K2 Financial Inc.
Q4 2025 13F Holdings
- Locationglendora, CA
- Num holdings
58
- Value ($000)
$129,385
- Date Filed01/22/2026
- Form type13F-HR
- CIK0002044711
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $12.52M | 10 % | 195,762 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $10.37M | 8 % | 380,612 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $7.51M | 6 % | 101,248 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | $5.3M | 4 % | 49,331 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $5.16M | 4 % | 102,185 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $5.1M | 4 % | 171,073 | ||
SEI EXCHANGE TRADED FUNDS | ENHANCED US LRG | 81589A304 | $4.9M | 4 % | 116,178 | ||
SEI EXCHANGE TRADED FUNDS | ENHANCED US LRG | 81589A205 | $4.84M | 4 % | 103,099 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $4.73M | 4 % | 85,446 | ||
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $4.46M | 3 % | 91,803 |
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