Kondo Wealth Advisors

Kondo Wealth Advisors as of March 31, 2026

Portfolio Holdings for Kondo Wealth Advisors

Kondo Wealth Advisors holds 69 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 17.0 $45M 318k 142.43
American Centy Etf Tr Us Sml Cp Valu (AVUV) 12.7 $34M 306k 110.47
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 10.4 $28M 465k 59.55
American Centy Etf Tr Intl Smcp Vlu (AVDV) 9.4 $25M 250k 99.86
Ishares Tr Core Msci Intl (IDEV) 8.7 $23M 277k 83.57
Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.0 $16M 459k 34.55
Dimensional Etf Trust Short Duration F (DFSD) 5.6 $15M 310k 47.88
Vanguard Malvern Fds Strm Infproidx (VTIP) 3.9 $11M 209k 49.95
Dimensional Etf Trust Internatnal Val (DFIV) 3.2 $8.5M 160k 52.78
Dimensional Etf Trust Us Equity Market (DFUS) 2.9 $7.6M 107k 70.91
Dimensional Etf Trust Us Mktwide Value (DFUV) 2.6 $6.9M 143k 48.46
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.8 $4.7M 66k 71.13
Apple (AAPL) 1.2 $3.3M 13k 253.83
Cathay General Ban (CATY) 0.9 $2.5M 51k 49.86
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.8 $2.0M 81k 25.07
Wisdomtree Tr Us Largecap Divd (DLN) 0.8 $2.0M 22k 89.33
NVIDIA Corporation (NVDA) 0.6 $1.7M 9.8k 174.40
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $1.4M 18k 78.41
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $1.4M 22k 62.45
Amazon (AMZN) 0.4 $1.2M 5.7k 208.27
Carvana Cl A (CVNA) 0.4 $1.2M 3.7k 314.38
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $1.1M 45k 25.64
Wisdomtree Tr Intl Equity Fd (DWM) 0.4 $1.1M 16k 69.89
Microsoft Corporation (MSFT) 0.4 $1.0M 2.8k 370.43
Ishares Core Msci Emkt (IEMG) 0.4 $1.0M 15k 69.75
Ishares Tr Core S&p500 Etf (IVV) 0.4 $977k 1.5k 653.21
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $902k 12k 77.18
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $895k 7.2k 124.31
United Parcel Svcs CL B (UPS) 0.3 $835k 8.5k 98.38
Wisdomtree Tr Us Smallcap Divd (DES) 0.3 $815k 23k 35.94
Morgan Stanley Etf Trust Calvert Internat (CVIE) 0.3 $686k 9.4k 72.69
Marsh & McLennan Companies (MRSH) 0.3 $676k 3.9k 173.45
Walt Disney Company (DIS) 0.2 $655k 6.8k 96.40
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 0.2 $645k 8.1k 80.06
Ishares Tr Core Msci Eafe (IEFA) 0.2 $637k 7.0k 90.53
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $618k 1.3k 479.20
Alphabet Cap Stk Cl A (GOOGL) 0.2 $613k 2.1k 287.56
Alphabet Cap Stk Cl C (GOOG) 0.2 $612k 2.1k 286.86
JPMorgan Chase & Co. (JPM) 0.2 $607k 2.1k 294.34
Tesla Motors (TSLA) 0.2 $557k 1.5k 371.75
Meta Platforms Cl A (META) 0.2 $553k 966.00 572.13
Ishares Tr Russell 2000 Etf (IWM) 0.2 $540k 2.2k 248.07
Caterpillar (CAT) 0.2 $534k 754.00 708.46
Broadcom (AVGO) 0.2 $530k 1.7k 309.51
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $512k 5.8k 87.84
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $505k 874.00 577.35
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $479k 737.00 650.34
Astrazeneca Ord (AZN) 0.2 $464k 2.4k 197.22
Costco Wholesale Corporation (COST) 0.2 $429k 430.00 997.30
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $388k 15k 26.61
Wisdomtree Tr Intl Qulty Div (IQDG) 0.1 $374k 9.3k 40.14
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $348k 816.00 426.40
Bank of America Corporation (BAC) 0.1 $348k 7.1k 48.75
Wells Fargo & Company (WFC) 0.1 $346k 4.3k 79.61
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $346k 1.6k 213.72
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $334k 9.5k 35.04
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $318k 6.4k 49.70
Verizon Communications (VZ) 0.1 $317k 6.3k 50.20
Wal-Mart Stores (WMT) 0.1 $277k 2.2k 124.32
Eli Lilly & Co. (LLY) 0.1 $237k 258.00 920.32
Exxon Mobil Corporation (XOM) 0.1 $237k 1.4k 169.66
Chevron Corporation (CVX) 0.1 $230k 1.1k 206.90
Spdr Index Shs Fds State Street Spd (RWO) 0.1 $226k 4.9k 45.78
Johnson & Johnson (JNJ) 0.1 $225k 919.00 244.69
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $223k 5.7k 39.44
Mastercard Incorporated Cl A (MA) 0.1 $214k 428.00 499.66
Lowe's Companies (LOW) 0.1 $208k 878.00 236.48
Home Depot (HD) 0.1 $204k 621.00 329.11
Cisco Systems (CSCO) 0.1 $200k 2.6k 77.59