Kaizen Financial Strategies
Q4 2025 13F Holdings
- Locationcampbell, CA
- Num holdings
165
- Value ($000)
$226,690
- Date Filed01/20/2026
- Form type13F-HR
- CIK0001842013
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $18.94M | 8 % | 27,768 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $17.74M | 8 % | 543,716 | ||
APPLE INC | COM | 037833100 | $16.11M | 7 % | 59,258 | ||
CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $13.31M | 6 % | 304,926 | ||
NVIDIA CORPORATION | COM | 67066G104 | $10.07M | 4 % | 53,976 | ||
VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $10.06M | 4 % | 129,117 | ||
SCHWAB STRATEGIC TR | 5 10YR CORP BD | 808524698 | $8.01M | 4 % | 348,578 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | $7.44M | 3 % | 23,703 | ||
J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 | $5.94M | 3 % | 79,310 | ||
AMAZON COM INC | COM | 023135106 | $5.13M | 2 % | 22,224 |
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