You're signed outSign in or to get full access.
K2 Financial Inc.
K2 Financial Inc. is a Glendora, California-based independent registered investment adviser founded in 2012. The firm offers comprehensive financial planning and wealth management services to individuals, including high net worth clients, and also provides retirement plan solutions for businesses. With around 9-10 employees, K2 Financial Inc. delivers personalized investment advice, retirement, estate, insurance, charitable, and tax planning strategies, serving a diverse client base across Southern California.
Investment Strategy
K2 Financial Inc. employs a client-centric, comprehensive approach to wealth management, focusing on goal-based and holistic financial planning. The firm provides tailored investment advice, asset allocation recommendations, and ongoing portfolio monitoring designed to meet clients' current needs and long-term goals. Their strategy includes retirement, family, inheritance, insurance, estate, charitable giving, and tax planning services, emphasizing personalized service and independent, unbiased advice. Ongoing client engagement includes semi-annual portfolio reviews and annual goal-assessment to ensure alignment with clients' changing circumstances and objectives.
Latest 13F Filing Activity
K2 Financial Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 58 equity positions with a total 13F market value of $124M. The fund increased holdings in Vanguard BD Index FDS, Sei Exchange Traded Funds, Sei Exchange Traded Funds among other positions. K2 Financial Inc. reduced exposure to Invesco Exchange Traded FD T, Vanguard Malvern FDS, Global X FDS among others.
Top Holdings
Equity Positions (58)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD TAX-MANAGED FDS | 9.52% | $11.8M | 198,107 | $48.07 | $59.92 | +$794.4K |
S SCHX | SCHWAB STRATEGIC TR | 7.86% | $9.8M | 372,290 | $23.10 | $26.34 | +$232.9K |
B BND | VANGUARD BD INDEX FDS | 5.93% | $7.4M | 98,855 | $73.03 | $74.37 | +$1.1M |
V VTEB | VANGUARD MUN BD FDS | 4.18% | $5.2M | 103,420 | $49.88 | $50.07 | +$346.5K |
M MUB | ISHARES TR | 4.08% | $5.1M | 47,458 | $106.55 | $106.49 | +$348.4K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more