What does Kaizen Financial Strategies hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Kaizen Financial Strategies filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

STATE STR SPDR S&P 500 ETF T

$18M26K7.8%

SCHWAB STRATEGIC TR

$18M554K7.5%

APPLE INC

$15M58K6.4%

CAPITAL GROUP DIVIDEND VALUE

$13M278K5.3%

NVIDIA CORPORATION

$10M52K4.4%

VANGUARD MALVERN FDS

$10M127K4.2%

SCHWAB STRATEGIC TR

$8M369K3.6%

ALPHABET INC

$8M23K3.3%

J P MORGAN EXCHANGE TRADED F

$7M88K3.0%

VANECK ETF TRUST

$5M55K2.2%

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