§ 13F · FUND PROFILE
Kaizen Financial Strategies.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $196.8T (13F)Positions · 150Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 28K | $18.9T | 8.4% | +1% |
| 2 | SCHG | SCHWAB STRATEGIC TR | 544K | $17.7T | 7.8% | −1% |
| 3 | AAPL | APPLE INC | 59K | $16.1T | 7.1% | −3% |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 305K | $13.3T | 5.9% | +5% |
| 5 | NVDA | NVIDIA CORPORATION | 54K | $10.1T | 4.4% | −4% |
| 6 | VCRB | VANGUARD MALVERN FDS | 129K | $10.1T | 4.4% | +1% |
| 7 | SCHI | SCHWAB STRATEGIC TR | 349K | $8.0T | 3.5% | +4% |
| 8 | GOOG | ALPHABET INC | 24K | $7.4T | 3.3% | +5% |
| 9 | JIRE | J P MORGAN EXCHANGE TRADED F | 79K | $5.9T | 2.6% | +5% |
| 10 | AMZN | AMAZON COM INC | 22K | $5.1T | 2.3% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KAIZEN SIGNAL
AC read
Kaizen Financial Strategies is a Other fund managing $196846.2 trillion in assets. The fund runs a portfolio of 150 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed