Kondo Wealth Advisors, Inc. Portfolio Holdings

Kondo Wealth Advisors, Inc.

  • $203 Billion
  • Q1 2025

Kondo Wealth Advisors, Inc. has filed its 13F form on June 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $203 Billion distributed in 61 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 $34B, American Centy ETF Tr Avantis with a value of $22.1B, Vanguard Intermediate Term Tre with a value of $21.6B, American Centy ETF Tr Avantis with a value of $16.6B, and Ishares Core Msci Intl Develop with a value of $16.5B.

Examining the 13F form we can see an increase of $5.77B in the current position value, from $197B to 203B. Also it can be appreciated an additional of 2 stocks purchases and 1 closed positions.

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 $203 Billion
ETFs: $184 Billion
Technology: $5.04 Billion
Financial Services: $4.74 Billion
Communication Services: $2.56 Billion
Consumer Cyclical: $1.92 Billion
Industrials: $1.28 Billion
Consumer Defensive: $539 Million
Healthcare: $205 Million
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.27B
$2.26 Billion 1.11% of portfolio
52,495
Q1 2025 Reduced 1.07%

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $203 Billion
  • Prior Value $197 Billion
  • Filing
  • Period Q1 2025
  • Filing Date June 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 30 stocks
  • Sold out of 1 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.

Choose your preferred platform and Sign Up 👇 Telegram Email