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Portfolio (Quarterly) Guide ↗

Kondo Wealth Advisors, Inc.

· CIK 0002070929
13F Portfolio $261M AUM 71 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 71 New
Page 4 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WMT WALMART INC Consumer Defensive 2,235.0 $249K 0.10% NEW $111.45 +7.2%
62 MA MASTERCARD INCORPORATED Financial Services 429.0 $245K 0.09% NEW $570.88 -14.5%
63 AXP AMERICAN EXPRESS CO Financial Services 647.0 $239K 0.09% NEW $369.96 -8.7%
64 SPGI S&P GLOBAL INC Financial Services 454.0 $237K 0.09% NEW $522.59 -23.4%
65 IBM INTERNATIONAL BUSINESS MACHS Technology 771.0 $228K 0.09% NEW $296.22 -10.6%
66 JNJ JOHNSON & JOHNSON Healthcare 1,085.0 $225K 0.09% NEW $207.13 +15.4%
67 RWO SPDR INDEX SHS FDS 4,915.0 $221K 0.09% NEW $45.04 +9.4%
68 ASTRAZENECA PLC 2,405.0 $221K 0.09% NEW $91.93
69 CSCO CISCO SYS INC Technology 2,819.0 $217K 0.08% NEW $77.03 +57.3%
70 DISV DIMENSIONAL ETF TRUST 5,665.0 $215K 0.08% NEW $38.00 +6.6%
71 GS GOLDMAN SACHS GROUP INC Financial Services 232.0 $204K 0.08% NEW $879.00 +24.5%
Page 4 of 4  ·  71 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 33.4%
Financial Services 27.2%
Consumer Cyclical 15.1%
Communication Services 14.3%
Industrials 5.5%
Consumer Defensive 2.3%
Healthcare 2.1%