Kondo Wealth Advisors, Inc. - Portfolio Stock Holdings
Kondo Wealth Advisors, Inc. disclosed 79 stock positions in a recent SEC 13F filing. $300,171,842 of stock holdings were filed, with the largest holdings including ITOT, AVUV, and VGIT. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $365,077,914 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
79Est. Stock Holding Value:
$300,171,842Top Stock Holdings By Sector
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Portfolio Stock Holdings - Kondo Wealth Advisors, Inc.
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% of Portfolio
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