Kondo Wealth Advisors, Inc. Q4 2025 Filing
Filed January 30, 2026
Portfolio Value
$261.3M
Holdings
71
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (71 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ITOTISHARES TR | 311,761 | $46.4M | 17.74% | |
| 2 | AVUVAMERICAN CENTY ETF TR | 304,678 | $31.1M | 11.89% | |
| 3 | VGITVANGUARD SCOTTSDALE FDS | 437,699 | $26.2M | 10.04% | |
| 4 | AVDVAMERICAN CENTY ETF TR | 256,949 | $24.1M | 9.24% | |
| 5 | IDEVISHARES TR | 273,596 | $22.6M | 8.64% | |
| 6 | DFEMDIMENSIONAL ETF TRUST | 454,063 | $15.0M | 5.75% | |
| 7 | DFSDDIMENSIONAL ETF TRUST | 297,363 | $14.3M | 5.46% | |
| 8 | VTIPVANGUARD MALVERN FDS | 202,873 | $10.0M | 3.84% | |
| 9 | DFIVDIMENSIONAL ETF TRUST | 166,861 | $8.3M | 3.19% | |
| 10 | DFUSDIMENSIONAL ETF TRUST | 107,192 | $8.0M | 3.04% | |
| 11 | DFUVDIMENSIONAL ETF TRUST | 145,973 | $6.8M | 2.60% | |
| 12 | DFASDIMENSIONAL ETF TRUST | 66,092 | $4.6M | 1.76% | |
| 13 | AAPLAPPLE INC | 12,844 | $3.5M | 1.34% | |
| 14 | CATYCATHAY GEN BANCORP | 50,981 | $2.5M | 0.94% | |
| 15 | DLNWISDOMTREE TR | 24,289 | $2.1M | 0.82% | |
| 16 | SUSBISHARES TR | 82,365 | $2.1M | 0.80% | |
| 17 | NVDANVIDIA CORPORATION | 9,580 | $1.8M | 0.68% | |
| 18 | CVNACARVANA CO | 3,833 | $1.6M | 0.62% | |
| 19 | MSFTMICROSOFT CORP | 3,073 | $1.5M | 0.57% | |
| 20 | BSVVANGUARD BD INDEX FDS | 17,609 | $1.4M | 0.53% | |
| 21 | DFATDIMENSIONAL ETF TRUST | 22,068 | $1.3M | 0.50% | |
| 22 | AMZNAMAZON COM INC | 5,283 | $1.2M | 0.47% | |
| 23 | SCHXSCHWAB STRATEGIC TR | 44,749 | $1.2M | 0.46% | |
| 24 | DWMWISDOMTREE TR | 16,107 | $1.1M | 0.42% | |
| 25 | IVVISHARES TR | 1,496 | $1.0M | 0.39% | |
| 26 | IEMGISHARES INC | 14,039 | $943K | 0.36% | |
| 27 | BIVVANGUARD BD INDEX FDS | 11,580 | $901K | 0.34% | |
| 28 | IJRISHARES TR | 7,196 | $864K | 0.33% | |
| 29 | UPSUNITED PARCEL SERVICE INC | 8,479 | $841K | 0.32% | |
| 30 | DISDISNEY WALT CO | 7,314 | $832K | 0.32% | |
| 31 | CVLCMORGAN STANLEY ETF TRUST | 9,521 | $802K | 0.31% | |
| 32 | DESWISDOMTREE TR | 23,894 | $799K | 0.31% | |
| 33 | CVIEMORGAN STANLEY ETF TRUST | 10,247 | $730K | 0.28% | |
| 34 | MRSHMARSH & MCLENNAN COS INC | 3,902 | $723K | 0.28% | |
| 35 | TSLATESLA INC | 1,474 | $662K | 0.25% | |
| 36 | DGRWWISDOMTREE TR | 7,394 | $661K | 0.25% | |
| 37 | GOOGALPHABET INC | 2,106 | $660K | 0.25% | |
| 38 | METAMETA PLATFORMS INC | 964 | $636K | 0.24% | |
| 39 | AQLTISHARES TR | 7,035 | $629K | 0.24% | |
| 40 | GOOGLALPHABET INC | 2,009 | $628K | 0.24% | |
| 41 | IWMISHARES TR | 2,197 | $540K | 0.21% | |
| 42 | NDQINVESCO QQQ TR | 874 | $537K | 0.21% | |
| 43 | AVGOBROADCOM INC | 1,477 | $511K | 0.20% | |
| 44 | SPYSPDR S&P 500 ETF TR | 734 | $500K | 0.19% | |
| 45 | IQDGWISDOMTREE TR | 11,917 | $494K | 0.19% | |
| 46 | BRK/BBERKSHIRE HATHAWAY INC DEL | 879 | $441K | 0.17% | |
| 47 | JPMJPMORGAN CHASE & CO. | 1,357 | $437K | 0.17% | |
| 48 | CATCATERPILLAR INC | 754 | $431K | 0.16% | |
| 49 | WFCWELLS FARGO CO NEW | 4,364 | $406K | 0.16% | |
| 50 | IWFISHARES TR | 816 | $386K | 0.15% | |
| 51 | SCHPSCHWAB STRATEGIC TR | 14,423 | $382K | 0.15% | |
| 52 | VTEBVANGUARD MUN BD FDS | 6,996 | $351K | 0.13% | |
| 53 | IWDISHARES TR | 1,613 | $339K | 0.13% | |
| 54 | DFSVDIMENSIONAL ETF TRUST | 9,518 | $313K | 0.12% | |
| 55 | BACBANK AMERICA CORP | 5,609 | $308K | 0.12% | |
| 56 | DEMWISDOMTREE TR | 6,428 | $300K | 0.11% | |
| 57 | COSTCOSTCO WHSL CORP NEW | 333 | $287K | 0.11% | |
| 58 | BACVERIZON COMMUNICATIONS INC | 6,804 | $277K | 0.11% | |
| 59 | NFLXNETFLIX INC | 2,943 | $275K | 0.11% | |
| 60 | LLYELI LILLY & CO | 252 | $270K | 0.10% | |
| 61 | WMTWALMART INC | 2,235 | $249K | 0.10% | |
| 62 | MAMASTERCARD INCORPORATED | 429 | $244K | 0.09% | |
| 63 | AXPAMERICAN EXPRESS CO | 647 | $239K | 0.09% | |
| 64 | SPGIS&P GLOBAL INC | 454 | $237K | 0.09% | |
| 65 | IBMINTERNATIONAL BUSINESS MACHS | 771 | $228K | 0.09% | |
| 66 | JNJJOHNSON & JOHNSON | 1,085 | $224K | 0.09% | |
| 67 | AZNASTRAZENECA PLC | 2,405 | $221K | 0.08% | |
| 68 | RWOSPDR INDEX SHS FDS | 4,915 | $221K | 0.08% | |
| 69 | CSCOCISCO SYS INC | 2,819 | $217K | 0.08% | |
| 70 | DISVDIMENSIONAL ETF TRUST | 5,665 | $215K | 0.08% | |
| 71 | GSGOLDMAN SACHS GROUP INC | 232 | $203K | 0.08% |