Kondo Wealth Advisors, Inc.

Portfolio Overview

Kondo Wealth Advisors, Inc. disclosed 75 positions worth $299.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 10 new positions and exited 4 — including a new stake in $MU and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (88.5% of disclosed assets). All figures are sourced directly from Kondo Wealth Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 2070929.

• ISHARES TR - CORE S&P TTL STK

  —

  Quality

  $53.8M327,735 sh

• AMERICAN CENTY ETF TR - US SML CP VALU

  —

  Quality

  $38.9M311,684 sh

• VANGUARD SCOTTSDALE FDS - INTER TERM TREAS

  —

  Quality

  $29.3M496,479 sh

• AMERICAN CENTY ETF TR - INTL SMCP VLU

  —

  Quality

  $26.0M252,626 sh

• ISHARES TR - CORE MSCI INTL

  —

  Quality

  $25.7M288,994 sh

• DIMENSIONAL ETF TRUST - EMERGING MKTS CO

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  Quality

  $18.9M464,509 sh

• DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF

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  Quality

  $15.6M327,035 sh

• VANGUARD MALVERN FDS - STRM INFPROIDX

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  Quality

  $11.0M218,914 sh

• DIMENSIONAL ETF TRUST - US EQUI MARK ETF

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  Quality

  $8.7M106,652 sh

• DIMENSIONAL ETF TRUST - INTERNATNAL VAL

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  Quality

  $8.5M156,917 sh

Showing top 10 of 75 holdings.

Full Holdings — Kondo Wealth Advisors, Inc. (Q2 2026)

All 75 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 - CORE S&P TTL STK	$53.8M	18.0%	+3%	—
2	—	AMERICAN CENTY ETF TR - US SML CP VALU	$38.9M	13.0%	+2%	—
3	—	VANGUARD SCOTTSDALE FDS - INTER TERM TREAS	$29.3M	9.8%	+7%	—
4	—	AMERICAN CENTY ETF TR - INTL SMCP VLU	$26.0M	8.7%	+1%	—
5	—	ISHARES TR - CORE MSCI INTL	$25.7M	8.6%	+4%	—
6	—	DIMENSIONAL ETF TRUST - EMERGING MKTS CO	$18.9M	6.3%	+1%	—
7	—	DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF	$15.6M	5.2%	+5%	—
8	—	VANGUARD MALVERN FDS - STRM INFPROIDX	$11.0M	3.7%	+5%	—
9	—	DIMENSIONAL ETF TRUST - US EQUI MARK ETF	$8.7M	2.9%	-0%	—
10	—	DIMENSIONAL ETF TRUST - INTERNATNAL VAL	$8.5M	2.8%	-2%	—
11	—	DIMENSIONAL ETF TRUST - US MKTWIDE VALUE	$7.7M	2.6%	-2%	—
12	—	DIMENSIONAL ETF TRUST - US SMALL CAP ETF	$5.4M	1.8%	-0%	—
13	$AAPL	Apple Inc.	$3.8M	1.3%	+1%	76.4
14	$CATY	CATHAY GENERAL BANCORP	$3.1M	1.1%	+0%	58.5
15	$CVNA	CARVANA CO.	$3.0M	1.0%	+1106%	71.6
16	$WT	WisdomTree, Inc.	$2.1M	0.7%	-2%	59.9
17	$NVDA	NVIDIA CORP	$2.1M	0.7%	+4%	85.9
18	—	ISHARES TR - ESG AWRE 1 5 YR	$1.8M	0.6%	-12%	—
19	—	DIMENSIONAL ETF TRUST - US TARGETED VLU	$1.6M	0.5%	+0%	—
20	$META	Meta Platforms, Inc.	$1.4M	0.5%	+3%	79.6
21	$AMZN	AMAZON COM INC	$1.4M	0.5%	+1%	68.7
22	—	SCHWAB STRATEGIC TR - US LRG CAP ETF	$1.3M	0.4%	+0%	—
23	—	ISHARES INC - CORE MSCI EMKT	$1.2M	0.4%	-1%	—
24	$WT	WisdomTree, Inc.	$1.1M	0.4%	-2%	59.9
25	—	ISHARES TR - CORE S&P500 ETF	$1.1M	0.4%	+0%	—
26	$MSFT	MICROSOFT CORP	$1.1M	0.4%	+6%	79.8
27	—	ISHARES TR - CORE S&P SCP ETF	$1.1M	0.4%	+0%	—
28	$WT	WisdomTree, Inc.	$920,353	0.3%	-0%	59.9
29	$UPS	UNITED PARCEL SERVICE INC	$914,248	0.3%	+0%	58.6
30	—	VANGUARD BD INDEX FDS - INTERMED TERM	$899,367	0.3%	+0%	—
31	$CAT	CATERPILLAR INC	$810,389	0.3%	+1%	66.5
32	$GOOG	Alphabet Inc.	$805,869	0.3%	+6%	78.2
33	$GOOGL	Alphabet Inc.	$771,672	0.3%	+2%	78.2
34	$QQQ	INVESCO QQQ TRUST, SERIES 1	$695,350	0.2%	+8%	—
35	$JPM	JPMORGAN CHASE & CO	$684,537	0.2%	+1%	70.7
36	—	MORGAN STANLEY ETF TRUST - CALVE INDEX ETF	$683,487	0.2%	-15%	—
37	—	ISHARES TR - CORE MSCI EAFE	$679,440	0.2%	+0%	—
38	$AVGO	Broadcom Inc.	$669,751	0.2%	+4%	84.5
39	$TSLA	Tesla, Inc.	$659,080	0.2%	+5%	53.9
40	$DIS	Walt Disney Co	$649,594	0.2%	-1%	60.1
41	—	ISHARES TR - RUSSELL 2000 ETF	$647,235	0.2%	-1%	—
42	$MRSH	MARSH & MCLENNAN COMPANIES, INC.	$643,846	0.2%	-1%	66.2
43	$BRK.B	BERKSHIRE HATHAWAY INC	$629,490	0.2%	-2%	73.8
44	$WT	WisdomTree, Inc.	$551,941	0.2%	-1%	59.9
45	$SPY	SPDR S&P 500 ETF TRUST	$550,369	0.2%	+0%	—
46	—	MORGAN STANLEY ETF TRUST - CALVERT US LARCP	$519,762	0.2%	-32%	—
47	$META	Meta Platforms, Inc.	$494,006	0.2%	-9%	79.6
48	$MU	MICRON TECHNOLOGY INC	$446,710	0.1%	NEW	86.2
49	$AZN	ASTRAZENECA PLC	$445,796	0.1%	-0%	—
50	—	SCHWAB STRATEGIC TR - US TIPS ETF	$406,959	0.1%	+5%	—
51	—	ISHARES TR - RUS 1000 GRW ETF	$405,516	0.1%	+300%	—
52	$WT	WisdomTree, Inc.	$402,286	0.1%	+0%	59.9
53	$COST	COSTCO WHOLESALE CORP /NEW	$400,867	0.1%	-0%	66.2
54	—	ISHARES TR - RUS 1000 VAL ETF	$383,127	0.1%	-2%	—
55	—	DIMENSIONAL ETF TRUST - US SMALL CAP ETF	$369,711	0.1%	+0%	—
56	$WFC	WELLS FARGO & COMPANY/MN	$360,807	0.1%	+1%	61.8
57	$WT	WisdomTree, Inc.	$342,470	0.1%	-0%	59.9
58	$LLY	ELI LILLY & Co	$322,839	0.1%	+4%	87.5
59	$CSCO	CISCO SYSTEMS, INC.	$309,154	0.1%	+2%	70.3
60	$KLAC	KLA CORP	$305,331	0.1%	NEW	78.6
61	$AMD	ADVANCED MICRO DEVICES INC	$289,874	0.1%	NEW	79.8
62	$VZ	VERIZON COMMUNICATIONS INC	$284,889	0.1%	+7%	65.8
63	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	$258,843	0.1%	NEW	—
64	$BAC	BANK OF AMERICA CORP /DE/	$257,761	0.1%	-37%	67.6
65	$WMT	Walmart Inc.	$254,130	0.1%	+1%	60.2
66	—	SPDR INDEX SHS FDS - ST DOW GLOBA ETF	$243,990	0.1%	-1%	—
67	—	FIRST TR EXCHANGE TRADED FD - NASD TECH DIV	$243,546	0.1%	NEW	—
68	$JNJ	JOHNSON & JOHNSON	$242,020	0.1%	+4%	69
69	$GS	GOLDMAN SACHS GROUP INC	$236,661	0.1%	NEW	73.5
70	—	DIMENSIONAL ETF TRUST - INTL SMALL CAP V	$228,564	0.1%	+1%	—
71	$INTC	INTEL CORP	$227,457	0.1%	NEW	45.6
72	$GE	GENERAL ELECTRIC CO	$216,390	0.1%	NEW	73.8
73	$HD	HOME DEPOT, INC.	$213,872	0.1%	-2%	60.3
74	—	DIMENSIONAL ETF TRUST - INTL CORE EQT MK	$212,423	0.1%	NEW	—
75	$LRCX	LAM RESEARCH CORP	$203,665	0.1%	NEW	79.4