§ 13F · FUND PROFILE
Kaizen Financial Strategies.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $221M (13F)Positions · 151Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 26K | $18M | 7.8% | −6% |
| 2 | SCHG | SCHWAB STRATEGIC TR | 554K | $18M | 7.5% | +2% |
| 3 | AAPL | APPLE INC | 58K | $15M | 6.4% | −3% |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 278K | $13M | 5.3% | −9% |
| 5 | NVDA | NVIDIA CORPORATION | 52K | $10M | 4.4% | −4% |
| 6 | VCRB | VANGUARD MALVERN FDS | 127K | $10M | 4.2% | −2% |
| 7 | SCHI | SCHWAB STRATEGIC TR | 369K | $8M | 3.6% | +6% |
| 8 | GOOG | ALPHABET INC | 23K | $8M | 3.3% | −1% |
| 9 | JIRE | J P MORGAN EXCHANGE TRADED F | 88K | $7M | 3.0% | +11% |
| 10 | AMZN | AMAZON COM INC | 20K | $5M | 2.1% | −9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KAIZEN SIGNAL
AC read
Kaizen Financial Strategies is a Other fund managing $221 million in assets. The fund runs a portfolio of 151 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed