Fund HoldingsKaizen Financial Strategies

Total Portfolio Value
$236.18M
Total Bought
$24.14M
Total Sold
$20.74M
Net Transaction
+$3.40M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VANGUARD WHITEHALL FDS3,28122,948+19,6674713,5301.49%+3,059
SCHWAB STRATEGIC TR079,122+79,12201,9930.84%+1,993
VANGUARD MALVERN FDS13,18835,667+22,4791,0302,7781.18%+1,748
J P MORGAN EXCHANGE TRADED F
JPMORGAN INTL VL
016,992+16,99201,5370.65%+1,537
VANECK ETF TRUST
SEMICONDUCTR ETF
9,52810,910+1,3823,4314,9622.10%+1,531
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
79,31088,160+8,8505,9397,0702.99%+1,132
SANDISK CORP(SNDK)1,2501,193-572971,0970.46%+800
DIREXION SHARES ETF TRUST
DAI SEM BUL ETF
07,960+7,96007030.30%+703
GE VERNOVA INC(GEV)6481,006+3584239840.42%+561
SPDR SERIES TRUST
ST STR SP TELCO
5,9956,633+6389191,4500.61%+532
SCHWAB STRATEGIC TR094,001+94,00102,6831.14%+2,683
ARGAN INC02,581+2,58101,5530.66%+1,553
SCHWAB STRATEGIC TR50,14457,105+6,9611,5801,9810.84%+401
LISTED FDS TR
WAHED DOW JONES
011,774+11,77403940.17%+394
SCHWAB STRATEGIC TR348,578368,644+20,0668,0078,3983.56%+391
WESTERN DIGITAL CORP(WDC)2,5762,234-3424448080.34%+364
ALPHABET INC(GOOG)23,70323,384-3197,4387,7813.29%+343
ADVANCED MICRO DEVICES INC(AMD)05,498+5,49801,5300.65%+1,530
APPLIED MATLS INC02,234+2,23408710.37%+871
ISHARES INC02,863+2,86302940.12%+294
LEONARDO DRS INC(DRS)06,410+6,41002880.12%+288
ALCOA CORP(AA)04,072+4,07202870.12%+287
ALPHABET INC(GOOG)11,40511,455+503,5703,8491.63%+279
CATERPILLAR INC(CAT)01,247+1,24709630.41%+963
UNITEDHEALTH GROUP INC(UNH)0861+86102730.12%+273
INCYTE CORP(INCY)02,853+2,85302720.12%+272
SCHWAB STRATEGIC TR08,799+8,79902710.11%+271
GRAYSCALE BITCOIN MINI TR ET(BTC)11,13521,023+9,8884317010.30%+270
DOW HLDGS INC(DOW)06,377+6,37702550.11%+255
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0695+69502530.11%+253
NVIDIA CORPORATION(NVDA)051,976+51,976010,3094.37%+10,309
VANGUARD INDEX FDS1,4252,148+7233676000.25%+233
SELECT SECTOR SPDR TR
ST STR INDL ETF
01,352+1,35202300.10%+230
ISHARES TR
ESG AW MSCI EAFE
02,255+2,25502290.10%+229
META PLATFORMS INC(META)2,0992,384+2851,3851,6140.68%+229
CHEVRON CORPORATION(CVX)01,166+1,16602190.09%+219
VANGUARD WORLD FD
INF TECH ETF
0270+27002140.09%+214
JOHNSON & JOHNSON(JNJ)0909+90902130.09%+213
WISDOMTREE TR(WT)08,000+8,00002070.09%+207
MERCK & CO INC(MRK)01,794+1,79402070.09%+207
MARVELL TECHNOLOGY INC(MRVL)01,549+1,54902070.09%+207
SPDR SERIES TRUST
ST STR SP SEMI
2,0102,110+1006468530.36%+206
SPOTIFY TECHNOLOGY S A(SPOT)0385+38502050.09%+205
SPDR SERIES TRUST
ST STR SP500DIV
04,394+4,39402030.09%+203
SPDR SERIES TRUST
ST STR NYSE TECH
0685+68502020.09%+202
VANECK ETF TRUST(Put)
SEMICONDUCTR ETF
044,200+44,2000200+200
BROADCOM INC(AVGO)01,386+1,38605520.23%+552
URANIUM ENERGY CORP(UEC)048,011+48,01107280.31%+728
ETF SER SOLUTIONS
DEFIA QUANT ETF
08,666+8,66601,0850.46%+1,085
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
017,869+17,86909050.38%+905
INVESCO QQQ TR04,076+4,07602,6101.11%+2,610
SCHWAB STRATEGIC TR21,44321,44309691,1060.47%+136
ARM HOLDINGS PLC02,750+2,75004460.19%+446
KINROSS GOLD CORP(KGC)22,30122,30106287550.32%+127
NETFLIX INC.(NFLX)05,849+5,84906300.27%+630
AES CORP(AES)14,70022,185+7,4852113220.14%+111
SELECT SECTOR SPDR TR
ST STR TECHN ETF
13,69013,691+11,9712,0810.88%+110
ENTERGY CORP NEW(ETR)04,778+4,77805520.23%+552
ISHARES TR
MSCI POLAND ETF
17,71818,315+5976237310.31%+108
VANGUARD CALIF TAX FREE FDS3,3574,363+1,0063374360.18%+100
NEOS ETF TRUST
NEOS S&P 500 HI
36,38438,477+2,0931,9112,0080.85%+97
ROYAL GOLD INC(RGLD)2,5692,548-215716680.28%+97
NEOS ETF TRUST
NASDAQ 100 HIGH
34,70736,751+2,0441,8691,9660.83%+96
EMCOR GROUP INC(EME)393413+202403270.14%+87
VANGUARD INTL EQUITY INDEX F017,544+17,54401,0210.43%+1,021
SCHWAB STRATEGIC TR0554,386+554,386017,8127.54%+17,812
LAM RESEARCH CORP(LRCX)4,5903,302-1,2887868620.36%+76
ALLISON TRANSMISSION HLDGS I(ALSN)2,5002,50002453140.13%+70
FRANKLIN TEMPLETON ETF TR
FTSE MEXICO
8,3949,163+7692843520.15%+68
SCHWAB STRATEGIC TR21,00322,338+1,3356897550.32%+66
UNITED STS LIME & MINERALS I(USLM)04,953+4,95306620.28%+662
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
3,6434,721+1,0782092720.12%+63
PROSHARES TR
PSHS ULT NASB
5,3155,565+2504244830.20%+59
MORGAN STANLEY EMERGING MKTS115,969121,694+5,7256306880.29%+58
VICTORY CAP HLDGS INC DEL(VCTR)06,060+6,06004370.18%+437
SPDR GOLD TR(GLD)1,3771,361-165465990.25%+53
TEMPLETON EMERGING MKTS INCO171,380174,506+3,1261,1051,1570.49%+52
WESTERN MIDSTREAM PARTNERS L(WES)11,71312,573+8604635140.22%+51
ISHARES TR2,0622,063+15085570.24%+49
SELECT SECTOR SPDR TR
ST STR SVC ETF
6,2726,622+3507387870.33%+49
ALLIANCEBERNSTEIN GLOBAL HIG
COM
42,33747,550+5,2134535000.21%+48
HONEYWELL INTL INC(HON)01,296+1,29602970.13%+297
SCHWAB STRATEGIC TR14,11714,137+204024470.19%+45
GILEAD SCIENCES INC(GILD)02,308+2,30803200.14%+320
VANGUARD INDEX FDS1,3741,385+114154560.19%+41
STAG INDUSTRIAL INC(STAG)016,925+16,92506570.28%+657
SPROTT ASSET MANAGEMENT LP(PSLV)9,80010,600+8002322710.11%+39
SIMON PPTY GROUP INC NEW(SPG)02,096+2,09604220.18%+422
SELECT SECTOR SPDR TR(Put)
ST STR FINL ETF
027,400+27,400038+38
ISHARES TR(Put)027,700+27,700038+38
SCHWAB STRATEGIC TR11,48111,510+293453820.16%+37
AMGEN INC(AMGN)1,3691,384+154484830.20%+35
SELECT SECTOR SPDR TR
ST STR UTIL ETF
5,4605,778+3182332680.11%+35
VANGUARD INDEX FDS2,2192,210-91,3911,4250.60%+34
ISHARES INC5,0105,210+2002703020.13%+32
AMPLIFY ETF TR19,23019,130-1001,0941,1230.48%+29
ISHARES TR4,4204,42002973250.14%+28
ISHARES TR01,075+1,07503750.16%+375
ISHARES TR
FALN ANGLS USD
16,18217,246+1,0644424690.20%+27
SPDR SERIES TRUST
ST STR SP HCSVC
2,0002,250+2502142390.10%+25
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