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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$168B
$675,000 0.37% of portfolio
1,746
Q2 2025 Reduced 4.54%
$0
$680,000 0.37% of portfolio
6,267
Q2 2025 Added 0.02%
$143B
$678,000 0.37% of portfolio
2,544
Q2 2025 Added 53.81%
$316B
$650,000 0.36% of portfolio
2,527
Q2 2025 Added 0.44%
$0
$654,000 0.36% of portfolio
8,656
Q2 2025 Added 1.3%
$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
$0
$627,000 0.34% of portfolio
3,314
Q1 2025 New
$1.58B
$618,000 0.34% of portfolio
15,641
Q2 2025 Added 8.31%
$153B
$627,000 0.34% of portfolio
3,429
Q2 2025 Added 2.27%
$736M
$597,000 0.33% of portfolio
5,991
Q2 2025 Added 1.7%
$0
$600,000 0.33% of portfolio
2,783
Q2 2025 Reduced 2.39%
$6.34B
$595,000 0.33% of portfolio
16,414
Q2 2025 Reduced 0.46%
$5.34B
$559,000 0.31% of portfolio
7,648
Q2 2025 Reduced 54.13%
$32.6B
$564,000 0.31% of portfolio
6,918
Q2 2025 Added 1.89%
$0
$523,000 0.29% of portfolio
2,760
Q1 2025 New
$0
$501,000 0.27% of portfolio
8,388
Q2 2025 Added 2.29%
$1.73B
$493,000 0.27% of portfolio
12,822
Q2 2025 Added 1.83%
$0
$493,000 0.27% of portfolio
16,562
Q1 2025 Reduced 26.01%
$29.2B
$470,000 0.26% of portfolio
30,100
Q1 2025 Reduced 5.94%
$611M
$479,000 0.26% of portfolio
20,289
Q2 2025 Added 2.21%
$53.4B
$474,000 0.26% of portfolio
573
Q2 2025 Reduced 0.87%
$0
$479,000 0.26% of portfolio
773
Q4 2024 Reduced 23.92%
$147B
$469,000 0.26% of portfolio
1,682
Q2 2025 Added 7.48%
$238B
$462,000 0.25% of portfolio
1,191
Q2 2025 Reduced 17.06%
$12.3B
$465,000 0.25% of portfolio
2,616
Q2 2025 New
$186B
$434,000 0.24% of portfolio
2,729
Q2 2025 Reduced 7.46%
$39B
$438,000 0.24% of portfolio
2,610
Q2 2025 New
$60.8B
$432,000 0.24% of portfolio
2,112
Q2 2025 Added 0.57%
$813B
$440,000 0.24% of portfolio
2,017
Q2 2025 Reduced 1.03%
$0
$413,000 0.23% of portfolio
15,222
Q2 2025 New
$17.9B
$419,000 0.23% of portfolio
5,052
Q2 2025 Added 3.8%
$116B
$419,000 0.23% of portfolio
1,377
Q2 2025 Added 16.99%
$4.6B
$411,000 0.22% of portfolio
6,460
Q4 2024 Reduced 0.77%
$0
$410,000 0.22% of portfolio
5,113
Q2 2025 Reduced 11.91%
$0
$380,000 0.21% of portfolio
12,983
Q2 2025 Added 86.81%
$0
$387,000 0.21% of portfolio
12,000
Q2 2025 New
$0
$380,000 0.21% of portfolio
3,521
Q2 2025 Reduced 10.09%
$33.9B
$361,000 0.2% of portfolio
3,264
Q2 2025 Added 7.69%
$267B
$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%
$59.4B
$367,000 0.2% of portfolio
2,287
Q2 2025 Added 6.47%
$644B
$348,000 0.19% of portfolio
717
Q2 2025 Added 14.9%
$0
$346,000 0.19% of portfolio
7,200
Q2 2025 New
$0
$350,000 0.19% of portfolio
1,225
Q2 2025 Added 8.89%
$10.7B
$322,000 0.18% of portfolio
4,928
Q2 2025 Reduced 2.86%
$4.81B
$323,000 0.18% of portfolio
47,511
Q2 2025 New
$140B
$335,000 0.18% of portfolio
1,217
Q2 2025 New
$0
$329,000 0.18% of portfolio
1,389
Q2 2025 Reduced 29.13%

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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