Kaizen Financial Strategies Portfolio Holdings

Kaizen Financial Strategies

  • $197 Million
  • Q3 2025

Kaizen Financial Strategies has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $197 Million distributed in 151 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 $18.4M, Schwab Strategic Tr Us Large C with a value of $17.5M, Apple Inc. with a value of $15.6M, Capital Group Divid Value ETF with a value of $12.2M, and Nvidia Corp with a value of $10.5M.

Examining the 13F form we can see an increase of $14.3M in the current position value, from $183M to 197M.

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

Portfolio value $197 Million
ETFs: $112 Million
Technology: $36.5 Million
Financial Services: $12.3 Million
Communication Services: $10.7 Million
Consumer Cyclical: $8.45 Million
Industrials: $6.33 Million
Healthcare: $3.86 Million
Basic Materials: $2.04 Million
Other: $5.27 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.4 Million 9.34% of portfolio
27,612
Q3 2025 Added 2.81%
$0
$17.5 Million 8.87% of portfolio
547,201
Q3 2025 Added 2.32%
$0
$12.2 Million 6.19% of portfolio
290,285
Q3 2025 Added 17.31%
$0
$7.73 Million 3.93% of portfolio
335,016
Q3 2025 Added 6.93%
$0
$5.54 Million 2.81% of portfolio
75,320
Q3 2025 Added 13.43%
$0
$4.29 Million 2.18% of portfolio
132,668
Q3 2025 Added 11.77%
$0
$3.11 Million 1.58% of portfolio
9,523
Q3 2025 Reduced 17.27%
$0
$2.95 Million 1.5% of portfolio
16,213
Q3 2025 Reduced 0.25%
$0
$2.57 Million 1.31% of portfolio
4,286
Q3 2025 Reduced 5.34%
$0
$2.2 Million 1.11% of portfolio
85,281
Q3 2025 Reduced 27.5%
$0
$2.12 Million 1.07% of portfolio
4,565
Q3 2025 Reduced 0.13%
$0
$2.06 Million 1.05% of portfolio
81,945
Q3 2025 Added 15.91%
$0
$2.03 Million 1.03% of portfolio
7,216
Q3 2025 Added 1.68%
$0
$1.82 Million 0.92% of portfolio
50,222
Q3 2025 Added 17.4%
$0
$1.59 Million 0.81% of portfolio
51,124
Q3 2025 Reduced 6.14%
$0
$1.36 Million 0.69% of portfolio
2,217
Q3 2025 Reduced 8.95%
$0
$1.16 Million 0.59% of portfolio
19,753
Q3 2025 Reduced 5.68%
$0
$921,000 0.47% of portfolio
21,443
Q3 2025 Reduced 3.66%
$0
$932,000 0.47% of portfolio
17,216
Q3 2025 Reduced 6.34%
$0
$925,000 0.47% of portfolio
2,821
Q3 2025 Reduced 7.48%
$0
$873,000 0.44% of portfolio
6,245
Q3 2025 Added 2.04%
$0
$803,000 0.41% of portfolio
6,790
Q3 2025 Added 8.35%
$0
$779,000 0.4% of portfolio
18,498
Q3 2025 Reduced 3.24%
$0
$783,000 0.4% of portfolio
14,546
Q3 2025 Reduced 6.94%
$0
$712,000 0.36% of portfolio
4,332
Q3 2025 Reduced 8.45%
$0
$691,000 0.35% of portfolio
6,203
Q3 2025 Reduced 2.41%
$0
$674,000 0.34% of portfolio
21,003
Q3 2025 Added 26.81%
$0
$641,000 0.33% of portfolio
2,010
Q3 2025 Added 0.5%
$0
$634,000 0.32% of portfolio
8,354
Q3 2025 Reduced 3.49%
$0
$631,000 0.32% of portfolio
3,314
Q1 2025 New
$0
$530,000 0.27% of portfolio
2,685
Q3 2025 Reduced 2.72%
$5.08B
$511,000 0.26% of portfolio
6,938
Q3 2025 Reduced 9.28%
$0
$497,000 0.25% of portfolio
15,450
Q3 2025 Added 28.75%
$130B
$489,000 0.25% of portfolio
1,377
Q2 2025 Added 16.99%
$0
$498,000 0.25% of portfolio
2,061
Q3 2025 Reduced 25.94%
$0
$468,000 0.24% of portfolio
10,164
Q3 2025 New
$0
$456,000 0.23% of portfolio
5,523
Q3 2025 Added 8.02%
$0
$425,000 0.22% of portfolio
15,319
Q3 2025 Added 0.64%
$0
$424,000 0.22% of portfolio
7,150
Q3 2025 Reduced 14.76%
$0
$405,000 0.21% of portfolio
7,800
Q3 2025 Added 8.33%
$0
$420,000 0.21% of portfolio
14,137
Q3 2025 Added 8.89%
$0
$396,000 0.2% of portfolio
3,526
Q3 2025 Added 0.14%
$0
$375,000 0.19% of portfolio
561
Q3 2025 Reduced 27.43%
$0
$378,000 0.19% of portfolio
1,272
Q3 2025 Added 12.57%
$0
$352,000 0.18% of portfolio
1,100
Q3 2025 Reduced 10.2%
$0
$355,000 0.18% of portfolio
1,398
Q3 2025 Added 0.65%
$0
$338,000 0.17% of portfolio
11,431
Q3 2025 Added 0.42%
$0
$308,000 0.16% of portfolio
11,059
Q3 2025 Added 3.07%
$0
$287,000 0.15% of portfolio
4,420
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 151
  • Current Value $197 Million
  • Prior Value $183 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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