CIK 2070929
Kondo Wealth Advisors, Inc.
Institutional 13F holdings & portfolio
Holdings
71
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 71
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ITOT | ISHARES TR | 312K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 305K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 438K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 257K | $1M+ | SH |
| IDEV | ISHARES TR | 274K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 454K | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 297K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 203K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 167K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 107K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 146K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 66K | $1M+ | SH |
| AAPL | APPLE INC | 13K | $1M+ | SH |
| CATY | CATHAY GEN BANCORP | 51K | $1M+ | SH |
| DLN | WISDOMTREE TR | 24K | $1M+ | SH |
| SUSB | ISHARES TR | 82K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 10K | $1M+ | SH |
| CVNA | CARVANA CO | 4K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 3K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 18K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 22K | $1M+ | SH |
| AMZN | AMAZON COM INC | 5K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 45K | $1M+ | SH |
| DWM | WISDOMTREE TR | 16K | $1M+ | SH |
| IVV | ISHARES TR | 1K | $1M+ | SH |
| IEMG | ISHARES INC | 14K | $500K+ | SH |
| BIV | VANGUARD BD INDEX FDS | 12K | $500K+ | SH |
| IJR | ISHARES TR | 7K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 8K | $500K+ | SH |
| DIS | DISNEY WALT CO | 7K | $500K+ | SH |
| CVLC | MORGAN STANLEY ETF TRUST | 10K | $500K+ | SH |
| DES | WISDOMTREE TR | 24K | $500K+ | SH |
| CVIE | MORGAN STANLEY ETF TRUST | 10K | $500K+ | SH |
| MRSH | MARSH & MCLENNAN COS INC | 4K | $500K+ | SH |
| TSLA | TESLA INC | 1K | $500K+ | SH |
| DGRW | WISDOMTREE TR | 7K | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| META | META PLATFORMS INC | 964 | $500K+ | SH |
| IEFA | ISHARES TR | 7K | $500K+ | SH |
| GOOGL | ALPHABET INC | 2K | $500K+ | SH |
| IWM | ISHARES TR | 2K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 874 | $500K+ | SH |
| AVGO | BROADCOM INC | 1K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 734 | $500K+ | SH |
| IQDG | WISDOMTREE TR | 12K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 879 | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 1K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 754 | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 4K | $100K–$500K | SH |
| IWF | ISHARES TR | 816 | $100K–$500K | SH |