Kondo Wealth Advisors, Inc.
RIA/Wealth
Kondo Wealth Advisors, Inc. is a RIA/Wealth based in Pasadena, CA led by Akemi Kondo Dalvi, reporting $306.4M in AUM as of Q3 2025 with 91% ETF concentration, 78% concentrated in top 10 holdings, and 18% allocation to ITOT.
CEOAkemi Kondo Dalvi
- Portfolio Value
- $247.9M
- Positions
- 68
- Top Holding
- ITOT at 17.71%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Kondo Wealth Advisors, Inc.'s portfolio (78% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $43.9M | 17.71% | +$1.3M Bought | — 301.4K shares | |
ETF ETF | $28.6M | 11.55% | +$1.6M Bought | — 287.7K shares | |
ETF ETF | $24.4M | 9.85% | +$1.5M Bought | — 406.9K shares | |
ETF ETF | $22.5M | 9.08% | +$636.5K Bought | — 252.9K shares | |
ETF ETF | $21.0M | 8.49% | +$1.1M Bought | — 262.4K shares | |
ETF ETF | $14.0M | 5.65% | +$684.9K Bought | — 437.0K shares | |
ETF ETF | $13.4M | 5.41% | +$669.8K Bought | — 278.3K shares | |
ETF ETF | $9.7M | 3.91% | +$456.1K Bought | — 191.3K shares | |
ETF ETF | $7.9M | 3.17% | -$311.6K Sold | — 108.6K shares | |
ETF ETF | $7.8M | 3.14% | -$352.6K Sold | — 169.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Kondo Wealth Advisors, 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 | |
+23.67% | |
+9.51% | |
+6.65% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-13.07% | |
-8.59% | |
-7.56% | |
-6.76% |
Analytics
Portfolio insights and performance metrics for Kondo Wealth Advisors, Inc.
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