Kondo Wealth Advisors, Inc.
Net buyer this quarter
$299M
39
+$4.39M
14.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 IDEV | $25.7M | 8.60% | Not reported | +4.2% | Q4 2024 |
 AAPL | $3.81M | 1.27% | 0.00% | +0.8% | Q4 2024 |
 CATY | $3.13M | 1.05% | 0.08% | 0.0% | Q4 2024 |
 CVNA | $2.96M | 0.99% | Not reported | +141.1% | Q4 2024 |
 NVDA | $2.05M | 0.69% | 0.00% | +4.2% | Q4 2024 |
 BSVN | $1.43M | 0.48% | 0.19% | +3.0% | Q4 2024 |
 AMZN | $1.36M | 0.46% | 0.00% | +0.8% | Q4 2024 |
 MSFT | $1.12M | 0.37% | 0.00% | +6.3% | Q4 2024 |
 UPS | $914K | 0.31% | 0.00% | +0.3% | Q4 2024 |
 CAT | $810K | 0.27% | 0.00% | +0.9% | Q4 2024 |
 GOOGL | $806K | 0.27% | 0.00% | +5.8% | Q4 2024 |
| GOOG | $772K | 0.26% | Not reported | +2.4% | Q4 2024 |
 QQQ | $695K | 0.23% | Not reported | +8.0% | Q4 2024 |
 JPM | $685K | 0.23% | 0.00% | +1.4% | Q4 2024 |
 AVGO | $670K | 0.22% | 0.00% | +3.6% | Q4 2024 |
 TSLA | $659K | 0.22% | 0.00% | +4.5% | Q4 2024 |
 DIS | $650K | 0.22% | 0.00% | -0.7% | Q4 2024 |
 MRSH | $644K | 0.22% | 0.00% | -0.9% | Q4 2024 |
 BRK.B | $629K | 0.21% | Not reported | -2.5% | Q4 2024 |
 SPY | $550K | 0.18% | Not reported | Not reported | Q4 2024 |
 META | $494K | 0.17% | Not reported | -9.2% | Q4 2024 |
 MU | $447K | 0.15% | 0.00% | New | Q2 2026 |
 AZN | $446K | 0.15% | Not reported | 0.0% | Q4 2025 |
 COST | $401K | 0.13% | 0.00% | -0.5% | Q4 2024 |
 WFC | $361K | 0.12% | 0.00% | +0.5% | Q4 2025 |
 LLY | $323K | 0.11% | 0.00% | +4.3% | Q1 2025 |
 CSCO | $309K | 0.10% | 0.00% | +2.1% | Q4 2025 |
 KLAC | $305K | 0.10% | 0.00% | New | Q2 2026 |
 AMD | $290K | 0.10% | 0.00% | New | Q2 2026 |
 VZ | $285K | 0.10% | 0.00% | +6.6% | Q4 2024 |
 TSM | $259K | 0.09% | 0.00% | New | Q2 2026 |
 BAC | $258K | 0.09% | 0.00% | -36.6% | Q4 2024 |
 WMT | $254K | 0.08% | 0.00% | +0.8% | Q2 2025 |
 JNJ | $242K | 0.08% | 0.00% | +3.6% | Q3 2025 |
 GS | $237K | 0.08% | 0.00% | Not reported | Q4 2025 |
 INTC | $227K | 0.08% | 0.00% | New | Q2 2026 |
 GE | $216K | 0.07% | 0.00% | New | Q2 2026 |
 HD | $214K | 0.07% | 0.00% | -2.4% | Q1 2026 |
 LRCX | $204K | 0.07% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| IDEV | $23.2M | 8.72% | Not reported | +1.4% | Q4 2024 |
| AAPL | $3.32M | 1.25% | 0.00% | +1.7% | Q4 2024 |
| CATY | $2.52M | 0.95% | 0.08% | -1.0% | Q4 2024 |
| NVDA | $1.72M | 0.65% | 0.00% | +2.8% | Q4 2024 |
| BSVN | $1.4M | 0.53% | 0.19% | +1.3% | Q4 2024 |
| AMZN | $1.18M | 0.45% | 0.00% | +7.6% | Q4 2024 |
| CVNA | $1.17M | 0.44% | Not reported | -2.6% | Q4 2024 |
| MSFT | $1.05M | 0.39% | 0.00% | -8.2% | Q4 2024 |
| UPS | $835K | 0.31% | 0.00% | +0.1% | Q4 2024 |
| MRSH | $676K | 0.25% | 0.00% | -0.2% | Q4 2024 |
| DIS | $655K | 0.25% | 0.00% | -7.1% | Q4 2024 |
| BRK.B | $618K | 0.23% | Not reported | +46.8% | Q4 2024 |
| GOOGL | $613K | 0.23% | 0.00% | +6.1% | Q4 2024 |
| GOOG | $612K | 0.23% | Not reported | +1.3% | Q4 2024 |
| JPM | $607K | 0.23% | 0.00% | +52.0% | Q4 2024 |
| TSLA | $557K | 0.21% | 0.00% | +1.7% | Q4 2024 |
| META | $553K | 0.21% | Not reported | +0.2% | Q4 2024 |
| CAT | $534K | 0.20% | 0.00% | Not reported | Q4 2024 |
| AVGO | $530K | 0.20% | 0.00% | +15.9% | Q4 2024 |
| QQQ | $505K | 0.19% | Not reported | Not reported | Q4 2024 |
| SPY | $479K | 0.18% | Not reported | +0.4% | Q4 2024 |
| AZN | $464K | 0.17% | Not reported | +95.6% | Q4 2025 |
| COST | $429K | 0.16% | 0.00% | +29.1% | Q4 2024 |
| BAC | $347K | 0.13% | 0.00% | +27.1% | Q4 2024 |
| WFC | $346K | 0.13% | 0.00% | -0.5% | Q4 2025 |
| VZ | $317K | 0.12% | 0.00% | -7.3% | Q4 2024 |
| WMT | $277K | 0.10% | 0.00% | -0.4% | Q2 2025 |
| LLY | $237K | 0.09% | 0.00% | +2.4% | Q1 2025 |
 XOM | $237K | 0.09% | 0.00% | New | Q1 2026 |
 CVX | $230K | 0.09% | 0.00% | New | Q1 2026 |
| JNJ | $225K | 0.08% | 0.00% | -15.3% | Q3 2025 |
 MA | $214K | 0.08% | 0.00% | -0.2% | Q4 2024 |
 LOW | $208K | 0.08% | 0.00% | New | Q1 2026 |
| HD | $204K | 0.08% | 0.00% | New | Q1 2026 |
| CSCO | $200K | 0.08% | 0.00% | -8.5% | Q4 2025 |
| Q4 2025 | |||||
| IDEV | $22.6M | 8.64% | Not reported | +4.3% | Q4 2024 |
| AAPL | $3.49M | 1.34% | 0.00% | +0.9% | Q4 2024 |
| CATY | $2.47M | 0.94% | 0.08% | Not reported | Q4 2024 |
| NVDA | $1.79M | 0.68% | 0.00% | -2.6% | Q4 2024 |
| CVNA | $1.62M | 0.62% | Not reported | +2.5% | Q4 2024 |
| MSFT | $1.49M | 0.57% | 0.00% | -0.1% | Q4 2024 |
| BSVN | $1.39M | 0.53% | 0.19% | -2.9% | Q4 2024 |
| AMZN | $1.22M | 0.47% | 0.00% | -0.5% | Q4 2024 |
| UPS | $841K | 0.32% | 0.00% | +0.7% | Q4 2024 |
| DIS | $832K | 0.32% | 0.00% | -0.6% | Q4 2024 |
| MRSH | $724K | 0.28% | 0.00% | -0.7% | Q4 2024 |
| TSLA | $663K | 0.25% | 0.00% | +0.4% | Q4 2024 |
| GOOG | $661K | 0.25% | Not reported | -0.1% | Q4 2024 |
| META | $636K | 0.24% | Not reported | +21.0% | Q4 2024 |
| GOOGL | $629K | 0.24% | 0.00% | +0.3% | Q4 2024 |
| QQQ | $537K | 0.21% | Not reported | Not reported | Q4 2024 |
| AVGO | $511K | 0.20% | 0.00% | +3.2% | Q4 2024 |
| SPY | $501K | 0.19% | Not reported | -0.4% | Q4 2024 |
| BRK.B | $442K | 0.17% | Not reported | -0.5% | Q4 2024 |
| JPM | $437K | 0.17% | 0.00% | -1.3% | Q4 2024 |
| CAT | $432K | 0.17% | 0.00% | +0.3% | Q4 2024 |
| WFC | $407K | 0.16% | 0.00% | New | Q4 2025 |
| BAC | $309K | 0.12% | 0.00% | -0.3% | Q4 2024 |
| COST | $287K | 0.11% | 0.00% | -1.5% | Q4 2024 |
| VZ | $277K | 0.11% | 0.00% | -0.4% | Q4 2024 |
 NFLX | $276K | 0.11% | 0.00% | -1.9% | Q4 2024 |
| LLY | $271K | 0.10% | 0.00% | Not reported | Q1 2025 |
| WMT | $249K | 0.10% | 0.00% | -0.7% | Q2 2025 |
| MA | $245K | 0.09% | 0.00% | -0.9% | Q4 2024 |
 AXP | $239K | 0.09% | 0.00% | -0.5% | Q2 2025 |
 SPGI | $237K | 0.09% | 0.00% | +0.2% | Q4 2024 |
 IBM | $228K | 0.09% | 0.00% | -0.4% | Q2 2025 |
| JNJ | $225K | 0.09% | 0.00% | -0.6% | Q3 2025 |
| AZN | $221K | 0.08% | Not reported | New | Q4 2025 |
| CSCO | $217K | 0.08% | 0.00% | New | Q4 2025 |
| GS | $204K | 0.08% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| IDEV | $21M | 8.49% | Not reported | +5.3% | Q4 2024 |
| AAPL | $3.24M | 1.31% | 0.00% | +1.6% | Q4 2024 |
| CATY | $2.45M | 0.99% | 0.07% | -0.1% | Q4 2024 |
| NVDA | $1.84M | 0.74% | 0.00% | +2.5% | Q4 2024 |
| MSFT | $1.59M | 0.64% | 0.00% | +9.5% | Q4 2024 |
| BSVN | $1.43M | 0.58% | 0.19% | +1.0% | Q4 2024 |
| CVNA | $1.41M | 0.57% | Not reported | -2.4% | Q4 2024 |
| AMZN | $1.17M | 0.47% | 0.00% | -0.9% | Q4 2024 |
| DIS | $843K | 0.34% | 0.00% | +0.6% | Q4 2024 |
| MRSH | $792K | 0.32% | 0.00% | -1.1% | Q4 2024 |
| UPS | $704K | 0.28% | 0.00% | +0.1% | Q4 2024 |
| TSLA | $653K | 0.26% | 0.00% | +23.7% | Q4 2024 |
| META | $585K | 0.24% | Not reported | +5.0% | Q4 2024 |
| QQQ | $525K | 0.21% | Not reported | Not reported | Q4 2024 |
| GOOG | $513K | 0.21% | Not reported | +4.7% | Q4 2024 |
| SPY | $491K | 0.20% | Not reported | -1.5% | Q4 2024 |
| GOOGL | $487K | 0.20% | 0.00% | +6.0% | Q4 2024 |
| AVGO | $472K | 0.19% | 0.00% | +6.3% | Q4 2024 |
| BRK.B | $444K | 0.18% | Not reported | +2.0% | Q4 2024 |
| JPM | $434K | 0.17% | 0.00% | +2.4% | Q4 2024 |
| NFLX | $360K | 0.15% | 0.00% | -2.9% | Q4 2024 |
| CAT | $359K | 0.14% | 0.00% | +1.9% | Q4 2024 |
| COST | $313K | 0.13% | 0.00% | +2.4% | Q4 2024 |
| VZ | $300K | 0.12% | 0.00% | +0.9% | Q4 2024 |
| BAC | $290K | 0.12% | 0.00% | +2.5% | Q4 2024 |
| MA | $246K | 0.10% | 0.00% | +2.4% | Q4 2024 |
| WMT | $232K | 0.09% | 0.00% | +3.0% | Q2 2025 |
 SPOT | $228K | 0.09% | 0.00% | -13.1% | Q1 2025 |
| SPGI | $220K | 0.09% | 0.00% | -4.8% | Q4 2024 |
| IBM | $219K | 0.09% | 0.00% | +1.8% | Q2 2025 |
| AXP | $216K | 0.09% | 0.00% | +1.4% | Q2 2025 |
 PG | $206K | 0.08% | 0.00% | +1.7% | Q4 2024 |
| JNJ | $202K | 0.08% | 0.00% | New | Q3 2025 |