Kondo Wealth Advisors, Inc. — 13F Holdings & Portfolio
CIK 2070929 · latest 13F-HR filed 2026-01-30
Kondo Wealth Advisors, Inc. manages $261.3M in 13F-reported U.S. long-equity assets across 71 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are ITOT (17.74%), AVUV (11.89%), VGIT (10.04%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 5 new positions, exited 2, added to 22, and trimmed 10.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$261.3M
Long-equity book
71
Distinct positions
2025-12-31
Filed 2026-01-30
+5 / −2 / ↑22 / ↓10
vs 2025-09-30
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$2.5M +5.6%
- AMERICAN CENTY ETF TR$2.4M +8.5%
- VANGUARD SCOTTSDALE FDS$1.8M +7.4%
- AMERICAN CENTY ETF TR$1.6M +7.2%
- ISHARES TR$1.5M +7.3%
Top Trims
- MORGAN STANLEY ETF TRUST-$578.0K -41.9%
- ISHARES TR-$520.1K -20.0%
- MORGAN STANLEY ETF TRUST-$216.9K -22.9%
- MICROSOFT CORP-$107.1K -6.7%
- VANGUARD BD INDEX FDS-$91.7K -9.2%
New Positions
- WELLS FARGO CO NEW$406.7K
- ELI LILLY & CO$271.0K
- ASTRAZENECA PLC$221.1K
- CISCO SYS INC$217.1K
- GOLDMAN SACHS GROUP INC$203.9K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | ITOT | 464287150 | $46.4M | 17.74% | 311,761 | SH |
| 2 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $31.1M | 11.89% | 304,678 | SH |
| 3 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $26.2M | 10.04% | 437,699 | SH |
| 4 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $24.1M | 9.24% | 256,949 | SH |
| 5 | ISHARES TR | IDEV | 46435G326 | $22.6M | 8.64% | 273,596 | SH |
| 6 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $15.0M | 5.75% | 454,063 | SH |
| 7 | DIMENSIONAL ETF TRUST | DFSD | 25434V864 | $14.3M | 5.46% | 297,363 | SH |
| 8 | VANGUARD MALVERN FDS | VTIP | 922020805 | $10.0M | 3.84% | 202,873 | SH |
| 9 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $8.3M | 3.19% | 166,861 | SH |
| 10 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $8.0M | 3.04% | 107,192 | SH |
| 11 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $6.8M | 2.60% | 145,973 | SH |
| 12 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $4.6M | 1.76% | 66,092 | SH |
| 13 | APPLE INC | AAPL | 037833100 | $3.5M | 1.34% | 12,844 | SH |
| 14 | CATHAY GEN BANCORP | CATY | 149150104 | $2.5M | 0.94% | 50,981 | SH |
| 15 | WISDOMTREE TR | DLN | 97717W307 | $2.1M | 0.82% | 24,289 | SH |
| 16 | ISHARES TR | SUSB | 46435G243 | $2.1M | 0.80% | 82,365 | SH |
| 17 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.8M | 0.68% | 9,580 | SH |
| 18 | CARVANA CO | CVNA | 146869102 | $1.6M | 0.62% | 3,833 | SH |
| 19 | MICROSOFT CORP | MSFT | 594918104 | $1.5M | 0.57% | 3,073 | SH |
| 20 | VANGUARD BD INDEX FDS | BSV | 921937827 | $1.4M | 0.53% | 17,609 | SH |
| 21 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $1.3M | 0.50% | 22,068 | SH |
| 22 | AMAZON COM INC | AMZN | 023135106 | $1.2M | 0.47% | 5,283 | SH |
| 23 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $1.2M | 0.46% | 44,749 | SH |
| 24 | WISDOMTREE TR | DWM | 97717W703 | $1.1M | 0.42% | 16,107 | SH |
| 25 | ISHARES TR | IVV | 464287200 | $1.0M | 0.39% | 1,496 | SH |
| 26 | ISHARES INC | IEMG | 46434G103 | $943.7K | 0.36% | 14,039 | SH |
| 27 | VANGUARD BD INDEX FDS | BIV | 921937819 | $901.9K | 0.35% | 11,580 | SH |
| 28 | ISHARES TR | IJR | 464287804 | $864.8K | 0.33% | 7,196 | SH |
| 29 | UNITED PARCEL SERVICE INC | UPS | 911312106 | $841.0K | 0.32% | 8,479 | SH |
| 30 | DISNEY WALT CO | DIS | 254687106 | $832.3K | 0.32% | 7,314 | SH |
| 31 | MORGAN STANLEY ETF TRUST | CVLC | 61774R205 | $802.0K | 0.31% | 9,521 | SH |
| 32 | WISDOMTREE TR | DES | 97717W604 | $799.4K | 0.31% | 23,894 | SH |
| 33 | MORGAN STANLEY ETF TRUST | CVIE | 61774R106 | $730.6K | 0.28% | 10,247 | SH |
| 34 | MARSH & MCLENNAN COS INC | MRSH | 571748102 | $723.9K | 0.28% | 3,902 | SH |
| 35 | TESLA INC | TSLA | 88160R101 | $662.9K | 0.25% | 1,474 | SH |
| 36 | WISDOMTREE TR | DGRW | 97717X669 | $661.2K | 0.25% | 7,394 | SH |
| 37 | ALPHABET INC | GOOG | 02079K107 | $660.9K | 0.25% | 2,106 | SH |
| 38 | META PLATFORMS INC | META | 30303M102 | $636.3K | 0.24% | 964 | SH |
| 39 | ISHARES TR | IEFA | 46432F842 | $629.4K | 0.24% | 7,035 | SH |
| 40 | ALPHABET INC | GOOGL | 02079K305 | $628.8K | 0.24% | 2,009 | SH |
| 41 | ISHARES TR | IWM | 464287655 | $541.0K | 0.21% | 2,197 | SH |
| 42 | INVESCO QQQ TR | QQQ | 46090E103 | $537.1K | 0.21% | 874 | SH |
| 43 | BROADCOM INC | AVGO | 11135F101 | $511.2K | 0.20% | 1,477 | SH |
| 44 | SPDR S&P 500 ETF TR | SPY | 78462F103 | $500.5K | 0.19% | 734 | SH |
| 45 | WISDOMTREE TR | IQDG | 97717X131 | $494.3K | 0.19% | 11,917 | SH |
| 46 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $441.8K | 0.17% | 879 | SH |
| 47 | JPMORGAN CHASE & CO. | JPM | 46625H100 | $437.4K | 0.17% | 1,357 | SH |
| 48 | CATERPILLAR INC | CAT | 149123101 | $431.9K | 0.17% | 754 | SH |
| 49 | WELLS FARGO CO NEW | WFC | 949746101 | $406.7K | 0.16% | 4,364 | SH |
| 50 | ISHARES TR | IWF | 464287614 | $386.2K | 0.15% | 816 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2025-12-31 | 2026-01-30 | $261.3M | 71 | 0001172661-26-000403 |
| 2025-09-30 | 2025-11-05 | $247.9M | 68 | 0001172661-25-004585 |