Kaizen Financial Strategies

CIK: 0001842013Latest portfolio: $226.7M · Q4 2025

Holdings

163

Total Value

$226.7M

New Positions

15

Closed Positions

3

#StockSharesValue% PortfolioChangeType
1
SPYSPDR S&P 500 ETF TR
27,768$18.9M8.35%+156
2
SCHGSCHWAB STRATEGIC TR
543,716$17.7M7.82%-3,485
3
AAPLAPPLE INC
59,258$16.1M7.11%-2,069
4
CGDGCAPITAL GROUP DIVIDEND VALUE
304,926$13.3M5.87%+15K
5
NVDANVIDIA CORPORATION
53,976$10.1M4.44%-2,376
6
VCRBVANGUARD MALVERN FDS
129,117$10.1M4.44%+1K
7
SCHISCHWAB STRATEGIC TR
348,578$8.0M3.53%+14K
8
GOOGALPHABET INC
23,703$7.4M3.28%+1K
9
JIREJ P MORGAN EXCHANGE TRADED F
79,310$5.9M2.62%+4K
10
AMZNAMAZON COM INC
22,224$5.1M2.26%+2K
11
BXBLACKSTONE INC
27,127$4.2M1.84%+219
12
SCHQSCHWAB STRATEGIC TR
120,863$3.8M1.69%-11,805
13
VIGVANGUARD SPECIALIZED FUNDS
17,295$3.8M1.68%+1K
14
MSFTMICROSOFT CORP
7,522$3.6M1.60%+177
15
GOOGLALPHABET INC
11,405$3.6M1.57%-258
16
SMHVANECK ETF TRUST
23,228$3.5M1.53%NEWCall
17
TSLATESLA INC
6,669$3.0M1.32%+32
18
NDQINVESCO QQQ TR
4,027$2.5M1.09%-259
19
SCHRSCHWAB STRATEGIC TR
93,542$2.3M1.03%+12K
20
FNDBSCHWAB STRATEGIC TR
81,881$2.2M0.96%-3,400
21
XLKSELECT SECTOR SPDR TR
13,690$2.0M0.87%+6K
22
DONSPDR DOW JONES INDL AVERAGE
4,092$2.0M0.87%-473
23
LLYELI LILLY & CO
1,805$1.9M0.86%-418
24
SPYINEOS ETF TRUST
36,384$1.9M0.84%+1K
25
QQQINEOS ETF TRUST
34,707$1.9M0.82%+955

Quarterly Changes

New Positions

Closed Positions

  • SMHCLOSED
    $3.3B
  • IWMCLOSED
    $495.4M
  • ADBECLOSED
    $299.5M
  • XLICLOSED
    $236.8M
  • ETCLOSED
    $212.7M

Increased Positions

NameSharesChange
ACHR81K+17K
CGDG305K+15K
SCHI349K+14K
SCHR94K+12K
TEI171K+8K
JIRE79K+4K
XAWFX42K+4K
XLRE22K+3K
SCHA14K+3K
XLU5K+2K

Decreased Positions

NameSharesChange
SCHQ121K-11805
SCHG544K-3485
SMR15K-3440
FNDB82K-3400
NVDA54K-2376
AAPL59K-2069
VGSH18K-2052
AGX3K-1172
CRM4K-996
FNDA50K-980

Sector Breakdown

Financial Services0.0% ($1.893517736133061e+277T)
Technology0.0% ($1.610910066363712e+64T)
Industrials0.0% ($1.1461072774690607e+22T)
Unknown0.0% ($2.4735545454524037e+21T)
Consumer Cyclical0.0% ($51292999356.3T)
Healthcare0.0% ($1939945505.4T)
Utilities0.0% ($647591441.4T)
Communication Services0.0% ($743735.7T)
Basic Materials0.0% ($627596.6T)
Real Estate0.0% ($615.4B)
Energy0.0% ($462.4B)
Consumer Defensive0.0% ($885K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 21, 2026$226.7M165
Q3 2025Nov 12, 2025$221.2B151
Q2 2025Aug 8, 2025$196.8B150
Q1 2025Apr 9, 2025$173.4B139
Q4 2024Feb 14, 2025$176.6B133

Fund Information

CIK0001842013
Most Recent FilingJan 21, 2026
Number of Filings5

Kaizen Financial Strategies is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $226.7M across 163 holdings. The largest position is SPDR S&P 500 ETF TR (SPY), representing 8.4% of the portfolio. Compared to the previous quarter, the fund opened 17 new positions and closed 5 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.