Kondo Wealth Advisors, Inc. has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $248 Billion distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $43.9B, American Centy ETF Tr Avantis with a value of $28.6B, Vanguard Intermediate Term Tre with a value of $24.4B, American Centy ETF Tr Avantis with a value of $22.5B, and Ishares Core Msci Intl Develop with a value of $21B.

Examining the 13F form we can see an increase of $21.5B in the current position value, from $226B to 248B.

Kondo Wealth Advisors, Inc. is based out at Pasadena, CA

Below you can find more details about Kondo Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $248 Billion
ETFs: $225 Billion
Technology: $7.36 Billion
Financial Services: $5.09 Billion
Communication Services: $3.32 Billion
Consumer Cyclical: $3.23 Billion
Industrials: $1.06 Billion
Consumer Defensive: $751 Million
Healthcare: $202 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $248 Billion
  • Prior Value $226 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
Track This Portfolio

Track Kondo Wealth Advisors, Inc. Portfolio

Follow Kondo Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kondo Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kondo Wealth Advisors, Inc. with notifications on news.