13F Insight
DOSSIER · 13F-HR · Q2 2026

Kaizen Financial Strategies

$308M in tracked AUM across 176 positions as of Q2 2026.

KF
CIK 0001842013 · last filed Jun 30, 2026
Total AUM
$308M
as of Q2 2026
Holdings
176
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Kaizen Financial Strategies filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SMH
VANECK ETF TRUST
$30M49K9.8%02
SPY
STATE STR SPDR S&P 500 ETF T
$26M34K8.3%03
SCHG
SCHWAB STRATEGIC TR
$18M520K5.8%04
AAPL
APPLE INC
$16M56K5.3%05
CGDV
CAPITAL GROUP DIVIDEND VALUE
$13M266K4.2%06
CAT
CATERPILLAR INC
$12M13K4.0%07
NVDA
NVIDIA CORPORATION
$10M50K3.2%08
VCRB
VANGUARD MALVERN FDS
$9M111K2.8%09
SCHI
SCHWAB STRATEGIC TR
$8M371K2.7%10
GOOG
ALPHABET INC
$8M22K2.6%

Filing history

2026Q2Jun 30
$308M▲ 30.1%
176 positionsView →2026Q1Mar 31
$236M▲ 4.3%
174 positionsView →2025Q4Dec 31
$227M▲ 2.5%
165 positionsView →2025Q3Sep 30
$221M▲ 12.4%
151 positionsView →2025Q2Jun 30
$197M▲ 13.6%
150 positionsLocked2025Q1Mar 31
$173M▼ 1.9%
139 positionsLocked2024Q4Dec 31
$177M▲ 2.5%
133 positionsLocked2024Q3Sep 30
$172M▲ 7.5%
137 positionsLocked2024Q2Jun 30
$160M▲ 8.8%
133 positionsLocked2024Q1Mar 31
$147M▲ 11.7%
130 positionsLocked2023Q4Dec 31
$132M▲ 11.5%
118 positionsLocked2023Q3Sep 30
$118M▲ 1.2%
112 positionsLocked
Showing 12 of 22