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Kaizen Financial Strategies

Q2 2026 13F Holdings

  • Location
    campbell, CA
  • Num holdings

    176

  • Value ($000)

    $307,730

  • Date Filed
    07/30/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SMH

VANECK ETF TRUST

SEMICONDUCTR ETF
92189F676
$23.39M
8 %

37,700

put
S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$17.72M
6 %

519,599

A
AAPL

APPLE INC

COM
037833100
$16.36M
5 %

55,579

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$14.63M
5 %

19,616

C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREAT UNIT
14020W106
$13.07M
4 %

266,220

C
CAT

CATERPILLAR INC

COM
149123101
$11.3M
4 %

11,400

put
S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$10.96M
4 %

14,700

put
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$9.97M
3 %

50,473

V
VCRB

VANGUARD MALVERN FDS

CORE BD ETF
922020748
$8.53M
3 %

111,040

S
SCHI

SCHWAB STRATEGIC TR

5 10YR CORP BD
808524698
$8.35M
3 %

370,730

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