Kondo Wealth Advisors, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$265.6M
Q ending 2026-03-31
Prior quarter
$261.3M
Q ending 2025-12-31
Change
+1.6% QoQ · +30.9% YoY
Positions
69
reported holdings
Largest positions
All 69 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | ITOT | Shares | $45.2M | 318K |
| American Centy Etf Tr | AVUV | Shares | $33.8M | 306K |
| Vanguard Scottsdale Fds | VGIT | Shares | $27.7M | 465K |
| American Centy Etf Tr | AVDV | Shares | $24.9M | 250K |
| Ishares Tr | IDEV | Shares | $23.2M | 277K |
| Dimensional Etf Trust | DFEM | Shares | $15.9M | 459K |
| Dimensional Etf Trust | DFSD | Shares | $14.8M | 310K |
| Vanguard Malvern Fds | VTIP | Shares | $10.5M | 209K |
| Dimensional Etf Trust | DFIV | Shares | $8.5M | 160K |
| Dimensional Etf Trust | DFUS | Shares | $7.6M | 107K |
| Dimensional Etf Trust | DFUV | Shares | $6.9M | 143K |
| Dimensional Etf Trust | DFAS | Shares | $4.7M | 66K |
| Apple Inc | AAPL | Shares | $3.3M | 13K |
| Cathay Gen Bancorp | CATY | Shares | $2.5M | 50K |
| Ishares Tr | SUSB | Shares | $2.0M | 81K |
| Wisdomtree Tr | DLN | Shares | $2.0M | 22K |
| Nvidia Corporation | NVDA | Shares | $1.7M | 10K |
| Vanguard Bd Index Fds | BSV | Shares | $1.4M | 18K |
| Dimensional Etf Trust | DFAT | Shares | $1.4M | 22K |
| Amazon Com Inc | AMZN | Shares | $1.2M | 6K |
| Carvana Co | CVNA | Shares | $1.2M | 4K |
| Schwab Strategic Tr | SCHX | Shares | $1.1M | 45K |
| Wisdomtree Tr | DWM | Shares | $1.1M | 16K |
| Microsoft Corp | MSFT | Shares | $1.0M | 3K |
| Ishares Inc | IEMG | Shares | $1.0M | 15K |
| Ishares Tr | IVV | Shares | $977K | 1K |
| Vanguard Bd Index Fds | BIV | Shares | $902K | 12K |
| Ishares Tr | IJR | Shares | $895K | 7K |
| United Parcel Svcs Inc | UPS | Shares | $835K | 8K |
| Wisdomtree Tr | DES | Shares | $815K | 23K |
| Morgan Stanley Etf Trust | CVIE | Shares | $686K | 9K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $676K | 4K |
| Disney Walt Co | DIS | Shares | $655K | 7K |
| Morgan Stanley Etf Trust | CVLC | Shares | $644K | 8K |
| Ishares Tr | IEFA | Shares | $637K | 7K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $618K | 1K |
| Alphabet Inc | GOOGL | Shares | $613K | 2K |
| Alphabet Inc | GOOG | Shares | $612K | 2K |
| Jpmorgan Chase & Co | JPM | Shares | $607K | 2K |
| Tesla Inc | TSLA | Shares | $557K | 1K |
| Meta Platforms Inc | META | Shares | $553K | 966 |
| Ishares Tr | IWM | Shares | $540K | 2K |
| Caterpillar Inc | CAT | Shares | $534K | 754 |
| Broadcom Inc | AVGO | Shares | $530K | 2K |
| Wisdomtree Tr | DGRW | Shares | $512K | 6K |
| Invesco Qqq Tr | QQQ | Shares | $505K | 874 |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $479K | 737 |
| Astrazeneca Plc | Shares | $464K | 2K | |
| Costco Wholesale Corporation | COST | Shares | $429K | 430 |
| Schwab Strategic Tr | SCHP | Shares | $388K | 15K |
| Wisdomtree Tr | IQDG | Shares | $374K | 9K |
| Ishares Tr | IWF | Shares | $348K | 816 |
| Bank America Corp | BAC | Shares | $347K | 7K |
| Wells Fargo & Co | WFC | Shares | $346K | 4K |
| Ishares Tr | IWD | Shares | $346K | 2K |
| Dimensional Etf Trust | DFSV | Shares | $334K | 10K |
| Wisdomtree Tr | DEM | Shares | $318K | 6K |
| Verizon Communications Inc | VZ | Shares | $317K | 6K |
| Walmart Inc | WMT | Shares | $277K | 2K |
| Eli Lilly & Co | LLY | Shares | $237K | 258 |
| Exxon Mobil Corp | XOM | Shares | $237K | 1K |
| Chevron Corporation | CVX | Shares | $230K | 1K |
| Spdr Index Shs Fds | RWO | Shares | $226K | 5K |
| Johnson & Johnson | JNJ | Shares | $225K | 919 |
| Dimensional Etf Trust | DISV | Shares | $223K | 6K |
| Mastercard Incorporated | MA | Shares | $214K | 428 |
| Lowes Cos Inc | LOW | Shares | $208K | 878 |
| Home Depot Inc | HD | Shares | $204K | 621 |
| Cisco Sys Inc | CSCO | Shares | $200K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.