Fund HoldingsKaizen Financial Strategies

Total Portfolio Value
$226.60M
Total Bought
$21.00M
Total Sold
$15.60M
Net Transaction
+$5.40M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR TECHN ETF
013,690+13,69001,9710.87%+1,971
AMPLIFY ETF TR019,230+19,23001,0940.48%+1,094
ALPHABET INC(GOOG)22,47923,703+1,2246,4147,4383.28%+1,024
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
290,285304,926+14,64112,29113,3075.87%+1,016
SPDR SERIES TRUST
ST STR SP TELCO
05,995+5,99509190.41%+919
SELECT SECTOR SPDR TR
ST STR REAL ETF
021,917+21,91708840.39%+884
SELECT SECTOR SPDR TR
ST STR FINL ETF
015,733+15,73308620.38%+862
SELECT SECTOR SPDR TR
ST STR SVC ETF
06,272+6,27207380.33%+738
SPDR SERIES TRUST
ST STR SP SEMI
02,010+2,01006460.29%+646
SPDR SERIES TRUST
ST STR FACTSET
03,314+3,31405910.26%+591
SPDR SERIES TRUST
ST STR SW SERV
02,685+2,68505020.22%+502
VANGUARD WHITEHALL FDS03,281+3,28104710.21%+471
GRAYSCALE BITCOIN MINI TR ET(BTC)011,135+11,13504310.19%+431
SPDR SERIES TRUST
ST STR SP INS
07,150+7,15004300.19%+430
SPDR S&P 500 ETF TR(SPY)27,61227,768+15618,50818,9358.36%+427
PROSHARES TR
PSHS ULT NASB
05,315+5,31504240.19%+424
VANECK ETF TRUST
VANECK VIETNAM
018,721+18,72103570.16%+357
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
75,32079,310+3,9905,5835,9392.62%+355
SELECT SECTOR SPDR TR
ST STR DISCR ETF
02,942+2,94203510.16%+351
BLACKSTONE INC(BX)027,127+27,12704,1811.85%+4,181
DIREXION SHS ETF TR
DAI SEM BUL ETF
07,610+7,61003200.14%+320
VANGUARD SPECIALIZED FUNDS16,21317,295+1,0823,4923,8011.68%+310
SCHWAB STRATEGIC TR335,016348,578+13,5627,6998,0073.53%+308
ISHARES INC
MSCI SINGPOR ETF
011,139+11,13903060.14%+306
SCHWAB STRATEGIC TR81,94593,542+11,5972,0602,3461.04%+286
SPDR SERIES TRUST
ST STR P500VAL
04,740+4,74002690.12%+269
ALPHABET INC(GOOG)11,66311,405-2583,3213,5701.58%+249
LULULEMON ATHLETICA INC(LULU)01,190+1,19002470.11%+247
EMCOR GROUP INC(EME)0393+39302400.11%+240
SELECT SECTOR SPDR TR
ST STR UTIL ETF
05,460+5,46002330.10%+233
SPROTT ASSET MANAGEMENT LP(PSLV)09,800+9,80002320.10%+232
SPDR SERIES TRUST
ST STR SP CAPMKT
01,540+1,54002310.10%+231
SPDR SERIES TRUST
ST STR SP METAL
02,144+2,14402220.10%+222
SPDR SERIES TRUST
ST STR SP HCSVC
02,000+2,00002140.09%+214
AES CORP(AES)014,700+14,70002110.09%+211
SCHWAB CHARLES CORP(SCHW)02,101+2,10102100.09%+210
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
03,643+3,64302090.09%+209
DIREXION SHS ETF TR
DAILY SMALL CAP
04,425+4,42502020.09%+202
GE VERNOVA INC(GEV)407648+2412244230.19%+200
CLEVELAND-CLIFFS INC NEW(CLF)012,522+12,52201660.07%+166
META PLATFORMS INC(META)02,099+2,09901,3850.61%+1,385
ROYAL GOLD INC(RGLD)02,569+2,56905710.25%+571
AMAZON COM INC(AMZN)20,59022,224+1,6345,0045,1302.26%+126
VANGUARD MALVERN FDS11,67613,188+1,5129181,0300.45%+113
ISHARES TR
MSCI POLAND ETF
15,45017,718+2,2685256230.28%+99
SCHWAB STRATEGIC TR11,05914,117+3,0583044020.18%+98
WESTERN MIDSTREAM PARTNERS L(WES)9,61211,713+2,1013704630.20%+92
VANECK ETF TRUST
SEMICONDUCTR ETF
9,5239,528+53,3433,4311.51%+88
KINROSS GOLD CORP(KGC)22,75122,301-4505416280.28%+87
NEOS ETF TRUST
NEOS S&P 500 HI
35,04936,384+1,3351,8261,9110.84%+85
PROSHARES TR II(AGQ)10,16410,289+1254895710.25%+82
TEMPLETON EMERGING MKTS INCO163,498171,380+7,8821,0321,1050.49%+74
SANDISK CORP(SNDK)1,1291,250+1212342970.13%+62
ABBVIE INC(ABBV)4,0584,139+818899460.42%+57
GE AEROSPACE(GE)2,3492,513+1647177740.34%+57
DIMENSIONAL ETF TRUST
CALIF MUN BD ETF
4,7695,903+1,1342392960.13%+57
VANGUARD CALIF TAX FREE FDS2,8003,357+5572813370.15%+56
KRATOS DEFENSE & SEC SOLUTIO(KTOS)15,10015,10001,0931,1460.51%+53
NEWMONT CORP(NEM)2,9682,974+62452970.13%+52
ISHARES TR(Call)013,700+13,700046+46
VANECK ETF TRUST(Call)
SEMICONDUCTR ETF
013,700+13,700045+45
SPDR GOLD TR(GLD)1,3771,37705045460.24%+42
ALLISON TRANSMISSION HLDGS I(ALSN)02,500+2,50002450.11%+245
TESLA INC(TSLA)6,6376,669+322,9602,9991.32%+40
ALIBABA GROUP HLDG LTD(BABA)1,6002,100+5002683080.14%+40
NEOS ETF TRUST
NASDAQ 100 HIGH
33,75234,707+9551,8311,8690.82%+39
VANGUARD INDEX FDS1,2721,374+1023774150.18%+38
ARCHER AVIATION INC(ACHR)081,051+81,05106100.27%+610
ALLIANCEBERNSTEIN GLOBAL HIG
COM
38,54242,337+3,7954174530.20%+35
MORGAN STANLEY(MS)02,271+2,27104030.18%+403
QUALCOMM INC(QCOM)02,304+2,30403940.17%+394
VANGUARD MALVERN FDS128,027129,117+1,09010,02610,0584.44%+32
WORLD GOLD TR(GLDM)03,780+3,78003230.14%+323
SCHWAB STRATEGIC TR21,44321,44309399690.43%+30
SCHWAB STRATEGIC TR050,144+50,14401,5800.70%+1,580
VANGUARD INDEX FDS02,219+2,21901,3910.61%+1,391
ISHARES TR
FALN ANGLS USD
016,182+16,18204420.19%+442
WESTERN DIGITAL CORP(WDC)2,5712,576+54214440.20%+23
JPMORGAN CHASE & CO.(JPM)2,3512,356+57377590.34%+22
ISHARES INC5,0105,01002492700.12%+21
ISHARES INC
MSCI ITALY ETF
7,8007,80004044240.19%+20
ISHARES INC6,1006,10003093290.15%+20
AMGEN INC(AMGN)01,369+1,36904480.20%+448
VANGUARD INDEX FDS1,3981,425+273503670.16%+18
VANGUARD INDEX FDS02,821+2,82109460.42%+946
MAIN STR CAP CORP(MAIN)3,8743,907+332212360.10%+15
FRANKLIN TEMPLETON ETF TR
FTSE MEXICO
8,2378,394+1572702840.13%+14
PALANTIR TECHNOLOGIES INC(PLTR)5,4525,444-89549680.43%+13
SCHWAB STRATEGIC TR11,43111,481+503323450.15%+13
ISHARES TR02,062+2,06205080.22%+508
MORGAN STANLEY EMERGING MKTS0115,969+115,96906300.28%+630
SCHWAB STRATEGIC TR21,00321,00306786890.30%+11
DIREXION SHS ETF TR
DAILY FINANCIAL
1,4751,47502382480.11%+11
ISHARES TR4,3324,339+77197290.32%+10
INTUITIVE SURGICAL INC0411+41102330.10%+233
BANK AMERICA CORP4,1364,154+182202280.10%+8
LAM RESEARCH CORP(LRCX)4,7964,590-2067787860.35%+8
ISHARES TR0561+56103850.17%+385
ISHARES TR4,4204,42002912970.13%+6
LISTED FDS TR
WAHED FTSE ETF
3,5053,50502122170.10%+5
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