Kondo Wealth Advisors, Inc.

Q3 2026 13F-HR Holdings

Location
Pasadena, CA
Holdings as of
9/30/2026
Date filed
10/19/2026
Form type
13F-HR
Num holdings
74
Total value ($000)
$300,178
Net value change ($000)
+1,010 (0.3%)
New positions
5
Sold out positions
6
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AVDV 1,710 6.6%
MSFT 1,142 102.1%
ITOT 946 1.8%
SO 782 NEW
AAPL 593 15.6%
IDEV 469 1.8%
DFA INVT DIMENSIONS GROUP IN 358 NEW
NVDA 312 15.2%
EXXONMOBIL HOLDINGS CORP 235 NEW
CVX 230 NEW
Top Reduces (Value $000, Stocks/ETFs)
AVUV -2,520 -6.5%
CAT -566 -69.9%
DFSV -370 -100.0%
DFEM -340 -1.8%
KLAC -305 -100.0%
DFAS -285 -5.3%
INTC -227 -100.0%
GE -216 -100.0%
HD -214 -100.0%
LRCX -204 -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.
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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