K2 Financial Inc. Portfolio Holdings

K2 Financial Inc.

  • $113 Billion
  • Q2 2025

K2 Financial Inc. has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $113 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $11.1B, Schwab Strategic Tr Us Large C with a value of $9.55B, Vanguard Bd Index Fd Inc Total with a value of $6.27B, Vanguard Mun Bd Fds Tax Exempt with a value of $4.86B, and Ishares National Muni Bond ETF with a value of $4.73B.

Examining the 13F form we can see an increase of $11.5B in the current position value, from $102B to 113B.

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 $113 Billion
ETFs: $111 Billion
Consumer Cyclical: $1.12 Billion
Industrials: $494 Million
Energy: $410 Million

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 59
  • Current Value $113 Billion
  • Prior Value $102 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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