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Portfolio (Quarterly) Guide ↗

Kondo Wealth Advisors, Inc.

· CIK 0002070929
13F Portfolio $299M AUM 75 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 30 Added 18 Reduced 4 Exited
Page 1 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ITOT ISHARES TR 327,735.0 $53.8M 18.00% +10K +3.2% $164.27 +1.4%
2 AVUV AMERICAN CENTY ETF TR 311,684.0 $38.9M 13.00% +6K +1.8% $124.76 -0.5%
3 VGIT VANGUARD SCOTTSDALE FDS 496,479.0 $29.3M 9.79% +31K +6.7% $58.98 -1.9%
4 AVDV AMERICAN CENTY ETF TR 252,626.0 $26.0M 8.70% +3K +1.2% $103.05 +8.2%
5 IDEV ISHARES TR 288,994.0 $25.7M 8.60% +12K +4.2% $89.01 +3.0%
6 DFEM DIMENSIONAL ETF TRUST 464,509.0 $18.9M 6.31% +6K +1.2% $40.64 -1.4%
7 DFSD DIMENSIONAL ETF TRUST 327,035.0 $15.6M 5.22% +17K +5.5% $47.75 -1.3%
8 VTIP VANGUARD MALVERN FDS 218,914.0 $11.0M 3.68% +9K +4.5% $50.23 -1.1%
9 AAPL APPLE INC Technology 13,171.0 $3.8M 1.27% +103.0 +0.8% $289.41 +12.3%
10 CVNA CARVANA CO Consumer Cyclical 44,993.0 $3.0M 0.99% +41K +1105.6% $65.82 +9.6%
11 NVDA NVIDIA CORPORATION Technology 10,267.0 $2.1M 0.69% +418.0 +4.2% $200.09 +8.7%
12 BSV VANGUARD BD INDEX FDS 18,370.0 $1.4M 0.48% +529.0 +3.0% $77.92 -1.0%
13 AMZN AMAZON COM INC Consumer Cyclical 5,727.0 $1.4M 0.46% +45.0 +0.8% $238.34 +7.0%
14 MSFT MICROSOFT CORP Technology 2,999.0 $1.1M 0.37% +177.0 +6.3% $373.16 +34.3%
15 CAT CATERPILLAR INC Industrials 761.0 $810K 0.27% +7.0 +0.9% $1064.90 -26.8%
16 GOOGL ALPHABET INC Communication Services 2,255.0 $806K 0.27% +123.0 +5.8% $357.37 -6.3%
17 GOOG ALPHABET INC 2,184.0 $772K 0.26% +51.0 +2.4% $353.33
18 QQQ INVESCO QQQ TR Financial Services 944.0 $695K 0.23% +70.0 +8.0% $736.60 -3.9%
19 JPM JPMORGAN CHASE & CO Financial Services 2,090.0 $685K 0.23% +28.0 +1.4% $327.53 +8.4%
20 AVGO BROADCOM INC Technology 1,773.0 $670K 0.22% +61.0 +3.6% $377.75 -2.1%
Page 1 of 2  ·  30 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.5%
Financial Services 24.0%
Consumer Cyclical 19.0%
Communication Services 8.2%
Industrials 7.1%
Healthcare 3.7%
Consumer Defensive 2.4%