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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 3 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 META META PLATFORMS INC Communication Services 966.0 $553K 0.21% $572.13 -1.4%
42 IWM ISHARES TR 2,177.0 $540K 0.20% -20.0 -0.9% $248.07 +20.2%
43 CAT CATERPILLAR INC Industrials 754.0 $534K 0.20% $708.46 +44.3%
44 AVGO BROADCOM INC Technology 1,712.0 $530K 0.20% +235.0 +15.9% $309.51 +26.7%
45 DGRW WISDOMTREE TR 5,831.0 $512K 0.19% -2K -21.1% $87.84 +8.8%
46 QQQ INVESCO QQQ TR Financial Services 874.0 $505K 0.19% $577.35 +27.8%
47 SPY STATE STR SPDR S&P 500 ETF T Financial Services 737.0 $479K 0.18% $650.34 +14.4%
48 AZN ASTRAZENECA PLC Healthcare 2,352.0 $464K 0.17% NEW $197.22 -10.5%
49 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 430.0 $429K 0.16% +97.0 +29.1% $997.30 -4.6%
50 SCHP SCHWAB STRATEGIC TR 14,566.0 $388K 0.15% +143.0 +1.0% $26.61 -0.9%
51 IQDG WISDOMTREE TR 9,322.0 $374K 0.14% -3K -21.8% $40.14 +9.2%
52 IWF ISHARES TR 816.0 $348K 0.13% $426.40 -71.4%
53 BAC BANK AMERICA CORP Financial Services 7,128.0 $347K 0.13% +2K +27.1% $48.75 +17.7%
54 WFC WELLS FARGO & CO Financial Services 4,344.0 $346K 0.13% $79.61 +3.3%
55 IWD ISHARES TR 1,617.0 $346K 0.13% $213.72 +13.9%
56 DFSV DIMENSIONAL ETF TRUST 9,518.0 $334K 0.13% $35.04 +9.1%
57 DEM WISDOMTREE TR 6,392.0 $318K 0.12% -36.0 -0.6% $49.70 +12.7%
58 VZ VERIZON COMMUNICATIONS INC Communication Services 6,310.0 $317K 0.12% -494.0 -7.3% $50.20 -9.6%
59 WMT WALMART INC Consumer Defensive 2,226.0 $277K 0.10% $124.32 -5.7%
60 LLY ELI LILLY & CO Healthcare 258.0 $237K 0.09% +6.0 +2.4% $920.32 +19.9%
Page 3 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%