K2 Financial Inc. Portfolio Holdings

K2 Financial Inc.

  • $124 Million
  • Q3 2025

K2 Financial Inc. has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $124 Million distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $11.9M, Schwab Strategic Tr Us Large C with a value of $9.81M, Vanguard Bd Index Fd Inc Total with a value of $7.35M, Vanguard Mun Bd Fds Tax Exempt with a value of $5.18M, and Ishares National Muni Bond ETF with a value of $5.05M.

Examining the 13F form we can see an decrease of $113B in the current position value, from $113B to 124M.

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 $124 Million
ETFs: $122 Million
Consumer Cyclical: $1.14 Million
Industrials: $581,000
Energy: $423,000

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $124 Million
  • Prior Value $113 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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