Kondo Wealth Advisors, Inc. has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $226 Billion distributed in 67 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 $39.5B, American Centy ETF Tr Avantis with a value of $25.2B, Vanguard Intermediate Term Tre with a value of $22.7B, American Centy ETF Tr Avantis with a value of $19.5B, and Ishares Core Msci Intl Develop with a value of $18.9B.

Examining the 13F form we can see an increase of $23.6B in the current position value, from $203B to 226B.

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 $226 Billion
ETFs: $205 Billion
Technology: $6.04 Billion
Financial Services: $5.1 Billion
Communication Services: $3.1 Billion
Consumer Cyclical: $2.83 Billion
Industrials: $1.17 Billion
Consumer Defensive: $754 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $226 Billion
  • Prior Value $203 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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