Kaizen Financial Strategies Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$221.2M
Holdings
151
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (151 positions)
| Stock | Value |
|---|---|
SPYSPDR S&P 500 ETF TR | $18.5M |
SCHGSCHWAB STRATEGIC TR | $17.7M |
AAPLAPPLE INC | $16.5M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $12.3M |
NVDANVIDIA CORPORATION | $10.6M |
VCRBVANGUARD MALVERN FDS | $10.0M |
SCHISCHWAB STRATEGIC TR | $7.7M |
GOOGALPHABET INC | $6.4M |
JIREJ P MORGAN EXCHANGE TRADED F | $5.6M |
AMZNAMAZON COM INC | $5.0M |
SCHQSCHWAB STRATEGIC TR | $4.3M |
BXBLACKSTONE INC | $3.9M |
MSFTMICROSOFT CORP | $3.7M |
VIGVANGUARD SPECIALIZED FUNDS | $3.5M |
SMHVANECK ETF TRUST | $3.3M |
GOOGLALPHABET INC | $3.3M |
TSLATESLA INC | $3.0M |
NDQINVESCO QQQ TR | $2.6M |
FNDBSCHWAB STRATEGIC TR | $2.2M |
DONSPDR DOW JONES INDL AVERAGE | $2.1M |
XLKSELECT SECTOR SPDR TR | $2.1M |
LLYELI LILLY & CO | $2.1M |
SCHRSCHWAB STRATEGIC TR | $2.1M |
FNDESCHWAB STRATEGIC TR | $1.9M |
QQQINEOS ETF TRUST | $1.8M |
SPYINEOS ETF TRUST | $1.8M |
FNDASCHWAB STRATEGIC TR | $1.6M |
AGXARGAN INC | $1.4M |
VOOVANGUARD INDEX FDS | $1.4M |
AMDADVANCED MICRO DEVICES INC | $1.3M |
BLOKAMPLIFY ETF TR | $1.3M |
CRMSALESFORCE INC | $1.3M |
METAMETA PLATFORMS INC | $1.2M |
VGSHVANGUARD SCOTTSDALE FDS | $1.2M |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $1.1M |
TEITEMPLETON EMERGING MKTS INCO | $1.0M |
VVISA INC | $970K |
PLTRPALANTIR TECHNOLOGIES INC | $954K |
COSTCOSTCO WHSL CORP NEW | $946K |
VWOVANGUARD INTL EQUITY INDEX F | $940K |
FNDFSCHWAB STRATEGIC TR | $939K |
OKLOOKLO INC | $933K |
QTUMETF SER SOLUTIONS | $929K |
VTIVANGUARD INDEX FDS | $929K |
VPLSVANGUARD MALVERN FDS | $918K |
XTLSPDR SERIES TRUST | $910K |
ABBVABBVIE INC | $889K |
NFLXNETFLIX INC | $856K |
LRCXLAM RESEARCH CORP | $778K |
XLCSELECT SECTOR SPDR TR | $763K |
XLFSELECT SECTOR SPDR TR | $762K |
XLRESELECT SECTOR SPDR TR | $753K |
RSPTINVESCO EXCHANGE TRADED FD T | $743K |
JPMJPMORGAN CHASE & CO. | $737K |
IUSGISHARES TR | $719K |
GEGE AEROSPACE | $717K |
NEENEXTERA ENERGY INC | $696K |
LQDISHARES TR | $688K |
CATCATERPILLAR INC | $685K |
SCHKSCHWAB STRATEGIC TR | $678K |
XSDSPDR SERIES TRUST | $668K |
STAGSTAG INDL INC | $643K |
PDIPIMCO DYNAMIC INCOME FD | $638K |
AXPAMERICAN EXPRESS CO | $637K |
CIBRFIRST TR EXCHANGE TRADED FD | $623K |
ORCLORACLE CORP | $620K |
EDDMORGAN STANLEY EMERGING MKTS | $618K |
USLMUNITED STS LIME & MINERALS I | $618K |
SMRNUSCALE PWR CORP | $604K |
AMATAPPLIED MATLS INC | $600K |
XITKSPDR SERIES TRUST | $593K |
U6ZURANIUM ENERGY CORP | $581K |
ACHRARCHER AVIATION INC | $573K |
KGCKINROSS GOLD CORP | $541K |
ARMARM HOLDINGS PLC | $530K |
EPOLISHARES TR | $525K |
CAHCARDINAL HEALTH INC | $517K |
XSWSPDR SERIES TRUST | $510K |
GQ9SPDR GOLD TR | $504K |
IWMISHARES TR | $495K |
USOUNITED STS OIL FD LP | $492K |
UGLPROSHARES TR II | $489K |
PGRPROGRESSIVE CORP | $474K |
ETRENTERGY CORP NEW | $467K |
LENLENNAR CORP | $460K |
HACKAMPLIFY ETF TR | $454K |
AVGOBROADCOM INC | $448K |
IMCGISHARES TR | $445K |
RGLDROYAL GOLD INC | $436K |
AMGNAMGEN INC | $429K |
WDCWESTERN DIGITAL CORP | $421K |
FALNISHARES TR | $418K |
XAWFXALLIANCEBERNSTEIN GLOBAL HIG | $417K |
SPGSIMON PPTY GROUP INC NEW | $414K |
ANGLVANECK ETF TRUST | $413K |
KIESPDR SERIES TRUST | $411K |
BTCINEOS ETF TRUST | $407K |
PANWPALO ALTO NETWORKS INC | $405K |
EWIISHARES INC | $404K |
BAC 7.25 PERP LBANK AMERICA CORP | $402K |
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