Institutional Fund
Kaizen Financial Strategies
Campbell, CACIK 18420135 filings on record
Portfolio Value
$236.18M
Q1 2026
Holdings
170
Reported positions
New Buys
22
Opened this quarter
QoQ Change
+4.2%
from $226.60M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr7.8%
- Schwab Strategic Tr7.5%
- Apple Inc6.4%
- Capital Group Dividend Value5.3%
- Nvidia Corporation4.4%
- Vanguard Malvern Fds4.2%
- Other64.4%
Portfolio Holdings
170 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 26.2K | $18.40M | 7.8% | −1.5K | Reduced |
| 2 | Schwab Strategic Tr | 554.4K | $17.81M | 7.5% | +10.7K | Added |
| 3 | Apple Inc | 57.6K | $15.17M | 6.4% | −1.7K | Reduced |
| 4 | Capital Group Dividend Value | 277.8K | $12.61M | 5.3% | −27.1K | Reduced |
| 5 | Nvidia Corporation | 52.0K | $10.31M | 4.4% | −2.0K | Reduced |
| 6 | Vanguard Malvern Fds | 127.0K | $9.86M | 4.2% | −2.1K | Reduced |
| 7 | Schwab Strategic Tr | 368.6K | $8.40M | 3.6% | +20.1K | Added |
| 8 | Alphabet Inc | 23.4K | $7.78M | 3.3% | −319 | Reduced |
| 9 | J P Morgan Exchange Traded F | 88.2K | $7.07M | 3.0% | +8.8K | Added |
| 10 | Amazon Com Inc | 20.1K | $5.03M | 2.1% | −2.1K | Reduced |
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