Kaizen Financial Strategies
All 13F Filings
- Location
- Campbell, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 254,210
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/9/2026 | 177 | 254,210 | 13F-HR | Kaizen Financial Strategies |
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 107.8 K | 42.5% | 0 | 1.66 K | -1.66 K |
| ETFs | 146.2 K | 57.5% | 2.677 K | 0 | 2.677 K |
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Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
254,210
Holdings
177
QoQ value change ($000)
-53,520
(-17.4%)
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.