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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.31T
$12.7 Million 6.94% of portfolio
61,808
Q2 2025 Added 0.48%
$469B
$9.24 Million 5.06% of portfolio
58,472
Q2 2025 Reduced 1.91%
$2.48T
$4.69 Million 2.57% of portfolio
21,393
Q2 2025 Added 20.98%
$1.7T
$4.17 Million 2.28% of portfolio
23,503
Q2 2025 Reduced 0.38%
$3.7T
$3.9 Million 2.13% of portfolio
7,836
Q2 2025 Added 2.11%
$1.36T
$2.73 Million 1.49% of portfolio
8,587
Q2 2025 Reduced 26.88%
$1.66T
$2.29 Million 1.25% of portfolio
12,980
Q2 2025 Added 6.88%
$240B
$1.71 Million 0.93% of portfolio
6,257
Q2 2025 Reduced 2.17%
$878B
$1.6 Million 0.88% of portfolio
2,053
Q2 2025 Added 152.52%
$1.43T
$1.38 Million 0.75% of portfolio
1,866
Q2 2025 Added 10.41%
$408B
$1.14 Million 0.63% of portfolio
1,155
Q2 2025 Added 3.22%
$491B
$1.06 Million 0.58% of portfolio
791
Q2 2025 Added 48.13%
$549B
$1.02 Million 0.56% of portfolio
2,864
Q2 2025 Added 6.19%
$377B
$858,000 0.47% of portfolio
6,047
Q2 2025 Reduced 8.66%
$344B
$825,000 0.45% of portfolio
6,054
Q2 2025 Reduced 12.67%
$387B
$809,000 0.44% of portfolio
4,362
Q2 2025 Added 3.86%
$334B
$650,000 0.36% of portfolio
2,527
Q2 2025 Added 0.44%
$201B
$627,000 0.34% of portfolio
3,429
Q2 2025 Added 2.27%
$297B
$462,000 0.25% of portfolio
1,191
Q2 2025 Reduced 17.06%
$645B
$440,000 0.24% of portfolio
2,017
Q2 2025 Reduced 1.03%
$275B
$371,000 0.2% of portfolio
2,638
Q2 2025 Added 0.8%
$635B
$348,000 0.19% of portfolio
717
Q2 2025 Added 14.9%
$303B
$230,000 0.13% of portfolio
1,610
Q2 2025 Reduced 34.69%
$221B
$219,000 0.12% of portfolio
1,612
Q2 2025 Added 0.81%
$440B
$204,000 0.11% of portfolio
1,800
Q2 2025 New
$427B
$210,000 0.11% of portfolio
4,453
Q2 2025 New

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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