Notify me when Kaizen Financial Strategies files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 163 | $226,599,139 | +$10,420,124 | -$5,132,636 | +$5,287,488 | SPY, SCHG, AAPL, CGDV, NVDA | 13F-HR | 20 Jan 2026, 21:54 |
| Q3 2025 | 151 | $221,007,615 | +$16,938,577 | -$15,327,417 | +$1,611,160 | SPY, SCHG, AAPL, CGDV, NVDA | 13F-HR | 10 Nov 2025, 21:34 |
| Q2 2025 | 149 | $196,840,822 | +$13,381,711 | -$8,240,291 | +$5,141,420 | SPY, SCHG, AAPL, CGDV, VCRB | 13F-HR | 08 Aug 2025, 10:47 |
| Q1 2025 | 138 | $173,344,954 | +$21,348,532 | -$13,476,991 | +$7,871,541 | SPY, AAPL, SCHG, VCRB, CGDV | 13F-HR | 08 Apr 2025, 20:19 |
| Q4 2024 | 133 | $176,634,069 | +$29,652,605 | -$13,522,787 | +$16,129,818 | SPY, AAPL, SCHG, NVDA, VCRB | 13F-HR | 14 Feb 2025, 11:55 |
| Q3 2024 | 135 | $172,305,360 | +$9,029,117 | -$6,153,619 | +$2,875,498 | AAPL, SPY, SCHG, VIG, VCRB | 13F-HR | 04 Nov 2024, 12:46 |
| Q2 2024 | 132 | $158,832,199 | +$30,229,222 | -$19,541,989 | +$10,687,233 | AAPL, SPY, SCHG, VIG, VCRB | 13F-HR | 02 Aug 2024, 17:37 |
| Q1 2024 | 123 | $147,104,511 | +$13,560,159 | -$6,643,970 | +$6,916,189 | SPY, SCHG, AAPL, VIG, SCHZ | 13F-HR | 02 May 2024, 21:22 |
| Q4 2023 | 115 | $131,548,200 | +$6,980,368 | -$7,431,850 | -$451,482 | AAPL, SPY, SCHG, VIG, SCHZ | 13F-HR | 18 Jan 2024, 09:30 |
| Q3 2023 | 110 | $118,220,427 | +$17,819,256 | -$10,974,071 | +$6,845,185 | AAPL, SPY, SCHG, VIG, SCHZ | 13F-HR | 31 Oct 2023, 11:11 |
| Q2 2023 | 114 | $116,465,902 | +$15,866,837 | -$9,734,677 | +$6,132,160 | AAPL, SPY, VIG, SCHG, SCHZ | 13F-HR | 07 Aug 2023, 21:40 |
| Q1 2023 | 101 | $101,410,425 | +$22,166,045 | -$28,261,591 | -$6,095,546 | AAPL, SPY, SCHZ, VIG, RSP | 13F-HR | 10 May 2023, 17:32 |
| Q4 2022 | 121 | $100,929,595 | +$10,253,305 | -$15,143,284 | -$4,889,979 | AAPL, SPY, DIA, VTI, SCHG | 13F-HR | 18 Jan 2023, 17:31 |
| Q3 2022 | 115 | $98,129,000 | +$17,567,547 | -$11,737,353 | +$5,830,194 | AAPL, SPY, SCHG, SCHJ, VTI | 13F-HR | 18 Oct 2022, 18:39 |
| Q2 2022 | 119 | $101,063,000 | +$6,921,113 | -$8,781,799 | -$1,860,686 | AAPL, SPY, VTI, SCHG, SCHJ | 13F-HR | 15 Jul 2022, 17:53 |
| Q1 2022 | 131 | $127,542,000 | +$21,862,233 | -$15,979,354 | +$5,882,879 | AAPL, SPY, VTI, SCHG, NVDA | 13F-HR | 05 May 2022, 21:21 |
| Q4 2021 | 140 | $133,534,000 | +$15,779,111 | -$14,994,397 | +$784,714 | AAPL, SPY, SCHG, SCHJ, NVDA | 13F-HR | 25 Jan 2022, 18:52 |
| Q3 2021 | 139 | $124,003,000 | +$36,742,756 | -$23,034,260 | +$13,708,496 | AAPL, SPY, SCHJ, SCHG, MSFT | 13F-HR | 12 Nov 2021, 15:48 |
| Q1 2021 | 134 | $104,887,000 | +$37,696,407 | -$25,149,301 | +$12,547,106 | AAPL, SCHJ, SCHG, CRM, RSP | 13F-HR | 28 May 2021, 09:42 |
| Q4 2020 | 117 | $89,944,000 | $0 | $0 | $0 | AAPL, LQD, SCHR, SCHG, CRM | 13F-HR | 02 Feb 2021, 19:52 |