Kaizen Financial Strategies: 13F holdings
CIK 18420132026Q2
| Positions | 170 |
|---|---|
| Reported value | $307.7m |
| Filed | 2026-07-30 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHG SCHWAB STRATEGIC TR | 519,599 | $17.7m | 5.8% |
| AAPL APPLE INC | 55,579 | $16.4m | 5.3% |
| SPY STATE STR SPDR S&P 500 ETF T | 19,616 | $14.6m | 4.8% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 266,220 | $13.1m | 4.2% |
| NVDA NVIDIA CORPORATION | 50,473 | $10.0m | 3.2% |
| VANGUARD MALVERN FDS | 111,040 | $8.5m | 2.8% |
| SCHI SCHWAB STRATEGIC TR | 370,730 | $8.4m | 2.7% |
| GOOG ALPHABET INC | 22,429 | $8.0m | 2.6% |
| SMH VANECK ETF TRUST | 10,997 | $6.8m | 2.2% |
| JIRE J P MORGAN EXCHANGE TRADED F | 81,885 | $6.7m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1842013")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.