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John Stachnick

Kaizen Financial Strategies

Assets Managed
$236.461M
Holdings
171
Last Quarter
2026 - Q1
Filed Date
1mo 14d ago
Growth Rate
4.32%(2Q avg: 3.39%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Kaizen Financial Strategies's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 171 positions.

Assets under management

The assets under management (AUM) of Kaizen Financial Strategies over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 236.461M in assets, with a quarterly growth rate of 4.32% and a 2-quarter average growth rate of 3.39%. The portfolio is managed by John Stachnick, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -5.55%
7.79%
$18.401M
26,225 shares@ $701.68 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 1.97%
7.54%
$17.812M
554,386 shares@ $32.14 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.82%
6.42%
$15.168M
57,584 shares@ $263.4 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Decreased -8.88%
5.34%
$12.611M
277,840 shares@ $45.39 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.7%
4.36%
$10.309M
51,976 shares@ $198.35 avg price
VCRB
Vanguard Core Bond Etf
Recent Activity
Decreased -1.6%
4.17%
$9.857M
127,046 shares@ $77.59 avg price
SCHI
Schwab 5-10 Year Corporate B
Recent Activity
Increased 5.76%
3.56%
$8.398M
368,644 shares@ $22.78 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -1.34%
3.3%
$7.781M
23,384 shares@ $332.77 avg price
JIRE
Jpmorgan Int Res Enh Eqty
Recent Activity
Increased 11.16%
3%
$7.07M
88,160 shares@ $80.2 avg price
SMH
Vaneck Semiconductor Etf
Recent Activity
Increased 137.26%
2.19%
$5.162M
55,110 shares@ $93.67 avg price

1-10 of 171