Q2 2026 · 13F-HR
Kondo Wealth Advisors, Inc.holdings as filed
Filed 2026-07-21 · accession 0001172661-26-002722
$299.2M
Reported value
75
Positions
2026-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 464287150 | ITOT | ISHARES TR | $53.8M | 18.0% | 327,735 | Common | SOLE |
| 025072877 | AVUV | AMERICAN CENTY ETF TR | $38.9M | 13.0% | 311,684 | Common | SOLE |
| 92206C706 | VGIT | VANGUARD SCOTTSDALE FDS | $29.3M | 9.79% | 496,479 | Common | SOLE |
| 025072802 | AVDV | AMERICAN CENTY ETF TR | $26.0M | 8.70% | 252,626 | Common | SOLE |
| 46435G326 | IDEV | ISHARES TR | $25.7M | 8.60% | 288,994 | Common | SOLE |
| 25434V732 | DFEM | DIMENSIONAL ETF TRUST | $18.9M | 6.31% | 464,509 | Common | SOLE |
| 25434V864 | DFSD | DIMENSIONAL ETF TRUST | $15.6M | 5.22% | 327,035 | Common | SOLE |
| 922020805 | VTIP | VANGUARD MALVERN FDS | $11.0M | 3.68% | 218,914 | Common | SOLE |
| 25434V401 | DFUS | DIMENSIONAL ETF TRUST | $8.7M | 2.92% | 106,652 | Common | SOLE |
| 25434V807 | DFIV | DIMENSIONAL ETF TRUST | $8.5M | 2.83% | 156,917 | Common | SOLE |
| 25434V724 | DFUV | DIMENSIONAL ETF TRUST | $7.7M | 2.58% | 140,456 | Common | SOLE |
| 25434V500 | DFAS | DIMENSIONAL ETF TRUST | $5.4M | 1.81% | 65,648 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $3.8M | 1.27% | 13,171 | Common | SOLE |
| 149150104 | CATY | CATHAY GEN BANCORP | $3.1M | 1.05% | 50,482 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $3.0M | 0.99% | 44,993 | Common | SOLE |
| 97717W307 | DLN | WISDOMTREE TR | $2.1M | 0.71% | 22,030 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $2.1M | 0.69% | 10,267 | Common | SOLE |
| 46435G243 | SUSB | ISHARES TR | $1.8M | 0.60% | 71,253 | Common | SOLE |
| 25434V609 | DFAT | DIMENSIONAL ETF TRUST | $1.6M | 0.52% | 22,198 | Common | SOLE |
| 921937827 | BSV | VANGUARD BD INDEX FDS | $1.4M | 0.48% | 18,370 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $1.4M | 0.46% | 5,727 | Common | SOLE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $1.3M | 0.44% | 44,749 | Common | SOLE |
| 46434G103 | IEMG | ISHARES INC | $1.2M | 0.40% | 14,605 | Common | SOLE |
| 97717W703 | DWM | WISDOMTREE TR | $1.1M | 0.38% | 15,412 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $1.1M | 0.38% | 1,499 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $1.1M | 0.37% | 2,999 | Common | SOLE |
| 464287804 | IJR | ISHARES TR | $1.1M | 0.36% | 7,196 | Common | SOLE |
| 97717W604 | DES | WISDOMTREE TR | $920,353 | 0.31% | 22,622 | Common | SOLE |
| 911312106 | UPS | UNITED PARCEL SVCS INC | $914,248 | 0.31% | 8,504 | Common | SOLE |
| 921937819 | BIV | VANGUARD BD INDEX FDS | $899,367 | 0.30% | 11,725 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $810,389 | 0.27% | 761 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $805,869 | 0.27% | 2,255 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $771,672 | 0.26% | 2,184 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $695,350 | 0.23% | 944 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $684,537 | 0.23% | 2,090 | Common | SOLE |
| 61774R106 | CVIE | MORGAN STANLEY ETF TRUST | $683,487 | 0.23% | 8,039 | Common | SOLE |
| 46432F842 | IEFA | ISHARES TR | $679,440 | 0.23% | 7,035 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $669,751 | 0.22% | 1,773 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $659,080 | 0.22% | 1,567 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $649,594 | 0.22% | 6,748 | Common | SOLE |
| 464287655 | IWM | ISHARES TR | $647,235 | 0.22% | 2,154 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $643,846 | 0.22% | 3,863 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $629,490 | 0.21% | 1,258 | Common | SOLE |
| 97717X669 | DGRW | WISDOMTREE TR | $551,941 | 0.18% | 5,772 | Common | SOLE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $550,369 | 0.18% | 737 | Common | SOLE |
| 61774R205 | CVLC | MORGAN STANLEY ETF TRUST | $519,762 | 0.17% | 5,501 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $494,006 | 0.17% | 877 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $446,710 | 0.15% | 387 | Common | SOLE |
| G0593M107 | AZN | ASTRAZENECA PLC | $445,796 | 0.15% | 2,351 | Common | SOLE |
| 808524870 | SCHP | SCHWAB STRATEGIC TR | $406,959 | 0.14% | 15,356 | Common | SOLE |
| 464287614 | IWF | ISHARES TR | $405,516 | 0.14% | 3,265 | Common | SOLE |
| 97717X131 | IQDG | WISDOMTREE TR | $402,286 | 0.13% | 9,338 | Common | SOLE |
| 22160K105 | COST | COSTCO WHOLESALE CORPORATION | $400,867 | 0.13% | 428 | Common | SOLE |
| 464287598 | IWD | ISHARES TR | $383,127 | 0.13% | 1,580 | Common | SOLE |
| 25434V815 | DFSV | DIMENSIONAL ETF TRUST | $369,711 | 0.12% | 9,531 | Common | SOLE |
| 949746101 | WMT2 | WELLS FARGO & CO | $360,807 | 0.12% | 4,366 | Common | SOLE |
| 97717W315 | DEM | WISDOMTREE TR | $342,470 | 0.11% | 6,365 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $322,839 | 0.11% | 269 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYS INC | $309,154 | 0.10% | 2,632 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $305,331 | 0.10% | 1,012 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $289,874 | 0.10% | 499 | Common | SOLE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $284,889 | 0.10% | 6,728 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $258,843 | 0.09% | 542 | Common | SOLE |
| 060505104 | BAC | BANK OF AMER CORP | $257,761 | 0.09% | 4,523 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $254,130 | 0.08% | 2,243 | Common | SOLE |
| 78463X749 | RWO | SPDR INDEX SHS FDS | $243,990 | 0.08% | 4,906 | Common | SOLE |
| 33738R118 | TDIV | FIRST TR EXCHANGE TRADED FD | $243,546 | 0.08% | 2,120 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $242,020 | 0.08% | 952 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $236,661 | 0.08% | 234 | Common | SOLE |
| 25434V781 | DISV | DIMENSIONAL ETF TRUST | $228,564 | 0.08% | 5,695 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $227,457 | 0.08% | 1,629 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $216,390 | 0.07% | 579 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $213,872 | 0.07% | 606 | Common | SOLE |
| 25434V203 | DFAI | DIMENSIONAL ETF TRUST | $212,423 | 0.07% | 5,149 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $203,665 | 0.07% | 470 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.