K2 Financial Inc.
Q1 2026 13F Holdings
- Locationglendora, CA
- Num holdings
59
- Value ($000)
$137,511
- Date Filed 04/29/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $12.93M | 9 % | 189,111 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $11.37M | 8 % | 405,472 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $7.82M | 6 % | 105,824 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $5.63M | 4 % | 174,595 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | $5.41M | 4 % | 50,402 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $5.33M | 4 % | 105,702 | ||
SEI EXCHANGE TRADED FUNDS | ENHANCED US LRG | 81589A205 | $5.32M | 4 % | 104,952 | ||
SEI EXCHANGE TRADED FUNDS | ENHANCED US LRG | 81589A304 | $5.13M | 4 % | 116,567 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $5.1M | 4 % | 86,718 | ||
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $4.69M | 3 % | 97,243 |
Rows Per Page
10
- 10
- 50
- 100