Kaizen Financial Strategies Portfolio Holdings

Kaizen Financial Strategies

  • $212 Million
  • Q4 2025

Kaizen Financial Strategies has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $212 Million distributed in 165 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 $18.5M, Schwab Strategic Tr Us Large C with a value of $17.5M, Apple Inc. with a value of $15.8M, Capital Group Divid Value ETF with a value of $13.1M, and Nvidia Corp with a value of $10.1M.

Examining the 13F form we can see an increase of $14.6M in the current position value, from $197M to 212M.

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

Portfolio value $212 Million
ETFs: $126 Million
Technology: $35.9 Million
Communication Services: $11.8 Million
Financial Services: $11.6 Million
Consumer Cyclical: $9.1 Million
Industrials: $5.97 Million
Healthcare: $4.29 Million
Basic Materials: $2.03 Million
Other: $5.19 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.5 Million 8.74% of portfolio
27,768
Q4 2025 Added 0.56%
$0
$17.5 Million 8.29% of portfolio
543,716
Q4 2025 Reduced 0.64%
$4.3T
$15.8 Million 7.49% of portfolio
59,258
Q4 2025 Reduced 3.37%
$0
$13.1 Million 6.18% of portfolio
304,926
Q4 2025 Added 5.04%
$465B
$10.1 Million 4.76% of portfolio
53,976
Q4 2025 Reduced 4.22%
$0
$7.99 Million 3.78% of portfolio
348,578
Q4 2025 Added 4.05%
$1.74T
$6.77 Million 3.2% of portfolio
23,703
Q4 2025 Added 5.45%
$0
$5.95 Million 2.81% of portfolio
79,310
Q4 2025 Added 5.3%
$2.39T
$5.22 Million 2.47% of portfolio
22,224
Q4 2025 Added 7.94%
$0
$3.94 Million 1.86% of portfolio
13,690
Q4 2025 Added 89.72%
$0
$3.89 Million 1.84% of portfolio
120,863
Q4 2025 Reduced 8.9%
$3.78T
$3.82 Million 1.8% of portfolio
7,522
Q4 2025 Added 2.41%
$98.1B
$3.75 Million 1.77% of portfolio
27,127
Q4 2025 Added 0.81%
$0
$3.29 Million 1.55% of portfolio
9,528
Q4 2025 Added 0.05%
$1.65T
$3.15 Million 1.49% of portfolio
11,405
Q4 2025 Reduced 2.21%
$0
$3.15 Million 1.49% of portfolio
17,295
Q4 2025 Added 6.67%
$0
$2.43 Million 1.15% of portfolio
4,027
Q4 2025 Reduced 6.04%
$0
$2.35 Million 1.11% of portfolio
93,542
Q4 2025 Added 14.15%
$0
$2.12 Million 1.0% of portfolio
81,881
Q4 2025 Reduced 3.99%
$0
$1.93 Million 0.91% of portfolio
4,092
Q4 2025 Reduced 10.36%
$0
$1.86 Million 0.88% of portfolio
49,560
Q4 2025 Reduced 1.32%
$971B
$1.84 Million 0.87% of portfolio
1,805
Q4 2025 Reduced 18.8%
$0
$1.52 Million 0.72% of portfolio
50,144
Q4 2025 Reduced 1.92%
$0
$1.37 Million 0.65% of portfolio
2,219
Q4 2025 Added 0.09%
$388B
$1.35 Million 0.64% of portfolio
5,602
Q4 2025 Reduced 0.36%
$1.37T
$1.28 Million 0.6% of portfolio
2,099
Q4 2025 Added 4.58%
$4.88B
$1.2 Million 0.57% of portfolio
3,423
Q4 2025 Reduced 25.51%
$0
$1.15 Million 0.54% of portfolio
19,230
Q4 2025 Reduced 3.03%
$0
$1.1 Million 0.52% of portfolio
171,380
Q4 2025 Added 4.82%
$9.12B
$1.09 Million 0.52% of portfolio
15,100
Q3 2025 Reduced 7.93%
$0
$1.04 Million 0.49% of portfolio
17,701
Q4 2025 Reduced 10.39%
$237B
$1.03 Million 0.49% of portfolio
4,355
Q4 2025 Reduced 18.61%
$414B
$968,000 0.46% of portfolio
4,139
Q4 2025 Added 2.0%
$0
$962,000 0.45% of portfolio
17,544
Q4 2025 Added 1.91%
$342B
$947,000 0.45% of portfolio
5,444
Q4 2025 Reduced 0.15%
$0
$960,000 0.45% of portfolio
21,443
Q3 2025 Reduced 3.66%
$0
$930,000 0.44% of portfolio
2,821
Q3 2025 Reduced 7.48%
$404B
$937,000 0.44% of portfolio
1,027
Q4 2025 Added 0.29%
$533B
$879,000 0.42% of portfolio
2,700
Q4 2025 Reduced 6.15%
$0
$897,000 0.42% of portfolio
21,917
Q4 2025 Added 18.48%
$0
$847,000 0.4% of portfolio
5,995
Q4 2025 Reduced 4.0%
$0
$825,000 0.39% of portfolio
15,733
Q4 2025 Added 8.16%
$328B
$754,000 0.36% of portfolio
2,513
Q4 2025 Added 6.98%
$0
$715,000 0.34% of portfolio
4,339
Q4 2025 Added 0.16%
$881B
$707,000 0.33% of portfolio
2,356
Q4 2025 Added 0.21%
$168B
$691,000 0.33% of portfolio
8,062
Q4 2025 Reduced 5.05%
$0
$698,000 0.33% of portfolio
6,272
Q4 2025 Reduced 7.63%
$0
$678,000 0.32% of portfolio
21,003
Q3 2025 Added 26.81%
$0
$679,000 0.32% of portfolio
2,942
Q4 2025 Added 174.7%

Summary

  • Portfolio
  • No. of Stocks 165
  • Current Value $212 Million
  • Prior Value $197 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 15 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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