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 $236.5M across 167 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($18.4M, 7.78%), SCHG ($17.8M, 7.53%), AAPL ($15.2M, 6.41%), CGDV ($12.6M, 5.33%), NVDA ($10.3M, 4.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $18.4M | 7.78% | 26,225 | Trimmed |
| 2 | SCHG | SCHWAB STRATEGIC TR | $17.8M | 7.53% | 554,386 | Added |
| 3 | AAPL | APPLE INC | $15.2M | 6.41% | 57,584 | Trimmed |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $12.6M | 5.33% | 277,840 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $10.3M | 4.36% | 51,976 | Trimmed |
| 6 | VCRB | VANGUARD MALVERN FDS | $9.9M | 4.17% | 127,046 | Trimmed |
| 7 | SCHI | SCHWAB STRATEGIC TR | $8.4M | 3.55% | 368,644 | Added |
| 8 | GOOG | ALPHABET INC | $7.8M | 3.29% | 23,384 | Trimmed |
| 9 | JIRE | J P MORGAN EXCHANGE TRADED F | $7.1M | 2.99% | 88,160 | Added |
| 10 | SMH | VANECK ETF TRUST | $5.2M | 2.18% | 55,110 | Added |
| 11 | AMZN | AMAZON COM INC | $5.0M | 2.13% | 20,129 | Trimmed |
| 12 | GOOGL | ALPHABET INC | $3.8M | 1.63% | 11,455 | Added |
| 13 | VYM | VANGUARD WHITEHALL FDS | $3.5M | 1.49% | 22,948 | Added |
| 14 | BX | BLACKSTONE INC | $3.2M | 1.34% | 24,696 | Trimmed |
| 15 | VIG | VANGUARD SPECIALIZED FUNDS | $3.2M | 1.34% | 14,046 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $2.9M | 1.24% | 6,998 | Trimmed |
| 17 | VPLS | VANGUARD MALVERN FDS | $2.8M | 1.17% | 35,667 | Added |
| 18 | FNDB | SCHWAB STRATEGIC TR | $2.7M | 1.13% | 94,001 | Added |
| 19 | QQQ | INVESCO QQQ TR | $2.6M | 1.10% | 4,076 | Added |
| 20 | TSLA | TESLA INC | $2.4M | 1.01% | 6,128 | Trimmed |
| 21 | SCHR | SCHWAB STRATEGIC TR | $2.2M | 0.91% | 86,789 | Trimmed |
| 22 | XLK | SELECT SECTOR SPDR TR | $2.1M | 0.88% | 13,691 | Added |
| 23 | SPYI | NEOS ETF TRUST | $2.0M | 0.85% | 38,477 | Added |
| 24 | SCUS | SCHWAB STRATEGIC TR | $2.0M | 0.84% | 79,122 | New |
| 25 | FNDA | SCHWAB STRATEGIC TR | $2.0M | 0.84% | 57,105 | Added |
Source: SEC Form 13F filings · as of 2026-03-31