Kondo Wealth Advisors, Inc. Portfolio Holdings
Q3 2025•68 long positions•$247.9M portfolio value
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Holding69 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $43.9M 17.71% | +$1.3M Bought | — 301.4K shares | 292.2K → 301.4K +$1.3M | +3.12% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $28.6M 11.55% | +$1.6M Bought | — 287.7K shares | 271.3K → 287.7K +$1.6M | +6.03% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $24.4M 9.85% | +$1.5M Bought | — 406.9K shares | 381.5K → 406.9K +$1.5M | +6.65% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $22.5M 9.08% | +$636.5K Bought | — 252.9K shares | 245.8K → 252.9K +$636.5K | +2.91% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $21.0M 8.49% | +$1.1M Bought | — 262.4K shares | 249.1K → 262.4K +$1.1M | +5.34% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $14.0M 5.65% | +$684.9K Bought | — 437.0K shares | 415.6K → 437.0K +$684.9K | +5.14% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $13.4M 5.41% | +$669.8K Bought | — 278.3K shares | 264.4K → 278.3K +$669.8K | +5.26% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.7M 3.91% | +$456.1K Bought | — 191.3K shares | 182.3K → 191.3K +$456.1K | +4.94% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.9M 3.17% | -$311.6K Sold | — 108.6K shares | 112.9K → 108.6K −$311.6K | -3.81% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.8M 3.14% | -$352.6K Sold | — 169.0K shares | 176.7K → 169.0K −$352.6K | -4.33% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.5M 2.64% | -$140.4K Sold | — 146.3K shares | 149.4K → 146.3K −$140.4K | -2.1% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.5M 1.82% | -$130.0K Sold | — 66.0K shares | 67.9K → 66.0K −$130.0K | -2.8% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $3.2M 1.31% | +$50.2K Bought | 0.0% 12.7K shares | 12.5K → 12.7K +$50.2K | +1.57% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.6M 1.05% | -$91.4K Sold | — 102.7K shares | 106.3K → 102.7K −$91.4K | -3.4% | — — | Q4 2024 Held for 11 months | |
Banks - Regional Financial Services | $2.4M 0.987% | -$2.4K Sold | 0.074% 51.0K shares | 51.0K → 51.0K −$2.4K | -0.1% | $3.3B Mid Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.2M 0.89% | -$2.2K Sold | — 25.3K shares | 25.4K → 25.3K −$2.2K | -0.1% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $1.8M 0.74% | +$43.8K Bought | 0.0% 9.8K shares | 9.6K → 9.8K +$43.8K | +2.45% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $1.6M 0.643% | +$138.4K Bought | 0.0% 3.1K shares | 2.8K → 3.1K +$138.4K | +9.51% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.577% | +$13.7K Bought | — 18.1K shares | 18.0K → 18.1K +$13.7K | +0.96% | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $1.4M 0.569% | -$34.0K Sold | 0.003% 3.7K shares | 3.8K → 3.7K −$34.0K | -2.35% | $52.1B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.557% | -$129.6K Sold | — 16.9K shares | 18.4K → 16.9K −$129.6K | -8.59% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 0.507% | -$8.0K Sold | — 21.6K shares | 21.7K → 21.6K −$8.0K | -0.64% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.475% | +$34.2K Bought | — 44.7K shares | 43.4K → 44.7K +$34.2K | +2.99% | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $1.2M 0.47% | -$10.8K Sold | 0.0% 5.3K shares | 5.4K → 5.3K −$10.8K | -0.91% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.463% | +$1.3K Bought | — 17.3K shares | 17.3K → 17.3K +$1.3K | +0.11% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.404% | -$1.3K Sold | — 1.5K shares | 1.5K → 1.5K −$1.3K | -0.13% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $993.6K 0.401% | +$25.8K Bought | — 12.7K shares | 12.4K → 12.7K +$25.8K | +2.66% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $947.5K 0.382% | -$49.3K Sold | — 13.9K shares | 14.6K → 13.9K −$49.3K | -4.94% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $883.7K 0.356% | -$4.2K Sold | — 13.4K shares | 13.5K → 13.4K −$4.2K | -0.48% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $855.1K 0.345% | +$28.5K Bought | — 7.2K shares | 7.0K → 7.2K +$28.5K | +3.45% | — — | Q4 2024 Held for 11 months | |
Entertainment Communication Services | $842.9K 0.34% | +$4.9K Bought | 0.0% 7.4K shares | 7.3K → 7.4K +$4.9K | +0.59% | $205.86B Mega Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $837.6K 0.338% | -$4.5K Sold | — 24.9K shares | 25.0K → 24.9K −$4.5K | -0.53% | — — | Q4 2024 Held for 11 months | |
Insurance - Brokers Financial Services | $792.2K 0.32% | -$8.9K Sold | 0.001% 3.9K shares | 4.0K → 3.9K −$8.9K | -1.11% | $99.1B Large Cap | Q4 2024 Held for 11 months | |
Integrated Freight & Logistics Industrials | $703.6K 0.284% | +$668.3 Bought | 0.001% 8.4K shares | 8.4K → 8.4K +$668.3 | +0.1% | $70.8B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $672.2K 0.271% | -$48.8K Sold | — 7.6K shares | 8.1K → 7.6K −$48.8K | -6.76% | — — | Q4 2024 Held for 11 months | |
Auto - Manufacturers Consumer Cyclical | $652.8K 0.263% | +$125.0K Bought | 0.0% 1.5K shares | 1.2K → 1.5K +$125.0K | +23.67% | $1.48T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $614.2K 0.248% | — | — 7.0K shares | — | — | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $585.3K 0.236% | +$27.9K Bought | 0.0% 797.0 shares | 759.0 → 797.0 +$27.9K | +5.01% | $1.84T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $531.9K 0.215% | -$725.9 Sold | — 2.2K shares | 2.2K → 2.2K −$725.9 | -0.14% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $524.9K 0.212% | — | — 874.0 shares | — | — | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $513.4K 0.207% | +$23.1K Bought | 0.0% 2.1K shares | 2.0K → 2.1K +$23.1K | +4.72% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $491.1K 0.198% | -$7.3K Sold | — 737.0 shares | 748.0 → 737.0 −$7.3K | -1.47% | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $487.2K 0.197% | +$27.7K Bought | 0.0% 2.0K shares | 1.9K → 2.0K +$27.7K | +6.03% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $481.3K 0.194% | -$19.3K Sold | — 12.1K shares | 12.6K → 12.1K −$19.3K | -3.85% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $472.1K 0.19% | +$28.0K Bought | 0.0% 1.4K shares | 1.3K → 1.4K +$28.0K | +6.32% | $1.56T Mega Cap | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $443.9K 0.179% | +$8.5K Bought | 0.0% 883.0 shares | 866.0 → 883.0 +$8.5K | +1.96% | $1.08T Mega Cap | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $433.8K 0.175% | +$10.1K Bought | 0.0% 1.4K shares | 1.3K → 1.4K +$10.1K | +2.38% | $867.35B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $385.3K 0.155% | -$31.5K Sold | — 14.3K shares | 15.5K → 14.3K −$31.5K | -7.56% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $382.2K 0.154% | — | — 816.0 shares | — | — | — — | Q4 2024 Held for 11 months | |
Entertainment Communication Services | $359.7K 0.145% | -$10.8K Sold | 0.0% 300.0 shares | 309.0 → 300.0 −$10.8K | -2.91% | $509.45B Mega Cap | Q4 2024 Held for 11 months |
