Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 57.54% of Kondo Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VGIT, AVUV, ITOT, IDEV, DFSD, VTIP, DFEM, WFC, AVDV, LLY.
Started 5 new stock positions in LLY, CSCO, GS, WFC, AstraZeneca.
Reduced shares in these 10 stocks: CVLC, SUSB, CVIE, SPOT, PG, DFIV, DFUS, DLN, BIV, DWM.
Sold out of its positions in PG, SPOT.
Kondo Wealth Advisors was a net buyer of stock by $7.8M.
Kondo Wealth Advisors has $261M in assets under management (AUM), dropping by 5.41%.
Central Index Key (CIK): 0002070929

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Kondo Wealth Advisors

Kondo Wealth Advisors holds 71 positions in its portfolio as reported in the December 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	$46M	+3%	312k	148.69	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	11.9	$31M	+5%	305k	101.98	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	10.0	$26M	+7%	438k	59.93	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	9.2	$24M		257k	93.97	View chart
Ishares Tr Core Msci Intl (IDEV)	8.6	$23M	+4%	274k	82.48	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.7	$15M	+3%	454k	33.08	View chart
Dimensional Etf Trust Short Duration F (DFSD)	5.5	$14M	+6%	297k	47.95	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.8	$10M	+6%	203k	49.46	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.2	$8.3M		167k	49.91	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	3.0	$8.0M		107k	74.20	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.6	$6.8M		146k	46.60	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.8	$4.6M		66k	69.72	View chart
Apple (AAPL)	1.3	$3.5M		13k	271.91	View chart
Cathay General Ban (CATY)	0.9	$2.5M		51k	48.39	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.8	$2.1M	-4%	24k	88.09	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.8	$2.1M	-19%	82k	25.24	View chart
NVIDIA Corporation (NVDA)	0.7	$1.8M	-2%	9.6k	186.50	View chart
Carvana Cl A (CVNA)	0.6	$1.6M	+2%	3.8k	422.02	View chart
Microsoft Corporation (MSFT)	0.6	$1.5M		3.1k	483.91	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$1.4M	-2%	18k	78.83	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$1.3M	+2%	22k	59.54	View chart
Amazon (AMZN)	0.5	$1.2M		5.3k	230.82	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$1.2M		45k	26.91	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.4	$1.1M	-7%	16k	68.77	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.0M		1.5k	684.94	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$944k	+4%	14k	67.22	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$902k	-8%	12k	77.88	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$865k		7.2k	120.18	View chart
United Parcel Service CL B (UPS)	0.3	$841k		8.5k	99.19	View chart
Walt Disney Company (DIS)	0.3	$832k		7.3k	113.80	View chart
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)	0.3	$802k	-43%	9.5k	84.24	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.3	$799k	-3%	24k	33.45	View chart
Morgan Stanley Etf Trust Calvert Internat (CVIE)	0.3	$731k	-26%	10k	71.30	View chart
Marsh & McLennan Companies	0.3	$724k		3.9k	185.52	View chart
Tesla Motors (TSLA)	0.3	$663k		1.5k	449.72	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$661k	-2%	7.4k	89.43	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$661k		2.1k	313.80	View chart
Meta Platforms Cl A (META)	0.2	$636k	+20%	964.00	660.09	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$629k		7.0k	89.46	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$629k		2.0k	313.00	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$541k		2.2k	246.24	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$537k		874.00	614.49	View chart
Broadcom (AVGO)	0.2	$511k	+3%	1.5k	346.10	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$501k		734.00	681.92	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.2	$494k		12k	41.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$442k		879.00	502.65	View chart
JPMorgan Chase & Co. (JPM)	0.2	$437k		1.4k	322.32	View chart
Caterpillar (CAT)	0.2	$432k		754.00	572.87	View chart
Wells Fargo & Company (WFC)	0.2	$407k	NEW	4.4k	93.20	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$386k		816.00	473.30	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$382k		14k	26.49	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$352k		7.0k	50.29	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$339k		1.6k	210.44	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$313k	-4%	9.5k	32.89	View chart
Bank of America Corporation (BAC)	0.1	$309k		5.6k	55.01	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$300k	-6%	6.4k	46.72	View chart
Costco Wholesale Corporation (COST)	0.1	$287k		333.00	862.97	View chart
Verizon Communications (VZ)	0.1	$277k		6.8k	40.73	View chart
Netflix (NFLX)	0.1	$276k	+881%	2.9k	93.76	View chart
Eli Lilly & Co. (LLY)	0.1	$271k	NEW	252.00	1075.29	View chart
Wal-Mart Stores (WMT)	0.1	$249k		2.2k	111.45	View chart
Mastercard Incorporated Cl A (MA)	0.1	$245k		429.00	570.88	View chart
American Express Company (AXP)	0.1	$239k		647.00	369.96	View chart
S&p Global (SPGI)	0.1	$237k		454.00	522.59	View chart
International Business Machines (IBM)	0.1	$228k		771.00	296.22	View chart
Johnson & Johnson (JNJ)	0.1	$225k		1.1k	207.13	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.1	$221k	-5%	4.9k	45.04	View chart
Astrazeneca Sponsored Adr	0.1	$221k	NEW	2.4k	91.93	View chart
Cisco Systems (CSCO)	0.1	$217k	NEW	2.8k	77.03	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$215k	-4%	5.7k	38.00	View chart
Goldman Sachs (GS)	0.1	$204k	NEW	232.00	879.00	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 Q4 filed Jan. 30, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z