Fund HoldingsKaizen Financial Strategies

Total Portfolio Value
$253.20M
Total Bought
$27.16M
Total Sold
$27.42M
Net Transaction
-$259.1K
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SCHWAB STRATEGIC TR94,001199,338+105,3372,6836,0782.40%+3,395
VANGUARD INDEX FDS2,2106,725+4,5151,4254,6101.82%+3,185
VANGUARD WHITEHALL FDS22,94839,687+16,7393,5306,2802.48%+2,750
SCHWAB STRATEGIC TR21,44369,451+48,0081,1063,6221.43%+2,516
VANECK ETF TRUST
SEMICONDUCTR ETF
10,91010,997+874,9626,8232.69%+1,861
INVESCO QQQ TR4,0766,065+1,9892,6104,3981.74%+1,788
ADVANCED MICRO DEVICES INC(AMD)5,4985,455-431,5302,9511.17%+1,421
SANDISK CORP(SNDK)1,1931,215+221,0972,4690.98%+1,372
APPLE INC(AAPL)57,58455,579-2,00515,16816,3616.46%+1,194
DIREXION SHARES ETF TRUST
DAI SEM BUL ETF
7,9607,590-3707031,6510.65%+948
VANGUARD MALVERN FDS35,66747,021+11,3542,7783,6291.43%+851
SELECT SECTOR SPDR TR
ST STR INDL ETF
1,3524,828+3,4762308850.35%+655
VANGUARD SPECIALIZED FUNDS14,04615,809+1,7633,1593,7381.48%+580
LISTED FDS TR
WAHED FTSE ETF
07,993+7,99305670.22%+567
SELECT SECTOR SPDR TR
ST STR TECHN ETF
13,69114,195+5042,0812,6351.04%+553
WESTERN DIGITAL CORP(WDC)2,2342,151-838081,2870.51%+479
APPLIED MATLS INC2,2342,060-1748711,3410.53%+470
J P MORGAN EXCHANGE TRADED F
JPMORGAN INTL VL
16,99221,960+4,9681,5372,0030.79%+466
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
277,840266,220-11,62012,61113,0695.16%+458
ARGAN INC2,5812,571-101,5531,9660.78%+412
SPDR SERIES TRUST
ST STR SP SEMI
2,1102,040-708531,2160.48%+363
VANGUARD INTL EQUITY INDEX F03,195+3,19503610.14%+361
LAM RESEARCH CORP(LRCX)3,3023,105-1978621,2150.48%+353
INTEL CORP(INTC)02,779+2,77903530.14%+353
MERCADOLIBRE INC(MELI)0196+19603410.13%+341
ELI LILLY & CO(LLY)1,5801,464-1161,4281,7450.69%+317
PROSHARES TR
ULTRAPRO QQQ
03,750+3,75002900.11%+290
LISTED FDS TR
WAHED DOW JONES
11,77417,793+6,0193946780.27%+284
PROSHARES TR
ULTRPRO DOW30
03,850+3,85002700.11%+270
PALO ALTO NETWORKS INC(PANW)1,4281,436+82385060.20%+267
ETF SER SOLUTIONS
DEFIA QUANT ETF
8,6668,416-2501,0851,3500.53%+265
OAKTREE SPECIALTY LENDING(OCSL)021,100+21,10002560.10%+256
ALPHABET INC(GOOG)23,38422,429-9557,7818,0273.17%+246
ALPHABET INC(GOOG)11,45511,325-1303,8494,0911.62%+242
WALMART INC(WMT)02,200+2,20002390.09%+239
ISHARES INC
MSCI TAIWAN ETF
02,260+2,26002390.09%+239
DIREXION SHARES ETF TRUST
NASDAQ 100 EQ WT
01,863+1,86302260.09%+226
SCHWAB STRATEGIC TR57,10558,170+1,0651,9812,2060.87%+225
ALLSTATE CORP(ALL)0917+91702230.09%+223
MARVELL TECHNOLOGY INC(MRVL)1,5491,54902074210.17%+215
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
8,3848,390+65537640.30%+212
ISHARES TR01,246+1,24602060.08%+206
WORLD GOLD TR(GLDM)02,538+2,53802030.08%+203
GE AEROSPACE(GE)2,5302,523-77559460.37%+191
DHT HOLDINGS INC(DHT)011,159+11,15901840.07%+184
ABBVIE INC(ABBV)4,0524,092+408471,0270.41%+180
AXON ENTERPRISE INC(AXON)572672+1002253990.16%+174
ISHARES TR
FALN ANGLS USD
17,24623,464+6,2184696360.25%+168
GE VERNOVA INC(GEV)1,0061,003-39841,1380.45%+153
AMPLIFY ETF TR5,2225,22204065590.22%+153
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
17,86916,400-1,4699051,0390.41%+135
UNITEDHEALTH GROUP INC(UNH)861953+922734060.16%+134
SPDR SERIES TRUST
ST STR SP HCSVC
2,2502,722+4722393710.15%+132
CATERPILLAR INC(CAT)1,2471,103-1449631,0940.43%+131
SPACE EXPLORATION TECHN CORP0800+80001260.05%+126
ARM HOLDINGS PLC2,7501,680-1,0704465670.22%+121
ISHARES TR4,3444,647+3037528700.34%+118
SCHWAB STRATEGIC TR22,33823,760+1,4227558560.34%+101
VANECK ETF TRUST
VANECK VIETNAM
20,31425,714+5,4003804760.19%+96
SCHWAB STRATEGIC TR14,13715,180+1,0434475410.21%+94
SPDR SERIES TRUST
ST STR FACTSET
3,3143,31405546470.26%+93
QUALCOMM INC(QCOM)2,1452,072-732883770.15%+89
VICTORY CAP HLDGS INC DEL(VCTR)6,0606,06004375200.21%+83
VANGUARD INDEX FDS1,3851,486+1014565380.21%+82
AMPLIFY ETF TR19,13019,13001,1231,1990.47%+76
SIMON PPTY GROUP INC NEW(SPG)2,0962,215+1194224940.20%+72
TAIWAN SEMICONDUCTOR MANUFAC(TSM)695728+332533230.13%+71
CARDINAL HEALTH INC(CAH)2,4622,463+15255860.23%+61
ISHARES TR2,0632,06305576180.24%+61
SPDR SERIES TRUST
ST STR SW SERV
2,7352,685-504144750.19%+61
SCHWAB STRATEGIC TR11,51012,146+6363824420.17%+60
VISA INC(V)2,2742,209-657177760.31%+59
ISHARES TR5,4565,360-964675250.21%+57
WESTERN MIDSTREAM PARTNERS L(WES)12,57313,213+6405145700.23%+56
MORGAN STANLEY(MS)2,2882,278-104294830.19%+54
PROSHARES TR
PSHS ULT NASB
5,5655,315-2504835360.21%+53
ALLIANCEBERNSTEIN GLOBAL HIG
COM
47,55053,431+5,8815005510.22%+51
SPDR SERIES TRUST
ST STR NYSE TECH
685660-252022490.10%+47
ISHARES TR1,0751,07503754200.17%+46
MERCK & CO INC(MRK)1,7942,010+2162072520.10%+45
SELECT SECTOR SPDR TR
ST STR FINL ETF
15,73315,73308198620.34%+43
PROGRESSIVE CORP(PGR)1,8801,871-93834220.17%+39
SPDR SERIES TRUST
ST STR P500VAL
4,7585,154+3962793140.12%+36
TEMPLETON EMERGING MKTS INCO(TEI)174,506178,005+3,4991,1571,1930.47%+36
SPDR SERIES TRUST
ST STR SP INS
7,3507,35004244590.18%+35
GILEAD SCIENCES INC(GILD)2,3082,784+4763203510.14%+31
ISHARES INC2,8633,028+1652943240.13%+31
ISHARES TR54454403834080.16%+24
BERKSHIRE HATHAWAY INC DEL696705+93313520.14%+22
BANK OF AMER CORP3,8343,881+472052260.09%+21
TESLA INC(TSLA)6,1285,653-4752,3832,4040.95%+21
AMGEN INC(AMGN)1,3841,393+94835030.20%+20
VANGUARD INTL EQUITY INDEX F17,54417,563+191,0211,0400.41%+19
3M CO(MMM)1,8231,828+52742920.12%+18
BANK OF AMER CORP325330+53964120.16%+16
STATE STR SPDR DOW JONES IND(DIA)3,6213,397-2241,7591,7740.70%+16
VANECK ETF TRUST
FALLEN ANGEL HG
14,76615,357+5914324470.18%+15
DIMENSIONAL ETF TRUST
CALIF MUN BD ETF
4,8695,154+2852442590.10%+15
JPMORGAN CHASE & CO(JPM)2,3642,230-1347337450.29%+12
ISHARES INC6,1006,10003503600.14%+10
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Kaizen Financial Strategies — 13F Holdings — Q2 2026 | TickerTrail