Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kaizen Financial Strategies (CIK 1842013) reported $307.7M across 170 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SMH ($30.2M, 9.82%), SPY ($25.6M, 8.32%), SCHG ($17.7M, 5.76%), AAPL ($16.4M, 5.32%), CGDV ($13.1M, 4.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SMH | VANECK ETF TRUST | $30.2M | 9.82% | 48,697 | Trimmed |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $25.6M | 8.32% | 34,316 | Added |
| 3 | SCHG | SCHWAB STRATEGIC TR | $17.7M | 5.76% | 519,599 | Trimmed |
| 4 | AAPL | APPLE INC | $16.4M | 5.32% | 55,579 | Trimmed |
| 5 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $13.1M | 4.25% | 266,220 | Trimmed |
| 6 | CAT | CATERPILLAR INC | $12.4M | 4.03% | 12,503 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $10.0M | 3.24% | 50,473 | Trimmed |
| 8 | VCRB | VANGUARD MALVERN FDS | $8.5M | 2.77% | 111,040 | Trimmed |
| 9 | SCHI | SCHWAB STRATEGIC TR | $8.4M | 2.71% | 370,730 | Added |
| 10 | GOOG | ALPHABET INC | $8.0M | 2.61% | 22,429 | Trimmed |
| 11 | IWM | ISHARES TR | $7.8M | 2.54% | 26,163 | Trimmed |
| 12 | JIRE | J P MORGAN EXCHANGE TRADED F | $6.7M | 2.17% | 81,885 | Trimmed |
| 13 | VYM | VANGUARD WHITEHALL FDS | $6.3M | 2.04% | 39,687 | Added |
| 14 | FNDB | SCHWAB STRATEGIC TR | $6.1M | 1.98% | 199,338 | Added |
| 15 | VOO | VANGUARD INDEX FDS | $4.6M | 1.50% | 6,725 | Added |
| 16 | QQQ | INVESCO QQQ TR | $4.4M | 1.43% | 6,065 | Added |
| 17 | AMZN | AMAZON COM INC | $4.3M | 1.40% | 17,837 | Trimmed |
| 18 | GOOGL | ALPHABET INC | $4.1M | 1.33% | 11,325 | Trimmed |
| 19 | VIG | VANGUARD SPECIALIZED FUNDS | $3.7M | 1.21% | 15,809 | Added |
| 20 | FNDF | SCHWAB STRATEGIC TR | $3.6M | 1.18% | 69,451 | Added |
| 21 | VPLS | VANGUARD MALVERN FDS | $3.6M | 1.18% | 47,021 | Added |
| 22 | AMD | ADVANCED MICRO DEVICES INC | $3.0M | 0.96% | 5,455 | Trimmed |
| 23 | XLK | SELECT SECTOR SPDR TR | $2.6M | 0.86% | 14,195 | Added |
| 24 | MSFT | MICROSOFT CORP | $2.6M | 0.84% | 6,701 | Trimmed |
| 25 | BX | BLACKSTONE INC | $2.5M | 0.83% | 21,270 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30