K2 Financial Inc. has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $101 Billion distributed in 60 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $9.38B, Schwab Strategic Tr Us Large C with a value of $7.97B, Ishares National Muni Bond ETF with a value of $5.95B, Ishares Short Term National Mu with a value of $4.08B, and Vanguard Mun Bd Fds Tax Exempt with a value of $3.59B.
Examining the 13F form we can see an increase of $101B in the current position value.
K2 Financial Inc. is based out at Glendora, CA
Below you can find more details about K2 Financial Inc. portfolio as well as his latest detailed transactions.
