13F Insight
DOSSIER · 13F-HR · Q3 2026

Kaizen Financial Strategies

$254M in tracked AUM across 177 positions as of Q3 2026.

KF
CIK 0001842013 · last filed Sep 30, 2026
Total AUM
$254M
as of Q3 2026
Holdings
177
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Kaizen Financial Strategies filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$18M53K6.9%02
SCHG
SCHWAB STRATEGIC TR
$17M464K6.6%03
CGDV
CAPITAL GROUP DIVIDEND VALUE
$12M245K4.7%04
NVDA
NVIDIA CORPORATION
$11M49K4.4%05
SPY
STATE STR SPDR S&P 500 ETF T
$10M13K4.0%06
VOO
VANGUARD INDEX FDS
$9M13K3.5%07
GOOG
ALPHABET INC
$8M22K3.0%08
FNDB
SCHWAB STRATEGIC TR
$7M245K2.9%09
SCHI
SCHWAB STRATEGIC TR
$7M349K2.9%10
VCRB
VANGUARD MALVERN FDS
$7M101K2.9%

Filing history

2026Q3Sep 30
$254M▼ 17.4%
177 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 23