Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
K2 Financial Inc. (CIK 2044711) reported $137.5M across 59 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($12.9M, 9.40%), SCHX ($11.4M, 8.27%), BND ($7.8M, 5.68%), SCHA ($5.6M, 4.09%), MUB ($5.4M, 3.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $12.9M | 9.40% | 189,111 | Trimmed |
| 2 | SCHX | SCHWAB STRATEGIC TR | $11.4M | 8.27% | 405,472 | Added |
| 3 | BND | VANGUARD BD INDEX FDS | $7.8M | 5.68% | 105,824 | Added |
| 4 | SCHA | SCHWAB STRATEGIC TR | $5.6M | 4.09% | 174,595 | Added |
| 5 | MUB | ISHARES TR | $5.4M | 3.93% | 50,402 | Added |
| 6 | VTEB | VANGUARD MUN BD FDS | $5.3M | 3.88% | 105,702 | Added |
| 7 | SEIM | SEI EXCHANGE TRADED FUNDS | $5.3M | 3.87% | 104,952 | Added |
| 8 | SEIV | SEI EXCHANGE TRADED FUNDS | $5.1M | 3.73% | 116,567 | Added |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $5.1M | 3.71% | 86,718 | Added |
| 10 | BNDX | VANGUARD CHARLOTTE FDS | $4.7M | 3.41% | 97,243 | Added |
| 11 | SUB | ISHARES TR | $4.0M | 2.93% | 37,717 | Added |
| 12 | USIG | ISHARES TR | $3.4M | 2.51% | 66,902 | Added |
| 13 | SPHY | SPDR SERIES TRUST | $3.3M | 2.43% | 141,811 | Added |
| 14 | SCHP | SCHWAB STRATEGIC TR | $3.1M | 2.29% | 117,417 | Added |
| 15 | PAAA | PGIM ETF TR | $3.1M | 2.23% | 59,765 | New |
| 16 | VTV | VANGUARD INDEX FDS | $2.9M | 2.11% | 14,330 | Added |
| 17 | VUG | VANGUARD INDEX FDS | $2.7M | 1.97% | 32,708 | Added |
| 18 | BCI | ABRDN ETFS | $2.5M | 1.85% | 104,664 | Added |
| 19 | SEIQ | SEI EXCHANGE TRADED FUNDS | $2.5M | 1.80% | 64,103 | Added |
| 20 | ACWV | ISHARES INC | $2.4M | 1.74% | 19,868 | Added |
| 21 | SCHG | SCHWAB STRATEGIC TR | $2.2M | 1.58% | 66,168 | Added |
| 22 | SCHZ | SCHWAB STRATEGIC TR | $2.1M | 1.53% | 90,439 | Added |
| 23 | VWOB | VANGUARD WHITEHALL FDS | $1.9M | 1.41% | 28,717 | Added |
| 24 | IDEV | ISHARES TR | $1.9M | 1.39% | 21,722 | Added |
| 25 | IEMG | ISHARES INC | $1.9M | 1.38% | 24,440 | Added |
Source: SEC Form 13F filings · as of 2026-03-31