StockDriftsStockDriftsTop 50 K2 Financial Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 9.66% | 190.5K | $13.7M | +0.73%(+1.37K) | $50.47(+44.60%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 8.41% | 401.9K | $11.9M | -0.87%(-3.53K) | $23.16(+31.82%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 5.7% | 110.5K | $8.1M | +4.41%(+4.67K) | $73.58(-1.75%) | 2026-06-30 | |
| SCHA | SCHWAB STRATEGIC TR | 4.11% | 166.3K | $5.8M | -4.77%(-8.33K) | $25.75(+35.20%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 4.02% | 112.6K | $5.7M | +6.53%(+6.90K) | $50.26(-0.85%) | 2026-06-30 | |
| SEIV | SEI EXCHANGE TRADED FUNDS | 3.81% | 112.5K | $5.4M | -3.51%(-4.10K) | $33.82(+50.05%) | 2026-06-30 | |
| SEIM | SEI EXCHANGE TRADED FUNDS | 3.8% | 98.9K | $5.4M | -5.78%(-6.07K) | $38.69(+42.25%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.7% | 87.2K | $5.2M | +0.60%(+516) | $46.03(+31.22%) | 2026-06-30 | |
| MUB | ISHARES TR | 3.53% | 46.6K | $5.0M | -7.63%(-3.85K) | $107.46(-1.40%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.47% | 101.8K | $4.9M | +4.72%(+4.59K) | $49.44(-3.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +19.72% |
| Top 20 Holdings Unweighted | — | — | — | — | +15.55% |
K2 Financial Inc. reports $141.69M in US-listed equity holdings across 60 positions in its most recent 13F filing. Its largest disclosed positions are VEA (9.7%), SCHX (8.4%) and BND (5.7%). The top 20 holdings account for 71.83% of reported assets. Its disclosed equity book has returned +19.72% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from K2 Financial Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2044711). View K2 Financial Inc.’s 13F filings on SEC