Kroeger Financial Partners — 13F holdings

Kroeger Financial Partners reported 129 holdings worth $101M in its 13F filing for Q3 2026, filed October 19, 2026.

Largest positions

  1. VEA VANGUARD TAX-MANAGED FDS — $11.8M (11.7%)
  2. IGSB ISHARES TR — $10.1M (10.0%)
  3. SPYM SPDR SERIES TRUST — $8.45M (8.4%)
  4. BIV VANGUARD BD INDEX FDS — $7.82M (7.8%)
  5. ICSH ISHARES TR — $6.25M (6.2%)
  6. JPIB J P MORGAN EXCHANGE TRADED F — $5.33M (5.3%)
  7. DBMF LITMAN GREGORY FDS TR — $5.10M (5.1%)
  8. VTV VANGUARD INDEX FDS — $4.68M (4.6%)
  9. SPHQ INVESCO EXCHANGE TRADED FD T — $4.49M (4.5%)
  10. ICVT ISHARES TR — $4.48M (4.4%)