Kondo Wealth Advisors, Inc.
All 13F Filings
- Location
- Pasadena, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 261,322
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 250.4 K | 95.8% | 13.3 K | 0 | 13.3 K |
| ETFs | 9.571 K | 3.7% | 152 | 0 | 152 |
| Debt | 1.388 K | 0.5% | 0 | 43 | -43 |
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Fund Snapshot
Q4 2025
Latest filed
1/30/2026
Total value ($000)
261,322
Holdings
71
QoQ value change ($000)
13,406
(5.4%)
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.