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Kaizen Financial Strategies

Q1 2026 13F Holdings

  • Location
    campbell, CA
  • Num holdings

    174

  • Value ($000)

    $236,461

  • Date Filed
    05/01/2026
  • Form type
    13F-HR
  • CIK
    0001842013
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$18.4M
8 %

26,225

S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$17.81M
8 %

554,386

A
AAPL

APPLE INC

COM
037833100
$15.17M
6 %

57,584

C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
14020W106
$12.61M
5 %

277,840

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$10.31M
4 %

51,976

V
VCRB

VANGUARD MALVERN FDS

CORE BD ETF
922020748
$9.86M
4 %

127,046

S
SCHI

SCHWAB STRATEGIC TR

5 10YR CORP BD
808524698
$8.4M
4 %

368,644

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$7.78M
3 %

23,384

J
JIRE

J P MORGAN EXCHANGE TRADED F

INTRNL RES EQT
46641Q134
$7.07M
3 %

88,160

A
AMZN

AMAZON COM INC

COM
023135106
$5.03M
2 %

20,129

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