Kaizen Financial Strategies
•CIK: 1842013•Filing: Q4 2025
**Kaizen Financial Strategies** manages $223M across a diversified portfolio of 163 positions. The fund exhibits a clear tilt toward large-cap growth, evidenced by top holdings including SPY ($18.9M) and SCHG ($17.7M). Significant allocations are also directed toward technology leaders, notably AAPL ($16.1M) and NVDA ($10.1M). This concentrated exposure suggests a strategic focus on established market leaders and secular growth themes.
Total AUM
$222.7M
+ $90.8K in options
QoQ Performance
+0.6%
Positions
113
+ 2 options
Top 10 Concentration
50.6%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
SCHG
AAPL
CGDV
SPY8.5%
SCHG8.0%
AAPL7.2%
CGDV6.0%
NVDA4.5%
VCRB4.5%
SCHI3.6%
GOOG3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.0%
Technology20.9%
ETF9.3%
Consumer4.2%
Healthcare1.6%
Financial1.4%
Industrial0.9%
Utilities0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW15 new positions
↑71 increased
↓50 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023