K2 Financial Inc.
Q3 2025 13F Holdings
- Locationglendora, CA
- Num holdings
58
- Value ($000)
$124,473
- Date Filed 10/16/2025
- Form type13F-HR
- CIK 0002044711
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
V VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $11.85M | 10 % | 198,107 | ||
S SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $9.78M | 8 % | 372,290 | ||
B VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $7.38M | 6 % | 98,855 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $5.20M | 4 % | 103,420 | ||
M ISHARES TR | NATIONAL MUN ETF | 464288414 | $5.08M | 4 % | 47,458 | ||
V VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $4.73M | 4 % | 87,566 | ||
S SEI EXCHANGE TRADED FUNDS | ENHANCED US LRG | 81589A205 | $4.68M | 4 % | 104,371 | ||
S SEI EXCHANGE TRADED FUNDS | ENHANCED US LRG | 81589A304 | $4.58M | 4 % | 119,877 | ||
S SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $4.58M | 4 % | 164,734 | ||
B VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $4.43M | 4 % | 89,281 |
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