Kaizen Financial Strategies Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$221.2M
Holdings
151
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (151 positions)
| Stock | Value |
|---|---|
VCTRVICTORY CAP HLDGS INC | $398K |
FIWFIRST TR EXCHANGE-TRADED FD | $393K |
IVVISHARES TR | $378K |
VBKVANGUARD INDEX FDS | $377K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $374K |
OKEONEOK INC NEW | $372K |
WESWESTERN MIDSTREAM PARTNERS L | $370K |
DWDMORGAN STANLEY | $369K |
QCOMQUALCOMM INC | $362K |
IWOISHARES TR | $352K |
VBVANGUARD INDEX FDS | $350K |
LDOSLEIDOS HOLDINGS INC | $339K |
AXONAXON ENTERPRISE INC | $336K |
SCHMSCHWAB STRATEGIC TR | $332K |
HESMHESS MIDSTREAM LP | $329K |
EWPISHARES INC | $309K |
SCHASCHWAB STRATEGIC TR | $304K |
MMM3M CO | $300K |
ADBEADOBE INC | $300K |
GLDMWORLD GOLD TR | $291K |
ACWXISHARES TR | $291K |
VTECVANGUARD CALIF TAX FREE FDS | $281K |
GILDGILEAD SCIENCES INC | $278K |
FLMXFRANKLIN TEMPLETON ETF TR | $270K |
BABAALIBABA GROUP HLDG LTD | $268K |
XLUSELECT SECTOR SPDR TR | $268K |
XLYSELECT SECTOR SPDR TR | $252K |
QQQEDIREXION SHS ETF TR | $250K |
HONHONEYWELL INTL INC | $249K |
EWCISHARES INC | $249K |
NEMNEWMONT CORP | $245K |
SLMSLM CORP | $242K |
DFCADIMENSIONAL ETF TRUST | $239K |
0DFCDIREXION SHS ETF TR | $238K |
XLISELECT SECTOR SPDR TR | $237K |
SPYVSPDR SERIES TRUST | $236K |
SNDKSANDISK CORP | $234K |
CUBECUBESMART | $227K |
ISRGINTUITIVE SURGICAL INC | $224K |
GEVGE VERNOVA INC | $224K |
KCESPDR SERIES TRUST | $223K |
MAINMAIN STR CAP CORP | $221K |
BACBANK AMERICA CORP | $220K |
FNFFIDELITY NATIONAL FINANCIAL | $215K |
ETENERGY TRANSFER L P | $213K |
BNDVANGUARD BD INDEX FDS | $212K |
HLALLISTED FDS TR | $212K |
FLTRVANECK ETF TRUST | $211K |
XHSSPDR SERIES TRUST | $206K |
ALSNALLISON TRANSMISSION HLDGS I | $204K |
JOBYJOBY AVIATION INC | $160K |
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