Kondo Wealth Advisors

Kondo Wealth Advisors as of Sept. 30, 2025

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