Kondo Wealth Advisors

Kondo Wealth Advisors as of Dec. 31, 2025

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