Kondo Wealth Advisors, Inc. has filed a Form 13F-HR disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing lists 74 separate positions held by the firm.
The portfolio is diversified across a mix of individual equities and exchange-traded funds (ETFs). The largest individual equity position is in Advanced Micro Devices Inc., which holds 520 shares. Other notable individual stock holdings include Alphabet Inc. Class A (2,235 shares), Amazon.com Inc. (5,768 shares), Apple Inc. (13,224 shares), and Broadcom Inc. (1,789 shares).
The firm also holds significant positions in various ETFs. The largest ETF holding is the iShares Core S&P 500 ETF, with 329,462 shares. Other major ETF positions include the Vanguard Malvern Funds Stream Indexed Portfolio (223,607 shares) and the iShares Core S&P Total Stock Market ETF (329,462 shares). The filing also includes several WisdomTree and Dimensional ETF Trust funds focused on international equities, emerging markets, and dividend strategies.
The report was signed by Joanie R. Morioka, the COO/CCO of Kondo Wealth Advisors, Inc., on October 19, 2026.
