Kondo Wealth Advisors, Inc.
Kondo Wealth Advisors, Inc. reported 75 holdings worth US$299M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Kondo Wealth Advisors, Inc. reported 75 holdings worth US$299M as of Jun 30, 2026. Largest: Apple Inc, Cathay General Bancorp and Carvana Co. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 75
- Value as reported
- US$299M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 13,171 | US$3.81M | 1.3% |
| Cathay General Bancorp | 50,482 | US$3.13M | 1.0% |
| Carvana Co. | 44,993 | US$2.96M | 0.99% |
| Nvidia Corporation | 10,267 | US$2.05M | 0.69% |
| Alphabet Inc (google) Class C | 4,414 | US$1.58M | 0.53% |
| Amazon.com, Inc. | 5,727 | US$1.36M | 0.46% |
| Microsoft Corp. | 2,999 | US$1.12M | 0.37% |
| United Parcel Service, Inc. | 8,504 | US$914K | 0.31% |
| Caterpillar, Inc. | 761 | US$810K | 0.27% |
| Jp Morgan Chase & Co. | 2,090 | US$685K | 0.23% |
| Broadcom Inc. | 1,773 | US$670K | 0.22% |
| Tesla, Inc. | 1,567 | US$659K | 0.22% |
| Walt Disney Company (the) | 6,748 | US$650K | 0.22% |
| Marsh | 3,863 | US$644K | 0.22% |
| Berkshire Hathaway Inc. | 1,258 | US$629K | 0.21% |
| Meta Platforms, Inc. | 877 | US$494K | 0.17% |
| Micron Technology, Inc. | 387 | US$447K | 0.15% |
| Costco Wholesale Corporation | 428 | US$401K | 0.13% |
| Wells Fargo & Company | 4,366 | US$361K | 0.12% |
| Eli Lilly And Company | 269 | US$323K | 0.11% |
| Cisco Systems, Inc. | 2,632 | US$309K | 0.10% |
| Kla Corporation | 1,012 | US$305K | 0.10% |
| Advanced Micro Devices Inc | 499 | US$290K | 0.10% |
| Verizon Communications Inc. | 6,728 | US$285K | 0.10% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 542 | US$259K | 0.09% |
| Bank Of America Corporation | 4,523 | US$258K | 0.09% |
| Walmart Inc. | 2,243 | US$254K | 0.08% |
| Johnson & Johnson | 952 | US$242K | 0.08% |
| Goldman Sachs Group, Inc. (the) | 234 | US$237K | 0.08% |
| Intel Corporation | 1,629 | US$227K | 0.08% |
| Ge Aerospace | 579 | US$216K | 0.07% |
| Home Depot, Inc. (the) | 606 | US$214K | 0.07% |
| Lam Research Corporation | 470 | US$204K | 0.07% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Lowe's Companies, Inc. | 0 | US$0 | 0.00% |
| Mastercard Incorporated | 0 | US$0 | 0.00% |
Source
View original at SEC
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