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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
Q1 2026 Q4 2025 · All 5 New 22 Added 20 Reduced 7 Exited
Page 2 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CVNA CARVANA CO Consumer Cyclical 3,732.0 $1.2M 0.44% -101.0 -2.6% $314.38 -78.8%
22 SCHX SCHWAB STRATEGIC TR 44,749.0 $1.1M 0.43% $25.64 +14.5%
23 DWM WISDOMTREE TR 15,655.0 $1.1M 0.41% -452.0 -2.8% $69.89 +6.6%
24 MSFT MICROSOFT CORP Technology 2,822.0 $1.0M 0.39% -251.0 -8.2% $370.43 -0.8%
25 IEMG ISHARES INC 14,716.0 $1.0M 0.39% +677.0 +4.8% $69.75 +23.3%
26 IVV ISHARES TR 1,496.0 $977K 0.37% $653.21 +14.5%
27 BIV VANGUARD BD INDEX FDS 11,691.0 $902K 0.34% +111.0 +1.0% $77.18 -1.1%
28 IJR ISHARES TR 7,196.0 $895K 0.34% $124.31 +15.2%
29 UPS UNITED PARCEL SVCS INC Industrials 8,483.0 $835K 0.31% $98.38 +9.0%
30 DES WISDOMTREE TR 22,674.0 $815K 0.31% -1K -5.1% $35.94 +9.7%
31 CVIE MORGAN STANLEY ETF TRUST 9,432.0 $686K 0.26% -815.0 -8.0% $72.69 +18.6%
32 MRSH MARSH & MCLENNAN COS INC Financial Services 3,896.0 $676K 0.25% $173.45 -7.7%
33 DIS DISNEY WALT CO Communication Services 6,797.0 $655K 0.25% -517.0 -7.1% $96.40 +6.3%
34 CVLC MORGAN STANLEY ETF TRUST 8,050.0 $644K 0.24% -1K -15.4% $80.06 +17.2%
35 IEFA ISHARES TR 7,035.0 $637K 0.24% $90.53 +7.6%
36 BERKSHIRE HATHAWAY INC DEL 1,290.0 $618K 0.23% +411.0 +46.8% $479.20
37 GOOGL ALPHABET INC Communication Services 2,132.0 $613K 0.23% +123.0 +6.1% $287.56 +21.6%
38 GOOG ALPHABET INC Communication Services 2,133.0 $612K 0.23% +27.0 +1.3% $286.86 +21.6%
39 JPM JPMORGAN CHASE & CO Financial Services 2,062.0 $607K 0.23% +705.0 +52.0% $294.34 +12.6%
40 TSLA TESLA INC Consumer Cyclical 1,499.0 $557K 0.21% +25.0 +1.7% $371.75 +9.0%
Page 2 of 4  ·  69 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 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%