13F Filings History of Kondo Wealth Advisors, Inc.

Latest 13F report
Q4 2025 - 30 Jan 2026
Value $
$261,322,256
Signature - Title
Joanie R. Morioka - COO/CCO
Location
Pasadena, CA
Summary
This page shows a list of all the recent 13F filings made by Kondo Wealth Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Kondo Wealth Advisors, Inc. reported 71 stock holdings with total value $261,322,256 as of Q4 2025. Top holdings included ITOT, AVUV, VGIT, AVDV, and IDEV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 71 $261,322,256 +$10,336,296 -$2,563,658 +$7,772,638 ITOT, AVUV, VGIT, AVDV, IDEV 13F-HR 30 Jan 2026, 13:50
Q3 2025 68 $247,915,598 +$9,049,763 -$1,506,206 +$7,543,557 ITOT, AVUV, VGIT, AVDV, IDEV 13F-HR 05 Nov 2025, 10:56
Q2 2025 67 $226,461,084 +$10,252,454 -$2,346,852 +$7,905,602 ITOT, AVUV, VGIT, AVDV, IDEV 13F-HR 29 Jul 2025, 13:08
Q1 2025 61 $202,841,489 +$10,890,050 -$2,434,970 +$8,455,080 ITOT, AVUV, VGIT, AVDV, IDEV 13F-HR 11 Jun 2025, 11:08
Q4 2024 60 $197,069,096 $0 $0 $0 ITOT, AVUV, VGIT, IDEV, AVDV 13F-HR 11 Jun 2025, 11:04