Kondo Wealth Advisors, Inc.
Filing Date
Global Rank
#7,678
/ 8,605
▲ 57
· as of Mar 2026
Top Industry
Consumer Electronics
16.5%
3Y Alpha vs SPY
-8.1%
Period ended 3 months ago
Filed May 11, 2026 · 59d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+18.8%
SPY
+24.4%
Annualised alpha
-3.8%
Max drawdown
−21.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
32 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
15.7%
−0.4 pts
Top 5
46.3%
−2.0 pts
Top 10
62.4%
−3.0 pts
HHI
638
Diversified−21
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.3% | $6,808,796 |
| Financial Services | 25.2% | $5,324,637 |
| Consumer Cyclical | 11.3% | $2,386,989 |
| Communication Services | 10.1% | $2,137,610 |
| Industrials | 6.5% | $1,368,735 |
| Unclassified | 4.7% | $983,755 |
| Healthcare | 4.4% | $925,801 |
| Consumer Defensive | 3.3% | $705,111 |
| Energy | 2.2% | $466,578 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BAC | Bank Of America Corp /De/ | +1,519 | 7,128 | $347,490 | |
| JPM | Jpmorgan Chase & Co | +705 | 2,062 | $606,557 | |
| BRK-B | Berkshire Hathaway Inc | +411 | 1,290 | $618,168 | |
| AMZN | Amazon Com Inc | +399 | 5,682 | $1,183,390 | |
| NVDA | Nvidia Corp | +269 | 9,849 | $1,717,665 | |
| AVGO | Broadcom Inc. | +235 | 1,712 | $529,881 | |
| AAPL | Apple Inc. | +224 | 13,068 | $3,316,527 | |
| GOOGL | Alphabet Inc. | +123 | 2,132 | $613,077 | |
| COST | Costco Wholesale Corp /New | +97 | 430 | $428,464 | |
| TSLA | Tesla, Inc. | +25 | 1,499 | $557,253 | |
| LLY | ELI LILLY & Co | +6 | 258 | $237,300 | |
| UPS | United Parcel Service Inc | +4 | 8,483 | $834,557 | |
| SPY | Spdr S&P 500 ETF Trust | +3 | 737 | $479,300 | |
| META | Meta Platforms, Inc. | +2 | 966 | $552,677 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DIS | Walt Disney Co | −517 | 6,797 | $655,094 | |
| CATY | Cathay General Bancorp | −500 | 50,481 | $2,516,982 | |
| VZ | Verizon Communications Inc | −494 | 6,310 | $316,762 | |
| MSFT | Microsoft Corp | −251 | 2,822 | $1,044,619 | |
| CSCO | Cisco Systems, Inc. | −240 | 2,579 | $200,104 | |
| JNJ | Johnson & Johnson | −166 | 919 | $224,640 | |
| CVNA | Carvana Co. | −101 | 3,732 | $234,653 | |
| WFC | Wells Fargo & Company/Mn | −20 | 4,344 | $345,825 | |
| WMT | Walmart Inc. | −9 | 2,226 | $276,647 | |
| MRSH | Marsh & Mclennan Companies, Inc. | −6 | 3,896 | $675,761 | |
| MA | Mastercard Inc | −1 | 428 | $213,854 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
Sold Out
Positions the filer fully exited
5 positions
32 positions ·
$21,108,012 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 13,068 | $3,316,527 | 15.71% | |
| CATY |
Cathay General Bancorp
Financial Services
|
Reduced | 50,481 | $2,516,982 | 11.92% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 9,849 | $1,717,665 | 8.14% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 5,682 | $1,183,390 | 5.61% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 2,822 | $1,044,619 | 4.95% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 8,483 | $834,557 | 3.95% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Reduced | 3,896 | $675,761 | 3.20% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 6,797 | $655,094 | 3.10% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,290 | $618,168 | 2.93% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 2,132 | $613,077 | 2.90% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,062 | $606,557 | 2.87% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,499 | $557,253 | 2.64% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 966 | $552,677 | 2.62% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 754 | $534,178 | 2.53% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,712 | $529,881 | 2.51% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 874 | $504,455 | 2.39% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 737 | $479,300 | 2.27% | |
| AZN |
Astrazeneca PLC
Healthcare
|
NEW | 2,352 | $463,861 | 2.20% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 430 | $428,464 | 2.03% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 7,128 | $347,490 | 1.65% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 4,344 | $345,825 | 1.64% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 6,310 | $316,762 | 1.50% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 2,226 | $276,647 | 1.31% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 258 | $237,300 | 1.12% | |
| XOM |
Exxon Mobil Corp
Energy
|
NEW | 1,394 | $236,506 | 1.12% | |
| CVNA |
Carvana Co.
Consumer Cyclical
|
Reduced | 3,732 | $234,653 | 1.11% | |
| CVX |
Chevron Corp
Energy
|
NEW | 1,112 | $230,072 | 1.09% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 919 | $224,640 | 1.06% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 428 | $213,854 | 1.01% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
NEW | 878 | $207,453 | 0.98% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
NEW | 621 | $204,240 | 0.97% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 2,579 | $200,104 | 0.95% |