Kondo Wealth Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 21, 2026, Kondo Wealth Advisors, Inc. disclosed 74 stock positions valued at approximately $299.17M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, AMERICAN CENTY ETF TR, and VANGUARD SCOTTSDALE FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 74
- Portfolio Value
- $299.17M
Holdings by Sector
Kondo Wealth Advisors, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | ITOT | Other | 18.00% | 327,735 | +10,067 | +3.17% | $53,837,381 |
| AMERICAN CENTY ETF TR | AVUV | Other | 13.00% | 311,684 | +5,523 | +1.80% | $38,885,824 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 9.79% | 496,479 | +31,075 | +6.68% | $29,282,403 |
| AMERICAN CENTY ETF TR | AVDV | Other | 8.70% | 252,626 | +3,124 | +1.25% | $26,033,193 |
| ISHARES TR | IDEV | Other | 8.60% | 288,994 | +11,691 | +4.22% | $25,723,508 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 6.31% | 464,509 | +5,751 | +1.25% | $18,877,767 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 5.22% | 327,035 | +16,932 | +5.46% | $15,616,065 |
| VANGUARD MALVERN FDS | VTIP | Other | 3.68% | 218,914 | +9,493 | +4.53% | $10,996,090 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 2.92% | 106,652 | -461 | -0.43% | $8,739,193 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 2.83% | 156,917 | -3,187 | -1.99% | $8,476,755 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 2.58% | 140,456 | -2,495 | -1.75% | $7,726,586 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 1.81% | 65,648 | -292 | -0.44% | $5,405,595 |
| APPLE INC | AAPL | Technology | 1.27% | 13,171 | +103 | +0.79% | $3,811,799 |
| CATHAY GEN BANCORP | CATY | Financial Services | 1.05% | 50,482 | +1 | +0.00% | $3,129,379 |
| CARVANA CO | CVNA | Consumer Cyclical | 0.99% | 44,993 | +41,261 | +1105.60% | $2,961,439 |
| WISDOMTREE TR | DLN | Other | 0.71% | 22,030 | -401 | -1.79% | $2,122,097 |
| NVIDIA CORPORATION | NVDA | Technology | 0.69% | 10,267 | +418 | +4.24% | $2,054,324 |
| ISHARES TR | SUSB | Other | 0.60% | 71,253 | -10,114 | -12.43% | $1,780,613 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.52% | 22,198 | +103 | +0.47% | $1,551,662 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.48% | 18,370 | +529 | +2.97% | $1,431,353 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.46% | 5,727 | +45 | +0.79% | $1,364,974 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.44% | 44,749 | - | - | $1,316,963 |
| ISHARES INC | IEMG | Other | 0.40% | 14,605 | -111 | -0.75% | $1,209,897 |
| WISDOMTREE TR | DWM | Other | 0.38% | 15,412 | -243 | -1.55% | $1,128,440 |
| ISHARES TR | IVV | Other | 0.38% | 1,499 | +3 | +0.20% | $1,122,865 |
| MICROSOFT CORP | MSFT | Technology | 0.37% | 2,999 | +177 | +6.27% | $1,119,107 |
| ISHARES TR | IJR | Other | 0.36% | 7,196 | - | - | $1,067,239 |
| WISDOMTREE TR | DES | Other | 0.31% | 22,622 | -52 | -0.23% | $920,353 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.31% | 8,504 | +21 | +0.25% | $914,248 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.30% | 11,725 | +34 | +0.29% | $899,367 |
Showing 30 of 74 holdings in the latest reporting period.