Kondo Wealth Advisors, Inc.
Sector Allocation
- Other88.2%$264.8M
- Technology4.8%$14.4M
- Financials3.7%$11.2M
- Consumer Discretionary1.6%$4.7M
- Healthcare0.4%$1.2M
- Industrials0.3%$1.0M
- Communication Services0.3%$1.0M
- Utilities0.3%$782,067
- Consumer Staples0.2%$620,529
- Energy0.1%$464,218
AUM History
13fpro.ai/research/fund/kondo-wealth-advisors-inc-2070929
Conviction and streaks
Stable · top 10 = 79.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$54.8M
- AMERICAN$36.4M
- VANGUARD$29.3M
- AMERICAN$27.7M
- ISHARES$26.2M
- DIMENSIONAL$18.5M
- DIMENSIONAL$15.7M
- VANGUARD$11.0M
- DIMENSIONAL$8.8M
- DIMENSIONAL$8.5M
- DIMENSIONAL$7.6M
- DIMENSIONAL$5.1M
AAPL
$4.4MCATY
$3.0MCVNA
$2.8MNVDA
$2.4MMSFT
$2.3MWT
$2.1M- ISHARES$1.8M
- DIMENSIONAL$1.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/kondo-wealth-advisors-inc-2070929
Kondo Wealth Advisors, Inc. 13F holdings — Q3 2026
$300.2M portfolio (+0.3% QoQ) · 74 holdings · Q3 2026 13F · top 10 are 79% of the stock portfolio
- 1
ISHARES TR - CORE S&P TTL STK
$54.8M
18.3% of stocks
+0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
AMERICAN CENTY ETF TR - US SML CP VALU
$36.4M
12.1% of stocks
-0.9%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD SCOTTSDALE FDS - INTER TERM TREAS
$29.3M
9.8% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
AMERICAN CENTY ETF TR - INTL SMCP VLU
$27.7M
9.2% of stocks
+0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - CORE MSCI INTL
$26.2M
8.7% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
DIMENSIONAL ETF TRUST - EMERGING MKTS CO
$18.5M
6.2% of stocks
+0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF
$15.7M
5.2% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD MALVERN FDS - STRM INFPROIDX
$11.0M
3.7% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
DIMENSIONAL ETF TRUST - US EQUI MARK ETF
$8.8M
2.9% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
DIMENSIONAL ETF TRUST - INTERNATNAL VAL
$8.5M
2.9% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P TTL STK | $54.8M | 18.3% | +0.5% | — | — | — | — | |
| 2 | AMERICAN CENTY ETF TR - US SML CP VALU | $36.4M | 12.1% | -0.9% | — | — | — | — | |
| 3 | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $29.3M | 9.8% | +4% | — | — | — | — | |
| 4 | AMERICAN CENTY ETF TR - INTL SMCP VLU | $27.7M | 9.2% | +0.4% | — | — | — | — | |
| 5 | ISHARES TR - CORE MSCI INTL | $26.2M | 8.7% | +1% | — | — | — | — | |
| 6 | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $18.5M | 6.2% | +0.5% | — | — | — | — | |
| 7 | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | $15.7M | 5.2% | +4% | — | — | — | — | |
| 8 | VANGUARD MALVERN FDS - STRM INFPROIDX | $11.0M | 3.7% | +2% | — | — | — | — | |
| 9 | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $8.8M | 2.9% | -0.7% | — | — | — | — | |
| 10 | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $8.5M | 2.9% | -2% | — | — | — | — |
All holdings — Kondo Wealth Advisors, Inc. (Q3 2026)
74 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUEetf/fund | — | $7.6M | 2.5% | 139K | -1% | — | — | 13F |
| 12 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETFetf/fund | — | $5.1M | 1.7% | 66K | +0.8% | — | — | 13F |
| 13 | Apple Inc. | Technology | $4.4M | 1.5% | 13K | +0.4% | 6+ qtrs | 75.7 | 13F | |
| 14 | CATHAY GENERAL BANCORP | Financials | $3.0M | 1.0% | 50K | +0.0% | 6+ qtrs | 58.7 | 13F | |
| 15 | CARVANA CO. | Consumer Discretionary | $2.8M | 0.9% | 45K | -0.1% | 6+ qtrs | 71.8 | 13F | |
| 16 | NVIDIA CORP | Technology | $2.4M | 0.8% | 10K | +0.9% | 6+ qtrs | 86.0 | 13F | |
| 17 | MICROSOFT CORP | Technology | $2.3M | 0.8% | 4,407 | +47% | 6+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | WisdomTree, Inc. | Financials | $2.1M | 0.7% | 22K | +0.0% | 6+ qtrs | 61.4 | 13F | |
| 19 | — | ISHARES TR - ESG AWRE 1 5 YRetf/fund | — | $1.8M | 0.6% | 73K | +2% | — | — | 13F |
| 20 | — | DIMENSIONAL ETF TRUST - US TARGETED VLUetf/fund | — | $1.5M | 0.5% | 22K | -0.6% | — | — | 13F |
| 21 | AMAZON COM INC | Consumer Discretionary | $1.4M | 0.5% | 5,768 | +0.7% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Meta Platforms, Inc.note | Technology | $1.4M | 0.5% | 19K | +0.9% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | SCHWAB STRATEGIC TR - US LRG CAP ETFetf/fund | — | $1.3M | 0.5% | 45K | — | — | — | 13F |
| 24 | — | ISHARES INC - CORE MSCI EMKTetf/fund | — | $1.2M | 0.4% | 15K | +0.1% | — | — | 13F |
| 25 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $1.2M | 0.4% | 1,503 | +0.3% | — | — | 13F |
| 26 | $WT | WisdomTree, Inc. | Financials | $1.1M | 0.4% | 15K | -0.3% | |||
| 27 | — | ISHARES TR - CORE S&P SCP ETF | — | $979K | 0.3% | 7,196 | — | |||
| 28 | — | VANGUARD BD INDEX FDS - INTERMED TERM | — | $875K | 0.3% | 12K | +2% | |||
| 29 | $WT | WisdomTree, Inc. | Financials | $862K | 0.3% | 23K | +0.6% | |||
| 30 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $795K | 0.3% | 8,509 | +0.1% | |||
| 31 | $SO | SOUTHERN CO | Utilities | $782K | 0.3% | 9,435 | New | |||
| 32 | $GOOGL | Alphabet Inc. | Technology | $769K | 0.3% | 2,235 | -0.9% | |||
| 33 | $GOOG | Alphabet Inc. | Technology | $726K | 0.2% | 2,131 | -2% | |||
| 34 | $DIS | Walt Disney Co | Communication Services | $709K | 0.2% | 6,754 | +0.1% | |||
| 35 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $699K | 0.2% | 944 | — | |||
| 36 | $JPM | JPMORGAN CHASE & CO | Financials | $695K | 0.2% | 2,098 | +0.4% | |||
| 37 | — | ISHARES TR - CORE MSCI EAFE | — | $682K | 0.2% | 7,035 | — | |||
| 38 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $661K | 0.2% | 3,873 | +0.3% | |||
| 39 | — | MORGAN STANLEY ETF TRUST - CALVE INDEX ETF | — | $656K | 0.2% | 7,897 | -2% | |||
| 40 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $630K | 0.2% | 1,265 | +0.6% | |||
| 41 | $AVGO | Broadcom Inc. | Technology | $628K | 0.2% | 1,789 | +0.9% | |||
| 42 | — | ISHARES TR - RUSSELL 2000 ETF | — | $601K | 0.2% | 2,164 | +0.5% | |||
| 43 | $WT | WisdomTree, Inc. | Financials | $595K | 0.2% | 6,113 | +6% | |||
| 44 | $META | Meta Platforms, Inc. | Technology | $575K | 0.2% | 793 | -10% | |||
| 45 | $SPY | SPDR S&P 500 ETF TRUST | — | $562K | 0.2% | 737 | — | |||
| 46 | — | MORGAN STANLEY ETF TRUST - CALVERT US LARCP | — | $521K | 0.2% | 5,508 | +0.1% | |||
| 47 | $TSLA | Tesla, Inc. | Consumer Discretionary | $458K | 0.1% | 1,291 | -18% | |||
| 48 | — | SCHWAB STRATEGIC TR - US TIPS ETF | — | $444K | 0.1% | 18K | +15% | |||
| 49 | $MU | MICRON TECHNOLOGY INC | Technology | $429K | 0.1% | 403 | +4% | |||
| 50 | — | ISHARES TR - RUS 1000 GRW ETF | — | $409K | 0.1% | 3,267 | +0.1% | |||
| 51 | $WT | WisdomTree, Inc. | Financials | $409K | 0.1% | 9,606 | +3% | |||
| 52 | — | ISHARES TR - RUS 1000 VAL ETF | — | $393K | 0.1% | 1,583 | +0.2% | |||
| 53 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $386K | 0.1% | 423 | -1% | |||
| 54 | $AZN | ASTRAZENECA PLC | Healthcare | $379K | 0.1% | 2,349 | -0.1% | |||
| 55 | — | DFA INVT DIMENSIONS GROUP IN - U.S. SML CP VAL | — | $358K | 0.1% | 9,546 | New | |||
| 56 | $WT | WisdomTree, Inc. | Financials | $356K | 0.1% | 6,443 | +1% | |||
| 57 | $LLY | ELI LILLY & Co | Healthcare | $318K | 0.1% | 275 | +2% | |||
| 58 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $318K | 0.1% | 520 | +4% | |||
| 59 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $293K | 0.1% | 6,385 | -5% | |||
| 60 | $CSCO | CISCO SYSTEMS, INC. | Technology | $279K | 0.1% | 2,588 | -2% | |||
| 61 | $JNJ | JOHNSON & JOHNSON | Healthcare | $255K | 0.1% | 962 | +1% | |||
| 62 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $247K | 0.1% | 4,542 | +0.4% | |||
| 63 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | — | $247K | 0.1% | 5,708 | +0.2% | |||
| 64 | $CAT | CATERPILLAR INC | Industrials | $244K | 0.1% | 301 | -60% | |||
| 65 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | — | $239K | 0.1% | 2,120 | — | |||
| 66 | $WMT | Walmart Inc. | Consumer Staples | $235K | 0.1% | 2,259 | +0.7% | |||
| 67 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $235K | 0.1% | 1,442 | New | |||
| 68 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $231K | 0.1% | 2,889 | -34% | |||
| 69 | — | SPDR INDEX SHS FDS - ST DOW GLOBA ETF | — | $230K | 0.1% | 4,951 | +0.9% | |||
| 70 | $CVX | CHEVRON CORP | Energy | $230K | 0.1% | 1,124 | New | |||
| 71 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $214K | 0.1% | 470 | -13% | |||
| 72 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $214K | 0.1% | 5,158 | +0.2% | |||
| 73 | $MRK | Merck & Co., Inc. | Healthcare | $213K | 0.1% | 1,469 | New | |||
| 74 | $GS | GOLDMAN SACHS GROUP INC | Financials | $209K | 0.1% | 232 | -0.9% |
What changed in Q3 2026
Against the previous quarter's 13F: 5 new, 43 added to, 20 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (5)
$SOSOUTHERN CO$782K
first bought this quarter
- DFA INVT DIMENSIONS GROUP IN - U.S. SML CP VAL$358K
first bought this quarter
$XOM.R34088EXXON MOBIL CORP$235K
first bought this quarter
$CVXCHEVRON CORP$230K
first bought this quarter
$MRKMerck & Co., Inc.$213K
first bought this quarter
Added to (43)
- VANGUARD SCOTTSDALE FDS - INTER TERM TREAS+4%
now $29.3M
now $2.3M · held 6+ qtrs, 2 adds in a row
- DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF+4%
now $15.7M
- ISHARES TR - CORE MSCI INTL+1%
now $26.2M
- ISHARES TR - CORE S&P TTL STK+0.5%
now $54.8M
- VANGUARD MALVERN FDS - STRM INFPROIDX+2%
now $11.0M
+37 more in the Excel export
Trimmed (20)
$CATCATERPILLAR INC-60%
now $244K · held 6+ qtrs
- AMERICAN CENTY ETF TR - US SML CP VALU-0.9%
now $36.4M
- DIMENSIONAL ETF TRUST - INTERNATNAL VAL-2%
now $8.5M
$WFCWELLS FARGO & COMPANY/MN-34%
now $231K · held 4 qtrs
$TSLATesla, Inc.-18%
now $458K · held 6+ qtrs
- DIMENSIONAL ETF TRUST - US MKTWIDE VALUE-1%
now $7.6M
+14 more in the Excel export
Holdings by quarter
Every 13F Kondo Wealth Advisors, Inc. has filed, 7 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 19, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Kondo Wealth Advisors's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-0.7%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 4% over the last 4
Top 10 weight
79%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Kondo Wealth Advisors, Inc. disclosed 74 positions worth $300.2M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 5 new positions and exited 5 — including a new stake in $SO and a full exit from $KLAC. The portfolio is most concentrated in Other (88.2% of disclosed assets). All figures are sourced directly from Kondo Wealth Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 2070929.
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AI-Powered Hedge Fund Analysis: Kondo Wealth Advisors, Inc.
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Every holding in Kondo Wealth Advisors, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.