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

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%
$4.3T
$15.6 Million 7.93% of portfolio
61,327
Q3 2025 Reduced 0.78%
$0
$12.2 Million 6.19% of portfolio
290,285
Q3 2025 Added 17.31%
$465B
$10.5 Million 5.34% of portfolio
56,352
Q3 2025 Reduced 3.63%
$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%
$1.74T
$5.47 Million 2.78% of portfolio
22,479
Q3 2025 Reduced 4.36%
$98.1B
$4.6 Million 2.33% of portfolio
26,908
Q3 2025 Reduced 10.13%
$2.39T
$4.52 Million 2.3% of portfolio
20,590
Q3 2025 Reduced 3.75%
$0
$4.29 Million 2.18% of portfolio
132,668
Q3 2025 Added 11.77%
$3.78T
$3.8 Million 1.93% of portfolio
7,345
Q3 2025 Reduced 6.27%
$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%
$1.29T
$2.95 Million 1.5% of portfolio
6,637
Q3 2025 Reduced 22.71%
$1.65T
$2.84 Million 1.44% of portfolio
11,663
Q3 2025 Reduced 10.15%
$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%
$971B
$1.7 Million 0.86% of portfolio
2,223
Q3 2025 Added 8.28%
$0
$1.59 Million 0.81% of portfolio
51,124
Q3 2025 Reduced 6.14%
$1.37T
$1.47 Million 0.75% of portfolio
2,007
Q3 2025 Added 7.56%
$9.12B
$1.38 Million 0.7% of portfolio
15,100
Q3 2025 Reduced 7.93%
$0
$1.36 Million 0.69% of portfolio
2,217
Q3 2025 Reduced 8.95%
$0
$1.33 Million 0.67% of portfolio
19,830
Q3 2025 Reduced 2.46%
$237B
$1.27 Million 0.64% of portfolio
5,351
Q3 2025 Reduced 14.48%
$4.88B
$1.24 Million 0.63% of portfolio
4,595
Q3 2025 Reduced 0.54%
$0
$1.16 Million 0.59% of portfolio
19,753
Q3 2025 Reduced 5.68%
$0
$1.02 Million 0.52% of portfolio
163,498
Q3 2025 Reduced 0.21%
$342B
$994,000 0.5% of portfolio
5,452
Q3 2025 Reduced 9.94%
$533B
$982,000 0.5% of portfolio
2,877
Q3 2025 Added 0.45%
$414B
$939,000 0.48% of portfolio
4,058
Q3 2025 Reduced 6.97%
$404B
$947,000 0.48% of portfolio
1,024
Q3 2025 Reduced 11.34%
$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%
$49.1B
$935,000 0.47% of portfolio
780
Q3 2025 Reduced 1.39%
$388B
$909,000 0.46% of portfolio
5,622
Q3 2025 Reduced 7.03%
$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%
$881B
$741,000 0.38% of portfolio
2,351
Q3 2025 Reduced 0.97%
$0
$712,000 0.36% of portfolio
4,332
Q3 2025 Reduced 8.45%
$593B
$715,000 0.36% of portfolio
2,543
Q3 2025 Added 26.08%
$328B
$706,000 0.36% of portfolio
2,349
Q3 2025 Reduced 7.04%
$678M
$710,000 0.36% of portfolio
5,403
Q3 2025 Reduced 9.81%

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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