• 13F History

Kaizen Financial Strategies

13F Filings History

Latest 13F report
Q1 2025 - Apr 9, 2025
Value $
$173M
Signature - Title
John Stachnick - Chief Compliance Officer
Location
Campbell, CA
Summary
This page shows a list of all the recent 13F filings made by Kaizen Financial Strategies. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Kaizen Financial Strategies reported 138 stock holdings with total value $173M as of Q1 2025. Top holdings included SPY, AAPL, SCHG, VCRB, and CGDV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 138 $173M +$21.3M -$13.5M +$7.87M SPY, AAPL, SCHG, VCRB, CGDV 13F-HR 4/8/2025, 08:19 PM
Q4 2024 133 $177M +$29.7M -$13.5M +$16.1M SPY, AAPL, SCHG, NVDA, VCRB 13F-HR 2/14/2025, 11:55 AM
Q3 2024 135 $172M +$9.03M -$6.15M +$2.88M AAPL, SPY, SCHG, VIG, VCRB 13F-HR 11/4/2024, 12:46 PM
Q2 2024 132 $159M +$30.2M -$19.5M +$10.7M AAPL, SPY, SCHG, VIG, VCRB 13F-HR 8/2/2024, 05:37 PM
Q1 2024 123 $147M +$13.6M -$6.59M +$6.97M SPY, SCHG, AAPL, VIG, SCHZ 13F-HR 5/2/2024, 09:22 PM
Q4 2023 116 $132M +$6.98M -$7.43M -$452K AAPL, SPY, SCHG, VIG, SCHZ 13F-HR 1/18/2024, 09:30 AM
Q3 2023 125 $118M +$17.8M -$11M +$6.81M AAPL, SPY, SCHG, VIG, SCHZ 13F-HR 10/31/2023, 11:11 AM
Q2 2023 113 $116M +$15.9M -$2.74M +$13.1M AAPL, SPY, VIG, SCHG, SCHZ 13F-HR 8/7/2023, 09:40 PM
Q1 2023 101 $101M +$22.2M -$16.1M +$6.02M AAPL, SPY, SCHZ, VIG, RSP 13F-HR 5/10/2023, 05:32 PM
Q4 2022 120 $101M +$10.3M -$10.4M -$173K AAPL, SPY, DIA, VTI, SCHG 13F-HR 1/18/2023, 04:31 PM
Q3 2022 115 $94.9M +$17.6M -$3.56M +$14.1M AAPL, SPY, SCHG, VTI, GOOG 13F-HR 10/18/2022, 06:39 PM
Q2 2022 119 $101M +$6.92M -$3.12M +$3.8M AAPL, SPY, VTI, SCHG, SCHJ 13F-HR 7/15/2022, 05:53 PM
Q1 2022 130 $124M +$21.9M -$9.82M +$12M AAPL, SPY, VTI, SCHG, NVDA 13F-HR 5/5/2022, 09:21 PM
Q4 2021 140 $134M +$15.8M -$9.07M +$6.71M AAPL, SPY, SCHG, SCHJ, NVDA 13F-HR 1/25/2022, 05:52 PM
Q3 2021 139 $124M +$36.7M -$23M +$13.7M AAPL, SPY, SCHJ, SCHG, MSFT 13F-HR 11/12/2021, 03:48 PM
Q1 2021 134 $105M +$37.7M -$25.1M +$12.5M AAPL, SCHJ, SCHG, CRM, RSP 13F-HR 5/28/2021, 09:42 AM
Q4 2020 117 $89.9M AAPL, LQD, SCHR, SCHG, CRM 13F-HR 2/2/2021, 06:52 PM