13F Filings History of K2 Financial Inc.

Latest 13F report
Q4 2025 - 22 Jan 2026
Value $
$129,384,500
Signature - Title
Travis Bettfreund - Chief Compliance Officer
Location
Glendora, CA
Summary
This page shows a list of all the recent 13F filings made by K2 Financial Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. K2 Financial Inc. reported 58 stock holdings with total value $129,384,500 as of Q4 2025. Top holdings included VEA, SCHX, BND, MUB, and VTEB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 58 $129,384,500 +$3,115,983 -$1,565,553 +$1,550,430 VEA, SCHX, BND, MUB, VTEB 13F-HR 22 Jan 2026, 14:51
Q3 2025 58 $124,472,850 +$7,907,379 -$1,913,416 +$5,993,963 VEA, SCHX, BND, VTEB, MUB 13F-HR 16 Oct 2025, 12:34
Q2 2025 59 $113,373,225 +$8,158,359 -$5,979,555 +$2,178,804 VEA, SCHX, BND, VTEB, MUB 13F-HR 17 Jul 2025, 16:55
Q1 2025 60 $101,885,051 +$5,202,036 -$1,324,103 +$3,877,933 VEA, SCHX, MUB, SUB, VWO 13F-HR 25 Apr 2025, 14:38
Q4 2024 60 $100,583,699 $0 $0 $0 VEA, SCHX, MUB, SUB, VTEB 13F-HR 06 Feb 2025, 18:15