# Kondo Wealth Advisors, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2070929. Source: https://holderbook.com/funds/2070929-kondo-wealth-advisors-inc/

- Reported value: $299.2M
- Positions: 75
- Weight of the ten largest: 79.0%
- Filed: 2026-07-21

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $53.8M | 327,735 | 18.0% | 7 |
| AMERICAN CENTY ETF TR | [AVUV](https://holderbook.com/stocks/AVUV/) | $38.9M | 311,684 | 13.0% | 7 |
| VANGUARD SCOTTSDALE FDS | [VGIT](https://holderbook.com/stocks/VGIT/) | $29.3M | 496,479 | 9.8% | 7 |
| AMERICAN CENTY ETF TR | [AVDV](https://holderbook.com/stocks/AVDV/) | $26.0M | 252,626 | 8.7% | 7 |
| ISHARES TR | [IDEV](https://holderbook.com/stocks/IDEV/) | $25.7M | 288,994 | 8.6% | 7 |
| DIMENSIONAL ETF TRUST | [DFEM](https://holderbook.com/stocks/DFEM/) | $18.9M | 464,509 | 6.3% | 7 |
| DIMENSIONAL ETF TRUST | [DFSD](https://holderbook.com/stocks/DFSD/) | $15.6M | 327,035 | 5.2% | 7 |
| VANGUARD MALVERN FDS | [VTIP](https://holderbook.com/stocks/VTIP/) | $11.0M | 218,914 | 3.7% | 7 |
| DIMENSIONAL ETF TRUST | [DFUS](https://holderbook.com/stocks/DFUS/) | $8.7M | 106,652 | 2.9% | 7 |
| DIMENSIONAL ETF TRUST | [DFIV](https://holderbook.com/stocks/DFIV/) | $8.5M | 156,917 | 2.8% | 7 |
| DIMENSIONAL ETF TRUST | [DFUV](https://holderbook.com/stocks/DFUV/) | $7.7M | 140,456 | 2.6% | 7 |
| DIMENSIONAL ETF TRUST | [DFAS](https://holderbook.com/stocks/DFAS/) | $5.4M | 65,648 | 1.8% | 7 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $3.8M | 13,171 | 1.3% | 7 |
| CATHAY GEN BANCORP | [CATY](https://holderbook.com/stocks/CATY/) | $3.1M | 50,482 | 1.0% | 7 |
| CARVANA CO | [CVNA](https://holderbook.com/stocks/CVNA/) | $3.0M | 44,993 | 1.0% | 7 |
| WISDOMTREE TR | [DLN](https://holderbook.com/stocks/DLN/) | $2.1M | 22,030 | 0.7% | 7 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $2.1M | 10,267 | 0.7% | 7 |
| ISHARES TR | [SUSB](https://holderbook.com/stocks/SUSB/) | $1.8M | 71,253 | 0.6% | 7 |
| DIMENSIONAL ETF TRUST | [DFAT](https://holderbook.com/stocks/DFAT/) | $1.6M | 22,198 | 0.5% | 7 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $1.4M | 18,370 | 0.5% | 7 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.4M | 5,727 | 0.5% | 7 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $1.3M | 44,749 | 0.4% | 7 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $1.2M | 14,605 | 0.4% | 7 |
| WISDOMTREE TR | [DWM](https://holderbook.com/stocks/DWM/) | $1.1M | 15,412 | 0.4% | 7 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $1.1M | 1,499 | 0.4% | 7 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.1M | 2,999 | 0.4% | 7 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $1.1M | 7,196 | 0.4% | 7 |
| WISDOMTREE TR | [DES](https://holderbook.com/stocks/DES/) | $920.4K | 22,622 | 0.3% | 7 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $914.2K | 8,504 | 0.3% | 7 |
| VANGUARD BD INDEX FDS | [BIV](https://holderbook.com/stocks/BIV/) | $899.4K | 11,725 | 0.3% | 7 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $810.4K | 761 | 0.3% | 7 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $805.9K | 2,255 | 0.3% | 7 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $771.7K | 2,184 | 0.3% | 7 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $695.4K | 944 | 0.2% | 7 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $684.5K | 2,090 | 0.2% | 7 |
| MORGAN STANLEY ETF TRUST | [CVIE](https://holderbook.com/stocks/CVIE/) | $683.5K | 8,039 | 0.2% | 7 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $679.4K | 7,035 | 0.2% | 7 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $669.8K | 1,773 | 0.2% | 7 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $659.1K | 1,567 | 0.2% | 7 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $649.6K | 6,748 | 0.2% | 7 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $647.2K | 2,154 | 0.2% | 7 |
| MARSH & MCLENNAN COS INC | [MRSH](https://holderbook.com/stocks/MRSH/) | $643.8K | 3,863 | 0.2% | 7 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $629.5K | 1,258 | 0.2% | 7 |
| WISDOMTREE TR | [DGRW](https://holderbook.com/stocks/DGRW/) | $551.9K | 5,772 | 0.2% | 7 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $550.4K | 737 | 0.2% | 7 |
| MORGAN STANLEY ETF TRUST | [CVLC](https://holderbook.com/stocks/CVLC/) | $519.8K | 5,501 | 0.2% | 7 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $494.0K | 877 | 0.2% | 7 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $446.7K | 387 | 0.1% | 1 |
| ASTRAZENECA PLC | [AZN](https://holderbook.com/stocks/AZN/) | $445.8K | 2,351 | 0.1% | 2 |
| SCHWAB STRATEGIC TR | [SCHP](https://holderbook.com/stocks/SCHP/) | $407.0K | 15,356 | 0.1% | 7 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $405.5K | 3,265 | 0.1% | 5 |
| WISDOMTREE TR | [IQDG](https://holderbook.com/stocks/IQDG/) | $402.3K | 9,338 | 0.1% | 7 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $400.9K | 428 | 0.1% | 7 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $383.1K | 1,580 | 0.1% | 5 |
| DIMENSIONAL ETF TRUST | [DFSV](https://holderbook.com/stocks/DFSV/) | $369.7K | 9,531 | 0.1% | 7 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $360.8K | 4,366 | 0.1% | 3 |
| WISDOMTREE TR | [DEM](https://holderbook.com/stocks/DEM/) | $342.5K | 6,365 | 0.1% | 7 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $322.8K | 269 | 0.1% | 3 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $309.2K | 2,632 | 0.1% | 3 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $305.3K | 1,012 | 0.1% | 1 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $289.9K | 499 | 0.1% | 1 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $284.9K | 6,728 | 0.1% | 7 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $258.8K | 542 | 0.1% | 1 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $257.8K | 4,523 | 0.1% | 7 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $254.1K | 2,243 | 0.1% | 5 |
| SPDR INDEX SHS FDS | [RWO](https://holderbook.com/stocks/RWO/) | $244.0K | 4,906 | 0.1% | 7 |
| FIRST TR EXCHANGE-TRADED FD | [TDIV](https://holderbook.com/stocks/TDIV/) | $243.5K | 2,120 | 0.1% | 1 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $242.0K | 952 | 0.1% | 4 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $236.7K | 234 | 0.1% | 1 |
| DIMENSIONAL ETF TRUST | [DISV](https://holderbook.com/stocks/DISV/) | $228.6K | 5,695 | 0.1% | 4 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $227.5K | 1,629 | 0.1% | 1 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $216.4K | 579 | 0.1% | 1 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $213.9K | 606 | 0.1% | 2 |
| DIMENSIONAL ETF TRUST | [DFAI](https://holderbook.com/stocks/DFAI/) | $212.4K | 5,149 | 0.1% | 1 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $203.7K | 470 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +8.9% | +14.8% | -5.9% | 100% |
| Q1 2026 | +0.7% | -4.6% | +5.3% | 100% |
| Q4 2025 | +2.3% | +2.4% | -0.0% | 100% |
| Q3 2025 | +6.4% | +7.8% | -1.4% | 100% |
| Q2 2025 | +7.5% | +10.5% | -3.0% | 100% |
| Q1 2025 | -1.3% | -4.6% | +3.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $299.2M | 75 |
| Q1 2026 | $265.6M | 69 |
| Q4 2025 | $261.3M | 71 |
| Q3 2025 | $247.9M | 68 |
| Q2 2025 | $226.5M | 67 |
| Q1 2025 | $202.8M | 61 |
| Q4 2024 | $197.1M | 60 |