Kondo Wealth Advisors, Inc.
Long book
$265.6M
Q1 2026
Positions
69
Top-10 weight
80%
concentration
Last quarter
+9.5%
SPY +14.8%
Turnover
16%
of book per quarter
Strategy in plain words
auto-generated from filingsKondo Wealth Advisors, Inc. is a wealth-management firm allocating client money, running a $265.6M US long book across 69 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES CORE S&P TOTAL U.S., AVANTIS US SMALL CAP VALUE, VANGUARD INTERMEDIATE-TERM T, AVANTIS INTL S/C VALUE ETF, ISHARES CORE MSCI DEV MKTS.
Over the last 6 quarters its long book ran on average 0pp per quarter ahead of the S&P 500, beating the index in 3 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-1.0%
Q1 2025
+8.4%
Q2 2025
+6.9%
Q3 2025
+3.3%
Q4 2025
+0.9%
Q1 2026
+9.5%
Sector allocation
Technology 40%
Financials 24%
Consumer discretionary 16%
Industrials 9%
Healthcare 4%
Services media 4%
Energy 2%
Communications 1%
Long book by quarter
What does Kondo Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 13.1K | $3.3M | 1.2% | +1.7% |
| CATY CATHAY GENERAL BANCORP | Financials | 50.5K | $2.5M | 0.9% | -1.0% |
| NVDA NVIDIA CORP | Technology | 9.8K | $1.7M | 0.6% | +2.8% |
| AMZN AMAZON.COM INC | Consumer discretionary | 5.7K | $1.2M | 0.4% | +7.6% |
| CVNA CARVANA CO | Consumer discretionary | 3.7K | $1.2M | 0.4% | -2.6% |
| MSFT MICROSOFT CORP | Technology | 2.8K | $1.0M | 0.4% | -8.2% |
| UPS UNITED PARCEL SERVICE-CL B | Industrials | 8.5K | $835K | 0.3% | 0.0% |
| MRSH MARSH & MCLENNAN COS | Financials | 3.9K | $676K | 0.3% | -0.2% |
| DIS WALT DISNEY CO/THE | Services media | 6.8K | $655K | 0.2% | -7.1% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 1.3K | $618K | 0.2% | +46.8% |
| GOOGL ALPHABET INC-CL A | Technology | 2.1K | $613K | 0.2% | +6.1% |
| GOOG ALPHABET INC-CL C | Technology | 2.1K | $612K | 0.2% | +1.3% |
| JPM JPMORGAN CHASE & CO | Financials | 2.1K | $607K | 0.2% | +52.0% |
| TSLA TESLA INC | Industrials | 1.5K | $557K | 0.2% | +1.7% |
| META META PLATFORMS INC-CLASS A | Technology | 966 | $553K | 0.2% | +0.2% |
| CAT CATERPILLAR INC | Industrials | 754 | $534K | 0.2% | Held |
| AVGO BROADCOM INC | Technology | 1.7K | $530K | 0.2% | +15.9% |
| AZN ASTRAZENECA PLC | Healthcare | 2.4K | $464K | 0.2% | New |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 430 | $429K | 0.2% | +29.1% |
| BAC BANK OF AMERICA CORP | Financials | 7.1K | $347K | 0.1% | +27.1% |
| WFC WELLS FARGO & CO | Financials | 4.3K | $346K | 0.1% | -0.5% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 6.3K | $317K | 0.1% | -7.3% |
| WMT WALMART INC | Consumer discretionary | 2.2K | $277K | 0.1% | -0.4% |
| LLY ELI LILLY & CO | Healthcare | 258 | $237K | 0.1% | +2.4% |
| XOM EXXON MOBIL CORP | Energy | 1.4K | $237K | 0.1% | New |
| CVX CHEVRON CORP | Energy | 1.1K | $230K | 0.1% | New |
| JNJ JOHNSON & JOHNSON | Healthcare | 919 | $225K | 0.1% | -15.3% |
| MA MASTERCARD INC - A | Services media | 428 | $214K | 0.1% | -0.2% |
| LOW LOWE'S COS INC | Consumer discretionary | 878 | $208K | 0.1% | New |
| HD HOME DEPOT INC | Consumer discretionary | 621 | $204K | 0.1% | New |
| CSCO CISCO SYSTEMS INC | Technology | 2.6K | $200K | 0.1% | -8.5% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 11, 2026 | 69 | $265.6M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 30, 2026 | 71 | $261.3M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 5, 2025 | 68 | $247.9M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 29, 2025 | 67 | $226.5M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Jun 11, 2025 | 61 | $202.8M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jun 11, 2025 | 60 | $197.1M | canonical | SEC ↗ |