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 51–71 of 71
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHP | SCHWAB STRATEGIC TR | 14K | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 7K | $100K–$500K | SH |
| IWD | ISHARES TR | 2K | $100K–$500K | SH |
| DFSV | DIMENSIONAL ETF TRUST | 10K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 6K | $100K–$500K | SH |
| DEM | WISDOMTREE TR | 6K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 333 | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 7K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 3K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 252 | $100K–$500K | SH |
| WMT | WALMART INC | 2K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 429 | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 647 | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 454 | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 771 | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 1K | $100K–$500K | SH |
| RWO | SPDR INDEX SHS FDS | 5K | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC | 2K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 3K | $100K–$500K | SH |
| DISV | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 232 | $100K–$500K | SH |