Kroeger Financial Partners

DOSSIER · 13F-HR · Q3 2026

Kroeger Financial Partners

$101M in tracked AUM across 129 positions as of Q3 2026.

KF

CIK 0002146729 · last filed Sep 30, 2026

Total AUM

$101M

as of Q3 2026

Holdings

129

—

positions

Whale Score

58

58

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

Kroeger Financial Partners filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight

01

VEA

VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES

$12M168K11.7%02

IGSB

ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

$10M197K10.0%03

SPYM

STATE STREET SPDR PORTFOLIO S&P 500 ETF

$8M94K8.4%04

BIV

VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES

$8M107K7.8%05

ICSH

ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF

$6M124K6.2%06

JPIB

JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF

$5M114K5.3%07

DBMF

IMGP DBI MANAGED FUTURES STRATEGY ETF