Institutional
Kondo Wealth Advisors, Inc.
CIK 0002070929
$299.2M
Reported AUM
75
Positions
Q2 2026
Period
2026-07-21
Filed
Editorial summary
Summary for Kondo Wealth Advisors, Inc. · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $160.03 | -1.53% | 20.99% | 68.32% | $53.8M | 18.00% | — | HELD |
| 2 | AVUV | AMERICAN CENTY ETF TR | $125.12 | -0.85% | 40.57% | 80.30% | $38.9M | 13.00% | — | HELD |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | $58.43 | -0.19% | 1.44% | -0.60% | $29.3M | 9.79% | — | HELD |
| 4 | AVDV | AMERICAN CENTY ETF TR | $102.22 | -1.10% | 32.57% | 85.21% | $26.0M | 8.70% | — | HELD |
| 5 | IDEV | ISHARES TR | $88.89 | -0.59% | 23.08% | 50.64% | $25.7M | 8.60% | — | HELD |
| 6 | DFEM | DIMENSIONAL ETF TRUST | $36.28 | -2.21% | 27.28% | 61.74% | $18.9M | 6.31% | — | HELD |
| 7 | DFSD | DIMENSIONAL ETF TRUST | $47.31 | -0.03% | 2.82% | 12.23% | $15.6M | 5.22% | — | HELD |
| 8 | VTIP | VANGUARD MALVERN FDS | $49.68 | 0.22% | 2.90% | 16.06% | $11.0M | 3.68% | — | HELD |
| 9 | DFUS | DIMENSIONAL ETF TRUST | $79.62 | -1.66% | 21.23% | 73.69% | $8.7M | 2.92% | — | HELD |
| 10 | DFIV | DIMENSIONAL ETF TRUST | $56.23 | 0.07% | 34.84% | 99.65% | $8.5M | 2.83% | — | HELD |
| 11 | DFUV | DIMENSIONAL ETF TRUST | $55.02 | -1.40% | 35.15% | 89.02% | $7.7M | 2.58% | — | HELD |
| 12 | DFAS | DIMENSIONAL ETF TRUST | $80.55 | -1.35% | 28.48% | 47.18% | $5.4M | 1.81% | — | HELD |
| 13 | AAPL | APPLE INC | $338.19 | -0.56% | 67.77% | 128.17% | $3.8M | 1.27% | — | HELD |
| 14 | CATY | CATHAY GEN BANCORP | $63.24 | -0.49% | 45.03% | 85.08% | $3.1M | 1.05% | — | HELD |
| 15 | CVNA | CARVANA CO | $66.32 | 0.38% | -8.36% | 2.74% | $3.0M | 0.99% | — | HELD |
| 16 | DLN | WISDOMTREE TR | $97.84 | -1.17% | 21.48% | 74.60% | $2.1M | 0.71% | — | HELD |
| 17 | NVDA | NVIDIA CORPORATION | $190.01 | -3.55% | 13.56% | 782.99% | $2.1M | 0.69% | — | HELD |
| 18 | SUSB | ISHARES TR | $24.85 | -0.02% | 2.95% | 11.49% | $1.8M | 0.60% | — | HELD |
| 19 | DFAT | DIMENSIONAL ETF TRUST | $70.98 | -0.76% | 36.12% | 69.90% | $1.6M | 0.52% | — | HELD |
| 20 | BSV | VANGUARD BD INDEX FDS | $77.62 | 0.05% | 2.36% | 8.39% | $1.4M | 0.48% | — | HELD |
| 21 | AMZN | AMAZON COM INC | $226.65 | -1.82% | 5.54% | 30.60% | $1.4M | 0.46% | — | HELD |
| 22 | SCHX | SCHWAB STRATEGIC TR | $28.81 | -1.47% | 19.71% | 71.11% | $1.3M | 0.44% | — | HELD |
| 23 | IEMG | ISHARES INC | $74.15 | -2.18% | 29.78% | 36.78% | $1.2M | 0.40% | — | HELD |
| 24 | DWM | WISDOMTREE TR | $73.75 | -0.53% | 20.54% | 61.47% | $1.1M | 0.38% | — | HELD |
| 25 | IVV | ISHARES TR | $733.12 | -1.49% | 20.42% | 75.78% | $1.1M | 0.38% | — | HELD |
| 26 | MSFT | MICROSOFT CORP | $390.54 | -0.71% | -24.89% | 34.54% | $1.1M | 0.37% | — | HELD |
| 27 | IJR | ISHARES TR | $144.32 | -1.36% | 36.66% | 40.98% | $1.1M | 0.36% | — | HELD |
| 28 | DES | WISDOMTREE TR | $40.74 | -0.92% | 33.66% | 47.07% | $920K | 0.31% | — | HELD |
| 29 | UPS | UNITED PARCEL SVCS INC | $104.56 | -0.92% | 32.25% | -33.36% | $914K | 0.31% | — | HELD |
| 30 | BIV | VANGUARD BD INDEX FDS | $75.61 | -0.33% | 1.82% | -0.65% | $899K | 0.30% | — | HELD |
| 31 | CAT | CATERPILLAR INC | $782.71 | -6.91% | — | — | $810K | 0.27% | — | HELD |
| 32 | GOOGL | ALPHABET INC | $336.71 | 0.90% | — | — | $806K | 0.27% | — | HELD |
| 33 | GOOG | ALPHABET INC | $335.76 | 0.95% | — | — | $772K | 0.26% | — | HELD |
| 34 | QQQ | INVESCO QQQ TR | $661.73 | -2.04% | — | — | $695K | 0.23% | — | HELD |
| 35 | JPM | JPMORGAN CHASE & CO | $344.71 | -3.53% | — | — | $685K | 0.23% | — | HELD |
| 36 | CVIE | MORGAN STANLEY ETF TRUST | $80.16 | -1.46% | — | — | $683K | 0.23% | — | HELD |
| 37 | IEFA | ISHARES TR | $96.23 | -0.54% | — | — | $679K | 0.23% | — | HELD |
| 38 | AVGO | BROADCOM INC | $370.32 | -2.78% | — | — | $670K | 0.22% | — | HELD |
| 39 | TSLA | TESLA INC | $298.32 | -2.97% | — | — | $659K | 0.22% | — | HELD |
| 40 | DIS | DISNEY WALT CO | $98.48 | -0.41% | — | — | $650K | 0.22% | — | HELD |
| 41 | IWM | ISHARES TR | $288.57 | -1.64% | — | — | $647K | 0.22% | — | HELD |
| 42 | MRSH | MARSH & MCLENNAN COS INC | $197.59 | 2.81% | — | — | $644K | 0.22% | — | HELD |
| 43 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $629K | 0.21% | — | HELD |
| 44 | DGRW | WISDOMTREE TR | $95.15 | -1.24% | — | — | $552K | 0.18% | — | HELD |
| 45 | SPY | STATE STR SPDR S&P 500 ETF T | $729.46 | -1.54% | — | — | $550K | 0.18% | — | HELD |
| 46 | CVLC | MORGAN STANLEY ETF TRUST | $91.60 | -1.69% | — | — | $520K | 0.17% | — | HELD |
| 47 | META | META PLATFORMS INC | $585.61 | -1.31% | — | — | $494K | 0.17% | — | HELD |
| 48 | MU | MICRON TECHNOLOGY INC | $739.00 | -9.94% | — | — | $447K | 0.15% | — | HELD |
| 49 | AZN | ASTRAZENECA PLC | $173.30 | 0.48% | — | — | $446K | 0.15% | — | HELD |
| 50 | SCHP | SCHWAB STRATEGIC TR | $26.14 | 0.11% | — | — | $407K | 0.14% | — | HELD |
| 51 | IWF | ISHARES TR | $114.05 | -2.09% | — | — | $406K | 0.14% | — | HELD |
| 52 | IQDG | WISDOMTREE TR | $42.94 | -0.26% | — | — | $402K | 0.13% | — | HELD |
| 53 | COST | COSTCO WHOLESALE CORPORATION | $974.03 | 0.77% | — | — | $401K | 0.13% | — | HELD |
| 54 | IWD | ISHARES TR | $249.52 | -1.00% | — | — | $383K | 0.13% | — | HELD |
| 55 | DFSV | DIMENSIONAL ETF TRUST | $39.68 | -0.70% | — | — | $370K | 0.12% | — | HELD |
| 56 | WMT2 | WELLS FARGO & CO | — | — | — | — | $361K | 0.12% | — | HELD |
| 57 | DEM | WISDOMTREE TR | $52.31 | -0.97% | — | — | $342K | 0.11% | — | HELD |
| 58 | LLY | ELI LILLY & CO | $1210.02 | -0.87% | — | — | $323K | 0.11% | — | HELD |
| 59 | CSCO | CISCO SYS INC | $112.48 | -2.68% | — | — | $309K | 0.10% | — | HELD |
| 60 | KLAC | KLA CORP | $170.19 | -10.80% | — | — | $305K | 0.10% | — | HELD |
| 61 | AMD | ADVANCED MICRO DEVICES INC | $429.56 | -5.51% | — | — | $290K | 0.10% | — | HELD |
| 62 | VZ | VERIZON COMMUNICATIONS INC | $47.22 | -2.01% | — | — | $285K | 0.10% | — | HELD |
| 63 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $374.67 | -4.50% | — | — | $259K | 0.09% | — | HELD |
| 64 | BAC | BANK OF AMER CORP | $61.07 | -2.48% | — | — | $258K | 0.09% | — | HELD |
| 65 | WMT | WALMART INC | $114.22 | 0.99% | — | — | $254K | 0.08% | — | HELD |
| 66 | RWO | SPDR INDEX SHS FDS | $51.70 | -0.33% | — | — | $244K | 0.08% | — | HELD |
| 67 | TDIV | FIRST TR EXCHANGE TRADED FD | $106.96 | -1.45% | — | — | $244K | 0.08% | — | HELD |
| 68 | JNJ | JOHNSON & JOHNSON | $265.53 | -0.45% | — | — | $242K | 0.08% | — | HELD |
| 69 | GS | GOLDMAN SACHS GROUP INC | $980.75 | -5.09% | — | — | $237K | 0.08% | — | HELD |
| 70 | DISV | DIMENSIONAL ETF TRUST | $41.54 | -0.50% | — | — | $229K | 0.08% | — | HELD |
| 71 | INTC | INTEL CORP | $81.88 | -5.12% | — | — | $227K | 0.08% | — | HELD |
| 72 | GE | GE AEROSPACE | $350.63 | -3.56% | — | — | $216K | 0.07% | — | HELD |
| 73 | HD | HOME DEPOT INC | $338.27 | -1.80% | — | — | $214K | 0.07% | — | HELD |
| 74 | DFAI | DIMENSIONAL ETF TRUST | $41.36 | -0.51% | — | — | $212K | 0.07% | — | HELD |
| 75 | LRCX | LAM RESEARCH CORP | $252.35 | -6.40% | — | — | $204K | 0.07% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-002722. 13F discloses long positions only — shorts, foreign equities, and options are excluded.