K2 Financial Inc. - Portfolio Stock Holdings
K2 Financial Inc. disclosed 62 stock positions in a recent SEC 13F filing. $143,082,421 of stock holdings were filed, with the largest holdings including VEA, SCHX, and BND. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $191,647,642 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
62Est. Stock Holding Value:
$143,082,421Top Stock Holdings By Sector
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Portfolio Stock Holdings - K2 Financial Inc.
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Stock
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% of Portfolio
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