account_balance
Investment manager · 13F filer · SEC CIK 2044711
K2 Financial Inc.
Reported value$144Mas of Sep 30, 2026
Positions61 2 new, 1 sold out
Top 10 weight45.2%SCHX alone is 7%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHXSchwab Strategic Tr
6.6%Trimmed −23%
VEAVanguard Tax-Managed FDS
6.5%Trimmed −29%
BNDVanguard Bd Index FDS
5.9%Added +9%
SEUSSEI Exchange Traded Funds
4.9%New
MUBiShares Tr
3.7%Added +14%
VTEBVanguard Mun Bd FDS
3.6%Trimmed −3%
SEIMSEI Exchange Traded Funds
3.6%Trimmed −5%
SEIVSEI Exchange Traded Funds
3.5%Trimmed −9%
BNDXVanguard Charlotte FDS
3.5%Added +6%
VWOVanguard Intl Equity Index F
3.4%Trimmed −7%
SCHASchwab Strategic Tr
3.0%−21%
IDEViShares Tr
2.9%Added +110%
SCHXSchwab Strategic Tr
6.6%Trimmed −23%
VEAVanguard Tax-Managed FDS
6.5%Trimmed −29%
BNDVanguard Bd Index FDS
5.9%+9%
SEUSSEI Exchange Traded Funds
4.9%New
MUBiShares Tr
3.7%+14%
VTEBVanguard Mun Bd FDS
3.6%
SEIMSEI Exchange Traded Funds
3.6%
SEIVSEI Exchange Traded Funds
3.5%
BNDXVanguard Charlotte FDS
3.5%
VWO3.4%
SCHA
IDEV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHX Schwab Strategic Tr 6.6% Trimmed −23%
VEA Vanguard Tax-Managed FDS 6.5% Trimmed −29%
BND Vanguard Bd Index FDS 5.9% Added +9%
SEUS SEI Exchange Traded Funds 4.9% New
MUB iShares Tr 3.7% Added +14%
VTEB Vanguard Mun Bd FDS 3.6% Trimmed −3%
SEIM SEI Exchange Traded Funds 3.6% Trimmed −5%
SEIV SEI Exchange Traded Funds 3.5% Trimmed −9%
BNDX Vanguard Charlotte FDS 3.5% Added +6%
VWO Vanguard Intl Equity Index F 3.4% Trimmed −7%
SCHA Schwab Strategic Tr 3.0% Trimmed −21%
IDEV iShares Tr 2.9% Added +110%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- SEUS $7.04M
- ANGU $304K
arrow_upwardAdded
- DXJ +209%
- IDEV +110%
- CGCB +30%
- SCHZ +21%
arrow_downwardTrimmed
- VEA −29%
- SCHX −23%
- SCHA −21%
- DUHP −13%
remove_circleSold out
- IWN $213K
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