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Portfolio (Quarterly) Guide ↗

Kondo Wealth Advisors, Inc.

· CIK 0002070929
13F Portfolio $266M AUM 69 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 22 Added 20 Reduced
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BAC BANK AMERICA CORP Financial Services 7,128.0 $347K 0.13% +2K +27.1% $48.75 +28.5%
22 LLY ELI LILLY & CO Healthcare 258.0 $237K 0.09% +6.0 +2.4% $920.32 +24.5%
Page 2 of 2  ·  22 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 31.8%
Financial Services 26.6%
Consumer Cyclical 15.5%
Communication Services 10.0%
Industrials 6.4%
Healthcare 4.3%
Consumer Defensive 3.3%
Energy 2.2%