K2 Financial Inc.: 13F holdings
CIK 20447112026Q2
| Positions | 60 |
|---|
| Reported value | $141.7m |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 60 (+1 vs prior quarter) |
|---|
| Reported value | $141.7m (+3.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VEA VANGUARD TAX-MANAGED FDS | 190,483 | $13.7m | 9.7% |
| SCHX SCHWAB STRATEGIC TR | 401,944 | $11.9m | 8.4% |
| BND VANGUARD BD INDEX FDS | 110,491 | $8.1m | 5.7% |
| SCHA SCHWAB STRATEGIC TR | 166,262 | $5.8m | 4.1% |
| VTEB VANGUARD MUN BD FDS | 112,602 | $5.7m | 4.0% |
| SEIV SEI EXCHANGE TRADED FUNDS | 112,470 | $5.4m | 3.8% |
| SEIM SEI EXCHANGE TRADED FUNDS | 98,882 | $5.4m | 3.8% |
| VWO VANGUARD INTL EQUITY INDEX F | 87,234 | $5.2m | 3.7% |
| MUB ISHARES TR | 46,556 | $5.0m | 3.5% |
| BNDX VANGUARD CHARLOTTE FDS | 101,829 | $4.9m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2044711")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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