Kaizen Financial Strategies Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$196.8M
Holdings
150
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (150 positions)
| Stock | Value |
|---|---|
LENLENNAR CORP | $361K |
IWOISHARES TR | $350K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $348K |
EWIISHARES INC | $347K |
AVGOBROADCOM INC | $335K |
VBVANGUARD INDEX FDS | $329K |
U6ZURANIUM ENERGY CORP | $323K |
GLDMWORLD GOLD TR | $323K |
SCHMSCHWAB STRATEGIC TR | $319K |
VBKVANGUARD INDEX FDS | $313K |
TLTISHARES TR | $312K |
XLUSELECT SECTOR SPDR TR | $309K |
SLMSLM CORP | $302K |
MMM3M CO | $301K |
FISVFISERV INC | $300K |
HONHONEYWELL INTL INC | $296K |
AJGGALLAGHER ARTHUR J & CO | $293K |
NOWSERVICENOW INC | $287K |
LDOSLEIDOS HOLDINGS INC | $275K |
SCHASCHWAB STRATEGIC TR | $271K |
GILDGILEAD SCIENCES INC | $271K |
ACWXISHARES TR | $269K |
EWPISHARES INC | $269K |
OWLBLUE OWL CAPITAL INC | $253K |
FLMXFRANKLIN TEMPLETON ETF TR | $251K |
QQQEDIREXION SHS ETF TR | $243K |
ALSNALLISON TRANSMISSION HLDGS I | $237K |
SCHZSCHWAB STRATEGIC TR | $234K |
XLYSELECT SECTOR SPDR TR | $233K |
DFCADIMENSIONAL ETF TRUST | $232K |
NVONOVO-NORDISK A S | $231K |
EWCISHARES INC | $231K |
CVXCHEVRON CORP NEW | $231K |
FNFFIDELITY NATIONAL FINANCIAL | $229K |
ETENERGY TRANSFER L P | $229K |
XLISELECT SECTOR SPDR TR | $229K |
ISRGINTUITIVE SURGICAL INC | $220K |
ABTABBOTT LABS | $219K |
FRTFEDERAL RLTY INVT TR NEW | $218K |
GEVGE VERNOVA INC | $214K |
BACBANK AMERICA CORP | $211K |
MAINMAIN STR CAP CORP | $208K |
CUBECUBESMART | $207K |
BABAALIBABA GROUP HLDG LTD | $204K |
SPLVINVESCO EXCH TRADED FD TR II | $202K |
NEMNEWMONT CORP | $202K |
BITOPROSHARES TR | $200K |
JOBYJOBY AVIATION INC | $125K |
CLFCLEVELAND-CLIFFS INC NEW | $88K |
ITWOPROSHARES TR II | $5K |
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