Kaizen Financial Strategies — 13F holdings

Kaizen Financial Strategies reported 177 holdings worth $254M in its 13F filing for Q3 2026, filed October 9, 2026.

Largest positions

1. AAPL APPLE INC — $17.6M (6.9%)
2. SCHG SCHWAB STRATEGIC TR — $16.7M (6.6%)
3. CGDV CAPITAL GROUP DIVIDEND VALUE — $12.0M (4.7%)
4. NVDA NVIDIA CORPORATION — $11.2M (4.4%)
5. SPY SPDR S&P 500 ETF TR — $10.2M (4.0%)
6. VOO VANGUARD INDEX FDS — $8.99M (3.5%)
7. GOOG ALPHABET INC — $7.57M (3.0%)
8. FNDB SCHWAB STRATEGIC TR — $7.49M (2.9%)
9. SCHI SCHWAB STRATEGIC TR — $7.48M (2.9%)
10. VCRB VANGUARD MALVERN FDS — $7.42M (2.9%)