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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 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 5,727.0 $1.4M 0.46% +45.0 +0.8% $238.34 +7.0%
22 SCHX SCHWAB STRATEGIC TR 44,749.0 $1.3M 0.44% $29.43 +2.0%
23 IEMG ISHARES INC 14,605.0 $1.2M 0.40% -111.0 -0.8% $82.84 -1.7%
24 DWM WISDOMTREE TR 15,412.0 $1.1M 0.38% -243.0 -1.6% $73.22 +3.1%
25 IVV ISHARES TR 1,499.0 $1.1M 0.38% $749.08 +2.2%
26 MSFT MICROSOFT CORP Technology 2,999.0 $1.1M 0.37% +177.0 +6.3% $373.16 +34.3%
27 IJR ISHARES TR 7,196.0 $1.1M 0.36% $148.31 -3.6%
28 DES WISDOMTREE TR 22,622.0 $920K 0.31% $40.68 -2.2%
29 UPS UNITED PARCEL SVCS INC Industrials 8,504.0 $914K 0.31% $107.51 -4.5%
30 BIV VANGUARD BD INDEX FDS 11,725.0 $899K 0.30% $76.71 -2.4%
31 CAT CATERPILLAR INC Industrials 761.0 $810K 0.27% +7.0 +0.9% $1064.90 -26.8%
32 GOOGL ALPHABET INC Communication Services 2,255.0 $806K 0.27% +123.0 +5.8% $357.37 -6.3%
33 GOOG ALPHABET INC 2,184.0 $772K 0.26% +51.0 +2.4% $353.33
34 QQQ INVESCO QQQ TR Financial Services 944.0 $695K 0.23% +70.0 +8.0% $736.60 -3.9%
35 JPM JPMORGAN CHASE & CO Financial Services 2,090.0 $685K 0.23% +28.0 +1.4% $327.53 +8.4%
36 CVIE MORGAN STANLEY ETF TRUST 8,039.0 $683K 0.23% -1K -14.8% $85.02 -0.6%
37 IEFA ISHARES TR 7,035.0 $679K 0.23% $96.58 +2.9%
38 AVGO BROADCOM INC Technology 1,773.0 $670K 0.22% +61.0 +3.6% $377.75 -2.1%
39 TSLA TESLA INC Consumer Cyclical 1,567.0 $659K 0.22% +68.0 +4.5% $420.60 -15.3%
40 DIS DISNEY WALT CO Communication Services 6,748.0 $650K 0.22% -49.0 -0.7% $96.26 +10.3%
Page 2 of 4  ·  75 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%