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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 $129,384,500
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 195,762 $12,517,016 9.67%
2.
Schwab Strategic Trust
 FNDF 380,612 $10,371,683 8.02%
3.
Vanguard Bond Index Funds
 BND 101,248 $7,505,514 5.8%
4.
Ishares Tr - NATIONAL MUN ETF
 49,331 $5,304,546 4.1%
5.
Vanguard Mun Bd Fds
 102,185 $5,161,364 3.99%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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