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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 3 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWM ISHARES TR 2,154.0 $647K 0.22% -23.0 -1.1% $300.48 -3.3%
42 MRSH MARSH & MCLENNAN COS INC Financial Services 3,863.0 $644K 0.21% -33.0 -0.8% $166.67 +12.5%
43 BERKSHIRE HATHAWAY INC DEL 1,258.0 $629K 0.21% -32.0 -2.5% $500.39
44 DGRW WISDOMTREE TR 5,772.0 $552K 0.18% -59.0 -1.0% $95.62 +3.0%
45 SPY STATE STR SPDR S&P 500 ETF T Financial Services 737.0 $550K 0.18% $746.77 +2.0%
46 CVLC MORGAN STANLEY ETF TRUST 5,501.0 $520K 0.17% -3K -31.7% $94.48 +0.6%
47 META META PLATFORMS INC Communication Services 877.0 $494K 0.17% -89.0 -9.2% $563.29 +2.7%
48 MU MICRON TECHNOLOGY INC Technology 387.0 $447K 0.15% NEW $1154.29 -19.1%
49 AZN ASTRAZENECA PLC Healthcare 2,351.0 $446K 0.15% $189.62 -14.3%
50 SCHP SCHWAB STRATEGIC TR 15,356.0 $407K 0.14% +790.0 +5.4% $26.50 -2.6%
51 IWF ISHARES TR 3,265.0 $406K 0.14% +2K +300.1% $124.20 -2.4%
52 IQDG WISDOMTREE TR 9,338.0 $402K 0.13% $43.08 +2.0%
53 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 428.0 $401K 0.13% $936.61 +0.4%
54 IWD ISHARES TR 1,580.0 $383K 0.13% -37.0 -2.3% $242.49 +5.6%
55 DFSV DIMENSIONAL ETF TRUST 9,531.0 $370K 0.12% $38.79 +1.9%
56 WFC WELLS FARGO & CO Financial Services 4,366.0 $361K 0.12% +22.0 +0.5% $82.64 +5.3%
57 DEM WISDOMTREE TR 6,365.0 $342K 0.11% $53.81 +4.2%
58 LLY ELI LILLY & CO Healthcare 269.0 $323K 0.11% +11.0 +4.3% $1200.14 -3.3%
59 CSCO CISCO SYS INC Technology 2,632.0 $309K 0.10% +53.0 +2.1% $117.46 -6.6%
60 KLAC KLA CORP Technology 1,012.0 $305K 0.10% NEW $301.71 -43.4%
Page 3 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%