Kondo Wealth Advisors, Inc.
Reported holdings as of Q2 2026, from 7 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| ISHARES TR | ITOT | $53.8M | 327,735 | +0.96pp | 7q | +3.2%+$1.7M | |
| AMERICAN CENTY ETF TR | AVUV | $38.9M | 311,684 | +0.26pp | 7q | +1.8%+$689.1K | |
| VANGUARD SCOTTSDALE FDS | VGIT | $29.3M | 496,479 | -0.65pp | 7q | +6.7%+$1.8M | |
| AMERICAN CENTY ETF TR | AVDV | $26.0M | 252,626 | -0.68pp | 7q | +1.3%+$321.9K | |
| ISHARES TR | IDEV | $25.7M | 288,994 | -0.13pp | 7q | +4.2%+$1.0M | |
| DIMENSIONAL ETF TRUST | DFEM | $18.9M | 464,509 | +0.34pp | 7q | +1.3%+$233.7K | |
| DIMENSIONAL ETF TRUST | DFSD | $15.6M | 327,035 | -0.37pp | 7q | +5.5%+$808.5K | |
| VANGUARD MALVERN FDS | VTIP | $11.0M | 218,914 | -0.26pp | 7q | +4.5%+$476.8K | |
| DIMENSIONAL ETF TRUST | DFUS | $8.7M | 106,652 | +0.06pp | 7q | HELD | |
| DIMENSIONAL ETF TRUST | DFIV | $8.5M | 156,917 | -0.35pp | 7q | -2.0%-$172.2K | |
| DIMENSIONAL ETF TRUST | DFUV | $7.7M | 140,456 | -0.03pp | 7q | -1.7%-$137.3K | |
| DIMENSIONAL ETF TRUST | DFAS | $5.4M | 65,648 | +0.04pp | 7q | HELD | |
| APPLE INC | AAPL | $3.8M | 13,171 | +0.03pp | 7q | +0.8%+$29.8K | |
| CATHAY GEN BANCORP | CATY | $3.1M | 50,482 | +0.10pp | 7q | HELD | |
| CARVANA CO | CVNA | $3.0M | 44,993 | +0.55pp | 7q | +1105.6%+$2.7M | |
| WISDOMTREE TR | DLN | $2.1M | 22,030 | -0.05pp | 7q | -1.8%-$38.6K | |
| NVIDIA CORPORATION | NVDA | $2.1M | 10,267 | +0.04pp | 7q | +4.2%+$83.6K | |
| ISHARES TR | SUSB | $1.8M | 71,253 | -0.17pp | 7q | -12.4%-$252.7K | |
| DIMENSIONAL ETF TRUST | DFAT | $1.6M | 22,198 | flat | 7q | HELD | |
| VANGUARD BD INDEX FDS | BSV | $1.4M | 18,370 | -0.05pp | 7q | +3.0%+$41.2K | |
| AMAZON COM INC | AMZN | $1.4M | 5,727 | +0.01pp | 7q | +0.8%+$10.7K | |
| SCHWAB STRATEGIC TR | SCHX | $1.3M | 44,749 | +0.01pp | 7q | HELD | |
| ISHARES INC | IEMG | $1.2M | 14,605 | +0.02pp | 7q | -0.8%-$9.2K | |
| WISDOMTREE TR | DWM | $1.1M | 15,412 | -0.03pp | 7q | -1.6%-$17.8K | |
| ISHARES TR | IVV | $1.1M | 1,499 | +0.01pp | 7q | HELD | |
| MICROSOFT CORP | MSFT | $1.1M | 2,999 | -0.02pp | 7q | +6.3%+$66.0K | |
| ISHARES TR | IJR | $1.1M | 7,196 | +0.02pp | 7q | HELD | |
| WISDOMTREE TR | DES | $920.4K | 22,622 | flat | 7q | HELD | |
| UNITED PARCEL SVCS INC | UPS | $914.2K | 8,504 | -0.01pp | 7q | HELD | |
| VANGUARD BD INDEX FDS | BIV | $899.4K | 11,725 | -0.04pp | 7q | HELD | |
| CATERPILLAR INC | CAT | $810.4K | 761 | +0.07pp | 7q | +0.9%+$7.5K | |
| ALPHABET INC | GOOGL | $805.9K | 2,255 | +0.04pp | 7q | +5.8%+$44.0K | |
| ALPHABET INC | GOOG | $771.7K | 2,184 | +0.03pp | 7q | +2.4%+$18.0K | |
| INVESCO QQQ TR | QQQ | $695.4K | 944 | +0.04pp | 7q | +8.0%+$51.6K | |
| JPMORGAN CHASE & CO | JPM | $684.5K | 2,090 | flat | 7q | +1.4%+$9.2K | |
| MORGAN STANLEY ETF TRUST | CVIE | $683.5K | 8,039 | -0.03pp | 7q | -14.8%-$118.4K | |
| ISHARES TR | IEFA | $679.4K | 7,035 | -0.01pp | 7q | HELD | |
| BROADCOM INC | AVGO | $669.8K | 1,773 | +0.02pp | 7q | +3.6%+$23.0K | |
| TESLA INC | TSLA | $659.1K | 1,567 | +0.01pp | 7q | +4.5%+$28.6K | |
| DISNEY WALT CO | DIS | $649.6K | 6,748 | -0.03pp | 7q | -0.7%-$4.7K | |
| ISHARES TR | IWM | $647.2K | 2,154 | +0.01pp | 7q | -1.1%-$6.9K | |
| MARSH & MCLENNAN COS INC | MRSH | $643.8K | 3,863 | -0.04pp | 7q | -0.8%-$5.5K | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $629.5K | 1,258 | -0.02pp | 7q | -2.5%-$16.0K | |
| WISDOMTREE TR | DGRW | $551.9K | 5,772 | -0.01pp | 7q | -1.0%-$5.6K | |
| STATE STR SPDR S&P 500 ETF T | SPY | $550.4K | 737 | flat | 7q | HELD | |
| MORGAN STANLEY ETF TRUST | CVLC | $519.8K | 5,501 | -0.07pp | 7q | -31.7%-$240.8K | |
| META PLATFORMS INC | META | $494.0K | 877 | -0.04pp | 7q | -9.2%-$50.1K | |
| MICRON TECHNOLOGY INC | MU | $446.7K | 387 | - | new | NEW | |
| ASTRAZENECA PLC | AZN | $445.8K | 2,351 | -0.03pp | 2q | HELD | |
| SCHWAB STRATEGIC TR | SCHP | $407.0K | 15,356 | -0.01pp | 7q | +5.4%+$20.9K | |
| ISHARES TR | IWF | $405.5K | 3,265 | flat | 5q | +300.1%+$304.2K | |
| WISDOMTREE TR | IQDG | $402.3K | 9,338 | -0.01pp | 7q | HELD | |
| COSTCO WHOLESALE CORPORATION | COST | $400.9K | 428 | -0.03pp | 7q | HELD | |
| ISHARES TR | IWD | $383.1K | 1,580 | flat | 5q | -2.3%-$9.0K | |
| DIMENSIONAL ETF TRUST | DFSV | $369.7K | 9,531 | flat | 7q | HELD | |
| WELLS FARGO & CO | WFC | $360.8K | 4,366 | -0.01pp | 3q | +0.5%+$1.8K | |
| WISDOMTREE TR | DEM | $342.5K | 6,365 | -0.01pp | 7q | HELD | |
| ELI LILLY & CO | LLY | $322.8K | 269 | +0.02pp | 3q | +4.3%+$13.2K | |
| CISCO SYS INC | CSCO | $309.2K | 2,632 | +0.03pp | 3q | +2.1%+$6.2K | |
| KLA CORP | KLAC | $305.3K | 1,012 | - | new | NEW | |
| ADVANCED MICRO DEVICES INC | AMD | $289.9K | 499 | - | new | NEW | |
| VERIZON COMMUNICATIONS INC | VZ | $284.9K | 6,728 | -0.02pp | 7q | +6.6%+$17.7K | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $258.8K | 542 | - | new | NEW | |
| BANK OF AMER CORP | BAC | $257.8K | 4,523 | -0.04pp | 7q | -36.5%-$148.5K | |
| WALMART INC | WMT | $254.1K | 2,243 | -0.02pp | 5q | +0.8%+$1.9K | |
| SPDR INDEX SHS FDS | RWO | $244.0K | 4,906 | flat | 7q | -0.6%-$1.4K | |
| FIRST TR EXCHANGE-TRADED FD | TDIV | $243.5K | 2,120 | - | new | NEW | |
| JOHNSON & JOHNSON | JNJ | $242.0K | 952 | flat | 4q | +3.6%+$8.4K | |
| GOLDMAN SACHS GROUP INC | GS | $236.7K | 234 | - | new | NEW | |
| DIMENSIONAL ETF TRUST | DISV | $228.6K | 5,695 | -0.01pp | 4q | +0.5%+$1.2K | |
| INTEL CORP | INTC | $227.5K | 1,629 | - | new | NEW | |
| GE AEROSPACE | GE | $216.4K | 579 | - | new | NEW | |
| HOME DEPOT INC | HD | $213.9K | 606 | -0.01pp | 2q | -2.4%-$5.3K | |
| DIMENSIONAL ETF TRUST | DFAI | $212.4K | 5,149 | - | new | NEW | |
| LAM RESEARCH CORP | LRCX | $203.7K | 470 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Retail & Consumer | $5.2M | 1.7% |
| Other sectors | $23.5M | 7.9% |
| Not classified | $270.5M | 90.4% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $299.2M | 75 | 10 | 30 | 18 | 4 | 79.0% | 21 |
| Q1 2026 | $265.6M | 69 | 5 | 22 | 20 | 7 | 79.8% | 41 |
| Q4 2025 | $261.3M | 71 | 5 | 17 | 24 | 2 | 78.8% | 30 |
| Q3 2025 | $247.9M | 68 | 2 | 32 | 19 | 1 | 78.0% | 36 |
| Q2 2025 | $226.5M | 67 | 7 | 28 | 18 | 1 | 77.3% | 29 |
| Q1 2025 | $202.8M | 61 | 2 | 29 | 23 | 1 | 76.8% | 72 |
| Q4 2024 | $197.1M | 60 | 0 | 0 | 0 | 0 | 74.4% | 162 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.