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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XOM	EXXON MOBIL CORP	Energy	1,394	$237K	0.09%	SOLD
2	CVX	CHEVRON CORPORATION	Energy	1,112	$230K	0.09%	SOLD
3	MA	MASTERCARD INCORPORATED	Financial Services	428	$214K	0.08%	SOLD
4	LOW	LOWES COS INC	Consumer Cyclical	878	$208K	0.08%	SOLD

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%