Portfolio (Quarterly) Guide ↗

Kondo Wealth Advisors, Inc.

· CIK 0002070929

13F Portfolio $266M AUM 69 positions Filed May 11, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 22 Added 20 Reduced 7 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VTEB	VANGUARD MUN BD FDS	—	6,996	$352K	0.14%	SOLD
2	NFLX	NETFLIX INC	Communication Services	2,943	$276K	0.11%	SOLD
3	AXP	AMERICAN EXPRESS CO	Financial Services	647	$239K	0.09%	SOLD
4	SPGI	S&P GLOBAL INC	Financial Services	454	$237K	0.09%	SOLD
5	IBM	INTERNATIONAL BUSINESS MACHS	Technology	771	$228K	0.09%	SOLD
6	—	ASTRAZENECA PLC	—	2,405	$221K	0.09%	SOLD
7	GS	GOLDMAN SACHS GROUP INC	Financial Services	232	$204K	0.08%	SOLD

Sector Allocation

Technology 30.9%

Financial Services 25.8%

Consumer Cyclical 15.1%

Communication Services 12.5%

Industrials 6.2%

Healthcare 4.2%

Consumer Defensive 3.2%

Energy 2.1%