1y return+24.2%S&P 500 +20.9%
3y return+68.9%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2021: $161 against $174 in the S&P 500.2
Kaizen Financial StrategiesS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SCHGSchwab Strategic Tr | $17.7M | 7.0% | −6.3% |
| AAPLApple Inc | $16.4M | 6.5% | −3.5% |
| SPYState Str Spdr S&p 500 Etf T | $14.6M | 5.8% | −25.2% |
| CGDVCapital Group Dividend Value | $13.1M | 5.2% | −4.2% |
| NVDANvidia Corporation | $10.0M | 3.9% | −2.9% |
| VCRBVanguard Malvern Fds | $8.5M | 3.4% | −12.6% |
| SCHISchwab Strategic Tr | $8.4M | 3.3% | |
| GOOGAlphabet Inc | $8.0M | 3.2% | −4.1% |
| SMHVaneck Etf Trust | $6.8M | 2.7% | |
| JIREJ P Morgan Exchange Traded F | $6.7M | 2.6% | −7.1% |
| VYMVanguard Whitehall Fds | $6.3M | 2.5% | +72.9% |
| FNDBSchwab Strategic Tr | $6.1M | 2.4% | +112.1% |
| VOOVanguard Index Fds | $4.6M | 1.8% | +204.3% |
| QQQInvesco Qqq Tr | $4.4M | 1.7% | +48.8% |
| AMZNAmazon Com Inc | $4.3M | 1.7% | −11.4% |
| GOOGLAlphabet Inc | $4.1M | 1.6% | −1.1% |
| VIGVanguard Specialized Funds | $3.7M | 1.5% | +12.6% |
| VPLSVanguard Malvern Fds | $3.6M | 1.4% | +31.8% |
| FNDFSchwab Strategic Tr | $3.6M | 1.4% | +223.9% |
| AMDAdvanced Micro Devices Inc | $3.0M | 1.2% | |
| XLKSelect Sector Spdr Tr | $2.6M | 1.0% | +3.7% |
| MSFTMicrosoft Corp | $2.6M | 1.0% | −4.2% |
| BXBlackstone Inc | $2.5M | 1.0% | −13.9% |
| SNDKSandisk Corp | $2.5M | 1.0% | +1.8% |
| TSLATesla Inc | $2.4M | 0.9% | −7.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AGXArgan Inc | June 30, 2024 | +991.5% | $2.0M |
| NVDANvidia Corporation | September 30, 2021 | +865.9% | $10.0M |
| AMDAdvanced Micro Devices Inc | September 30, 2021 | +464.5% | $3.0M |
| AMATApplied Matls Inc | September 30, 2021 | +461.6% | $1.3M |
| WDCWestern Digital Corp | September 30, 2025 | +432.0% | $1.3M |
| SMHVaneck Etf Trust | September 30, 2021 | +411.9% | $6.8M |
| XSDSpdr Series Trust | March 31, 2024 | +168.7% | $1.2M |
| GOOGLAlphabet Inc | September 30, 2021 | +167.3% | $4.1M |
| GOOGAlphabet Inc | September 30, 2021 | +165.1% | $8.0M |
| XLKSelect Sector Spdr Tr | September 30, 2021 | +155.2% | $2.6M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $297K
- BABAAlibaba Group Hldg Ltd was $291K
- AAAlcoa Corp was $287K
- BTCINeos Etf Trust was $285K
- LDOSLeidos Holdings Inc was $272K
- PSLVSprott Asset Management LP was $271K
- SCHDSchwab Strategic Tr was $271K
- LENLennar Corp was $257K
- KCESpdr Series Trust was $255K
- DOWDow Hldgs Inc was $255K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.0% | +14.8% |
| March 31, 2026 | −4.1% | −4.6% |
| December 31, 2025 | +2.4% | +2.4% |
| September 30, 2025 | +10.0% | +7.8% |
| June 30, 2025 | +10.4% | +10.5% |
| March 31, 2025 | −6.5% | −4.6% |
| December 31, 2024 | +3.1% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | +5.2% | +4.0% |
| March 31, 2024 | +6.6% | +10.0% |
| December 31, 2023 | +11.9% | +11.2% |
| September 30, 2023 | −4.0% | −3.6% |
| June 30, 2023 | +9.0% | +8.3% |
| March 31, 2023 | +12.4% | +7.0% |
| December 31, 2022 | +2.4% | +7.1% |
| September 30, 2022 | −5.4% | −5.3% |
| June 30, 2022 | −19.4% | −16.5% |
| March 31, 2022 | −6.9% | −4.9% |
| December 31, 2021 | +7.1% | +10.7% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Kaizen Financial Strategies Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1842013&type=13F-HR&dateb=&owner=include&count=40CIK 1842013
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1842013/000184201326000004/Filed July 30, 2026 · accession 0001842013-26-000004