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Kaizen Financial Strategies - Portfolio Stock Holdings

Kaizen Financial Strategies disclosed 183 stock positions in a recent SEC 13F filing. $253,803,787 of stock holdings were filed, with the largest holdings including AAPL, SCHG, and CGDV. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

Report Period:

Sept. 30, 2026

No. of Stocks:

183

Est. Stock Holding Value:

$253,803,787

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Kaizen Financial Strategies

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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