Kondo Wealth Advisors Portfolio holdings
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 2.48% |
| 2 | Financials | 2.33% |
| 3 | Communication Services | 1.26% |
| 4 | Consumer Discretionary | 0.95% |
| 5 | Industrials | 0.63% |
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Kondo Wealth Advisors's Q1 2025 Portfolio in Review
As of Q1 2025, Kondo Wealth Advisors held 62 positions worth $203M, up 2.9% from $197M the previous quarter. Its ten largest holdings account for 77% of the portfolio.
Kondo Wealth Advisors deployed $8.56M of net new capital in Q1 2025, opening 2 new positions and adding to 30 existing holdings. Its largest new stake was Spotify: 373 shares worth $205K.
By sector, the portfolio is most concentrated in Technology at 2.5% of assets, down from 2.8% a quarter earlier, followed by Financials and Communication Services.
On the sell side, the largest reduction was Calvert US Large-Cap Core Responsible Index ETF, an estimated $492K trimmed.
- Kondo Wealth Advisors's largest Q1 2025 buy was Spotify: 373 shares worth $205K.
- Kondo Wealth Advisors added most to Vanguard Intermediate-Term Treasury ETF in Q1 2025, an estimated $1.81M increase.
- Kondo Wealth Advisors's biggest Q1 2025 reduction was Calvert US Large-Cap Core Responsible Index ETF, cutting an estimated $492K.
- Kondo Wealth Advisors fully exited iShares Russell 1000 Growth ETF in Q1 2025, selling an estimated $210K.
- Kondo Wealth Advisors's ten largest holdings make up 77% of its $203M portfolio in Q1 2025.
- Kondo Wealth Advisors opened 2 new positions and closed 1 in Q1 2025.
- Kondo Wealth Advisors's portfolio value rose 2.9% quarter-over-quarter to $203M.
Based on Kondo Wealth Advisors's 13F filing for Q1 2025, filed 11 Jun 2025.