Kondo Wealth Advisors, Inc. Portfolio Stock Holdings
Kondo Wealth Advisors, Inc. disclosed 75 stock positions valued at approximately $299.2 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, AMERICAN CENTY ETF TR, and VANGUARD SCOTTSDALE FDS. The filing reflects positions held as of June 30, 2026 and was filed on July 21, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 75
- Portfolio Value
- $299.2M
Holdings by Sector
Kondo Wealth Advisors, Inc. Portfolio Holdings in Q2 2026
74 holdings in the latest reporting period.
Page 1 of 1
| 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 |
| CATERPILLAR INC | CAT | Industrials | 0.27% | 761 | +7 | +0.93% | $810,389 |
| ALPHABET INC | GOOGL | Communication Services | 0.27% | 2,255 | +123 | +5.77% | $805,869 |
| ALPHABET INC | GOOG | Communication Services | 0.26% | 2,184 | +51 | +2.39% | $771,672 |
| INVESCO QQQ TR | QQQ | Other | 0.23% | 944 | +70 | +8.01% | $695,350 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.23% | 2,090 | +28 | +1.36% | $684,537 |
| MORGAN STANLEY ETF TRUST | CVIE | Other | 0.23% | 8,039 | -1,393 | -14.77% | $683,487 |
| ISHARES TR | IEFA | Other | 0.23% | 7,035 | - | - | $679,440 |
| BROADCOM INC | AVGO | Technology | 0.22% | 1,773 | +61 | +3.56% | $669,751 |
| TESLA INC | TSLA | Consumer Cyclical | 0.22% | 1,567 | +68 | +4.54% | $659,080 |
| DISNEY WALT CO | DIS | Communication Services | 0.22% | 6,748 | -49 | -0.72% | $649,594 |
| ISHARES TR | IWM | Other | 0.22% | 2,154 | -23 | -1.06% | $647,235 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.22% | 3,863 | -33 | -0.85% | $643,846 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.21% | 1,258 | -32 | -2.48% | $629,490 |
| WISDOMTREE TR | DGRW | Other | 0.18% | 5,772 | -59 | -1.01% | $551,941 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.18% | 737 | - | - | $550,369 |
| MORGAN STANLEY ETF TRUST | CVLC | Other | 0.17% | 5,501 | -2,549 | -31.66% | $519,762 |
| META PLATFORMS INC | META | Communication Services | 0.17% | 877 | -89 | -9.21% | $494,006 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.15% | 387 | +387 | +100.00% | $446,710 |
| SCHWAB STRATEGIC TR | SCHP | Other | 0.14% | 15,356 | +790 | +5.42% | $406,959 |
| ISHARES TR | IWF | Other | 0.14% | 3,265 | +2,449 | +300.12% | $405,516 |
| WISDOMTREE TR | IQDG | Other | 0.13% | 9,338 | +16 | +0.17% | $402,286 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.13% | 428 | -2 | -0.47% | $400,867 |
| ISHARES TR | IWD | Other | 0.13% | 1,580 | -37 | -2.29% | $383,127 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.12% | 9,531 | +13 | +0.14% | $369,711 |
| WELLS FARGO & CO | WFC | Financial Services | 0.12% | 4,366 | +22 | +0.51% | $360,807 |
| WISDOMTREE TR | DEM | Other | 0.11% | 6,365 | -27 | -0.42% | $342,470 |
| ELI LILLY & CO | LLY | Healthcare | 0.11% | 269 | +11 | +4.26% | $322,839 |
| CISCO SYS INC | CSCO | Technology | 0.10% | 2,632 | +53 | +2.06% | $309,154 |
| KLA CORP | KLAC | Technology | 0.10% | 1,012 | +1,012 | +100.00% | $305,331 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.10% | 499 | +499 | +100.00% | $289,874 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.10% | 6,728 | +418 | +6.62% | $284,889 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.09% | 542 | +542 | +100.00% | $258,843 |
| BANK OF AMER CORP | BAC | Financial Services | 0.09% | 4,523 | -2,605 | -36.55% | $257,761 |
| WALMART INC | WMT | Consumer Defensive | 0.08% | 2,243 | +17 | +0.76% | $254,130 |
| SPDR INDEX SHS FDS | RWO | Other | 0.08% | 4,906 | -29 | -0.59% | $243,990 |
| FIRST TR EXCHANGE TRADED FD | TDIV | Other | 0.08% | 2,120 | +2,120 | +100.00% | $243,546 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.08% | 952 | +33 | +3.59% | $242,020 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.08% | 234 | +2 | +0.86% | $236,661 |
| DIMENSIONAL ETF TRUST | DISV | Other | 0.08% | 5,695 | +30 | +0.53% | $228,564 |
| INTEL CORP | INTC | Technology | 0.08% | 1,629 | +1,629 | +100.00% | $227,457 |
| GE AEROSPACE | GE | Industrials | 0.07% | 579 | +579 | +100.00% | $216,390 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.07% | 606 | -15 | -2.42% | $213,872 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.07% | 5,149 | +5,149 | +100.00% | $212,423 |
| LAM RESEARCH CORP | LRCX | Other | 0.07% | 470 | +470 | +100.00% | $203,665 |