K2 Financial Inc.

RIA/Wealth

K2 Financial Inc. is a RIA/Wealth based in Glendora, CA led by Kevin Takumi Kurimoto, reporting $161.9M in AUM as of Q3 2025 with 98% ETF concentration and 50% concentrated in top 10 holdings.

PresidentKevin Takumi Kurimoto

Portfolio Value: $124.5M
Positions: 58
Top Holding: VEA at 9.52%
Last Reported: Q3 2025

Address233 South Glendora Avenue, Glendora, CA, 91741, United States

Top Holdings

Largest long holdings in K2 Financial Inc.'s portfolio (50% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard FTSE Developed Markets VEA	ETF ETF	$11.8M	9.52%	+$121.9K Bought	— 198.1K shares	Q4 2024 Held for 11 months
2 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$9.8M	7.86%	-$398.6K Sold	— 372.3K shares	Q4 2024 Held for 11 months
3 Vanguard Total Bond Market BND	ETF ETF	$7.4M	5.93%	+$928.5K Bought	— 98.9K shares	Q4 2024 Held for 11 months
4 Vanguard Tax-Exempt Bond Index Fund VTEB	ETF ETF	$5.2M	4.18%	+$188.0K Bought	— 103.4K shares	Q4 2024 Held for 11 months
5 iShares National Muni Bond MUB	ETF ETF	$5.1M	4.08%	+$195.1K Bought	— 47.5K shares	Q4 2024 Held for 11 months
6 Vanguard FTSE Emerging Markets VWO	ETF ETF	$4.7M	3.80%	+$23.2K Bought	— 87.6K shares	Q4 2024 Held for 11 months
7 SEIM SEI Enhanced U.S. Large Cap Momentum Factor SEIM	ETF ETF	$4.7M	3.76%	+$871.7K Bought	— 104.4K shares	Q4 2024 Held for 11 months
8 SEIV SEI Enhanced U.S. Large Cap Value Factor SEIV	ETF ETF	$4.6M	3.68%	+$836.5K Bought	— 119.9K shares	Q4 2024 Held for 11 months
9 Schwab U.S. Small-Cap ETF SCHA	ETF ETF	$4.6M	3.68%	-$6.4K Sold	— 164.7K shares	Q4 2024 Held for 11 months
10 Vanguard Total International Bond BNDX	ETF ETF	$4.4M	3.56%	+$436.8K Bought	— 89.3K shares	Q4 2024 Held for 11 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in K2 Financial Inc.'s latest filing

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Market Value

$124.5M

Prior: $113.4M

Q/Q Change

+9.79%

+$11.1M

Net Flows % of MV

+4.82%

Turnover Ratio

3.94%

New Purchases

0 stocks

Added To

43 stocks

+$7.9M

Sold Out Of

1 stocks

$1.4M

Reduced Holdings

14 stocks

-$507.3K

Increased Positions

Position	Shares Δ	Change
1 GLDM SPDR Gold MiniShares Trust GLDM	+71.43%	6.9K → 11.8K +$401.0K
2 Schwab U.S. Large-Cap Value SCHV	+30.66%	42.3K → 55.3K +$373.3K
3 iShares Core MSCI International Developed Markets IDEV	+26.46%	16.3K → 20.6K +$343.9K
4 SEI Enhanced U.S. Large Cap Quality Factor SEIQ	+25.75%	47.0K → 59.1K +$459.5K
5 SEIM SEI Enhanced U.S. Large Cap Momentum Factor SEIM	+22.9%	84.9K → 104.4K +$871.7K

Decreased Positions

Position	Shares Δ	Change
1 Invesco S&P 500 Equal Weight ETF RSP	Sold	7.7K → 0 −$1.4M
2 SCHX Schwab U.S. Large-Cap ETF SCHX	-3.92%	387.5K → 372.3K −$398.6K
3 VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP	-1.61%	62.0K → 61.0K −$50.1K
4 SPDR Nuveen Bloomberg High Yield Municipal Bond HYMB	-1.29%	36.3K → 35.9K −$11.7K
5 Global X 1-3 Month T-Bill CLIP	-1.21%	6.3K → 6.2K −$7.6K