StockDriftsStockDriftsTop 50 Kaizen Financial Strategies Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 7% | 519.6K | $17.7M | -6.27%(-34.79K) | $18.49(+92.62%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.46% | 55.6K | $16.4M | -3.48%(-2.00K) | $124.78(+144.73%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.78% | 19.6K | $14.6M | -25.20%(-6.61K) | $448.66(+72.81%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 5.16% | 266.2K | $13.1M | -4.18%(-11.62K) | $35.98(+41.36%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.94% | 50.5K | $10.0M | -2.89%(-1.50K) | $25.44(+788.54%) | 2026-06-30 | |
| VCRB | VANGUARD MALVERN FDS | 3.37% | 111.0K | $8.5M | -12.60%(-16.01K) | $76.50(-0.61%) | 2026-06-30 | |
| SCHI | SCHWAB STRATEGIC TR | 3.3% | 370.7K | $8.4M | +0.57%(+2.09K) | $22.15(+0.19%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.17% | 22.4K | $8.0M | -4.08%(-955) | $136.31(+151.38%) | 2026-06-30 | |
| SMH | VANECK ETF TRUST | 2.69% | 11.0K | $6.8M | +0.80%(+87) | $295.05(+99.23%) | 2026-06-30 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 2.64% | 81.9K | $6.7M | -7.12%(-6.28K) | $65.71(+30.40%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.70% | +75.82% | +11.08% | +69.14% |
| Top 20 Holdings Unweighted | +22.77% | +85.07% | +11.68% | +73.74% |
Kaizen Financial Strategies reports $307.73M in US-listed equity holdings across 170 positions in its most recent 13F filing. Its largest disclosed positions are SCHG (7.0%), AAPL (6.5%) and SPY (5.8%). The top 20 holdings account for 60.78% of reported assets. Its disclosed equity book has returned +75.82% on a three-year cumulative basis. Figures reflect the Q2 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