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
$3.77B
$323,000 0.18% of portfolio
47,511
Q2 2025 New
$127B
$335,000 0.18% of portfolio
1,217
Q2 2025 New
$8.13B
$302,000 0.17% of portfolio
9,214
Q2 2025 Added 0.4%
$172B
$286,000 0.16% of portfolio
279
Q2 2025 Added 0.72%
$146B
$295,000 0.16% of portfolio
1,271
Q2 2025 Added 1.11%
$87.3B
$300,000 0.16% of portfolio
1,977
Q2 2025 Added 0.15%
$61.1B
$292,000 0.16% of portfolio
915
Q2 2025 Added 0.44%
$24.3B
$274,000 0.15% of portfolio
1,740
Q3 2024 Reduced 0.57%
$150B
$270,000 0.15% of portfolio
2,443
Q2 2025 Added 10.05%
$8.98B
$252,000 0.14% of portfolio
13,155
Q2 2025 Added 5.88%
$16.6B
$229,000 0.13% of portfolio
4,085
Q2 2025 Reduced 1.23%
$112B
$231,000 0.13% of portfolio
3,354
Q2 2025 Added 12.47%
$53.7B
$229,000 0.13% of portfolio
12,631
Q2 2025 Added 8.78%
$302B
$230,000 0.13% of portfolio
1,610
Q2 2025 Reduced 34.69%
$8.78B
$237,000 0.13% of portfolio
2,500
Q2 2025 Reduced 3.85%
$229B
$219,000 0.12% of portfolio
1,612
Q2 2025 Added 0.81%
$79.5B
$217,000 0.12% of portfolio
1,738
Q2 2025 Added 0.17%
$7.51B
$217,000 0.12% of portfolio
2,294
Q2 2025 Added 4.51%
$54.7B
$201,000 0.11% of portfolio
3,467
Q2 2025 New
$324B
$204,000 0.11% of portfolio
1,800
Q2 2025 New
$8.72B
$206,000 0.11% of portfolio
4,866
Q2 2025 Added 3.73%
$5.02B
$207,000 0.11% of portfolio
3,517
Q2 2025 New
$381B
$210,000 0.11% of portfolio
4,453
Q2 2025 New
$10.9B
$124,000 0.07% of portfolio
11,804
Q2 2025 Reduced 29.75%
$5.11B
$87,000 0.05% of portfolio
11,571
Q2 2025 New
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 25.09%
$0
$0 0.0% of portfolio
11,477
Q2 2025 Reduced 15.11%

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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