Kaizen Financial Strategies
All 13F Filings
- Location
- Campbell, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 307,730
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 176 | 307,730 | 13F-HR | Kaizen Financial Strategies |
| Q1 2026 | 5/1/2026 | 174 | 236,461 | 13F-HR | Kaizen Financial Strategies |
| Q4 2025 | 1/21/2026 | 165 | 226,690 | 13F-HR | Kaizen Financial Strategies |
| Q3 2025 | 11/12/2025 | 151 | 221,242 | 13F-HR | Kaizen Financial Strategies |
| Q2 2025 | 8/8/2025 | 150 | 196,846 | 13F-HR | Kaizen Financial Strategies |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
54.53 K
(17.7% of total reported value)
· QoQ Δ:
+54.24 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 109.5 K | 43.3% | 3.532 K | 0 | 3.532 K |
| ETFs | 143.5 K | 56.7% | 13.27 K | 0 | 13.27 K |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
307,730
Holdings
176
QoQ value change ($000)
71,269
(30.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.