K2 Financial Inc.
Q2 2026 13F Holdings
- Locationglendora, CA
- Num holdings
60
- Value ($000)
$141,692
- Date Filed 07/21/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $13.69M | 10 % | 190,483 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $11.92M | 8 % | 401,944 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $8.08M | 6 % | 110,491 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $5.83M | 4 % | 166,262 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $5.69M | 4 % | 112,602 | ||
SEI EXCHANGE TRADED FUNDS | QIM US LARGE VAL | 81589A304 | $5.4M | 4 % | 112,470 | ||
SEI EXCHANGE TRADED FUNDS | QIM US LARGE CAP | 81589A205 | $5.38M | 4 % | 98,882 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $5.24M | 4 % | 87,234 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | $5.01M | 4 % | 46,556 | ||
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $4.91M | 4 % | 101,829 |
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