K2 Financial Inc. Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationglendora, CA
- CIK0002044711
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
58 | $124.47 M | VEA, SCHX, BND, VANGUARD MUN BD FDS | 13F-HR | Oct 16, 2025 | 000204471125000005 | ||
59 | $113.37 M | VEA, SCHX, BND, VANGUARD MUN BD FDS | 13F-HR | Jul 17, 2025 | 000204471125000004 | ||
60 | $101.89 M | VEA, SCHX, MUB, SUB | 13F-HR | Apr 25, 2025 | 000204471125000002 | ||
60 | $100.58 M | VEA, SCHX, MUB, SUB | 13F-HR | Feb 6, 2025 | 000204471125000001 |