§ 13F · FUND PROFILE
Kaizen Financial Strategies.
AUM · $308M (13F)Positions · 176Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SMH | VANECK ETF TRUST | 38K | $23M | 7.6% | −12% |
| 2 | SCHG | SCHWAB STRATEGIC TR | 520K | $18M | 5.8% | −6% |
| 3 | AAPL | APPLE INC | 56K | $16M | 5.3% | −3% |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 20K | $15M | 4.8% | +31% |
| 5 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 266K | $13M | 4.2% | −4% |
| 6 | CAT | CATERPILLAR INC | 11K | $11M | 3.7% | +903% |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | 15K | $11M | 3.6% | — |
| 8 | NVDA | NVIDIA CORPORATION | 50K | $10M | 3.2% | −3% |
| 9 | VCRB | VANGUARD MALVERN FDS | 111K | $9M | 2.8% | −13% |
| 10 | SCHI | SCHWAB STRATEGIC TR | 371K | $8M | 2.7% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KAIZEN SIGNAL
AC read
Kaizen Financial Strategies is a Other fund managing $308 million in assets. The fund runs a portfolio of 176 positions.
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