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KONDO WEALTH ADVISORS, INC. 13F portfolio summary

KONDO WEALTH ADVISORS, INC. of KONDO WEALTH ADVISORS, INC. has 68 current stock holdings with a reported portfolio value of $265.6M. The portfolio 1 year return is +17.80%. Top holdings include UPS (0.00%), QQQ (0.00%), BSV (0.00%), SPY (0.00%), ITOT (17.29%).

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KONDO WEALTH ADVISORS, INC.

KONDO WEALTH ADVISORS, INC.
Latest filing: 2026-03-31

KONDO WEALTH ADVISORS, INC. runs KONDO WEALTH ADVISORS, INC. and currently holds 68 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $265.61M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. KONDO WEALTH ADVISORS, INC. ranks #921 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, KONDO WEALTH ADVISORS, INC.'s portfolio at KONDO WEALTH ADVISORS, INC. has delivered returns of +17.80%. Their 3-year annualized return is +16.23%. Looking at the 5-year horizon, KONDO WEALTH ADVISORS, INC. has achieved +16.23% annualized returns at KONDO WEALTH ADVISORS, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+17.80%
#754/1000
3 Year
+16.23%
#922/1000
5 Year
+16.23%
#915/1000

Portfolio Value

$265.61M

Alpha Score

15.0

#921 of 1000

Holdings

68

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change