Kondo Wealth Advisors, Inc.
13F Reported Value
ⓘ$265.6M
Holdings
69
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Kondo Wealth Advisors, Inc. disclosed 69 positions worth $265.6M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 4 new positions and exited 6 — including a new stake in $XOM. The portfolio is most concentrated in Other (89.4% of disclosed assets). All figures are sourced directly from Kondo Wealth Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 2070929.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
ISHARES TR
—Quality
$45.2M317,668 shAMERICAN CENTY ETF TR
—Quality
$33.8M306,161 shVANGUARD SCOTTSDALE FDS
—Quality
$27.7M465,404 shAMERICAN CENTY ETF TR
—Quality
$24.9M249,502 shISHARES TR
—Quality
$23.2M277,303 shDIMENSIONAL ETF TRUST
—Quality
$15.9M458,758 shDIMENSIONAL ETF TRUST
—Quality
$14.8M310,103 shVANGUARD MALVERN FDS
—Quality
$10.5M209,421 shDIMENSIONAL ETF TRUST
—Quality
$8.5M160,104 shDIMENSIONAL ETF TRUST
—Quality
$7.6M107,113 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $45.2M | 317,668 |
| AMERICAN CENTY ETF TR | — | $33.8M | 306,161 |
| VANGUARD SCOTTSDALE FDS | — | $27.7M | 465,404 |
| AMERICAN CENTY ETF TR | — | $24.9M | 249,502 |
| ISHARES TR | — | $23.2M | 277,303 |
| DIMENSIONAL ETF TRUST | — | $15.9M | 458,758 |
| DIMENSIONAL ETF TRUST | — | $14.8M | 310,103 |
| VANGUARD MALVERN FDS | — | $10.5M | 209,421 |
| DIMENSIONAL ETF TRUST | — | $8.5M | 160,104 |
| DIMENSIONAL ETF TRUST | — | $7.6M | 107,113 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Kondo Wealth Advisors, Inc.'s 69 positions.
Showing top 10 of 69 holdings.
Sector Allocation
Other
$237.4M
Financials
$10.4M
Technology
$10.0M
Consumer Discretionary
$3.5M
Industrials
$1.9M
Communication Services
$971,975
Healthcare
$926,176
Energy
$466,578
Full Holdings — Kondo Wealth Advisors, Inc. (Q1 2026)
All 69 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $45.2M | 17.0% | +2% | — |
| 2 | — | AMERICAN CENTY ETF TR | $33.8M | 12.7% | +0% | — |
| 3 | — | VANGUARD SCOTTSDALE FDS | $27.7M | 10.4% | +6% | — |
| 4 | — | AMERICAN CENTY ETF TR | $24.9M | 9.4% | -3% | — |
| 5 | — | ISHARES TR | $23.2M | 8.7% | +1% | — |
| 6 | — | DIMENSIONAL ETF TRUST | $15.9M | 6.0% | +1% | — |
| 7 | — | DIMENSIONAL ETF TRUST | $14.8M | 5.6% | +4% | — |
| 8 | — | VANGUARD MALVERN FDS | $10.5M | 3.9% | +3% | — |
| 9 | — | DIMENSIONAL ETF TRUST | $8.5M | 3.2% | -4% | — |
| 10 | — | DIMENSIONAL ETF TRUST | $7.6M | 2.9% | -0% | — |
| 11 | — | DIMENSIONAL ETF TRUST | $6.9M | 2.6% | -2% | — |
| 12 | — | DIMENSIONAL ETF TRUST | $4.7M | 1.8% | -0% | — |
| 13 |  $AAPL | Apple Inc. | $3.3M | 1.3% | +2% | 76.1 |
| 14 |  $CATY | CATHAY GENERAL BANCORP | $2.5M | 0.9% | -1% | 60.1 |
| 15 | — | ISHARES TR | $2.0M | 0.8% | -1% | — |
| 16 |  $WT | WisdomTree, Inc. | $2.0M | 0.8% | -8% | 62.9 |
| 17 |  $NVDA | NVIDIA CORP | $1.7M | 0.7% | +3% | 90.2 |
| 18 |  $META | Meta Platforms, Inc. | $1.4M | 0.5% | +1% | 80.9 |
| 19 | — | DIMENSIONAL ETF TRUST | $1.4M | 0.5% | +0% | — |
| 20 |  $AMZN | AMAZON COM INC | $1.2M | 0.5% | +8% | 74.6 |
| 21 |  $CVNA | CARVANA CO. | $1.2M | 0.4% | -3% | 69.2 |
| 22 | — | SCHWAB STRATEGIC TR | $1.1M | 0.4% | +0% | — |
| 23 | $WT | WisdomTree, Inc. | $1.1M | 0.4% | -3% | 62.9 |
| 24 |  $MSFT | MICROSOFT CORP | $1.0M | 0.4% | -8% | 83.7 |
| 25 | — | ISHARES INC | $1.0M | 0.4% | +5% | — |
| 26 | — | ISHARES TR | $977,202 | 0.4% | +0% | — |
| 27 | — | VANGUARD BD INDEX FDS | $902,347 | 0.3% | +1% | — |
| 28 | — | ISHARES TR | $894,535 | 0.3% | +0% | — |
| 29 |  $UPS | UNITED PARCEL SERVICE INC | $834,597 | 0.3% | +0% | 58.2 |
| 30 | $WT | WisdomTree, Inc. | $814,943 | 0.3% | -5% | 62.9 |
| 31 | — | MORGAN STANLEY ETF TRUST | $685,612 | 0.3% | -8% | — |
| 32 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $675,761 | 0.3% | -0% | 71.5 |
| 33 |  $DIS | Walt Disney Co | $655,213 | 0.3% | -7% | 68.9 |
| 34 | — | MORGAN STANLEY ETF TRUST | $644,483 | 0.2% | -15% | — |
| 35 | — | ISHARES TR | $636,879 | 0.2% | +0% | — |
| 36 |  $BRK.B | BERKSHIRE HATHAWAY INC | $618,168 | 0.2% | +47% | 64.5 |
| 37 |  $GOOG | Alphabet Inc. | $613,078 | 0.2% | +6% | 80.2 |
| 38 |  $GOOGL | Alphabet Inc. | $611,873 | 0.2% | +1% | 80.2 |
| 39 |  $JPM | JPMORGAN CHASE & CO | $606,933 | 0.2% | +52% | 35.6 |
| 40 |  $TSLA | Tesla, Inc. | $557,254 | 0.2% | +2% | 50.1 |
| 41 | $META | Meta Platforms, Inc. | $552,678 | 0.2% | +0% | 80.9 |
| 42 | — | ISHARES TR | $540,048 | 0.2% | -1% | — |
| 43 |  $CAT | CATERPILLAR INC | $534,179 | 0.2% | +0% | 67.8 |
| 44 |  $AVGO | Broadcom Inc. | $529,881 | 0.2% | +16% | 86.4 |
| 45 | $WT | WisdomTree, Inc. | $512,195 | 0.2% | -21% | 62.9 |
| 46 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $504,603 | 0.2% | +0% | — |
| 47 |  $SPY | SPDR S&P 500 ETF TRUST | $479,300 | 0.2% | +0% | — |
| 48 |  $AZN | ASTRAZENECA PLC | $463,861 | 0.2% | -2% | — |
| 49 |  $COST | COSTCO WHOLESALE CORP /NEW | $428,839 | 0.2% | +29% | 67 |
| 50 | — | SCHWAB STRATEGIC TR | $387,601 | 0.1% | +1% | — |
| 51 | $WT | WisdomTree, Inc. | $374,185 | 0.1% | -22% | 62.9 |
| 52 | — | ISHARES TR | $347,942 | 0.1% | +0% | — |
| 53 |  $BAC | BANK OF AMERICA CORP /DE/ | $347,494 | 0.1% | +27% | 68.4 |
| 54 |  $WFC | WELLS FARGO & COMPANY/MN | $345,826 | 0.1% | -0% | — |
| 55 | — | ISHARES TR | $345,588 | 0.1% | +0% | — |
| 56 | — | DIMENSIONAL ETF TRUST | $333,511 | 0.1% | +0% | — |
| 57 | $WT | WisdomTree, Inc. | $317,688 | 0.1% | -1% | 62.9 |
| 58 |  $VZ | VERIZON COMMUNICATIONS INC | $316,762 | 0.1% | -7% | 71.6 |
| 59 |  $WMT | Walmart Inc. | $276,744 | 0.1% | -0% | 63.2 |
| 60 |  $LLY | ELI LILLY & Co | $237,443 | 0.1% | +2% | 89.3 |
| 61 |  $XOM | EXXON MOBIL CORP | $236,506 | 0.1% | NEW | 61.8 |
| 62 |  $CVX | CHEVRON CORP | $230,072 | 0.1% | NEW | 54.7 |
| 63 | — | SPDR INDEX SHS FDS | $225,907 | 0.1% | +0% | — |
| 64 |  $JNJ | JOHNSON & JOHNSON | $224,872 | 0.1% | -15% | 72.8 |
| 65 | — | DIMENSIONAL ETF TRUST | $223,428 | 0.1% | +0% | — |
| 66 |  $MA | Mastercard Inc | $213,854 | 0.1% | -0% | 81.7 |
| 67 |  $LOW | LOWES COMPANIES INC | $207,628 | 0.1% | NEW | 63.5 |
| 68 |  $HD | HOME DEPOT, INC. | $204,377 | 0.1% | NEW | 69.2 |
| 69 |  $CSCO | CISCO SYSTEMS, INC. | $200,104 | 0.1% | -9% | 72.3 |
New Positions (4)
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