account_balance
Investment manager · 13F filer · SEC CIK 1842013
Kaizen Financial Strategies
Reported value$254Mas of Sep 30, 2026
Positions177 14 new, 7 sold out
Top 10 weight41.9%AAPL alone is 7%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
6.9%Trimmed −5%
SCHGSchwab Strategic Tr
6.6%Trimmed −11%
CGDVCapital Group Dividend Value
4.7%Trimmed −8%
NVDANVIDIA Corp
4.4%Trimmed −3%
SPYSPDR S&P 500 ETF Trust
4.0%Trimmed −32%
VOOVanguard Index FDS
3.5%Added +91%
GOOGAlphabet Inc.
3.0%
FNDBSchwab Strategic Tr
2.9%Added +23%
SCHISchwab Strategic Tr
2.9%Trimmed −6%
VCRBVanguard Malvern FDS
2.9%Trimmed −9%
VYMVanguard Whitehall FDS
2.8%Added +16%
QQQInvesco QQQ Tr
2.5%Added +42%
AAPLApple Inc.
6.9%Trimmed −5%
SCHGSchwab Strategic Tr
6.6%Trimmed −11%
CGDVCapital Group Dividend Value
4.7%−8%
NVDANVIDIA Corp
4.4%−3%
SPYSPDR S&P 500 ETF Trust
4.0%−32%
VOOVanguard Index FDS
3.5%
GOOGAlphabet Inc.
3.0%
FNDBSchwab Strategic Tr
2.9%
SCHISchwab Strategic Tr
2.9%
VCRB2.9%
VYM2.8%
QQQ2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 6.9% Trimmed −5%
SCHG Schwab Strategic Tr 6.6% Trimmed −11%
CGDV Capital Group Dividend Value 4.7% Trimmed −8%
NVDA NVIDIA Corp 4.4% Trimmed −3%SPY SPDR S&P 500 ETF Trust 4.0% Trimmed −32%VOO Vanguard Index FDS 3.5% Added +91%
GOOG Alphabet Inc. 3.0% HeldFNDB Schwab Strategic Tr 2.9% Added +23%
SCHI Schwab Strategic Tr 2.9% Trimmed −6%
VCRB Vanguard Malvern FDS 2.9% Trimmed −9%
VYM Vanguard Whitehall FDS 2.8% Added +16%
QQQ Invesco QQQ Tr 2.5% Added +42%
What changed
Biggest moves since Jun 30, 2026
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