What does K2 Financial Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

K2 Financial Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD TAX-MANAGED FDS

$13M189K9.4%

SCHWAB STRATEGIC TR

$11M405K8.3%

VANGUARD BD INDEX FDS

$8M106K5.7%

SCHWAB STRATEGIC TR

$6M175K4.1%

ISHARES TR

$5M50K3.9%

VANGUARD MUN BD FDS

$5M106K3.9%

SEI EXCHANGE TRADED FUNDS

$5M105K3.9%

SEI EXCHANGE TRADED FUNDS

$5M117K3.7%

VANGUARD INTL EQUITY INDEX F

$5M87K3.7%

VANGUARD CHARLOTTE FDS

$5M97K3.4%

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