K2 Financial Inc. Top Holdings and 13F Report (2025) About K2 Financial Inc.Investment ActivityK2 Financial Inc. has $100.58 million in total holdings as of December 31, 2024.K2 Financial Inc. owns shares of 60 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard FTSE Developed Markets ETF $9,377,426Schwab US Large-Cap ETF $7,967,698iShares National Muni Bond ETF $5,950,694iShares Short-Term National Muni Bond ETF $4,075,806Vanguard Tax-Exempt Bond ETF $3,586,179 Sector AllocationMap of 500 Largest Holdings ofK2 Financial Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVEAVanguard FTSE Developed Markets ETF$9,377,426197,8369.3%ETFSCHXSchwab US Large-Cap ETF$7,967,698345,6707.9%ETFMUBiShares National Muni Bond ETF$5,950,69456,4215.9%ETFSUBiShares Short-Term National Muni Bond ETF$4,075,80638,6994.1%ETFVTEBVanguard Tax-Exempt Bond ETF$3,586,17972,3023.6%ETFBNDXVanguard Total International Bond ETF$3,555,68673,2983.5%ETFVWOVanguard FTSE Emerging Markets ETF$3,513,47582,6703.5%ETFSCHASchwab US Small-Cap ETF$3,455,706135,2533.4%ETFSEIMSEI Enhanced U.S. Large Cap Momentum Factor ETF$3,015,51477,8803.0%ETFSEIVSEI Enhanced U.S. Large Cap Value Factor ETF$2,954,43189,1502.9%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,926,73860,3702.9%ManufacturingBNDVanguard Total Bond Market ETF$2,835,55539,8422.8%ETFSPHYSPDR Portfolio High Yield Bond ETF$2,563,593109,4152.5%ETFSCHPSchwab U.S. TIPS ETF$2,452,42895,3512.4%ETFVUGVanguard Growth ETF$2,390,9465,8962.4%ETFBSVVanguard Short-Term Bond ETF$2,219,25728,8442.2%ETFVTVVanguard Value ETF$2,132,93212,6032.1%ETFACWViShares MSCI Global Min Vol Factor ETF$2,003,35718,6032.0%ETFBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$1,852,84790,1191.8%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$1,809,00136,4201.8%ManufacturingVWOBVanguard Emerging Markets Government Bond ETF$1,525,72924,2681.5%ETFSEIQSEI Enhanced U.S. Large Cap Quality Factor ETF$1,493,89243,5411.5%ETFDFUSDimensional U.S. Equity ETF$1,364,97521,5571.4%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$1,326,08457,7061.3%ETFRSPInvesco S&P 500 Equal Weight ETF$1,261,9917,2251.3%ETFDUHPDimensional US High Profitability ETF$1,248,85437,1351.2%ETFSIMPLIFY EXCHANGE TRADED FUN$1,190,85524,2291.2%MBS ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,180,43642,7231.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$1,175,23748,7651.2%ETFSCHVSchwab U.S. Large-Cap Value ETF$1,135,80643,7691.1%ETFMCDMcDonald's$1,068,4343,7671.1%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$1,058,12820,8171.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,018,36411,5501.0%ETFSCHZSchwab U.S. Aggregate Bond ETF$933,65341,5700.9%ETFHYDVanEck High Yield Muni ETF$923,53017,9780.9%ETFIEFAiShares Core MSCI EAFE ETF$889,80012,7900.9%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$842,72433,3620.8%ETFIDEViShares Core MSCI International Developed Markets ETF$815,74612,7920.8%ETFSCHMSchwab U.S. Mid-Cap ETF$815,13229,2580.8%ETFMBBiShares MBS ETF$785,0448,6870.8%ETFSELVSEI Enhanced Low Volatility U.S. Large Cap ETF$656,99322,8440.7%ETFGLOBAL X FDS$652,6816,5130.6%1-3 MONTH T-BILLVBRVanguard Small-Cap Value ETF$539,5062,7400.5%ETFSPEUSPDR Portfolio Europe ETF$529,60113,3970.5%ETFVBKVanguard Small-Cap Growth ETF$519,4831,8510.5%ETFBKLNInvesco Senior Loan ETF$469,93922,2720.5%ETFNOCNorthrop Grumman$449,2339510.4%AerospaceSCHCSchwab International Small-Cap Equity ETF$421,41712,5530.4%ETFCVXChevron$418,4682,6940.4%Oils/EnergyDFASDimensional U.S. Small Cap ETF$417,5126,4710.4%ETFDFIVDimensional International Value ETF$389,90911,0270.4%ETFSPEMSPDR Portfolio Emerging Markets ETF$318,1308,5820.3%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$304,6944,3640.3%ETFDXJWisdomTree Japan Hedged Equity Fund$304,0672,8230.3%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$293,9225,7050.3%ManufacturingGMFSPDR S&P Emerging Asia Pacific ETF$277,8052,5080.3%ETFDFAIDimensional International Core Equity Market ETF$245,9128,5150.2%ETFJPSTJPMorgan Ultra-Short Income ETF$245,3924,8660.2%ETFEBNDSPDR Bloomberg Barclays Emerging Markets Local Bond ETF$226,72811,6450.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$208,6246,1650.2%ETFShowing largest 100 holdings. 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