K2 Financial Inc. — 13F holdings

K2 Financial Inc. reported 60 holdings worth $142M in its 13F filing for Q2 2026, filed July 21, 2026.

Largest positions

  1. VEA VANGUARD TAX-MANAGED FDS — $13.7M (9.7%)
  2. SCHX SCHWAB STRATEGIC TR — $11.9M (8.4%)
  3. BND VANGUARD BD INDEX FDS — $8.08M (5.7%)
  4. SCHA SCHWAB STRATEGIC TR — $5.83M (4.1%)
  5. VTEB VANGUARD MUN BD FDS — $5.69M (4.0%)
  6. SEIV SEI EXCHANGE TRADED FUNDS — $5.40M (3.8%)
  7. SEIM SEI EXCHANGE TRADED FUNDS — $5.38M (3.8%)
  8. VWO VANGUARD INTL EQUITY INDEX F — $5.24M (3.7%)
  9. MUB ISHARES TR — $5.01M (3.5%)
  10. BNDX VANGUARD CHARLOTTE FDS — $4.91M (3.5%)