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Home > Institutional Investor > K2 Financial Inc. > Profile

Instuitional Investor - K2 Financial Inc.

Fund Profile
Filing Period:
Fund Name: K2 Financial Inc.
Portfolio Value $137,510,667
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 189,111 $12,925,741 9.4%
2.
Schwab Strategic Trust
 SCHD 405,472 $11,369,424 8.27%
3.
Vanguard Bond Index Funds
 BND 105,824 $7,816,161 5.68%
4.
Schwab Strategic Trust
 SCHD 174,595 $5,630,701 4.09%
5.
Ishares Tr - NATIONAL MUN ETF
 50,402 $5,408,662 3.93%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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