K2 Financial Inc. Incresed Positions in Q3 2025

K2 Financial Inc.

  • $124 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
296
+ 10.8%
$126.31 - $139.52 $37.4K - $41.3K
3.04K $422K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
339
+ 10.87%
$112.94 - $129.99 $38.3K - $44.1K
3.46K $442K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
80
+ 1.64%
$81.76 - $86.36 $6.54K - $6.91K
4.97K $421K
CVX
Chevron Corp

Energy
12
+ 0.44%
$145.57 - $161.83 $1.75K - $1.94K
2.73K $423K
VBK
Vanguard Small Cap Growth ETF

ETFs
190
+ 12.69%
$276.51 - $305.12 $52.5K - $58K
1.69K $502K
GLDM
World Gold Trust

ETFs
4.93K
+ 71.43%
$64.73 - $76.45 $319K - $377K
11.8K $904K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
960
+ 9.07%
$42.67 - $46.91 $41K - $45K
11.5K $540K
DFIV
Dimensional ETF Tr

ETFs
1
+ 0.01%
$42.66 - $46.53 $42.7 - $46.5
11.2K $515K
VBR
Vanguard Small Cap Value ETF

ETFs
310
+ 12.75%
$195.41 - $212.37 $60.6K - $65.8K
2.74K $572K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.35K
+ 5.63%
$20.84 - $21.03 $28.1K - $28.3K
25.3K $529K
SELV
Sei Exchange Traded Fds Enhanc

ETFs
590
+ 2.67%
$30.49 - $31.94 $18K - $18.8K
22.7K $724K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
1.79K
+ 11.94%
$47.07 - $50.11 $84.4K - $89.9K
16.8K $837K
HYD
Vaneck High Yield Muni ETF

ETFs
1.32K
+ 7.35%
$48.85 - $50.94 $64.2K - $67K
19.2K $977K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.06K
+ 15.09%
$28.15 - $30.13 $142K - $153K
38.6K $1.14M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
97
+ 0.82%
$92.18 - $95.14 $8.94K - $9.23K
11.9K $1.13M
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.05%
$291.67 - $316.99 $583 - $634
3.75K $1.14M
SCHV
Schwab Strategic Tr Us Large C

ETFs
13K
+ 30.66%
$27.61 - $29.15 $358K - $378K
55.3K $1.61M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
9.9K
+ 19.22%
$22.9 - $23.58 $227K - $233K
61.4K $1.44M
IDEV
Ishares Core Msci Intl Develop

ETFs
4.31K
+ 26.46%
$74.68 - $80.26 $322K - $346K
20.6K $1.65M
SCHO
Schwab Short Term Us Treasury

ETFs
6.14K
+ 12.14%
$24.23 - $24.42 $149K - $150K
56.7K $1.38M
IEMG
Ishares Inc

ETFs
2.3K
+ 10.43%
N/A
24.3K $1.31M
MBB
Ishares Tr

ETFs
917
+ 5.91%
$92.46 - $95.73 $84.8K - $87.8K
16.4K $1.56M
SCHG
Schwab Strategic Tr Us Large C

ETFs
11K
+ 21.94%
$28.92 - $32.19 $317K - $353K
61K $1.95M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
3.56K
+ 5.73%
$24.87 - $25.69 $88.5K - $91.4K
65.6K $1.67M
DUHP
Dimensional ETF Tr Dimensional

ETFs
76
+ 0.17%
$35.76 - $37.93 $2.72K - $2.88K
45.7K $1.73M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
3.31K
+ 4.21%
$20.34 - $21.61 $67.4K - $71.6K
82K $1.77M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.27K
+ 4.88%
N/A
27.2K $1.7M
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
12.1K
+ 25.75%
$36.73 - $38.68 $444K - $468K
59.1K $2.29M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
507
+ 2.68%
$116.29 - $120.92 $59K - $61.3K
19.4K $2.33M
VTV
Vanguard Value ETF

ETFs
316
+ 2.34%
$175.51 - $186.57 $55.5K - $59K
13.8K $2.58M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
5.13K
+ 10.72%
$50.73 - $52.47 $260K - $269K
53K $2.77M
SCHP
Schwab Strategic Us Tips ETF

ETFs
5.62K
+ 5.42%
$26.44 - $27.1 $149K - $152K
109K $2.94M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
10.6K
+ 8.73%
$23.54 - $23.97 $249K - $253K
132K $3.15M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
21.9K
+ 22.33%
$35.41 - $38.93 $775K - $852K
120K $4.66M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
19.4K
+ 22.9%
$41.64 - $45.4 $810K - $883K
104K $4.74M
SUB
Ishares Short Term National Mu

ETFs
235
+ 0.65%
$106.17 - $107.3 $24.9K - $25.2K
36.4K $3.89M
BNDX
Vanguard Total International B

ETFs
8.8K
+ 10.93%
$49.0 - $49.51 $431K - $435K
89.3K $4.42M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
429
+ 0.49%
$49.43 - $54.52 $21.2K - $23.4K
87.6K $4.74M
MUB
Ishares National Muni Bond ETF

ETFs
1.82K
+ 3.99%
$103.24 - $106.68 $188K - $194K
47.5K $5.05M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.74K
+ 3.75%
$48.5 - $50.19 $181K - $188K
103K $5.18M
BND
Vanguard Bd Index Fd Inc Total

ETFs
12.4K
+ 14.4%
$72.57 - $74.72 $903K - $930K
98.9K $7.35M
VEA
Vanguard Ftse Developed Market

ETFs
2.04K
+ 1.04%
$56.02 - $60.3 $114K - $123K
198K $11.9M
Activity Summary
Buys All Purchases 43 New Holdings 0 Increased Positions 43 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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