Kaizen Financial Strategies has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm's total number of equity securities held at the end of the reporting period as 177.
The filing identifies John Stachnick as the Chief Compliance Officer responsible for the report, which was signed on October 9, 2026. The firm is based in Campbell, California.
The portfolio is heavily weighted toward large-cap technology companies and exchange-traded funds (ETFs). The top individual equity holding is NVIDIA Corporation, which accounts for 48,856 shares. Other significant equity positions include Apple Inc. with 52,899 shares and Alphabet Inc. Class A with 11,268 shares.
A substantial portion of the portfolio is allocated to ETFs. The Vanguard S&P 500 ETF Shares are held in the largest quantity with 12,829 shares. Other notable ETF holdings include the Vanguard Total International Stock ETF with 17,542 shares and the Vanguard Emerging Markets Stock ETF with 17,542 shares.
The filing also lists positions in various other sectors, including energy, healthcare, and defense. Notable holdings include Templeton Emerging Markets Income Fund with 186,155 shares and Uranium Energy Corp with 47,511 shares.
