K2 Financial Inc. Portfolio Holdings

K2 Financial Inc.

  • $102 Billion
  • Q1 2025

K2 Financial Inc. has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $102 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 $10.4B, Schwab Strategic Tr Us Large C with a value of $7.73B, Ishares National Muni Bond ETF with a value of $5.06B, Ishares Short Term National Mu with a value of $4.06B, and Vanguard Ftse Emerging Mkts Et with a value of $3.95B.

Examining the 13F form we can see an increase of $1.3B in the current position value, from $101B to 102B.

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.

Portfolio value $102 Billion
ETFs: $97.9 Billion
Consumer Cyclical: $1.17 Billion
Industrials: $507 Million
Energy: $363 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $102 Billion
  • Prior Value $101 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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