Kondo Wealth Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Pasadena, CA
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
69
Total value ($000)
$265,610
Net value change ($000)
+4,288 (1.6%)
New positions
5
Sold out positions
7
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AVUV 2,750 8.9%
VGIT 1,483 5.7%
DFEM 829 5.5%
AVDV 769 3.2%
IDEV 607 2.7%
DFSD 589 4.1%
AZN 464 NEW
VTIP 427 4.3%
XOM 237 NEW
CVX 230 NEW
Top Reduces (Value $000, Stocks/ETFs)
ITOT -1,111 -2.4%
CVNA -445 -27.5%
MSFT -442 -29.7%
DFUS -358 -4.5%
VTEB -352 -100.0%
NFLX -276 -100.0%
AXP -239 -100.0%
SPGI -237 -100.0%
IBM -228 -100.0%
AZN -221 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type