K2 Financial Inc. - Portfolio overview

K2 Financial Inc. has 62 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Basic Materials and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VEA - VANGUARD TAX-MANAGED FDS, 9.29%
2. SCHX - SCHWAB STRATEGIC TR, 8.17%
3. BND - VANGUARD BD INDEX FDS, 5.61%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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