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 |
|---|---|
BAC 7.25 PERP LBANK AMERICA CORP | $400K |
QCOMQUALCOMM INC | $394K |
IVVISHARES TR | $384K |
FIWFIRST TR EXCHANGE-TRADED FD | $383K |
VCTRVICTORY CAP HLDGS INC | $382K |
SPGSIMON PPTY GROUP INC NEW | $382K |
OKEONEOK INC NEW | $367K |
VBVANGUARD INDEX FDS | $367K |
AVGOBROADCOM INC | $364K |
VNMVANECK ETF TRUST | $357K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $356K |
LENLENNAR CORP | $356K |
XLYSELECT SECTOR SPDR TR | $351K |
BTCINEOS ETF TRUST | $350K |
IWOISHARES TR | $347K |
SCHMSCHWAB STRATEGIC TR | $345K |
VTECVANGUARD CALIF TAX FREE FDS | $336K |
PANWPALO ALTO NETWORKS INC | $333K |
EWPISHARES INC | $328K |
AXONAXON ENTERPRISE INC | $326K |
GLDMWORLD GOLD TR | $322K |
HESMHESS MIDSTREAM LP | $320K |
SOXLDIREXION SHS ETF TR | $319K |
LDOSLEIDOS HOLDINGS INC | $313K |
ARMARM HOLDINGS PLC | $311K |
BABAALIBABA GROUP HLDG LTD | $307K |
EWSISHARES INC | $306K |
ACWXISHARES TR | $296K |
SNDKSANDISK CORP | $296K |
NEMNEWMONT CORP | $296K |
DFCADIMENSIONAL ETF TRUST | $295K |
MMM3M CO | $292K |
FLMXFRANKLIN TEMPLETON ETF TR | $284K |
GILDGILEAD SCIENCES INC | $277K |
EWCISHARES INC | $270K |
SPYVSPDR SERIES TRUST | $269K |
QQQEDIREXION SHS ETF TR | $253K |
HONHONEYWELL INTL INC | $249K |
0DFCDIREXION SHS ETF TR | $248K |
LULULULULEMON ATHLETICA INC | $247K |
ALSNALLISON TRANSMISSION HLDGS I | $244K |
EMEEMCOR GROUP INC | $240K |
MAINMAIN STR CAP CORP | $235K |
XLUSELECT SECTOR SPDR TR | $233K |
ISRGINTUITIVE SURGICAL INC | $232K |
PSLV/USPROTT ASSET MANAGEMENT LP | $231K |
SLMSLM CORP | $231K |
KCESPDR SERIES TRUST | $230K |
BACBANK AMERICA CORP | $228K |
XMESPDR SERIES TRUST | $222K |
CUBECUBESMART | $221K |
HLALLISTED FDS TR | $217K |
SMRNUSCALE PWR CORP | $215K |
XHSSPDR SERIES TRUST | $213K |
BNDVANGUARD BD INDEX FDS | $212K |
FLTRVANECK ETF TRUST | $212K |
AESAES CORP | $210K |
SCHWSCHWAB CHARLES CORP | $209K |
JEPIJ P MORGAN EXCHANGE TRADED F | $208K |
FNFFIDELITY NATIONAL FINANCIAL | $208K |
TNADIREXION SHS ETF TR | $201K |
CLFCLEVELAND-CLIFFS INC NEW | $166K |
JOBYJOBY AVIATION INC | $147K |
PreviousPage 2 of 2