Kaizen Financial Strategies Q4 2025 Filing
Filed January 21, 2026
Portfolio Value
$226.7M
Holdings
163
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (163 positions)
| Stock | Value |
|---|---|
SPYSPDR S&P 500 ETF TR | $18.9M |
SCHGSCHWAB STRATEGIC TR | $17.7M |
AAPLAPPLE INC | $16.1M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $13.3M |
NVDANVIDIA CORPORATION | $10.1M |
VCRBVANGUARD MALVERN FDS | $10.1M |
SCHISCHWAB STRATEGIC TR | $8.0M |
GOOGALPHABET INC | $7.4M |
JIREJ P MORGAN EXCHANGE TRADED F | $5.9M |
AMZNAMAZON COM INC | $5.1M |
BXBLACKSTONE INC | $4.2M |
SCHQSCHWAB STRATEGIC TR | $3.8M |
VIGVANGUARD SPECIALIZED FUNDS | $3.8M |
MSFTMICROSOFT CORP | $3.6M |
GOOGLALPHABET INC | $3.6M |
SMHVANECK ETF TRUST | $3.5M |
TSLATESLA INC | $3.0M |
NDQINVESCO QQQ TR | $2.5M |
SCHRSCHWAB STRATEGIC TR | $2.3M |
FNDBSCHWAB STRATEGIC TR | $2.2M |
XLKSELECT SECTOR SPDR TR | $2.0M |
DONSPDR DOW JONES INDL AVERAGE | $2.0M |
LLYELI LILLY & CO | $1.9M |
SPYINEOS ETF TRUST | $1.9M |
QQQINEOS ETF TRUST | $1.9M |
FNDESCHWAB STRATEGIC TR | $1.8M |
FNDASCHWAB STRATEGIC TR | $1.6M |
VOOVANGUARD INDEX FDS | $1.4M |
METAMETA PLATFORMS INC | $1.4M |
AMDADVANCED MICRO DEVICES INC | $1.2M |
CRMSALESFORCE INC | $1.2M |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $1.1M |
TEITEMPLETON EMERGING MKTS INCO | $1.1M |
BLOKAMPLIFY ETF TR | $1.1M |
AGXARGAN INC | $1.1M |
VGSHVANGUARD SCOTTSDALE FDS | $1.0M |
VPLSVANGUARD MALVERN FDS | $1.0M |
FNDFSCHWAB STRATEGIC TR | $969K |
PLTRPALANTIR TECHNOLOGIES INC | $967K |
VVISA INC | $947K |
ABBVABBVIE INC | $945K |
VTIVANGUARD INDEX FDS | $945K |
VWOVANGUARD INTL EQUITY INDEX F | $943K |
QTUMETF SER SOLUTIONS | $922K |
XTLSPDR SERIES TRUST | $918K |
COSTCOSTCO WHSL CORP NEW | $885K |
XLRESELECT SECTOR SPDR TR | $884K |
XLFSELECT SECTOR SPDR TR | $861K |
LRCXLAM RESEARCH CORP | $785K |
GEGE AEROSPACE | $774K |
JPMJPMORGAN CHASE & CO. | $759K |
RSPTINVESCO EXCHANGE TRADED FD T | $746K |
XLCSELECT SECTOR SPDR TR | $738K |
IUSGISHARES TR | $728K |
CATCATERPILLAR INC | $690K |
SCHKSCHWAB STRATEGIC TR | $688K |
LQDISHARES TR | $662K |
NEENEXTERA ENERGY INC | $647K |
XSDSPDR SERIES TRUST | $646K |
PDIPIMCO DYNAMIC INCOME FD | $638K |
EDDMORGAN STANLEY EMERGING MKTS | $629K |
KGCKINROSS GOLD CORP | $627K |
EPOLISHARES TR | $623K |
STAGSTAG INDL INC | $615K |
AXPAMERICAN EXPRESS CO | $614K |
ACHRARCHER AVIATION INC | $609K |
CIBRFIRST TR EXCHANGE TRADED FD | $598K |
USLMUNITED STS LIME & MINERALS I | $596K |
XITKSPDR SERIES TRUST | $591K |
OKLOOKLO INC | $591K |
AMATAPPLIED MATLS INC | $576K |
UGLPROSHARES TR II | $571K |
RGLDROYAL GOLD INC | $571K |
U6ZURANIUM ENERGY CORP | $554K |
IWMISHARES TR | $553K |
GQ9SPDR GOLD TR | $545K |
NFLXNETFLIX INC | $511K |
CAHCARDINAL HEALTH INC | $505K |
XSWSPDR SERIES TRUST | $502K |
VYMVANGUARD WHITEHALL FDS | $470K |
PGRPROGRESSIVE CORP | $470K |
WESWESTERN MIDSTREAM PARTNERS L | $462K |
ORCLORACLE CORP | $452K |
XAWFXALLIANCEBERNSTEIN GLOBAL HIG | $452K |
AMGNAMGEN INC | $448K |
WDCWESTERN DIGITAL CORP | $443K |
IMCGISHARES TR | $442K |
FALNISHARES TR | $441K |
ETRENTERGY CORP NEW | $441K |
USOUNITED STS OIL FD LP | $440K |
BTCGRAYSCALE BITCOIN MINI TR ET | $431K |
KIESPDR SERIES TRUST | $430K |
HACKAMPLIFY ETF TR | $427K |
BIBPROSHARES TR | $424K |
EWIISHARES INC | $423K |
GEVGE VERNOVA INC | $423K |
VBKVANGUARD INDEX FDS | $415K |
ANGLVANECK ETF TRUST | $414K |
DWDMORGAN STANLEY | $403K |
SCHASCHWAB STRATEGIC TR | $402K |
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