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Kondo Wealth Advisors, Inc.

SEC CIK
0002070929
Latest filing
Jul 21, 2026

The latest 13F from Kondo Wealth Advisors, Inc. covers Q2 2026 (filed Jul 21, 2026): 75 long positions worth $299.2M. The top 10 holdings make up 79.0% of the portfolio, and the largest is iShares Tr at 18.0%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
10
Est. +$2.64M
Added
36
Est. +$9.29M
Reduced
24
Est. −$1.31M
Sold out
4
Est. −$888.1K

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Tr464287150
    18.0%$53.8M
  2. American Centy ETF Tr025072877
    13.0%$38.9M
  3. Vanguard Scottsdale FDS92206C706
    9.8%$29.3M
  4. American Centy ETF Tr025072802
    8.7%$26.0M
  5. iShares Tr46435G326
    8.6%$25.7M

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Scottsdale FDS92206C706
    +$1.83MAdded
  2. CVNACarvana Co.
    +$1.73MAddedConverted for a 5-for-1 splitHistory
  3. iShares Tr464287150
    +$1.65MAdded
  4. iShares Tr46435G326
    +$1.04MAdded
  5. Dimensional ETF Trust25434V864
    +$808.5KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Tr464287150
    +0.96 pp17.0% → 18.0%
  2. CVNACarvana Co.
    +0.55 pp0.4% → 1.0%History
  3. Dimensional ETF Trust25434V732
    +0.34 pp6.0% → 6.3%
  4. American Centy ETF Tr025072877
    +0.26 pp12.7% → 13.0%
  5. MUMicron Technology Inc
    +0.15 pp0.0% → 0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Tr46435G243
    −$252.7KReduced
  2. Morgan Stanley ETF Trust61774R205
    −$240.8KReduced
  3. XOMExxonMobil Holdings Corp
    −$236.5KSold outHistory
  4. CVXChevron Corp
    −$230.1KSold outHistory
  5. MAMastercard Inc
    −$213.9KSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Dimensional ETF Trust25434V807
    −0.35 pp3.2% → 2.8%
  2. iShares Tr46435G243
    −0.17 pp0.8% → 0.6%
  3. XOMExxonMobil Holdings Corp
    −0.09 pp0.1% → 0.0%History
  4. CVXChevron Corp
    −0.09 pp0.1% → 0.0%History
  5. MAMastercard Inc
    −0.08 pp0.1% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$299.2M
+$33.6M (+12.6%) vs. prior quarter
Positions
75
+6 vs. prior quarter
Top 10 concentration
79.0%
Top 10 as share of value
Turnover
0.8%
Q2 2026, one quarter
Average holding period
6.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.

13F filings by quarter

7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $299.2M (Q2 2026)

Q4 2024: $197.1MQ1 2025: $202.8MQ2 2025: $226.5MQ3 2025: $247.9MQ4 2025: $261.3MQ1 2026: $265.6MQ2 2026: $299.2M
Q4 2024Q2 2026
13F filings of Kondo Wealth Advisors, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 21, 202675$299.2MiShares TrAmerican Centy ETF TrVanguard Scottsdale FDSvs. Q1 2026SEC
Q1 2026May 11, 202669$265.6MiShares TrAmerican Centy ETF TrVanguard Scottsdale FDSvs. Q4 2025SEC
Q4 2025Jan 30, 202671$261.3MiShares TrAmerican Centy ETF TrVanguard Scottsdale FDSvs. Q3 2025SEC
Q3 2025Nov 5, 202568$247.9MiShares TrAmerican Centy ETF TrVanguard Scottsdale FDSvs. Q2 2025SEC
Q2 2025Jul 29, 202567$226.5MiShares TrAmerican Centy ETF TrVanguard Scottsdale FDSvs. Q1 2025SEC
Q1 2025Jun 11, 202561$202.8MiShares TrAmerican Centy ETF TrVanguard Scottsdale FDSvs. Q4 2024SEC
Q4 2024Jun 11, 202560$197.1MiShares TrAmerican Centy ETF TrVanguard Scottsdale FDS–SEC