Kondo Wealth Advisors, Inc. Portfolio Stock Holdings
Kondo Wealth Advisors, Inc. disclosed 69 stock positions valued at approximately $265.6 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 March 31, 2026 and was filed on May 11, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 69
- Portfolio Value
- $265.6M
Holdings by Sector
Kondo Wealth Advisors, Inc. Portfolio Holdings in Q1 2026
68 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | ITOT | Other | 17.03% | 317,668 | +5,907 | +1.89% | $45,245,583 |
| AMERICAN CENTY ETF TR | AVUV | Other | 12.73% | 306,161 | +1,483 | +0.49% | $33,821,680 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 10.43% | 465,404 | +27,705 | +6.33% | $27,714,836 |
| AMERICAN CENTY ETF TR | AVDV | Other | 9.38% | 249,502 | -7,447 | -2.90% | $24,915,356 |
| ISHARES TR | IDEV | Other | 8.72% | 277,303 | +3,707 | +1.35% | $23,174,253 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 5.97% | 458,758 | +4,695 | +1.03% | $15,850,123 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 5.59% | 310,103 | +12,740 | +4.28% | $14,847,770 |
| VANGUARD MALVERN FDS | VTIP | Other | 3.94% | 209,421 | +6,548 | +3.23% | $10,460,661 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 3.18% | 160,104 | -6,757 | -4.05% | $8,450,355 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 2.86% | 107,113 | -79 | -0.07% | $7,595,564 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 2.61% | 142,951 | -3,022 | -2.07% | $6,927,456 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 1.77% | 65,940 | -152 | -0.23% | $4,690,393 |
| APPLE INC | AAPL | Technology | 1.25% | 13,068 | +224 | +1.74% | $3,317,005 |
| CATHAY GEN BANCORP | CATY | Financial Services | 0.95% | 50,481 | -500 | -0.98% | $2,516,983 |
| ISHARES TR | SUSB | Other | 0.77% | 81,367 | -998 | -1.21% | $2,039,464 |
| WISDOMTREE TR | DLN | Other | 0.75% | 22,431 | -1,858 | -7.65% | $2,003,860 |
| NVIDIA CORPORATION | NVDA | Technology | 0.65% | 9,849 | +269 | +2.81% | $1,717,665 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.53% | 17,841 | +232 | +1.32% | $1,398,976 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.52% | 22,095 | +27 | +0.12% | $1,379,833 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.45% | 5,682 | +399 | +7.55% | $1,183,390 |
| CARVANA CO | CVNA | Consumer Cyclical | 0.44% | 3,732 | -101 | -2.64% | $1,173,266 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.43% | 44,749 | - | - | $1,147,364 |
| WISDOMTREE TR | DWM | Other | 0.41% | 15,655 | -452 | -2.81% | $1,094,195 |
| MICROSOFT CORP | MSFT | Technology | 0.39% | 2,822 | -251 | -8.17% | $1,045,355 |
| ISHARES INC | IEMG | Other | 0.39% | 14,716 | +677 | +4.82% | $1,026,442 |
| ISHARES TR | IVV | Other | 0.37% | 1,496 | - | - | $977,202 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.34% | 11,691 | +111 | +0.96% | $902,347 |
| ISHARES TR | IJR | Other | 0.34% | 7,196 | - | - | $894,535 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.31% | 8,483 | +4 | +0.05% | $834,597 |
| WISDOMTREE TR | DES | Other | 0.31% | 22,674 | -1,220 | -5.11% | $814,943 |
| MORGAN STANLEY ETF TRUST | CVIE | Other | 0.26% | 9,432 | -815 | -7.95% | $685,612 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.25% | 3,896 | -6 | -0.15% | $675,761 |
| DISNEY WALT CO | DIS | Communication Services | 0.25% | 6,797 | -517 | -7.07% | $655,213 |
| MORGAN STANLEY ETF TRUST | CVLC | Other | 0.24% | 8,050 | -1,471 | -15.45% | $644,483 |
| ISHARES TR | IEFA | Other | 0.24% | 7,035 | - | - | $636,879 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.23% | 1,290 | +411 | +46.76% | $618,168 |
| ALPHABET INC | GOOGL | Communication Services | 0.23% | 2,132 | +123 | +6.12% | $613,078 |
| ALPHABET INC | GOOG | Communication Services | 0.23% | 2,133 | +27 | +1.28% | $611,873 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.23% | 2,062 | +705 | +51.95% | $606,933 |
| TESLA INC | TSLA | Consumer Cyclical | 0.21% | 1,499 | +25 | +1.70% | $557,254 |
| META PLATFORMS INC | META | Communication Services | 0.21% | 966 | +2 | +0.21% | $552,678 |
| ISHARES TR | IWM | Other | 0.20% | 2,177 | -20 | -0.91% | $540,048 |
| CATERPILLAR INC | CAT | Industrials | 0.20% | 754 | - | - | $534,179 |
| BROADCOM INC | AVGO | Technology | 0.20% | 1,712 | +235 | +15.91% | $529,881 |
| WISDOMTREE TR | DGRW | Other | 0.19% | 5,831 | -1,563 | -21.14% | $512,195 |
| INVESCO QQQ TR | QQQ | Other | 0.19% | 874 | - | - | $504,603 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.18% | 737 | +3 | +0.41% | $479,300 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.16% | 430 | +97 | +29.13% | $428,839 |
| SCHWAB STRATEGIC TR | SCHP | Other | 0.15% | 14,566 | +143 | +0.99% | $387,601 |
| WISDOMTREE TR | IQDG | Other | 0.14% | 9,322 | -2,595 | -21.78% | $374,185 |
| ISHARES TR | IWF | Other | 0.13% | 816 | - | - | $347,942 |
| BANK AMERICA CORP | BAC | Financial Services | 0.13% | 7,128 | +1,519 | +27.08% | $347,494 |
| WELLS FARGO & CO | WFC | Financial Services | 0.13% | 4,344 | -20 | -0.46% | $345,826 |
| ISHARES TR | IWD | Other | 0.13% | 1,617 | +4 | +0.25% | $345,588 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.13% | 9,518 | - | - | $333,511 |
| WISDOMTREE TR | DEM | Other | 0.12% | 6,392 | -36 | -0.56% | $317,688 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.12% | 6,310 | -494 | -7.26% | $316,762 |
| WALMART INC | WMT | Consumer Defensive | 0.10% | 2,226 | -9 | -0.40% | $276,744 |
| ELI LILLY & CO | LLY | Healthcare | 0.09% | 258 | +6 | +2.38% | $237,443 |
| EXXON MOBIL CORP | XOM | Energy | 0.09% | 1,394 | +1,394 | +100.00% | $236,506 |
| CHEVRON CORPORATION | CVX | Energy | 0.09% | 1,112 | +1,112 | +100.00% | $230,072 |
| SPDR INDEX SHS FDS | RWO | Other | 0.09% | 4,935 | +20 | +0.41% | $225,907 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.08% | 919 | -166 | -15.30% | $224,872 |
| DIMENSIONAL ETF TRUST | DISV | Other | 0.08% | 5,665 | - | - | $223,428 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.08% | 428 | -1 | -0.23% | $213,854 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.08% | 878 | +878 | +100.00% | $207,628 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.08% | 621 | +621 | +100.00% | $204,377 |
| CISCO SYS INC | CSCO | Technology | 0.08% | 2,579 | -240 | -8.51% | $200,104 |