Kondo Wealth Advisors, Inc.

Q4 2025 13F-HR Holdings

Location
Pasadena, CA
Holdings as of
12/31/2025
Date filed
1/30/2026
Form type
13F-HR
Num holdings
71
Total value ($000)
$261,322
Net value change ($000)
+13,406 (5.4%)
New positions
5
Sold out positions
2
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/5/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 2,463 5.6%
AVUV 2,442 8.5%
VGIT 1,805 7.4%
AVDV 1,627 7.2%
IDEV 1,531 7.3%
DFEM 1,006 7.2%
DFSD 846 6.3%
DFIV 532 6.8%
WFC 407 NEW
VTIP 349 3.6%
Top Reduces (Value $000, Stocks/ETFs)
CVLC -578 -41.9%
SUSB -520 -20.0%
SPOT -228 -100.0%
CVIE -217 -22.9%
PG -206 -100.0%
MSFT -107 -6.7%
BIV -92 -9.3%
NFLX -84 -23.3%
MRSH -68 -8.6%
DLN -66 -3.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type