Kondo Wealth Advisors, Inc.
CIK: 0002070929Latest portfolio: $261.3M · Q4 2025
Holdings
71
Total Value
$261.3M
New Positions
70
Closed Positions
0
Top Holdings
View All 71 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | ITOTISHARES TR | 311,761 | $46.4M | 17.74% | NEW | |
| 2 | AVUVAMERICAN CENTY ETF TR | 304,678 | $31.1M | 11.89% | NEW | |
| 3 | VGITVANGUARD SCOTTSDALE FDS | 437,699 | $26.2M | 10.04% | NEW | |
| 4 | AVDVAMERICAN CENTY ETF TR | 256,949 | $24.1M | 9.24% | NEW | |
| 5 | IDEVISHARES TR | 273,596 | $22.6M | 8.64% | NEW | |
| 6 | DFEMDIMENSIONAL ETF TRUST | 454,063 | $15.0M | 5.75% | NEW | |
| 7 | DFSDDIMENSIONAL ETF TRUST | 297,363 | $14.3M | 5.46% | NEW | |
| 8 | VTIPVANGUARD MALVERN FDS | 202,873 | $10.0M | 3.84% | NEW | |
| 9 | DFIVDIMENSIONAL ETF TRUST | 166,861 | $8.3M | 3.19% | NEW | |
| 10 | DFUSDIMENSIONAL ETF TRUST | 107,192 | $8.0M | 3.04% | NEW | |
| 11 | DFUVDIMENSIONAL ETF TRUST | 145,973 | $6.8M | 2.60% | NEW | |
| 12 | DFASDIMENSIONAL ETF TRUST | 66,092 | $4.6M | 1.76% | NEW | |
| 13 | AAPLAPPLE INC | 12,844 | $3.5M | 1.34% | NEW | |
| 14 | CATYCATHAY GEN BANCORP | 50,981 | $2.5M | 0.94% | NEW | |
| 15 | DLNWISDOMTREE TR | 24,289 | $2.1M | 0.82% | NEW | |
| 16 | SUSBISHARES TR | 82,365 | $2.1M | 0.80% | NEW | |
| 17 | NVDANVIDIA CORPORATION | 9,580 | $1.8M | 0.68% | NEW | |
| 18 | CVNACARVANA CO | 3,833 | $1.6M | 0.62% | NEW | |
| 19 | MSFTMICROSOFT CORP | 3,073 | $1.5M | 0.57% | NEW | |
| 20 | BSVVANGUARD BD INDEX FDS | 17,609 | $1.4M | 0.53% | NEW | |
| 21 | DFATDIMENSIONAL ETF TRUST | 22,068 | $1.3M | 0.50% | NEW | |
| 22 | AMZNAMAZON COM INC | 5,283 | $1.2M | 0.47% | NEW | |
| 23 | SCHXSCHWAB STRATEGIC TR | 44,749 | $1.2M | 0.46% | NEW | |
| 24 | DWMWISDOMTREE TR | 16,107 | $1.1M | 0.42% | NEW | |
| 25 | IVVISHARES TR | 1,496 | $1.0M | 0.39% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($4.635631071262312e+159T)
Technology0.0% ($349217861487.5T)
Communication Services0.0% ($832660.6T)
Consumer Cyclical0.0% ($16.2T)
Unknown0.0% ($629.5B)
Healthcare0.0% ($270.2B)
Industrials0.0% ($841.4M)
Consumer Defensive0.0% ($287.2M)
Filing History
Fund Information
Kondo Wealth Advisors, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $261.3M across 71 holdings. The largest position is ISHARES TR (ITOT), representing 17.7% of the portfolio. Compared to the previous quarter, the fund opened 71 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.