13F Insight
DOSSIER · 13F-HR · Q2 2026

K2 Financial Inc.

$142M in tracked AUM across 60 positions as of Q2 2026.

KF
CIK 0002044711 · last filed Jun 30, 2026
Total AUM
$142M
as of Q2 2026
Holdings
60
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

K2 Financial Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VEA
VANGUARD TAX-MANAGED FDS
$14M190K9.7%02
SCHX
SCHWAB STRATEGIC TR
$12M402K8.4%03
BND
VANGUARD BD INDEX FDS
$8M110K5.7%04
SCHA
SCHWAB STRATEGIC TR
$6M166K4.1%05
VTEB
VANGUARD MUN BD FDS
$6M113K4.0%06
SEIV
SEI EXCHANGE TRADED FUNDS
$5M112K3.8%07
SEIM
SEI EXCHANGE TRADED FUNDS
$5M99K3.8%08
VWO
VANGUARD INTL EQUITY INDEX F
$5M87K3.7%09
MUB
ISHARES TR
$5M47K3.5%10
BNDX
VANGUARD CHARLOTTE FDS
$5M102K3.5%

Filing history

2026Q2Jun 30
$142M▲ 3.0%
60 positionsView →2026Q1Mar 31
$138M▲ 6.3%
59 positionsView →2025Q4Dec 31
$129M▲ 3.9%
58 positionsView →2025Q3Sep 30
$124M▲ 9.8%
58 positionsView →2025Q2Jun 30
$113M▲ 11.3%
59 positionsLocked2025Q1Mar 31
$102M▲ 1.3%
60 positionsLocked2024Q4Dec 31
$101M—
60 positionsLocked