StockDriftsStockDriftsTop 50 Kaizen Financial Strategies Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.93% | 52.9K | $17.6M | -4.82%(-2.68K) | $124.78(+174.83%) | 2026-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 6.56% | 464.3K | $16.7M | -10.65%(-55.33K) | $18.49(+92.40%) | 2026-09-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 4.72% | 245.4K | $12.0M | -7.83%(-20.85K) | $35.98(+36.26%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 4.39% | 48.9K | $11.2M | -3.20%(-1.62K) | $25.44(+753.27%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.01% | 13.4K | $10.2M | -31.93%(-6.26K) | $448.66(+70.84%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 3.54% | 12.8K | $9.0M | +90.77%(+6.10K) | $565.01(+24.71%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 2.98% | 22.2K | $7.6M | -0.90%(-202) | $136.31(+149.56%) | 2026-09-30 | |
| FNDB | SCHWAB STRATEGIC TR | 2.95% | 244.8K | $7.5M | +22.81%(+45.46K) | $26.11(+20.59%) | 2026-09-30 | |
| SCHI | SCHWAB STRATEGIC TR | 2.94% | 348.9K | $7.5M | -5.87%(-21.78K) | $22.15(-2.70%) | 2026-09-30 | |
| VCRB | VANGUARD MALVERN FDS | 2.92% | 100.8K | $7.4M | -9.25%(-10.28K) | $76.50(-3.25%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.70% | +80.24% | +11.60% | +73.11% |
| Top 20 Holdings Unweighted | +23.60% | +88.82% | +11.89% | +75.37% |
Kaizen Financial Strategies reports $254.21M in US-listed equity holdings across 177 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.9%), SCHG (6.6%) and CGDV (4.7%). The top 20 holdings account for 61.35% of reported assets. Its disclosed equity book has returned +80.24% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kaizen Financial Strategies’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1842013). View Kaizen Financial Strategies’s 13F filings on SEC