K2 Financial Inc.

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    glendora, CA
  • CIK
    0002044711
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

59

$113.37M
VEA, SCHX, BND, VANGUARD MUN BD FDS
13F-HR
Jul 17, 2025
000204471125000004

60

$101.89M
VEA, SCHX, MUB, SUB
13F-HR
Apr 25, 2025
000204471125000002

60

$100.58M
VEA, SCHX, MUB, SUB
13F-HR
Feb 6, 2025
000204471125000001
K2 Financial Inc. 13F Filings