§ 13F · FUND PROFILE
K2 Financial Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $113.4T (13F)Positions · 59Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$129.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 196K | $12.5T | 9.7% | NEW |
| 2 | SCHX | SCHWAB STRATEGIC TR | 381K | $10.4T | 8.0% | NEW |
| 3 | BND | VANGUARD BD INDEX FDS | 101K | $7.5T | 5.8% | NEW |
| 4 | MUB | ISHARES TR | 49K | $5.3T | 4.1% | NEW |
| 5 | VTEB | VANGUARD MUN BD FDS | 102K | $5.2T | 4.0% | NEW |
| 6 | SCHA | SCHWAB STRATEGIC TR | 171K | $5.1T | 3.9% | NEW |
| 7 | SEIV | SEI EXCHANGE TRADED FUNDS | 116K | $4.9T | 3.8% | NEW |
| 8 | SEIM | SEI EXCHANGE TRADED FUNDS | 103K | $4.8T | 3.7% | NEW |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 85K | $4.7T | 3.7% | NEW |
| 10 | BNDX | VANGUARD CHARLOTTE FDS | 92K | $4.5T | 3.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE K2 SIGNAL
AC read
K2 Financial Inc. is a Other fund managing $113373.2 trillion in assets. The fund runs a portfolio of 59 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed