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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 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSLA TESLA INC Consumer Cyclical 1,567.0 $659K 0.22% +68.0 +4.5% $420.60 -16.1%
22 SCHP SCHWAB STRATEGIC TR 15,356.0 $407K 0.14% +790.0 +5.4% $26.50 -2.6%
23 IWF ISHARES TR 3,265.0 $406K 0.14% +2K +300.1% $124.20 -2.0%
24 WFC WELLS FARGO & CO Financial Services 4,366.0 $361K 0.12% +22.0 +0.5% $82.64 +7.7%
25 LLY ELI LILLY & CO Healthcare 269.0 $323K 0.11% +11.0 +4.3% $1200.14 -3.3%
26 CSCO CISCO SYS INC Technology 2,632.0 $309K 0.10% +53.0 +2.1% $117.46 -7.4%
27 VZ VERIZON COMMUNICATIONS INC Communication Services 6,728.0 $285K 0.10% +418.0 +6.6% $42.34 +19.5%
28 WMT WALMART INC Consumer Defensive 2,243.0 $254K 0.09% +17.0 +0.8% $113.30 -6.2%
29 JNJ JOHNSON & JOHNSON Healthcare 952.0 $242K 0.08% +33.0 +3.6% $254.22 +8.1%
30 DISV DIMENSIONAL ETF TRUST 5,695.0 $229K 0.08% +30.0 +0.5% $40.13 +10.5%
Page 2 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%