UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8
Report for the Calendar Year or Quarter Ended:
03-31-2023
Check here if Amendment: ☐ Amendment Number:
This Amendment (Check only one.):☐ is a restatement.
☐ adds new holdings entries.

Institutional Investment Manager Filing this Report:

Name:
Kaizen Financial Strategies
Address:
2105 S BASCOM AVE, STE 295
CAMPBELL, CA 95008
Form 13F File Number:
028-20537

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.


Person Signing this Report on Behalf of Reporting Manager:
Name:
John Stachnick
Title:
Chief Compliance Officer
Phone:
408-819-9010


Signature, Place, and Date of Signing:

/s/John Stachnick
                         [Signature]
Campbell, CALIFORNIA
                 [City, State]
05-10-2023
                           [Date]
                          

Report Type (Check only one.):

☒ 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) 

☐ 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) 

☐ 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)


Form 13F Summary Page

Report Summary:

Number of Other Included Managers:
0
Form 13F Information table Entry Total:
101
Form 13F Information table Value Total:
101410425
          (thousands)

List of Other Included Managers:

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]

  
NONE


UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8
COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ABBVIE INCCOM00287Y109458,2792,876SHSOLE 0 0 2,876
ADOBE SYSTEMS INCORPORATEDCOM00724F101875,1752,271SHSOLE 0 0 2,271
ADVANCED MICRO DEVICES INCCOM007903107510,5345,209SHSOLE 0 0 5,209
AGCO CORPCOM001084102429,4463,176SHSOLE 0 0 3,176
ALLIANCEBERNSTEIN GLOBAL HIGCOM01879R106131,47413,526SHSOLE 0 0 13,526
ALPHABET INCCAP STK CL A02079K3051,424,00513,728SHSOLE 0 0 13,728
ALPHABET INCCAP STK CL C02079K1073,055,83229,383SHSOLE 0 0 29,383
AMAZON COM INCCOM0231351061,897,02418,366SHSOLE 0 0 18,366
AMGEN INCCOM031162100275,7231,141SHSOLE 0 0 1,141
AMPLIFY ETF TRBLOCKCHAIN LDR032108607445,63123,030SHSOLE 0 0 23,030
APPLE INCCOM03783310011,172,31267,752SHSOLE 0 0 67,752
APPLIED MATLS INCCOM0382221051,271,86310,355SHSOLE 0 0 10,355
BANK AMERICA CORP7.25%CNV PFD L060505682222,917191SHSOLE 0 0 191
BANK AMERICA CORPCOM060505104222,2397,771SHSOLE 0 0 7,771
BERKSHIRE HATHAWAY INC DELCL B NEW084670702268,630870SHSOLE 0 0 870
BERRY GLOBAL GROUP INCCOM08579W103260,6334,425SHSOLE 0 0 4,425
BEST BUY INCCOM086516101783,67410,012SHSOLE 0 0 10,012
BLACKSTONE INCCOM09260D1072,517,38328,659SHSOLE 0 0 28,659
BRUNSWICK CORPCOM117043109252,2653,076SHSOLE 0 0 3,076
CATERPILLAR INCCOM149123101607,0052,653SHSOLE 0 0 2,653
COMFORT SYS USA INCCOM199908104226,2381,550SHSOLE 0 0 1,550
CUBESMARTCOM229663109226,5234,901SHSOLE 0 0 4,901
DISNEY WALT COCOM254687106209,8822,096SHSOLE 0 0 2,096
EXPEDITORS INTL WASH INCCOM302130109257,6812,340SHSOLE 0 0 2,340
FEDERAL RLTY INVT TR NEWSH BEN INT NEW313745101250,0202,530SHSOLE 0 0 2,530
GENWORTH FINL INCCOM CL A37247D106161,64432,200SHSOLE 0 0 32,200
GLADSTONE LD CORPCOM376549101219,83013,203SHSOLE 0 0 13,203
GLOBAL X FDSS&P 500 COVERED37954Y475278,8436,885SHSOLE 0 0 6,885
GRUPO AEROPORTUARIO DEL CENTSPON ADR400501102230,5782,576SHSOLE 0 0 2,576
HONEYWELL INTL INCCOM438516106240,7561,260SHSOLE 0 0 1,260
INTERNATIONAL PAPER COCOM460146103324,1438,989SHSOLE 0 0 8,989
INTUITCOM461202103298,711670SHSOLE 0 0 670
INVESCO EXCH TRADED FD TR IIPFD ETF46138E511164,14114,298SHSOLE 0 0 14,298
INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL46138E354237,1203,800SHSOLE 0 0 3,800
INVESCO EXCHANGE TRADED FD TS&P500 EQL TEC46137V282458,1271,660SHSOLE 0 0 1,660
INVESCO EXCHANGE TRADED FD TS&P500 EQL UTL46137V274238,1402,100SHSOLE 0 0 2,100
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT46137V3575,177,83035,803SHSOLE 0 0 35,803
INVESCO QQQ TRUNIT SER 146090E1031,485,6824,629SHSOLE 0 0 4,629
ISHARES TRCORE S&P500 ETF464287200399,981973SHSOLE 0 0 973
ISHARES TRGL CLEAN ENE ETF464288224197,80010,000SHSOLE 0 0 10,000
ISHARES TRIBOXX INV CP ETF464287242756,9096,905SHSOLE 0 0 6,905
ISHARES TRRUSSELL 2000 ETF464287655243,1611,363SHSOLE 0 0 1,363
JPMORGAN CHASE & COCOM46625H100277,3972,129SHSOLE 0 0 2,129
KLA CORPCOM NEW482480100465,0331,165SHSOLE 0 0 1,165
LAM RESEARCH CORPCOM512807108213,550403SHSOLE 0 0 403
LENNAR CORPCL A526057104317,3303,019SHSOLE 0 0 3,019
LISTED FD TRWAHED FTSE ETF53656F607350,6918,999SHSOLE 0 0 8,999
LOCKHEED MARTIN CORPCOM539830109240,219508SHSOLE 0 0 508
MAGELLAN MIDSTREAM PRTNRS LPCOM UNIT RP LP559080106425,1727,836SHSOLE 0 0 7,836
MASTEC INCCOM576323109231,3782,450SHSOLE 0 0 2,450
MERCADOLIBRE INCCOM58733R102283,383215SHSOLE 0 0 215
META PLATFORMS INCCL A30303M102390,3931,842SHSOLE 0 0 1,842
MICROSOFT CORPCOM5949181042,311,5828,018SHSOLE 0 0 8,018
MODERNA INCCOM60770K107277,8261,809SHSOLE 0 0 1,809
MORGAN STANLEYCOM NEW617446448327,7223,733SHSOLE 0 0 3,733
NEXTERA ENERGY PARTNERS LPCOM UNIT PART IN65341B106355,0075,844SHSOLE 0 0 5,844
NUVEEN MUN INCOME FD INCCOM67062J1021,260,306134,661SHSOLE 0 0 134,661
NVIDIA CORPORATIONCOM67066G1042,190,2757,885SHSOLE 0 0 7,885
OSHKOSH CORPCOM688239201220,4272,650SHSOLE 0 0 2,650
PIMCO DYNAMIC INCOME FDSHS72201Y101912,15250,619SHSOLE 0 0 50,619
QUALCOMM INCCOM747525103295,5822,317SHSOLE 0 0 2,317
QUANTA SVCS INCCOM74762E102291,6201,750SHSOLE 0 0 1,750
SALESFORCE INCCOM79466L3021,579,2617,905SHSOLE 0 0 7,905
SCHWAB CHARLES CORPCOM808513105275,8815,267SHSOLE 0 0 5,267
SCHWAB STRATEGIC TR1000 INDEX ETF808524722802,94420,302SHSOLE 0 0 20,302
SCHWAB STRATEGIC TREMRG MKTEQ ETF808524706666,38027,177SHSOLE 0 0 27,177
SCHWAB STRATEGIC TRINT-TRM U.S TRES8085248544,830,89195,794SHSOLE 0 0 95,794
SCHWAB STRATEGIC TRLONG TERM US8085246802,323,45762,025SHSOLE 0 0 62,025
SCHWAB STRATEGIC TRSCHWB FDT INT LG8085247552,996,94895,841SHSOLE 0 0 95,841
SCHWAB STRATEGIC TRUS AGGREGATE B8085248395,513,876117,542SHSOLE 0 0 117,542
SCHWAB STRATEGIC TRUS LCAP GR ETF8085243004,546,97669,771SHSOLE 0 0 69,771
SCHWAB STRATEGIC TRUS MID-CAP ETF808524508257,0733,789SHSOLE 0 0 3,789
SCHWAB STRATEGIC TRUS SML CAP ETF8085246071,049,16425,022SHSOLE 0 0 25,022
SELECT SECTOR SPDR TRCOMMUNICATION81369Y852393,6466,791SHSOLE 0 0 6,791
SELECT SECTOR SPDR TRFINANCIAL81369Y605282,9848,802SHSOLE 0 0 8,802
SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y209665,9425,144SHSOLE 0 0 5,144
SELECT SECTOR SPDR TRSBI MATERIALS81369Y100213,8902,652SHSOLE 0 0 2,652
SELECT SECTOR SPDR TRTECHNOLOGY81369Y803926,9506,138SHSOLE 0 0 6,138
SIMON PPTY GROUP INC NEWCOM828806109257,9592,304SHSOLE 0 0 2,304
SNAP ON INCCOM833034101241,952980SHSOLE 0 0 980
SPDR DOW JONES INDL AVERAGEUT SER 178467X109927,9612,790SHSOLE 0 0 2,790
SPDR GOLD TRGOLD SHS78463V107270,2501,475SHSOLE 0 0 1,475
SPDR S&P 500 ETF TRTR UNIT78462F1036,857,56816,751SHSOLE 0 0 16,751
SPDR SER TRCOMP SOFTWARE78464A599253,0702,056SHSOLE 0 0 2,056
SPDR SER TRPRTFLO S&P500 VL78464A508492,38612,092SHSOLE 0 0 12,092
SPDR SER TRS&P HOMEBUILD78464A888264,2643,900SHSOLE 0 0 3,900
SPDR SER TRS&P INS ETF78464A789268,8296,830SHSOLE 0 0 6,830
STAG INDL INCCOM85254J102661,14919,549SHSOLE 0 0 19,549
SUMMIT MATLS INCCL A86614U100268,9469,440SHSOLE 0 0 9,440
TESLA INCCOM88160R1011,125,0565,423SHSOLE 0 0 5,423
THERMO FISHER SCIENTIFIC INCCOM883556102614,5981,066SHSOLE 0 0 1,066
TIDAL ETF TRFOLIOBEYOND RISI886364637261,9968,400SHSOLE 0 0 8,400
UNITEDHEALTH GROUP INCCOM91324P102431,747914SHSOLE 0 0 914
VANECK ETF TRUSTFALLEN ANGEL HG92189F437225,5618,050SHSOLE 0 0 8,050
VANECK ETF TRUSTOIL SERVICES ETF92189H607629,3622,271SHSOLE 0 0 2,271
VANECK ETF TRUSTSEMICONDUCTR ETF92189F6761,220,0984,636SHSOLE 0 0 4,636
VANGUARD INDEX FDSTOTAL STK MKT922908769930,4924,559SHSOLE 0 0 4,559
VANGUARD MALVERN FDSSTRM INFPROIDX922020805309,3956,470SHSOLE 0 0 6,470
VANGUARD SPECIALIZED FUNDSDIV APP ETF9219088445,425,25435,227SHSOLE 0 0 35,227
VISA INCCOM CL A92826C839649,2682,880SHSOLE 0 0 2,880
WP CAREY INCCOM92936U109494,1726,381SHSOLE 0 0 6,381