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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MU MICRON TECHNOLOGY INC Technology 387.0 $447K 0.15% NEW $1154.29 -19.1%
2 KLAC KLA CORP Technology 1,012.0 $305K 0.10% NEW $301.71 -43.4%
3 AMD ADVANCED MICRO DEVICES INC Technology 499.0 $290K 0.10% NEW $580.91 -20.9%
4 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 542.0 $259K 0.09% NEW $477.57 -13.3%
5 TDIV FIRST TR EXCHANGE TRADED FD 2,120.0 $244K 0.08% NEW $114.88 -0.7%
6 GS GOLDMAN SACHS GROUP INC Financial Services 234.0 $237K 0.08% NEW $1011.37 -0.9%
7 INTC INTEL CORP Technology 1,629.0 $227K 0.08% NEW $139.63 -36.3%
8 GE GE AEROSPACE Industrials 579.0 $216K 0.07% NEW $373.73 -11.4%
9 DFAI DIMENSIONAL ETF TRUST 5,149.0 $212K 0.07% NEW $41.26 +3.5%
10 LRCX LAM RESEARCH CORP Technology 470.0 $204K 0.07% NEW $433.33 -33.0%

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%