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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 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMD ADVANCED MICRO DEVICES INC Technology 499.0 $290K 0.10% NEW $580.91 -20.9%
62 VZ VERIZON COMMUNICATIONS INC Communication Services 6,728.0 $285K 0.10% +418.0 +6.6% $42.34 +18.8%
63 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 542.0 $259K 0.09% NEW $477.57 -13.3%
64 BAC BANK OF AMER CORP Financial Services 4,523.0 $258K 0.09% -3K -36.5% $56.99 +8.8%
65 WMT WALMART INC Consumer Defensive 2,243.0 $254K 0.09% +17.0 +0.8% $113.30 -6.5%
66 RWO SPDR INDEX SHS FDS 4,906.0 $244K 0.08% -29.0 -0.6% $49.73 -0.3%
67 TDIV FIRST TR EXCHANGE TRADED FD 2,120.0 $244K 0.08% NEW $114.88 -0.7%
68 JNJ JOHNSON & JOHNSON Healthcare 952.0 $242K 0.08% +33.0 +3.6% $254.22 +6.7%
69 GS GOLDMAN SACHS GROUP INC Financial Services 234.0 $237K 0.08% NEW $1011.37 -0.9%
70 DISV DIMENSIONAL ETF TRUST 5,695.0 $229K 0.08% +30.0 +0.5% $40.13 +10.2%
71 INTC INTEL CORP Technology 1,629.0 $227K 0.08% NEW $139.63 -36.3%
72 GE GE AEROSPACE Industrials 579.0 $216K 0.07% NEW $373.73 -11.4%
73 HD HOME DEPOT INC Consumer Cyclical 606.0 $214K 0.07% -15.0 -2.4% $352.92 -9.4%
74 DFAI DIMENSIONAL ETF TRUST 5,149.0 $212K 0.07% NEW $41.26 +3.5%
75 LRCX LAM RESEARCH CORP Technology 470.0 $204K 0.07% NEW $433.33 -33.0%
Page 4 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%