Kondo Wealth Advisors, Inc.
All 13F Filings
- Location
- Pasadena, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 265,610
- Description
- —
- 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 |
|---|---|---|---|---|---|
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 26.8 K | 10.1% | 0 | 223.6 K | -223.6 K |
| ETFs | 237.4 K | 89.4% | 227.8 K | 0 | 227.8 K |
| Debt | 1.399 K | 0.5% | 11 | 0 | 11 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
265,610
Holdings
69
QoQ value change ($000)
4,288
(1.6%)
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.