SEC Form 13F · Q1 2026

Kondo Wealth Advisors, Inc.

Institutional Holdings Report

13F-HRCA
$265.6M
Portfolio Value
69
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Kondo Wealth Advisors, Inc.
CIK
2070929
Accession No.
0001172661-26-001652
Location
PASADENA, CA
Form Type
13F-HR
Portfolio Value
$265.6M
Holdings Reported
69
Reporting Period
Q1 2026
Filed
May 11, 2026

About this Filing

Kondo Wealth Advisors, Inc. is an institutional investment manager based in PASADENA, CA reporting approximately $265.6M in 13(f) securities across 69 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.