Institutions / Kaizen Financial Strategies
Kaizen Financial Strategies
CIK 1842013 · Institution · as of Dec 31, 2025
Portfolio value
$226.60M
Positions
163
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 163 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tr | $18.94M | 8.4% |
| Schwab Strategic Tr | $17.74M | 7.8% |
| Apple Inc. | $16.11M | 7.1% |
| Capital Group Dividend Value | $13.31M | 5.9% |
| NVIDIA Corp | $10.07M | 4.4% |
| Vanguard Malvern Fds | $10.06M | 4.4% |
| Schwab Strategic Tr | $8.01M | 3.5% |
| Alphabet Inc. | $7.44M | 3.3% |
| J P Morgan Exchange Traded F | $5.94M | 2.6% |
| Amazon.com Inc | $5.13M | 2.3% |
| Blackstone Inc | $4.18M | 1.8% |
| Schwab Strategic Tr | $3.83M | 1.7% |
| Vanguard Specialized Funds | $3.80M | 1.7% |
| Microsoft Corp | $3.64M | 1.6% |
| Alphabet Inc. | $3.57M | 1.6% |
| VanEck ETF Trust | $3.43M | 1.5% |
| Tesla Inc | $3.00M | 1.3% |
| Invesco Qqq Tr | $2.47M | 1.1% |
| Schwab Strategic Tr | $2.35M | 1.0% |
| Schwab Strategic Tr | $2.18M | 1.0% |
| Select Sector SPDR Tr | $1.97M | 0.9% |
| SPDR Dow Jones Indl Average | $1.97M | 0.9% |
| ELI LILLY & Co | $1.94M | 0.9% |
| Neos ETF Trust | $1.91M | 0.8% |
| Neos ETF Trust | $1.87M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.