Kaizen Financial Strategies Top Holdings and 13F Report (2026)

About Kaizen Financial Strategies

Investment Activity

Kaizen Financial Strategies has $236.46 million in total holdings as of March 31, 2026.
Kaizen Financial Strategies owns shares of 171 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
Approximately 9.28% of the portfolio was purchased this quarter.
About 7.23% of the portfolio was sold this quarter.
This quarter, Kaizen Financial Strategies has purchased 163 new stocks and bought additional shares in 74 stocks.
Kaizen Financial Strategies sold shares of 61 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $18,401,297
Schwab U.S. Large-Cap Growth ETF: $17,812,438
Apple: $15,167,535
Capital Group Dividend Value ETF: $12,611,139
NVIDIA: $10,309,363

Largest New Holdings this Quarter

808524623 - SCHWAB STRATEGIC TR: $1,993,083 Holding
46654Q757 - J P MORGAN EXCHANGE TRADED F: $1,537,271 Holding
53656F268 - Wahed Dow Jones Islamic World ETF: $394,194 Holding
464286582 - iShares MSCI Japan Small-Cap ETF: $293,515 Holding
52661A108 - Leonardo DRS: $288,065 Holding

Largest Purchases this Quarter

Vanguard High Dividend Yield ETF: 19,667 shares (about $3.03M)
VanEck Semiconductor ETF: 31,882 shares (about $2.99M)
SCHWAB STRATEGIC TR: 79,122 shares (about $1.99M)
VANGUARD MALVERN FDS: 22,479 shares (about $1.75M)
J P MORGAN EXCHANGE TRADED F: 16,992 shares (about $1.54M)

Largest Sales this Quarter

Capital Group Dividend Value ETF: 27,086 shares (about $1.23M)
SPDR S&P 500 ETF Trust: 1,543 shares (about $1.08M)
Vanguard Dividend Appreciation ETF: 3,249 shares (about $730.64K)
Amazon.com: 2,095 shares (about $523.12K)
Argan: 842 shares (about $506.74K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$18,401,297	$1,082,677 â–¼	-5.6%	26,225	7.8%	Finance
SCHG Schwab U.S. Large-Cap Growth ETF	$17,812,438	$342,827 â–²	2.0%	554,386	7.5%	ETF
AAPL Apple	$15,167,535	$440,929 â–¼	-2.8%	57,584	6.4%	Computer and Technology
CGDV Capital Group Dividend Value ETF	$12,611,139	$1,229,432 â–¼	-8.9%	277,840	5.3%	ETF
NVDA NVIDIA	$10,309,363	$396,697 â–¼	-3.7%	51,976	4.4%	Computer and Technology
VANGUARD MALVERN FDS	$9,856,865	$160,679 â–¼	-1.6%	127,046	4.2%	CORE BD ETF
SCHI Schwab 5-10 Year Corporate Bond ETF	$8,397,701	$457,103 â–²	5.8%	368,644	3.6%	ETF
GOOG Alphabet	$7,781,419	$106,153 â–¼	-1.3%	23,384	3.3%	Computer and Technology
JIRE JPMorgan International Research Enhanced Equity ETF	$7,070,424	$709,769 â–²	11.2%	88,160	3.0%	ETF
SMH VanEck Semiconductor ETF	$5,162,133	$2,986,375 â–²	137.3%	55,110	2.2%	Manufacturing
AMZN Amazon.com	$5,026,211	$523,121 â–¼	-9.4%	20,129	2.1%	Retail/Wholesale
GOOGL Alphabet	$3,849,186	$16,801 â–²	0.4%	11,455	1.6%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$3,530,116	$3,025,396 â–²	599.4%	22,948	1.5%	Financial Services
BX Blackstone	$3,164,260	$311,480 â–¼	-9.0%	24,696	1.3%	Finance
VIG Vanguard Dividend Appreciation ETF	$3,158,669	$730,636 â–¼	-18.8%	14,046	1.3%	ETF
MSFT Microsoft	$2,940,804	$220,203 â–¼	-7.0%	6,998	1.2%	Computer and Technology
VANGUARD MALVERN FDS	$2,777,925	$1,750,777 â–²	170.5%	35,667	1.2%	CORE-PLUS BD ETF
FNDB Schwab Fundamental U.S. Broad Market ETF	$2,683,259	$345,965 â–²	14.8%	94,001	1.1%	ETF
QQQ Invesco QQQ	$2,610,246	$31,379 â–²	1.2%	4,076	1.1%	Finance
TSLA Tesla	$2,383,179	$210,395 â–¼	-8.1%	6,128	1.0%	Auto/Tires/Trucks
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$2,161,922	$168,218 â–¼	-7.2%	86,789	0.9%	ETF
XLK Technology Select Sector SPDR Fund	$2,081,330	$152 â–²	0.0%	13,691	0.9%	ETF
SPYI NEOS S&P 500 High Income ETF	$2,008,499	$109,255 â–²	5.8%	38,477	0.8%	ETF
SCHWAB STRATEGIC TR	$1,993,083	$1,993,083 â–²	New Holding	79,122	0.8%	ULTRA SHORT INCM
FNDA Schwab Fundamental U.S. Small Company ETF	$1,980,972	$241,477 â–²	13.9%	57,105	0.8%	ETF
NEOS ETF TRUST	$1,965,811	$109,334 â–²	5.9%	36,751	0.8%	NASDAQ 100 HIGH
DIA SPDR Dow Jones Industrial Average ETF Trust	$1,758,693	$228,761 â–¼	-11.5%	3,621	0.7%	Finance
FNDE Schwab Fundamental Emerging Markets Equity ETF	$1,735,812	$266,908 â–¼	-13.3%	42,955	0.7%	ETF
META Meta Platforms	$1,613,964	$192,945 â–²	13.6%	2,384	0.7%	Computer and Technology
AGX Argan	$1,553,323	$506,741 â–¼	-24.6%	2,581	0.7%	Construction
J P MORGAN EXCHANGE TRADED F	$1,537,271	$1,537,271 â–²	New Holding	16,992	0.7%	JPMORGAN INTL VL
AMD Advanced Micro Devices	$1,529,873	$28,939 â–¼	-1.9%	5,498	0.6%	Computer and Technology
XTL SPDR S&P Telecom ETF	$1,450,106	$139,480 â–²	10.6%	6,633	0.6%	ETF
LLY Eli Lilly and Company	$1,428,353	$203,405 â–¼	-12.5%	1,580	0.6%	Medical
VOO Vanguard S&P 500 ETF	$1,425,201	$5,804 â–¼	-0.4%	2,210	0.6%	ETF
TEI Templeton Emerging Markets Income Fund	$1,156,977	$20,725 â–²	1.8%	174,506	0.5%	Financial Services
BLOK Amplify Transformational Data Sharing ETF	$1,122,740	$5,869 â–¼	-0.5%	19,130	0.5%	ETF
FNDF Schwab Fundamental International Equity ETF	$1,105,816		0.0%	21,443	0.5%	ETF
SANDISK CORP	$1,096,928	$52,410 â–¼	-4.6%	1,193	0.5%	COM
ETF SER SOLUTIONS	$1,084,723	$31,292 â–²	3.0%	8,666	0.5%	DEFIANCE QUANTUM
KTOS Kratos Defense & Security Solutions	$1,071,504	$52,087 â–¼	-4.6%	14,400	0.5%	Aerospace
VWO Vanguard FTSE Emerging Markets ETF	$1,021,214		0.0%	17,544	0.4%	ETF
GE VERNOVA INC	$984,322	$350,286 â–²	55.2%	1,006	0.4%	COM
CAT Caterpillar	$963,172	$32,440 â–²	3.5%	1,247	0.4%	Industrials
VTI Vanguard Total Stock Market ETF	$954,351	$21,800 â–¼	-2.2%	2,758	0.4%	ETF
VGSH Vanguard Short-Term Treasury ETF	$908,043	$127,206 â–¼	-12.3%	15,526	0.4%	ETF
RSPT Invesco S&P 500 Equal Weight Technology ETF	$904,522	$74,360 â–²	9.0%	17,869	0.4%	ETF
AMAT Applied Materials	$871,014	$3,509 â–¼	-0.4%	2,234	0.4%	Computer and Technology
LAM RESEARCH CORP	$861,571	$336,070 â–¼	-28.1%	3,302	0.4%	COM NEW
XLF Financial Select Sector SPDR Fund	$857,085	$544,459 â–²	174.2%	43,133	0.4%	ETF
XSD SPDR S&P Semiconductor ETF	$852,524	$40,404 â–²	5.0%	2,110	0.4%	ETF
ABBV AbbVie	$846,863	$18,183 â–¼	-2.1%	4,052	0.4%	Medical
XLRE Real Estate Select Sector SPDR Fund	$829,499	$130,685 â–¼	-13.6%	18,934	0.4%	ETF
COST Costco Wholesale	$822,773	$191,618 â–¼	-18.9%	833	0.3%	Retail/Wholesale
PALANTIR TECHNOLOGIES INC	$821,584	$44,398 â–²	5.7%	5,755	0.3%	CL A
WDC Western Digital	$808,015	$123,698 â–¼	-13.3%	2,234	0.3%	Computer and Technology
XLC Communication Services Select Sector SPDR Fund	$786,863	$41,589 â–²	5.6%	6,622	0.3%	ETF
KGC Kinross Gold	$755,335		0.0%	22,301	0.3%	Basic Materials
SCHK Schwab 1000 Index ETF	$754,801	$45,110 â–²	6.4%	22,338	0.3%	ETF
GE GE Aerospace	$754,528	$5,070 â–²	0.7%	2,530	0.3%	Aerospace
IUSG iShares Core S&P U.S. Growth ETF	$752,314	$866 â–²	0.1%	4,344	0.3%	Manufacturing
JPM JPMorgan Chase & Co.	$732,813	$2,480 â–²	0.3%	2,364	0.3%	Finance
EPOL iShares MSCI Poland ETF	$731,313	$23,838 â–²	3.4%	18,315	0.3%	ETF
UEC Uranium Energy	$727,847	$7,580 â–²	1.1%	48,011	0.3%	Basic Materials
V Visa	$716,630	$134,250 â–¼	-15.8%	2,274	0.3%	Business Services
CRM Salesforce	$714,050	$75,211 â–¼	-9.5%	3,940	0.3%	Computer and Technology
SOXL Direxion Daily Semiconductors Bull 3x Shares	$703,425	$30,929 â–²	4.6%	7,960	0.3%	ETF
GRAYSCALE BITCOIN MINI TR ET	$701,327	$329,864 â–²	88.8%	21,023	0.3%	SHS NEW
EDD Morgan Stanley Emerging Markets Domestic Debt Fund	$687,574	$32,346 â–²	4.9%	121,694	0.3%	Financial Services
RGLD Royal Gold	$667,907	$5,505 â–¼	-0.8%	2,548	0.3%	Basic Materials
USLM United States Lime & Minerals	$661,820	$3,341 â–¼	-0.5%	4,953	0.3%	Construction
STAG Stag Industrial	$657,035	$6,910 â–²	1.1%	16,925	0.3%	Finance
PDI PIMCO Dynamic Income Fund	$640,640	$17,169 â–²	2.8%	37,053	0.3%	Financial Services
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$635,488	$22,653 â–¼	-3.4%	5,807	0.3%	Finance
NFLX Netflix	$630,464	$42,146 â–²	7.2%	5,849	0.3%	Consumer Discretionary
NEE NextEra Energy	$629,893	$110,477 â–¼	-14.9%	6,859	0.3%	Utilities
VB Vanguard Small-Cap ETF	$600,492	$202,121 â–²	50.7%	2,148	0.3%	ETF
GLD SPDR Gold Shares	$598,949	$7,041 â–¼	-1.2%	1,361	0.3%	Finance
IWM iShares Russell 2000 ETF	$594,654	$279,735 â–²	88.8%	29,763	0.3%	Finance
XITK SPDR FactSet Innovative Technology ETF	$553,763		0.0%	3,314	0.2%	ETF
CIBR First Trust Nasdaq Cybersecurity ETF	$552,675	$396 â–²	0.1%	8,384	0.2%	Manufacturing
AVGO Broadcom	$552,279	$132,292 â–²	31.5%	1,386	0.2%	Computer and Technology
ETR Entergy	$551,907		0.0%	4,778	0.2%	Utilities
CAH Cardinal Health	$524,652	$426 â–²	0.1%	2,462	0.2%	Medical
WES Western Midstream Partners	$513,613	$35,131 â–²	7.3%	12,573	0.2%	Energy
ALCC AltC Acquisition	$506,938	$22,281 â–¼	-4.2%	7,895	0.2%	Energy
AWF AllianceBernstein Global High Income Fund	$500,227	$54,841 â–²	12.3%	47,550	0.2%	Finance
AMGN Amgen	$483,458	$5,240 â–²	1.1%	1,384	0.2%	Medical
BIB ProShares Ultra Nasdaq Biotechnology	$482,602	$21,680 â–²	4.7%	5,565	0.2%	ETF
FALN iShares Fallen Angels USD Bond ETF	$468,561	$28,908 â–²	6.6%	17,246	0.2%	Manufacturing
IMCG iShares Morningstar Mid-Cap Growth ETF	$467,373	$7,024 â–¼	-1.5%	5,456	0.2%	ETF
VBK Vanguard Small-Cap Growth ETF	$456,468	$3,625 â–²	0.8%	1,385	0.2%	ETF
SCHA Schwab US Small-Cap ETF	$446,574	$632 â–²	0.1%	14,137	0.2%	ETF
ARM HOLDINGS PLC	$446,408	$16,233 â–¼	-3.5%	2,750	0.2%	SPONSORED ADS
AXP American Express	$437,821	$103,266 â–¼	-19.1%	1,344	0.2%	Finance
VCTR Victory Capital	$436,623		0.0%	6,060	0.2%	Finance
VANGUARD CALIF TAX FREE FDS	$436,176	$100,571 â–²	30.0%	4,363	0.2%	TAX EXEMPT BD FD
ANGL VanEck Fallen Angel High Yield Bond ETF	$432,336	$18,797 â–²	4.5%	14,766	0.2%	Manufacturing
MS Morgan Stanley	$428,591	$3,184 â–²	0.7%	2,288	0.2%	Finance
KIE SPDR S&P Insurance ETF	$423,801	$11,532 â–²	2.8%	7,350	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Kaizen Financial Strategies Top Holdings and 13F Report (2026)

About Kaizen Financial Strategies

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Kaizen Financial Strategies Top Holdings and 13F Report (2026)

About Kaizen Financial Strategies

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofKaizen Financial Strategies

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools