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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 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XOM EXXON MOBIL CORP Energy 1,394.0 $237K 0.09% NEW $169.66 -18.8%
62 CVX CHEVRON CORPORATION Energy 1,112.0 $230K 0.09% NEW $206.90 -15.4%
63 RWO SPDR INDEX SHS FDS 4,935.0 $226K 0.09% $45.78 +6.9%
64 JNJ JOHNSON & JOHNSON Healthcare 919.0 $225K 0.09% -166.0 -15.3% $244.69 -5.5%
65 DISV DIMENSIONAL ETF TRUST 5,665.0 $223K 0.08% $39.44 +5.8%
66 MA MASTERCARD INCORPORATED Financial Services 428.0 $214K 0.08% $499.66 -3.1%
67 LOW LOWES COS INC Consumer Cyclical 878.0 $208K 0.08% NEW $236.48 -9.3%
68 HD HOME DEPOT INC Consumer Cyclical 621.0 $204K 0.08% NEW $329.11 -0.8%
69 CSCO CISCO SYS INC Technology 2,579.0 $200K 0.07% -240.0 -8.5% $77.59 +56.6%
Page 4 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%