Kondo Wealth Advisors

Kondo Wealth Advisors as of June 30, 2026

Portfolio Holdings for Kondo Wealth Advisors

Kondo Wealth Advisors holds 75 positions in its portfolio as reported in the June 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) 18.0 $54M 328k 164.27
American Centy Etf Tr Us Sml Cp Valu (AVUV) 13.0 $39M 312k 124.76
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 9.8 $29M 497k 58.98
American Centy Etf Tr Intl Smcp Vlu (AVDV) 8.7 $26M 253k 103.05
Ishares Tr Core Msci Intl (IDEV) 8.6 $26M 289k 89.01
Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.3 $19M 465k 40.64
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 5.2 $16M 327k 47.75
Vanguard Malvern Fds Strm Infproidx (VTIP) 3.7 $11M 219k 50.23
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 2.9 $8.7M 107k 81.94
Dimensional Etf Trust Internatnal Val (DFIV) 2.8 $8.5M 157k 54.02
Dimensional Etf Trust Us Mktwide Value (DFUV) 2.6 $7.7M 141k 55.01
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.8 $5.4M 66k 82.34
Apple (AAPL) 1.3 $3.8M 13k 289.41
Cathay General Ban (CATY) 1.0 $3.1M 51k 61.99
Carvana Cl A (CVNA) 1.0 $3.0M 45k 65.82
Wisdomtree Tr Us Largecap Divd (DLN) 0.7 $2.1M 22k 96.33
NVIDIA Corporation (NVDA) 0.7 $2.1M 10k 200.09
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.6 $1.8M 71k 24.99
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $1.6M 22k 69.90
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $1.4M 18k 77.92
Amazon (AMZN) 0.5 $1.4M 5.7k 238.34
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $1.3M 45k 29.43
Ishares Core Msci Emkt (IEMG) 0.4 $1.2M 15k 82.84
Wisdomtree Tr Intl Equity Fd (DWM) 0.4 $1.1M 15k 73.22
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.1M 1.5k 749.08
Microsoft Corporation (MSFT) 0.4 $1.1M 3.0k 373.16
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.1M 7.2k 148.31
Wisdomtree Tr Us Smallcap Divd (DES) 0.3 $920k 23k 40.68
United Parcel Svcs CL B (UPS) 0.3 $914k 8.5k 107.51
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $899k 12k 76.71
Caterpillar (CAT) 0.3 $810k 761.00 1064.90
Alphabet Cap Stk Cl A (GOOGL) 0.3 $806k 2.3k 357.37
Alphabet Cap Stk Cl C (GOOG) 0.3 $772k 2.2k 353.33
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $695k 944.00 736.60
JPMorgan Chase & Co. (JPM) 0.2 $685k 2.1k 327.53
Morgan Stanley Etf Trust Calve Index Etf (CVIE) 0.2 $684k 8.0k 85.02
Ishares Tr Core Msci Eafe (IEFA) 0.2 $679k 7.0k 96.58
Broadcom (AVGO) 0.2 $670k 1.8k 377.75
Tesla Motors (TSLA) 0.2 $659k 1.6k 420.60
Walt Disney Company (DIS) 0.2 $650k 6.7k 96.26
Ishares Tr Russell 2000 Etf (IWM) 0.2 $647k 2.2k 300.48
Marsh & McLennan Companies (MRSH) 0.2 $644k 3.9k 166.67
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $630k 1.3k 500.39
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $552k 5.8k 95.62
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $550k 737.00 746.77
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 0.2 $520k 5.5k 94.48
Meta Platforms Cl A (META) 0.2 $494k 877.00 563.29
Micron Technology (MU) 0.1 $447k 387.00 1154.29
Astrazeneca Ord (AZN) 0.1 $446k 2.4k 189.62
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $407k 15k 26.50
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $406k 3.3k 124.20
Wisdomtree Tr Intl Qulty Div (IQDG) 0.1 $402k 9.3k 43.08
Costco Wholesale Corporation (COST) 0.1 $401k 428.00 936.61
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $383k 1.6k 242.49
Dimensional Etf Trust Us Small Cap Etf (DFSV) 0.1 $370k 9.5k 38.79
Wells Fargo & Company (WFC) 0.1 $361k 4.4k 82.64
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $343k 6.4k 53.81
Eli Lilly & Co. (LLY) 0.1 $323k 269.00 1200.14
Cisco Systems (CSCO) 0.1 $309k 2.6k 117.46
Kla Corp Com New (KLAC) 0.1 $305k 1.0k 301.71
Advanced Micro Devices (AMD) 0.1 $290k 499.00 580.91
Verizon Communications (VZ) 0.1 $285k 6.7k 42.34
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $259k 542.00 477.57
Bank of America Corporation (BAC) 0.1 $258k 4.5k 56.99
Wal-Mart Stores (WMT) 0.1 $254k 2.2k 113.30
Spdr Index Shs Fds St Dow Globa Etf (RWO) 0.1 $244k 4.9k 49.73
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $244k 2.1k 114.88
Johnson & Johnson (JNJ) 0.1 $242k 952.00 254.22
Goldman Sachs (GS) 0.1 $237k 234.00 1011.37
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $229k 5.7k 40.13
Intel Corporation (INTC) 0.1 $228k 1.6k 139.63
Ge Aerospace Com New (GE) 0.1 $216k 579.00 373.73
Home Depot (HD) 0.1 $214k 606.00 352.92
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $212k 5.1k 41.26
Lam Research Corp Com New (LRCX) 0.1 $204k 470.00 433.33