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KWA

Kondo Wealth Advisors Portfolio holdings

AUM $299M
1-Year Est. Return 21.97%
This Fund
S&P 500
This Quarter Est. Return
+10.31%
1 Year Est. Return
+21.97%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$299M
AUM Growth
+$33.6M
Cap. Flow
+$9.25M
Cap. Flow %
3.09%
Top 10 Hldgs %
79.04%
Holding
79
New
10
Increased
37
Reduced
24
Closed
4

Top Buys

Rank Stock Value
1
CVNA icon
Carvana
CVNA
+$1.86M
2
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.84M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.6M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.04M
5
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$811K

Top Sells

Rank Stock Value
1
SUSB icon
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
+$253K
2
XOM icon
ExxonMobil
XOM
+$237K
3
CVLC icon
Calvert US Large-Cap Core Responsible Index ETF
CVLC
+$231K
4
CVX icon
Chevron
CVX
+$230K
5
MA icon
Mastercard
MA
+$214K

Sector Composition

Rank Sector Weight
1 Miscellaneous 90.82%
2 Technology 3.24%
3 Financials 1.99%
4 Consumer Discretionary 1.74%
5 Communication Services 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVX icon
76
Chevron
CVX
$409B
– –
-1,112
Closed -$230K
LOW icon
77
Lowe's Companies
LOW
$115B
– –
-878
Closed -$208K
MA icon
78
Mastercard
MA
$507B
– –
-428
Closed -$214K
XOM icon
79
ExxonMobil
XOM
$656B
– –
-1,394
Closed -$237K
1 2 3
4

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ACC
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AIM
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EBWM
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MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
SIA
Schear Investment Advisers Cincinnati, Ohio $299M AUM 90.52% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $300M AUM 23.79% 1-Year Est. Return

Kondo Wealth Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Kondo Wealth Advisors held 79 positions worth $299M, up 13% from $266M the previous quarter. Its ten largest holdings account for 79% of the portfolio.

Kondo Wealth Advisors deployed $9.25M of net new capital in Q2 2026, opening 10 new positions and adding to 37 existing holdings. Its largest new stake was Micron Technology: 387 shares worth $447K.

By sector, the portfolio is most concentrated in Miscellaneous at 91% of assets, down from 92% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares ESG Aware 1-5 Year USD Corporate Bond ETF, an estimated $253K trimmed.

  • Kondo Wealth Advisors's largest Q2 2026 buy was Micron Technology: 387 shares worth $447K.
  • Kondo Wealth Advisors added most to Carvana in Q2 2026, an estimated $1.86M increase.
  • Kondo Wealth Advisors's biggest Q2 2026 reduction was iShares ESG Aware 1-5 Year USD Corporate Bond ETF, cutting an estimated $253K.
  • Kondo Wealth Advisors fully exited ExxonMobil in Q2 2026, selling an estimated $237K.
  • Kondo Wealth Advisors's ten largest holdings make up 79% of its $299M portfolio in Q2 2026.
  • Kondo Wealth Advisors opened 10 new positions and closed 4 in Q2 2026.
  • Kondo Wealth Advisors's portfolio value rose 13% quarter-over-quarter to $299M.

Based on Kondo Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.