Kondo Wealth Advisors, Inc.

Q2 2026 13F-HR Holdings

Location
Pasadena, CA
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
75
Total value ($000)
$299,168
Net value change ($000)
+33,558 (12.6%)
New positions
10
Sold out positions
4
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 8,591 19.0%
AVUV 5,064 15.0%
DFEM 3,028 19.1%
IDEV 2,550 11.0%
CVNA 1,788 152.4%
VGIT 1,567 5.7%
DFUS 1,143 15.0%
AVDV 1,118 4.5%
DFUV 800 11.5%
DFSD 768 5.2%
Top Reduces (Value $000, Stocks/ETFs)
SUSB -258 -12.7%
XOM -237 -100.0%
CVX -230 -100.0%
MA -214 -100.0%
LOW -208 -100.0%
CVLC -124 -19.3%
BAC -89 -25.6%
META -59 -10.7%
VZ -32 -10.1%
MRSH -32 -4.7%
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