74271810913,103$2.1M0.12%
134LAM RESEARCH CORPLRCX21,217$2.1M0.12%
135COSTAR GROUP INCCSGP25,274$2.0M0.12%
136SEABRIDGE GOLD INCSA138,150$2.0M0.12%
137SCHWAB STRATEGIC TR80852450870,872$2.0M0.11%
138MORGAN STANLEYMS-PQ14,001$2.0M0.11%
139BANK AMERICA CORP06050510441,129$1.9M0.11%
140SYSCO CORPSYY25,628$1.9M0.11%
141ISHARES TR46434V87837,645$1.9M0.11%
142DIMENSIONAL ETF TRUST25434V80741,251$1.8M0.10%
143ISHARES TR46435U13533,169$1.8M0.10%
144VANGUARD WORLD FD92204A40513,727$1.7M0.10%
145ISHARES TR46435U16873,165$1.7M0.10%
146ISHARES TR46436E52872,641$1.7M0.10%
147TERADYNE INCTER18,524$1.7M0.10%
148VICTORY PORTFOLIOS II92647X76462,115$1.6M0.09%
149PEPSICO INCPEP12,347$1.6M0.09%
150J P MORGAN EXCHANGE TRADED F46654Q73219,232$1.6M0.09%
151INNOVATOR ETFS TRUSTINHD35,015$1.6M0.09%
152LSB INDS INC502160104200,793$1.6M0.09%
153INVESCO EXCH TRD SLF IDX FDIVZ79,374$1.5M0.09%
154CHEVRON CORP NEWCVX10,743$1.5M0.09%
155VANGUARD INTL EQUITY INDEX F92204285830,750$1.5M0.09%
156PFIZER INCPFE62,220$1.5M0.09%
157AT&T INCT-PC52,050$1.5M0.09%
158AMPHENOL CORP NEW03209510114,990$1.5M0.08%
159CRH PLCCRH15,427$1.4M0.08%
160VERTIV HOLDINGS COVRT10,883$1.4M0.08%
161ISHARES TR46428753116,828$1.4M0.08%
162SCHWAB STRATEGIC TR80852460754,933$1.4M0.08%
163CHURCHILL DOWNS INCCHDN13,661$1.4M0.08%
164SCHWAB STRATEGIC TR80852486255,568$1.4M0.08%
165DIMENSIONAL ETF TRUST25434V88045,132$1.3M0.08%
166ISHARES TR46429B66311,277$1.3M0.08%
167MERCK & CO INCMRK16,022$1.3M0.07%
168INCYTE CORPINCY17,883$1.2M0.07%
169SELECT SECTOR SPDR TR81369Y86029,387$1.2M0.07%
170INNOVATOR ETFS TRUSTINHD48,400$1.2M0.07%
171PAYPAL HLDGS INCPYPL15,714$1.2M0.07%
172PIMCO ETF TR72201R77512,637$1.2M0.07%
173WESTROCK COFFEE COWEST200,014$1.1M0.07%
174SPDR INDEX SHS FDS78463X88927,624$1.1M0.06%
175CITIGROUP INCC-PR12,976$1.1M0.06%
176ISHARES TR46428730910,027$1.1M0.06%
177PIMCO ETF TR72201R71811,431$1.1M0.06%
178VANGUARD SCOTTSDALE FDS92206C40913,751$1.1M0.06%
179DIMENSIONAL ETF TRUST25434V30237,664$1.1M0.06%
180BOX INCBXCAP30,544$1.0M0.06%
181ISHARES TR46436E82546,115$1.0M0.06%
182ISHARES TR46438G64638,693$994,6350.06%
183DIMENSIONAL ETF TRUST25434V60917,735$956,9600.05%
184SPDR SERIES TRUST78464A83911,927$947,3340.05%
185INVESCO INDIA EXCHANGE-TRADEIVZ35,048$944,5440.05%
186GLOBAL X FDS37954Y63221,081$921,0290.05%
187WEDBUSH SER TR94791310933,586$910,5170.05%
188NEXTERA ENERGY INCNEE-PW12,793$888,0760.05%
189EA SERIES TRUST02072L53243,206$880,5480.05%
190CVS HEALTH CORPCVS12,673$874,1670.05%
191COMCAST CORP NEWCCZ23,752$847,7150.05%
192INNOVATOR ETFS TRUSTINHD33,755$847,5890.05%
193CISCO SYS INCCSCO12,163$843,8430.05%
194GENERAL MTRS CO37045V10017,032$838,1690.05%
195DRAFTKINGS INC NEWDKNG19,176$822,4590.05%
196DIMENSIONAL ETF TRUST25434V20323,366$807,7630.05%
197INNOVATOR ETFS TRUSTINHD21,930$757,4560.04%
198J P MORGAN EXCHANGE TRADED F46641Q16711,385$745,7470.04%
199SIRIUSXM HOLDINGS INC82993310032,272$741,2840.04%
200COCA COLA COKO10,170$719,5260.04%
201CARMAX INCKMX10,681$717,8710.04%
202INTEL CORPINTC31,892$714,3730.04%
203GENERAL MLS INC37033410413,649$707,1360.04%
204BENTLEY SYS INCBSY12,379$668,0950.04%
205LYFT INCLYFT41,251$650,1160.04%
206GLOBAL X FDS37954Y34312,875$646,3250.04%
207EDISON INTL28102010712,419$640,8210.04%
208INNOVATOR ETFS TRUSTINHD14,085$640,1640.04%
209DELTA AIR LINES INC DELDAL12,871$632,9960.04%
210VERIZON COMMUNICATIONS INCVZ14,328$619,9570.04%
211FREEPORT-MCMORAN INCFCX13,891$602,1750.03%
212LISTED FDS TR53656G49810,849$601,7950.03%
213INNOVATOR ETFS TRUSTINHD24,325$599,6120.03%
214FS KKR CAP CORPFSK28,637$594,2120.03%
215ALPS ETF TR00162Q45211,676$570,4920.03%
216BRISTOL-MYERS SQUIBB COCELG-RI11,592$536,6060.03%
217TECHNIPFMC PLCFTI15,010$516,9450.03%
218DIMENSIONAL ETF TRUST25434V86410,216$490,4810.03%
219TRICO BANCSHARESTCBK11,572$468,5510.03%
220DIMENSIONAL ETF TRUST25434V72411,053$467,3400.03%
221BORGWARNER INCBWA13,935$466,5290.03%
222EXELIXIS INCEXEL10,349$456,1330.03%
223COTERRA ENERGY INCCTRA17,827$452,4500.03%
224HARTE HANKS INCHHS112,000$445,7600.03%
225DEVON ENERGY CORP NEW25179M10313,476$428,6720.02%
226CAPRICOR THERAPEUTICS INCCAPR40,800$405,1440.02%
227SILA REALTY TRUST INCSILA15,754$372,8980.02%
228NEWS CORP NEWNWSLL12,249$364,0410.02%
229COMPASS MINERALS INTL INCCOMP17,265$346,8540.02%
230FORD MTR CO34537086031,432$341,0340.02%
231NUVEEN MISSOURI QLT MUN INCNU32,600$337,8990.02%
232DENTSPLY SIRONA INCXRAY21,169$336,1640.02%
233UIPATH INCPATH25,492$326,2980.02%
234TOWNSQUARE MEDIA INCTSQ40,012$316,4950.02%
235BP PLCBPPFF10,104$302,4180.02%
236KINDER MORGAN INC DELEP-PC10,178$299,2410.02%
237ENERGY TRANSFER L PET-PI16,270$294,9700.02%
238MGIC INVT CORP WIS55284810310,387$289,1750.02%
239KRAFT HEINZ COKHC10,323$266,5430.02%
240COHEN & STEERS ETF TRUST19249U10410,175$262,5620.02%
241SAGA COMMUNICATIONS INCSGA20,000$260,0000.01%
242FIRST HORIZON CORPORATIONFHN-PH12,081$256,1180.01%
243GATES INDL CORP PLCG3910810810,826$249,3230.01%
244PETROLEO BRASILEIRO SA PETRO71654V40819,815$247,8860.01%
245ADT INC DELADT29,046$246,0200.01%
246INSPIRED ENTMT INC45782N10830,010$245,1820.01%
247NEWSMAX INCNMAX15,853$239,8560.01%
248EASTMAN KODAK COKODK40,139$226,7860.01%
249ISHARES S&P GSCI COMMODITY-ISMCF10,210$225,0290.01%
250SOFI TECHNOLOGIES INCSOFI11,297$205,7190.01%
251PG&E CORPPCG-PX14,570$203,1060.01%