Kondo Wealth Advisors, Inc. 13F Holdings · Q2 2026
Kondo Wealth Advisors, Inc. reported 75 securities worth $299.17M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ITOT (18.00%), AVUV (13.00%), VGIT (9.79%). Among its top 25 positions this quarter: 16 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $53.8M | 18.00% | 327,735 | Added |
| 2 | AVUV | AMERICAN CENTY ETF TR | $38.9M | 13.00% | 311,684 | Added |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | $29.3M | 9.79% | 496,479 | Added |
| 4 | AVDV | AMERICAN CENTY ETF TR | $26.0M | 8.70% | 252,626 | Added |
| 5 | IDEV | ISHARES TR | $25.7M | 8.60% | 288,994 | Added |
| 6 | DFEM | DIMENSIONAL ETF TRUST | $18.9M | 6.31% | 464,509 | Added |
| 7 | DFSD | DIMENSIONAL ETF TRUST | $15.6M | 5.22% | 327,035 | Added |
| 8 | VTIP | VANGUARD MALVERN FDS | $11.0M | 3.68% | 218,914 | Added |
| 9 | DFUS | DIMENSIONAL ETF TRUST | $8.7M | 2.92% | 106,652 | Trimmed |
| 10 | DFIV | DIMENSIONAL ETF TRUST | $8.5M | 2.83% | 156,917 | Trimmed |
| 11 | DFUV | DIMENSIONAL ETF TRUST | $7.7M | 2.58% | 140,456 | Trimmed |
| 12 | DFAS | DIMENSIONAL ETF TRUST | $5.4M | 1.81% | 65,648 | Trimmed |
| 13 | AAPL | APPLE INC | $3.8M | 1.27% | 13,171 | Added |
| 14 | CATY | CATHAY GEN BANCORP | $3.1M | 1.05% | 50,482 | Added |
| 15 | CVNA | CARVANA CO | $3.0M | 0.99% | 44,993 | Added |
| 16 | DLN | WISDOMTREE TR | $2.1M | 0.71% | 22,030 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $2.1M | 0.69% | 10,267 | Added |
| 18 | SUSB | ISHARES TR | $1.8M | 0.60% | 71,253 | Trimmed |
| 19 | DFAT | DIMENSIONAL ETF TRUST | $1.6M | 0.52% | 22,198 | Added |
| 20 | BSV | VANGUARD BD INDEX FDS | $1.4M | 0.48% | 18,370 | Added |
| 21 | AMZN | AMAZON COM INC | $1.4M | 0.46% | 5,727 | Added |
| 22 | SCHX | SCHWAB STRATEGIC TR | $1.3M | 0.44% | 44,749 | Hold |
| 23 | IEMG | ISHARES INC | $1.2M | 0.40% | 14,605 | Trimmed |
| 24 | DWM | WISDOMTREE TR | $1.1M | 0.38% | 15,412 | Trimmed |
| 25 | IVV | ISHARES TR | $1.1M | 0.38% | 1,499 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR