K2 Financial Inc.
All 13F Filings
- Location
- Glendora, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 141,692
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 60 | 141,692 | 13F-HR | K2 Financial Inc. |
| Q1 2026 | 4/28/2026 | 59 | 137,511 | 13F-HR | K2 Financial Inc. |
| Q4 2025 | 1/22/2026 | 58 | 129,385 | 13F-HR | K2 Financial Inc. |
| Q3 2025 | 10/16/2025 | 58 | 124,473 | 13F-HR | K2 Financial Inc. |
| Q2 2025 | 7/17/2025 | 59 | 113,373 | 13F-HR | K2 Financial Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.526 K | 3.9% | 194 | 0 | 194 |
| ETFs | 135.6 K | 95.7% | 3.655 K | 0 | 3.655 K |
| Debt | 580 | 0.4% | 330 | 0 | 330 |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
141,692
Holdings
60
QoQ value change ($000)
4,181
(3.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.