Long-term investor

Kondo Wealth Advisors, Inc. @kondowealthadvisorsinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002070929).

Record

  • Tracked since 2025-06-30 (446 days), 36 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.0% · 6 months n/a · 1 year +19.4% · all +19.4%
  • Max drawdown n/a · win rate 21% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287150 · 18.0% · long · since 2025-06-30
  • 025072877 · 13.0% · long · since 2025-06-30
  • 92206C706 · 9.8% · long · since 2025-06-30
  • 025072802 · 8.7% · long · since 2025-06-30
  • 46435G326 · 8.6% · long · since 2025-06-30
  • 25434V732 · 6.3% · long · since 2025-06-30
  • 25434V864 · 5.2% · long · since 2025-06-30
  • 922020805 · 3.7% · long · since 2025-06-30
  • 25434V401 · 2.9% · long · since 2025-06-30
  • 25434V807 · 2.8% · long · since 2025-06-30
  • 25434V724 · 2.6% · long · since 2025-06-30
  • 25434V500 · 1.8% · long · since 2025-06-30

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