Kondo Wealth Advisors, Inc.
All 13F Filings
- Location
- Pasadena, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 299,168
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 75 | 299,168 | 13F-HR | Kondo Wealth Advisors, Inc. |
| Q1 2026 | 5/11/2026 | 69 | 265,610 | 13F-HR | Kondo Wealth Advisors, Inc. |
| Q4 2025 | 1/30/2026 | 71 | 261,322 | 13F-HR | Kondo Wealth Advisors, Inc. |
| Q3 2025 | 11/5/2025 | 68 | 247,916 | 13F-HR | Kondo Wealth Advisors, Inc. |
| Q2 2025 | 7/29/2025 | 67 | 226,461 | 13F-HR | Kondo Wealth Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 32.92 K | 11.0% | 6.122 K | 0 | 6.122 K |
| ETFs | 264.8 K | 88.5% | 27.4 K | 0 | 27.4 K |
| Debt | 1.431 K | 0.5% | 32 | 0 | 32 |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
299,168
Holdings
75
QoQ value change ($000)
33,558
(12.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.