Kondo Wealth Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 19, 2026, Kondo Wealth Advisors, Inc. disclosed 72 stock positions valued at approximately $300.18M as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, AMERICAN CENTY ETF TR, and VANGUARD SCOTTSDALE FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 72
- Portfolio Value
- $300.18M
Holdings by Sector
Kondo Wealth Advisors, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | ITOT | Other | 18.25% | 329,462 | +1,727 | +0.53% | $54,783,153 |
| AMERICAN CENTY ETF TR | AVUV | Other | 12.11% | 308,790 | -2,894 | -0.93% | $36,366,369 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 9.77% | 517,579 | +21,100 | +4.25% | $29,326,136 |
| AMERICAN CENTY ETF TR | AVDV | Other | 9.24% | 253,632 | +1,006 | +0.40% | $27,742,571 |
| ISHARES TR | IDEV | Other | 8.73% | 292,723 | +3,729 | +1.29% | $26,193,042 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 6.18% | 466,721 | +2,212 | +0.48% | $18,538,223 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 5.24% | 338,725 | +11,690 | +3.57% | $15,741,295 |
| VANGUARD MALVERN FDS | VTIP | Other | 3.67% | 223,607 | +4,693 | +2.14% | $11,006,068 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 2.93% | 105,950 | -702 | -0.66% | $8,797,164 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 2.85% | 153,054 | -3,863 | -2.46% | $8,549,719 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 2.54% | 138,842 | -1,614 | -1.15% | $7,636,383 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 1.71% | 66,143 | +495 | +0.75% | $5,120,840 |
| APPLE INC | AAPL | Technology | 1.47% | 13,224 | +53 | +0.40% | $4,404,751 |
| CATHAY GEN BANCORP | CATY | Financial Services | 1.00% | 50,483 | +1 | +0.00% | $3,003,739 |
| CARVANA CO | CVNA | Consumer Cyclical | 0.94% | 44,953 | -40 | -0.09% | $2,811,360 |
| NVIDIA CORPORATION | NVDA | Technology | 0.79% | 10,360 | +93 | +0.91% | $2,366,033 |
| MICROSOFT CORP | MSFT | Technology | 0.75% | 4,407 | +1,408 | +46.95% | $2,261,000 |
| WISDOMTREE TR | DLN | Other | 0.71% | 22,040 | +10 | +0.05% | $2,142,437 |
| ISHARES TR | SUSB | Other | 0.59% | 72,999 | +1,746 | +2.45% | $1,783,366 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.49% | 22,056 | -142 | -0.64% | $1,465,523 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.48% | 5,768 | +41 | +0.72% | $1,437,124 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.47% | 18,535 | +165 | +0.90% | $1,416,171 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.45% | 44,749 | - | - | $1,342,470 |
| ISHARES INC | IEMG | Other | 0.40% | 14,621 | +16 | +0.11% | $1,186,658 |
| ISHARES TR | IVV | Other | 0.38% | 1,503 | +4 | +0.27% | $1,151,103 |
| WISDOMTREE TR | DWM | Other | 0.38% | 15,373 | -39 | -0.25% | $1,132,179 |
| ISHARES TR | IJR | Other | 0.33% | 7,196 | - | - | $978,943 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.29% | 12,004 | +279 | +2.38% | $874,708 |
| WISDOMTREE TR | DES | Other | 0.29% | 22,748 | +126 | +0.56% | $862,222 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.26% | 8,509 | +5 | +0.06% | $795,101 |
Showing 30 of 72 holdings in the latest reporting period.