Kondo Wealth Advisors, Inc. Q2 2025 Filing
Filed July 29, 2025
Portfolio Value
$226.5B
Holdings
67
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (67 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ITOTISHARES TR | 292,247 | $39.5B | 17.42% | |
| 2 | AVUVAMERICAN CENTY ETF TR | 271,286 | $25.2B | 11.14% | |
| 3 | VGITVANGUARD SCOTTSDALE FDS | 381,540 | $22.7B | 10.02% | |
| 4 | AVDVAMERICAN CENTY ETF TR | 245,782 | $19.5B | 8.61% | |
| 5 | IDEVISHARES TR | 249,086 | $18.9B | 8.35% | |
| 6 | DFSDDIMENSIONAL ETF TRUST | 264,427 | $12.7B | 5.60% | |
| 7 | DFEMDIMENSIONAL ETF TRUST | 415,646 | $12.4B | 5.46% | |
| 8 | VTIPVANGUARD MALVERN FDS | 182,270 | $9.1B | 4.01% | |
| 9 | DFIVDIMENSIONAL ETF TRUST | 176,679 | $7.6B | 3.35% | |
| 10 | DFUSDIMENSIONAL ETF TRUST | 112,945 | $7.6B | 3.34% | |
| 11 | DFUVDIMENSIONAL ETF TRUST | 149,426 | $6.4B | 2.82% | |
| 12 | DFASDIMENSIONAL ETF TRUST | 67,898 | $4.4B | 1.94% | |
| 13 | SUSBISHARES TR | 106,300 | $2.7B | 1.18% | |
| 14 | AAPLAPPLE INC | 12,533 | $2.6B | 1.15% | |
| 15 | CATYCATHAY GEN BANCORP | 51,032 | $2.4B | 1.06% | |
| 16 | DLNWISDOMTREE TR | 25,372 | $2.1B | 0.93% | |
| 17 | NVDANVIDIA CORPORATION | 9,604 | $1.5B | 0.65% | |
| 18 | CVLCMORGAN STANLEY ETF TRUST | 18,439 | $1.4B | 0.62% | |
| 19 | BSVVANGUARD BD INDEX FDS | 17,965 | $1.4B | 0.62% | |
| 20 | MSFTMICROSOFT CORP | 2,809 | $1.4B | 0.61% | |
| 21 | CVNACARVANA CO | 3,830 | $1.3B | 0.57% | |
| 22 | DFATDIMENSIONAL ETF TRUST | 21,729 | $1.2B | 0.53% | |
| 23 | AMZNAMAZON COM INC | 5,356 | $1.2B | 0.52% | |
| 24 | DWMWISDOMTREE TR | 17,304 | $1.1B | 0.49% | |
| 25 | SCHXSCHWAB STRATEGIC TR | 43,449 | $1.1B | 0.47% | |
| 26 | BIVVANGUARD BD INDEX FDS | 12,394 | $954.5M | 0.42% | |
| 27 | CVIEMORGAN STANLEY ETF TRUST | 14,609 | $948.3M | 0.42% | |
| 28 | IVVISHARES TR | 1,498 | $929.8M | 0.41% | |
| 29 | DISDISNEY WALT CO | 7,317 | $903.8M | 0.40% | |
| 30 | UPSUNITED PARCEL SERVICE INC | 8,415 | $879.1M | 0.39% | |
| 31 | MRSHMARSH & MCLENNAN COS INC | 3,975 | $865.9M | 0.38% | |
| 32 | DESWISDOMTREE TR | 25,001 | $813.3M | 0.36% | |
| 33 | IEMGISHARES INC | 13,469 | $809.4M | 0.36% | |
| 34 | IJRISHARES TR | 6,956 | $771.8M | 0.34% | |
| 35 | DGRWWISDOMTREE TR | 8,104 | $683.7M | 0.30% | |
| 36 | AQLTISHARES TR | 7,035 | $586.1M | 0.26% | |
| 37 | METAMETA PLATFORMS INC | 759 | $545.9M | 0.24% | |
| 38 | IQDGWISDOMTREE TR | 12,552 | $494.2M | 0.22% | |
| 39 | IWMISHARES TR | 2,201 | $480.0M | 0.21% | |
| 40 | NDQINVESCO QQQ TR | 874 | $478.2M | 0.21% | |
| 41 | SPYSPDR S&P 500 ETF TR | 748 | $462.1M | 0.20% | |
| 42 | BRK/BBERKSHIRE HATHAWAY INC DEL | 866 | $424.0M | 0.19% | |
| 43 | SCHPSCHWAB STRATEGIC TR | 15,468 | $411.0M | 0.18% | |
| 44 | NFLXNETFLIX INC | 309 | $399.7M | 0.18% | |
| 45 | JPMJPMORGAN CHASE & CO. | 1,343 | $390.1M | 0.17% | |
| 46 | TSLATESLA INC | 1,187 | $356.9M | 0.16% | |
| 47 | AVGOBROADCOM INC | 1,346 | $356.3M | 0.16% | |
| 48 | GOOGALPHABET INC | 2,013 | $356.1M | 0.16% | |
| 49 | IWFISHARES TR | 816 | $342.8M | 0.15% | |
| 50 | VTEBVANGUARD MUN BD FDS | 6,996 | $342.3M | 0.15% | |
| 51 | GOOGLALPHABET INC | 1,890 | $332.3M | 0.15% | |
| 52 | COSTCOSTCO WHSL CORP NEW | 330 | $326.3M | 0.14% | |
| 53 | IWDISHARES TR | 1,605 | $314.6M | 0.14% | |
| 54 | DEMWISDOMTREE TR | 6,899 | $313.6M | 0.14% | |
| 55 | DFSVDIMENSIONAL ETF TRUST | 9,926 | $299.7M | 0.13% | |
| 56 | BACVERIZON COMMUNICATIONS INC | 6,766 | $295.5M | 0.13% | |
| 57 | CATCATERPILLAR INC | 738 | $288.5M | 0.13% | |
| 58 | SPOTSPOTIFY TECHNOLOGY S A | 375 | $270.9M | 0.12% | |
| 59 | BACBANK AMERICA CORP | 5,489 | $264.3M | 0.12% | |
| 60 | SPGIS&P GLOBAL INC | 476 | $252.0M | 0.11% | |
| 61 | MAMASTERCARD INCORPORATED | 423 | $238.8M | 0.11% | |
| 62 | RWOSPDR INDEX SHS FDS | 5,186 | $230.9M | 0.10% | |
| 63 | IBMINTERNATIONAL BUSINESS MACHS | 760 | $221.5M | 0.10% | |
| 64 | WMTWALMART INC | 2,185 | $214.7M | 0.09% | |
| 65 | PGPROCTER AND GAMBLE CO | 1,319 | $212.7M | 0.09% | |
| 66 | AXPAMERICAN EXPRESS CO | 641 | $206.7M | 0.09% | |
| 67 | XPCKXPIMCO CALIF MUN INCOME FD II | 11,009 | $59.7M | 0.03% |