Kondo Wealth Advisors, Inc. reported 34 positions worth $28.43M for the quarter ended Sep 30, 2026, up 3.6% on the prior quarter. It opened 4 new positions, added to 17, trimmed 13 and exited 5. Its largest holding is Apple Inc. at 15.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SO Southern Co | +9,435 | – | $782.07K | 2.75% |
| MSFT Microsoft Corp | +1,408 | +46.9% | $722.37K | 7.95% |
| XOM ExxonMobil Holdings Corp | +1,442 | – | $234.69K | 0.826% |
| CVX Chevron Corp | +1,124 | – | $229.53K | 0.807% |
| MRK Merck & Co., Inc. | +1,469 | – | $213.46K | 0.751% |
| NVDA Nvidia Corp | +93 | +0.9% | $21.24K | 8.32% |
| AAPL Apple Inc. | +53 | +0.4% | $17.65K | 15.49% |
| MU Micron Technology Inc | +16 | +4.1% | $17.04K | 1.51% |
| AMD Advanced Micro Devices Inc | +21 | +4.2% | $12.85K | 1.12% |
| AMZN Amazon Com Inc | +41 | +0.7% | $10.22K | 5.06% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CAT Caterpillar Inc | -460 | -60.4% | $372.96K | 0.858% |
| KLAC Kla Corp | -1,012 | -100.0% | $305.33K | Exited |
| INTC Intel Corp | -1,629 | -100.0% | $227.46K | Exited |
| GE General Electric Co | -579 | -100.0% | $216.39K | Exited |
| HD Home Depot, Inc. | -606 | -100.0% | $213.87K | Exited |
| LRCX Lam Research Corp | -470 | -100.0% | $203.67K | Exited |
| WFC Wells Fargo & Company | -1,477 | -33.8% | $118.23K | 0.814% |
| TSLA Tesla, Inc. | -276 | -17.6% | $97.93K | 1.61% |
| META Meta Platforms, Inc. | -84 | -9.6% | $60.92K | 2.02% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -72 | -13.3% | $32.85K | 0.754% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 13.2K | $4.40M | 15.49% | +53 | +0.4% | Added | 0% |
| 2 | CATY Cathay General Bancorp | Financial Services | 50.5K | $3.00M | 10.57% | +1 | +0.0% | Added | 0.08% |
| 3 | CVNA Carvana Co. | Consumer Discretionary | 45.0K | $2.81M | 9.89% | -40 | -0.1% | Reduced | 0% |
| 4 | NVDA Nvidia Corp | Technology | 10.4K | $2.37M | 8.32% | +93 | +0.9% | Added | 0% |
| 5 | MSFT Microsoft Corp | Technology | 4,407 | $2.26M | 7.95% | +1,408 | +46.9% | Added | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 5,768 | $1.44M | 5.06% | +41 | +0.7% | Added | 0% |
| 7 | UPS United Parcel Service Inc | Industrials | 8,509 | $795.10K | 2.8% | +5 | +0.1% | Added | 0% |
| 8 | SO Southern Co | Utilities | 9,435 | $782.07K | 2.75% | +9,435 | – | New | 0% |
| 9 | GOOGL Alphabet Inc. | Technology | 2,235 | $769.02K | 2.71% | -20 | -0.9% | Reduced | 0% |
| 10 | GOOG Alphabet Inc. | Technology | 2,131 | $726.12K | 2.55% | -53 | -2.4% | Reduced | 0% |
| 11 | DIS Walt Disney Co | Communication Services | 6,754 | $708.60K | 2.49% | +6 | +0.1% | Added | 0% |
| 12 | JPM Jpmorgan Chase & Co | Financial Services | 2,098 | $694.50K | 2.44% | +8 | +0.4% | Added | 0% |
| 13 | MRSH Marsh & Mclennan Companies, Inc. | Financial Services | 3,873 | $661.24K | 2.33% | +10 | +0.3% | Added | 0% |
| 14 | BRK-B Berkshire Hathaway Inc | Financial Services | 1,265 | $629.91K | 2.22% | +7 | +0.6% | Added | 0% |
| 15 | AVGO Broadcom Inc. | Technology | 1,789 | $628.28K | 2.21% | +16 | +0.9% | Added | 0% |
Tip. Select a row to see that position’s full history at Kondo Wealth Advisors.
As of its Q3 2026 13F filing, Kondo Wealth Advisors, Inc.’s five largest positions were Apple Inc. (AAPL) at 15.5%, Cathay General Bancorp (CATY) at 10.6%, Carvana Co. (CVNA) at 9.9%, Nvidia Corp (NVDA) at 8.3%, Microsoft Corp (MSFT) at 8.0% of the reported portfolio.
Kondo Wealth Advisors, Inc. reported a 13F portfolio worth $28.43M across 34 positions for Q3 2026. That is up 3.6% from the previous quarter.
Its largest purchases by value were Southern Co ($782.07K), Microsoft Corp ($722.37K), ExxonMobil Holdings Corp ($234.69K). It opened 4 new positions.
Its largest sales by value were Caterpillar Inc ($372.96K), Kla Corp ($305.33K), Intel Corp ($227.46K). It exited 5 positions entirely.
From the Form 13F-HR reports Kondo Wealth Advisors, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.