Kondo Wealth Advisors, Inc.

Q3 2025 13F-HR Holdings

Location
Pasadena, CA
Holdings as of
9/30/2025
Date filed
11/5/2025
Form type
13F-HR
Num holdings
68
Total value ($000)
$247,916
Net value change ($000)
+21,455 (9.5%)
New positions
2
Sold out positions
1
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2025 Next filing: 1/30/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ITOT 4,441 11.3%
AVUV 3,403 13.5%
AVDV 3,019 15.5%
IDEV 2,130 11.3%
VGIT 1,729 7.6%
DFEM 1,645 13.3%
DFSD 728 5.7%
AAPL 637 24.5%
VTIP 605 6.7%
NVDA 364 24.7%
Top Reduces (Value $000, Stocks/ETFs)
UPS -175 -19.9%
MRSH -74 -8.5%
SUSB -65 -2.4%
DIS -61 -6.7%
PIMCO CALIFORNIA MUNICIPAL INCOME FUND II -60 -100.0%
SPOT -43 -15.9%
NFLX -40 -10.0%
CVLC -33 -2.3%
SPGI -32 -12.7%
SCHP -26 -6.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type