Kaizen Financial Strategies Portfolio Holdings

Kaizen Financial Strategies

  • $183 Million
  • Q2 2025

Kaizen Financial Strategies has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $183 Million distributed in 150 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $16.6M, Schwab Strategic Tr Us Large C with a value of $15.6M, Apple Inc. with a value of $12.7M, Capital Group Divid Value ETF with a value of $9.77M, and Nvidia Corp with a value of $9.24M.

Examining the 13F form we can see an increase of $21M in the current position value, from $162M to 183M.

Below you can find more details about Kaizen Financial Strategies portfolio as well as his latest detailed transactions.

Portfolio value $183 Million
ETFs: $104 Million
Technology: $32.9 Million
Financial Services: $12.1 Million
Communication Services: $8.89 Million
Consumer Cyclical: $8.22 Million
Industrials: $5.42 Million
Healthcare: $4.26 Million
Energy: $1.84 Million
Other: $5.25 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$12.7 Million 6.94% of portfolio
61,808
Q2 2025 Added 0.48%
$456B
$9.24 Million 5.06% of portfolio
58,472
Q2 2025 Reduced 1.91%
$2.26T
$4.69 Million 2.57% of portfolio
21,393
Q2 2025 Added 20.98%
$123B
$4.48 Million 2.45% of portfolio
29,940
Q2 2025 Added 3.04%
$1.24T
$4.17 Million 2.28% of portfolio
23,503
Q2 2025 Reduced 0.38%
$3.95T
$3.9 Million 2.13% of portfolio
7,836
Q2 2025 Added 2.11%
$1.08T
$2.73 Million 1.49% of portfolio
8,587
Q2 2025 Reduced 26.88%
$1.21T
$2.29 Million 1.25% of portfolio
12,980
Q2 2025 Added 6.88%
$232B
$1.71 Million 0.93% of portfolio
6,257
Q2 2025 Reduced 2.17%
$608B
$1.6 Million 0.88% of portfolio
2,053
Q2 2025 Added 152.52%
$1.78T
$1.38 Million 0.75% of portfolio
1,866
Q2 2025 Added 10.41%
$439B
$1.14 Million 0.63% of portfolio
1,155
Q2 2025 Added 3.22%
$545B
$1.06 Million 0.58% of portfolio
791
Q2 2025 Added 48.13%
$551B
$1.02 Million 0.56% of portfolio
2,864
Q2 2025 Added 6.19%
$3.32B
$1.02 Million 0.56% of portfolio
4,620
Q2 2025 Reduced 3.14%
$0
$983,000 0.54% of portfolio
163,840
Q2 2025 Added 42.25%
$367B
$825,000 0.45% of portfolio
6,054
Q2 2025 Reduced 12.67%
$351B
$809,000 0.44% of portfolio
4,362
Q2 2025 Added 3.86%
$8.71B
$761,000 0.42% of portfolio
16,400
Q2 2025 Reduced 2.96%
$1.79B
$715,000 0.39% of portfolio
65,951
Q2 2025 Added 15.4%
$859B
$688,000 0.38% of portfolio
2,374
Q2 2025 Added 15.19%
$157B
$675,000 0.37% of portfolio
1,746
Q2 2025 Reduced 4.54%
$142B
$678,000 0.37% of portfolio
2,544
Q2 2025 Added 53.81%
$306B
$650,000 0.36% of portfolio
2,527
Q2 2025 Added 0.44%
$0
$654,000 0.36% of portfolio
34,477
Q2 2025 Added 6.58%
$0
$640,000 0.35% of portfolio
125,004
Q2 2025 New
$1.58B
$618,000 0.34% of portfolio
15,641
Q2 2025 Added 8.31%
$162B
$627,000 0.34% of portfolio
3,429
Q2 2025 Added 2.27%
$673M
$597,000 0.33% of portfolio
5,991
Q2 2025 Added 1.7%
$6.21B
$595,000 0.33% of portfolio
16,414
Q2 2025 Reduced 0.46%
$33.1B
$564,000 0.31% of portfolio
6,918
Q2 2025 Added 1.89%
$1.84B
$493,000 0.27% of portfolio
12,822
Q2 2025 Added 1.83%
$25.1B
$470,000 0.26% of portfolio
30,100
Q1 2025 Reduced 5.94%
$605M
$479,000 0.26% of portfolio
20,289
Q2 2025 Added 2.21%
$54.9B
$474,000 0.26% of portfolio
573
Q2 2025 Reduced 0.87%
$152B
$469,000 0.26% of portfolio
1,682
Q2 2025 Added 7.48%
$218B
$462,000 0.25% of portfolio
1,191
Q2 2025 Reduced 17.06%
$11.3B
$465,000 0.25% of portfolio
2,616
Q2 2025 New
$173B
$434,000 0.24% of portfolio
2,729
Q2 2025 Reduced 7.46%
$38.3B
$438,000 0.24% of portfolio
2,610
Q2 2025 New
$52.5B
$432,000 0.24% of portfolio
2,112
Q2 2025 Added 0.57%
$684B
$440,000 0.24% of portfolio
2,017
Q2 2025 Reduced 1.03%
$18.5B
$419,000 0.23% of portfolio
5,052
Q2 2025 Added 3.8%
$4.97B
$411,000 0.22% of portfolio
6,460
Q4 2024 Reduced 0.77%
$31.7B
$361,000 0.2% of portfolio
3,264
Q2 2025 Added 7.69%
$250B
$371,000 0.2% of portfolio
2,638
Q2 2025 Added 0.8%
$0
$363,000 0.2% of portfolio
32,931
Q2 2025 Added 43.64%
$55.4B
$367,000 0.2% of portfolio
2,287
Q2 2025 Added 6.47%
$621B
$348,000 0.19% of portfolio
717
Q2 2025 Added 14.9%

Summary

  • Portfolio
  • No. of Stocks 150
  • Current Value $183 Million
  • Prior Value $162 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 19 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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