Kondo Wealth Advisors, Inc.

CIK

2070929

Location

PASADENA, CA

Portfolio Value

Micro $27,921,551

Diversification

Diversified

Filing Date

Global Rank

#7,798 / 8,710 ▼ 2032

Top Industry

Semiconductors 14.8%

Period ended 3 months ago

Filed Jul 21, 2026 · 2mo

7 quarters · since Dec 2024

Portfolio Concentration

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

Top Position

13.6%

−18.0 pts

Top 5

47.7%

−37.6 pts

Top 10

63.3%

−28.0 pts

HHI

613

Diversified−1,602

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

14 positions

Ticker	Company	Shares	Value
DCOR	Dimensional US Core Equity 1 ETF	1,282,247	$60,297,976
ACSG	American Century Small Cap Growth Insights ETF	555,663	$58,736,874
BNDW	Vanguard Total World Bond ETF	465,404	$27,714,808
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	209,421	$10,460,578
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	82,305	$5,116,789
BIV	Vanguard Intermediate-Term Bond ETF	29,532	$2,301,223
FNDA	Schwab Fundamental U.S. Small Company ETF	59,315	$1,534,965
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	17,482	$1,330,095
XOM	ExxonMobil Holdings Corp	1,394	$236,506
CVX	Chevron Corp	1,112	$230,072
CWI	State Street SPDR MSCI ACWI ex-US ETF	4,935	$225,874
MA	Mastercard Inc	428	$213,854
LOW	Lowes Companies Inc	878	$207,453
AAXJ	iShares MSCI All Country Asia ex Japan ETF	711,391	$0
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.