Kondo Wealth Advisors, Inc.

CIK

2070929

Location

PASADENA, CA

Portfolio Value

Micro $27,921,551

Diversification

Diversified

Filing Date

Global Rank

#3,603 / 4,286 ▲ 3792

Top Industry

Semiconductors 14.8%

3Y Alpha vs SPY

-2.2%

Period ended 38 days ago

Filed Jul 21, 2026 · 17d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+25.0%

SPY

+28.4%

Annualised alpha

-2.1%

Max drawdown

−22.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.

Portfolio Concentration

36 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.6%

−1.0 pts

Top 5

47.7%

+3.8 pts

Top 10

63.3%

−0.0 pts

HHI

613

Diversified+12

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	34.7%	$9,694,952	11
Financial Services	21.3%	$5,942,020	7
Consumer Cyclical	18.6%	$5,199,216	4
Communication Services	8.0%	$2,234,232	4
Industrials	7.0%	$1,940,957	3
Unclassified	4.5%	$1,245,530	2
Healthcare	3.6%	$1,010,221	3
Consumer Defensive	2.3%	$654,423	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
CVNA	Carvana Co.	+41,261	44,993	$2,961,439
NVDA	Nvidia Corp	+418	10,267	$2,054,324
VZ	Verizon Communications Inc	+418	6,728	$284,863
MSFT	Microsoft Corp	+177	2,999	$1,118,686
AAPL	Apple Inc.	+103	13,171	$3,811,160
QQQ	Invesco Qqq Trust, Series 1	+70	944	$695,161
TSLA	Tesla, Inc.	+68	1,567	$659,080
AVGO	Broadcom Inc.	+61	1,773	$669,750
CSCO	Cisco Systems, Inc.	+53	2,632	$309,154
AMZN	Amazon Com Inc	+45	5,727	$1,364,973
JNJ	Johnson & Johnson	+33	952	$241,779
JPM	Jpmorgan Chase & Co	+28	2,090	$684,119
WFC	Wells Fargo & Company/Mn	+22	4,366	$360,806
UPS	United Parcel Service Inc	+21	8,504	$914,180
WMT	Walmart Inc.	+17	2,243	$254,042
LLY	ELI LILLY & Co	+11	269	$322,646
CAT	Caterpillar Inc	+7	761	$810,388
CATY	Cathay General Bancorp	+1	50,482	$3,129,379
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	−2,605	4,523	$257,720
GOOGL	Alphabet Inc.	−2,010	2,255	$805,869
META	Meta Platforms, Inc.	−89	877	$494,005
DIS	Walt Disney Co	−49	6,748	$649,495
MRSH	Marsh & Mclennan Companies, Inc.	−33	3,863	$643,846
BRK-B	Berkshire Hathaway Inc	−32	1,258	$629,490
HD	Home Depot, Inc.	−15	606	$213,724
COST	Costco Wholesale Corp /New	−2	428	$400,381
AZN	Astrazeneca PLC	−1	2,351	$445,796
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	387	$446,710
KLAC	Kla Corp	1,012	$305,330
AMD	Advanced Micro Devices Inc	499	$289,874
TSM	Taiwan Semiconductor Manufacturing Co Ltd	542	$258,842
GS	Goldman Sachs Group Inc	234	$236,660
INTC	Intel Corp	1,629	$227,457
GE	General Electric Co	579	$216,389
LRCX	Lam Research Corp	470	$203,665
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	1,394	$236,506
CVX	Chevron Corp	1,112	$230,072
MA	Mastercard Inc	428	$213,854
LOW	Lowes Companies Inc	878	$207,453
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

36 tracked positions · $27,921,551 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	13,171	+103	$3,811,160	+14.9%	13.65%
CATY	Cathay General Bancorp Financial Services	Added	50,482	+1	$3,129,379	+24.3%	11.21%
CVNA	Carvana Co. Consumer Cyclical	Added	44,993	+41,261	$2,961,439	+152.4%	10.61%
NVDA	Nvidia Corp Technology	Added	10,267	+418	$2,054,324	+19.6%	7.36%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,727	+45	$1,364,973	+15.3%	4.89%
MSFT	Microsoft Corp Technology	Added	2,999	+177	$1,118,686	+7.1%	4.01%
UPS	United Parcel Service Inc Industrials	Added	8,504	+21	$914,180	+9.5%	3.27%
CAT	Caterpillar Inc Industrials	Added	761	+7	$810,388	+51.7%	2.90%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,255	-2,010	$805,869	−34.2%	2.89%
QQQ	Invesco Qqq Trust, Series 1	Added	944	+70	$695,161	+37.8%	2.49%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,090	+28	$684,119	+12.8%	2.45%
AVGO	Broadcom Inc. Technology	Added	1,773	+61	$669,750	+26.4%	2.40%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,567	+68	$659,080	+18.3%	2.36%
DIS	Walt Disney Co Communication Services	Reduced	6,748	-49	$649,495	−0.9%	2.33%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	3,863	-33	$643,846	−4.7%	2.31%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,258	-32	$629,490	+1.8%	2.25%
SPY	Spdr S&P 500 ETF Trust	Held	737	0	$550,369	+14.8%	1.97%
META	Meta Platforms, Inc. Communication Services	Reduced	877	-89	$494,005	−10.6%	1.77%
MU	Micron Technology Inc Technology	NEW	387	NEW	$446,710	NEW	1.60%
AZN	Astrazeneca PLC Healthcare	Reduced	2,351	-1	$445,796	−3.9%	1.60%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	428	-2	$400,381	−6.6%	1.43%
WFC	Wells Fargo & Company/Mn Financial Services	Added	4,366	+22	$360,806	+4.3%	1.29%
LLY	ELI LILLY & Co Healthcare	Added	269	+11	$322,646	+36.0%	1.16%
CSCO	Cisco Systems, Inc. Technology	Added	2,632	+53	$309,154	+54.5%	1.11%
KLAC	Kla Corp Technology	NEW	1,012	NEW	$305,330	NEW	1.09%
AMD	Advanced Micro Devices Inc Technology	NEW	499	NEW	$289,874	NEW	1.04%
VZ	Verizon Communications Inc Communication Services	Added	6,728	+418	$284,863	−10.1%	1.02%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	542	NEW	$258,842	NEW	0.93%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	4,523	-2,605	$257,720	−25.8%	0.92%
WMT	Walmart Inc. Consumer Defensive	Added	2,243	+17	$254,042	−8.2%	0.91%
JNJ	Johnson & Johnson Healthcare	Added	952	+33	$241,779	+7.6%	0.87%
GS	Goldman Sachs Group Inc Financial Services	NEW	234	NEW	$236,660	NEW	0.85%
INTC	Intel Corp Technology	NEW	1,629	NEW	$227,457	NEW	0.81%
GE	General Electric Co Industrials	NEW	579	NEW	$216,389	NEW	0.77%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	606	-15	$213,724	+4.6%	0.77%
LRCX	Lam Research Corp Technology	NEW	470	NEW	$203,665	NEW	0.73%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.