Iwamoto, Kong & Co., Inc.
RIA/Wealth
Iwamoto, Kong & Co., Inc. is a RIA/Wealth based in New York, NY led by Benjamin Chiu-Fung Lau, reporting $1.2B in AUM as of Q3 2025 with 61% ETF concentration, 53% concentrated in top 10 holdings, and 16% allocation to SCHX.
PresidentBenjamin Chiu-Fung Lau
- Portfolio Value
- $1.1B
- Positions
- 190
- Top Holding
- SCHX at 15.98%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Iwamoto, Kong & Co., Inc.'s portfolio (52.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $168.7M | 15.98% | +$4.6M Bought | — 6.4M shares | |
ETF ETF | $75.4M | 7.14% | +$15.0M Bought | — 1.0M shares | |
Consumer Electronics Technology | $59.6M | 5.65% | +$592.0K Bought | 0.00% 234.2K shares | |
ETF ETF | $48.9M | 4.63% | +$3.3M Bought | — 493.8K shares | |
ETF ETF | $39.6M | 3.75% | +$1.8M Bought | — 98.3K shares | |
ETF ETF | $37.8M | 3.58% | +$11.4M Bought | — 412.3K shares | |
ETF ETF | $34.7M | 3.28% | -$1.5M Sold | — 578.8K shares | |
ETF ETF | $34.2M | 3.24% | +$3.2M Bought | — 248.1K shares | |
ETF ETF | $29.7M | 2.81% | +$729.5K Bought | — 120.2K shares | |
Internet Content & Information Communication Services | $28.5M | 2.69% | -$151.5K Sold | 0.00% 117.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Iwamoto, Kong & Co., Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+2,528.16% | |
+114.45% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Iwamoto, Kong & Co., Inc.
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