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Kondo Wealth Advisors

Latest statistics and disclosures from Kondo Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are ITOT, AVUV, VGIT, AVDV, IDEV, and represent 56.68% of Kondo Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: AVUV, VGIT, ITOT, IDEV, DFEM, DFSD, AVDV, VTIP, DISV, JNJ.
Started 2 new stock positions in DISV, JNJ.
Reduced shares in these 10 stocks: DFIV, DFUS, DFUV, DFAS, CVLC, SUSB, , CVIE, DGRW, SPOT.
Sold out of its position in PCK.
Kondo Wealth Advisors was a net buyer of stock by $7.5M.
Kondo Wealth Advisors has $248M in assets under management (AUM), dropping by 9.47%.
Central Index Key (CIK): 0002070929

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Positions held by Kondo Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Kondo Wealth Advisors

Kondo Wealth Advisors holds 68 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Ttl Stk (ITOT)	17.7	$44M	+3%	301k	145.65	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	11.5	$29M	+6%	288k	99.53	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	9.9	$24M	+6%	407k	60.03	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	9.1	$23M	+2%	253k	89.03	View chart
Ishares Tr Core Msci Intl (IDEV)	8.5	$21M	+5%	262k	80.17	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.7	$14M	+5%	437k	32.07	View chart
Dimensional Etf Trust Short Duration F (DFSD)	5.4	$13M	+5%	278k	48.19	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.9	$9.7M	+4%	191k	50.63	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	3.2	$7.9M	-3%	109k	72.44	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.1	$7.8M	-4%	169k	46.12	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.6	$6.5M	-2%	146k	44.69	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.8	$4.5M	-2%	66k	68.46	View chart
Apple (AAPL)	1.3	$3.2M		13k	254.67	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	1.0	$2.6M	-3%	103k	25.31	View chart
Cathay General Ban (CATY)	1.0	$2.4M		51k	48.01	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.9	$2.2M		25k	87.04	View chart
NVIDIA Corporation (NVDA)	0.7	$1.8M	+2%	9.8k	186.58	View chart
Microsoft Corporation (MSFT)	0.6	$1.6M	+9%	3.1k	518.24	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.6	$1.4M		18k	78.91	View chart
Carvana Cl A (CVNA)	0.6	$1.4M	-2%	3.7k	377.24	View chart
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)	0.6	$1.4M	-8%	17k	81.87	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$1.3M		22k	58.21	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$1.2M	+2%	45k	26.34	View chart
Amazon (AMZN)	0.5	$1.2M		5.3k	219.57	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.5	$1.1M		17k	66.22	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.0M		1.5k	669.30	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$994k	+2%	13k	78.09	View chart
Morgan Stanley Etf Trust Calvert Internat (CVIE)	0.4	$948k	-4%	14k	68.23	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$884k		13k	65.92	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$855k	+3%	7.2k	118.83	View chart
Walt Disney Company (DIS)	0.3	$843k		7.4k	114.53	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.3	$838k		25k	33.68	View chart
Marsh & McLennan Companies (MMC)	0.3	$792k		3.9k	201.53	View chart
United Parcel Service CL B (UPS)	0.3	$704k		8.4k	83.53	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$672k	-6%	7.6k	88.96	View chart
Tesla Motors (TSLA)	0.3	$653k	+23%	1.5k	444.72	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$614k		7.0k	87.31	View chart
Meta Platforms Cl A (META)	0.2	$585k	+5%	797.00	734.38	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$532k		2.2k	241.98	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$525k		874.00	600.55	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$513k	+4%	2.1k	243.55	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$491k		737.00	666.35	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$487k	+6%	2.0k	243.10	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.2	$481k	-3%	12k	39.88	View chart
Broadcom (AVGO)	0.2	$472k	+6%	1.4k	329.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$444k		883.00	502.74	View chart
JPMorgan Chase & Co. (JPM)	0.2	$434k	+2%	1.4k	315.52	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$385k	-7%	14k	26.95	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$382k		816.00	468.41	View chart
Netflix (NFLX)	0.1	$360k	-2%	300.00	1198.92	View chart
Caterpillar (CAT)	0.1	$359k		752.00	477.15	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$350k		7.0k	50.07	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$328k		1.6k	203.62	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$316k		9.9k	31.84	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$316k		6.9k	46.00	View chart
Costco Wholesale Corporation (COST)	0.1	$313k	+2%	338.00	925.91	View chart
Verizon Communications (VZ)	0.1	$300k		6.8k	43.95	View chart
Bank of America Corporation (BAC)	0.1	$290k	+2%	5.6k	51.60	View chart
Mastercard Incorporated Cl A (MA)	0.1	$246k	+2%	433.00	568.81	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.1	$239k		5.2k	45.78	View chart
Wal-Mart Stores (WMT)	0.1	$232k	+2%	2.3k	103.10	View chart
Spotify Technology S A SHS (SPOT)	0.1	$228k	-13%	326.00	698.00	View chart
S&p Global (SPGI)	0.1	$221k	-4%	453.00	486.71	View chart
International Business Machines (IBM)	0.1	$219k		774.00	282.32	View chart
American Express Company (AXP)	0.1	$216k		650.00	332.16	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$212k	NEW	5.9k	35.69	View chart
Procter & Gamble Company (PG)	0.1	$206k		1.3k	153.67	View chart
Johnson & Johnson (JNJ)	0.1	$203k	NEW	1.1k	185.58	View chart

Past Filings by Kondo Wealth Advisors

SEC 13F filings are viewable for Kondo Wealth Advisors going back to 2025

Kondo Wealth Advisors 2025 Q3 filed Nov. 5, 2025
Kondo Wealth Advisors 2025 Q2 filed July 29, 2025
Kondo Wealth Advisors 2024 Q4 filed June 11, 2025
Kondo Wealth Advisors 2025 Q1 filed June 11, 2025

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