Kondo Wealth Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 30, 2026, for the 2025 Q4 period, Kondo Wealth Advisors, Inc. held in its portfolio 71 assets valued at $261,322,256 (i.e. $261.32M).
The most valuable assets in the portfolio included: ISHARES TR ($46.36M), AMERICAN CENTY ETF TR ($31.07M), and VANGUARD SCOTTSDALE FDS ($26.23M).
The chart below shows the top 10 valuable assets, and the table below shows the top 71 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Kondo Wealth Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 311761 | 46356585 | CORE S&P TTL STK |
| AMERICAN CENTY ETF TR | 304678 | 31071553 | US SML CP VALU |
| VANGUARD SCOTTSDALE FDS | 437699 | 26231642 | INTER TERM TREAS |
| AMERICAN CENTY ETF TR | 256949 | 24145898 | INTL SMCP VLU |
| ISHARES TR | 273596 | 22566643 | CORE MSCI INTL |
| DIMENSIONAL ETF TRUST | 454063 | 15020528 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 297363 | 14258717 | SHORT DURATION F |
| VANGUARD MALVERN FDS | 202873 | 10034378 | STRM INFPROIDX |
| DIMENSIONAL ETF TRUST | 166861 | 8328336 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 107192 | 7953659 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 145973 | 6802921 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 66092 | 4607663 | US SMALL CAP ETF |
| APPLE INC | 12844 | 3492398 | COM |
| CATHAY GEN BANCORP | 50981 | 2466963 | COM |
| WISDOMTREE TR | 24289 | 2139557 | US LARGECAP DIVD |
| ISHARES TR | 82365 | 2078895 | ESG AWRE 1 5 YR |
| NVIDIA CORPORATION | 9580 | 1786678 | COM |
| CARVANA CO | 3833 | 1617602 | CL A |
| MICROSOFT CORP | 3073 | 1487060 | COM |
| VANGUARD BD INDEX FDS | 17609 | 1388165 | SHORT TRM BOND |
| DIMENSIONAL ETF TRUST | 22068 | 1313930 | US TARGETED VLU |
| AMAZON COM INC | 5283 | 1219423 | COM |
| SCHWAB STRATEGIC TR | 44749 | 1204196 | US LRG CAP ETF |
| WISDOMTREE TR | 16107 | 1107625 | INTL EQUITY FD |
| ISHARES TR | 1496 | 1024670 | CORE S&P500 ETF |
| ISHARES INC | 14039 | 943701 | CORE MSCI EMKT |
| VANGUARD BD INDEX FDS | 11580 | 901876 | INTERMED TERM |
| ISHARES TR | 7196 | 864815 | CORE S&P SCP ETF |
| UNITED PARCEL SERVICE INC | 8479 | 841043 | CL B |
| DISNEY WALT CO | 7314 | 832328 | COM |
| MORGAN STANLEY ETF TRUST | 9521 | 802046 | CALVERT US LARCP |
| WISDOMTREE TR | 23894 | 799370 | US SMALLCAP DIVD |
| MORGAN STANLEY ETF TRUST | 10247 | 730612 | CALVERT INTERNAT |
| MARSH & MCLENNAN COS INC | 3902 | 723903 | COM |
| TESLA INC | 1474 | 662888 | COM |
| WISDOMTREE TR | 7394 | 661245 | US QTLY DIV GRT |
| ALPHABET INC | 2106 | 660863 | CAP STK CL C |
| META PLATFORMS INC | 964 | 636326 | CL A |
| ISHARES TR | 7035 | 629351 | CORE MSCI EAFE |
| ALPHABET INC | 2009 | 628817 | CAP STK CL A |
| ISHARES TR | 2197 | 540981 | RUSSELL 2000 ETF |
| INVESCO QQQ TR | 874 | 537064 | UNIT SER 1 |
| BROADCOM INC | 1477 | 511188 | COM |
| SPDR S&P 500 ETF TR | 734 | 500529 | TR UNIT |
| WISDOMTREE TR | 11917 | 494317 | INTL QULTY DIV |
| BERKSHIRE HATHAWAY INC DEL | 879 | 441829 | CL B NEW |
| JPMORGAN CHASE & CO. | 1357 | 437382 | COM |
| CATERPILLAR INC | 754 | 431941 | COM |
| WELLS FARGO CO NEW | 4364 | 406728 | COM |
| ISHARES TR | 816 | 386213 | RUS 1000 GRW ETF |
| SCHWAB STRATEGIC TR | 14423 | 382067 | US TIPS ETF |
| VANGUARD MUN BD FDS | 6996 | 351829 | TAX EXEMPT BD |
| ISHARES TR | 1613 | 339439 | RUS 1000 VAL ETF |
| DIMENSIONAL ETF TRUST | 9518 | 313048 | US SMALL CAP VAL |
| BANK AMERICA CORP | 5609 | 308567 | COM |
| WISDOMTREE TR | 6428 | 300312 | EMER MKT HIGH FD |
| COSTCO WHSL CORP NEW | 333 | 287370 | COM |
| VERIZON COMMUNICATIONS INC | 6804 | 277127 | COM |
| NETFLIX INC | 2943 | 275938 | COM |
| ELI LILLY & CO | 252 | 270974 | COM |
| WALMART INC | 2235 | 249088 | COM |
| MASTERCARD INCORPORATED | 429 | 244909 | CL A |
| AMERICAN EXPRESS CO | 647 | 239363 | COM |
| S&P GLOBAL INC | 454 | 237256 | COM |
| INTERNATIONAL BUSINESS MACHS | 771 | 228385 | COM |
| JOHNSON & JOHNSON | 1085 | 224739 | COM |
| SPDR INDEX SHS FDS | 4915 | 221369 | DJ GLB RL ES ETF |
| ASTRAZENECA PLC | 2405 | 221092 | SPONSORED ADR |
| CISCO SYS INC | 2819 | 217145 | COM |
| DIMENSIONAL ETF TRUST | 5665 | 215270 | INTL SMALL CAP V |
| GOLDMAN SACHS GROUP INC | 232 | 203928 | COM |
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