Kaizen Financial Strategies ETF holdings
Campbell, CA
Reported $158.0M in 87 ETFs in its Form 13F for June 30, 2026.
ETF value
$158.0M
ETFs held
87
Change from prior quarter
+9.6%
With price moves
ETFs as a share of its 13F
62.4%
of $253.2M
Top 10 of 87 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHG | Schwab U.S. Large-Cap Growth ETF | $17.7M | 519,599 | −34,787 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $14.6M | 19,616 | −6,609 shares |
| CGDV | Capital Group Dividend Value ETF | $13.1M | 266,220 | −11,620 shares |
| VCRB | Vanguard Core Bond ETF | $8.5M | 111,040 | −16,006 shares |
| SCHI | Schwab 5-10 Year Corporate Bond ETF | $8.4M | 370,730 | +2,086 shares |
| SMH | VanEck Semiconductor ETF | $6.8M | 10,997 | +87 shares |
| JIRE | JPMorgan International Research Enhanced Equity ETF | $6.7M | 81,885 | −6,275 shares |
| VYM | Vanguard High Dividend Yield ETF | $6.3M | 39,687 | +16,739 shares |
| FNDB | Schwab Fundamental U.S. Broad Market ETF | $6.1M | 199,338 | +105,337 shares |
| VOO | Vanguard S&P 500 ETF | $4.6M | 6,725 | +4,515 shares |
77 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001842013. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Kaizen Financial Strategies own?
Kaizen Financial Strategies reported 87 ETF positions worth $158.0M in its Form 13F for June 30, 2026. The largest was SCHG, at $17.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.