Kondo Wealth Advisors, Inc.

Est. AUM

$265.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P TTL STK	$45.2M	317668	17.03%	SOLE
2	AMERICAN CENTY ETF TR	US SML CP VALU	$33.8M	306161	12.73%	SOLE
3	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$27.7M	465404	10.43%	SOLE
4	AMERICAN CENTY ETF TR	INTL SMCP VLU	$24.9M	249502	9.38%	SOLE
5	ISHARES TR	CORE MSCI INTL	$23.2M	277303	8.72%	SOLE
6	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$15.8M	458758	5.97%	SOLE
7	DIMENSIONAL ETF TRUST	SHORT DURATION F	$14.8M	310103	5.59%	SOLE
8	VANGUARD MALVERN FDS	STRM INFPROIDX	$10.5M	209421	3.94%	SOLE
9	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$8.4M	160104	3.18%	SOLE
10	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$7.6M	107113	2.86%	SOLE
11	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$6.9M	142951	2.61%	SOLE
12	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$4.7M	65940	1.77%	SOLE
13	APPLE INC	COM	$3.3M	13068	1.25%	SOLE
14	CATHAY GEN BANCORP	COM	$2.5M	50481	0.95%	SOLE
15	ISHARES TR	ESG AWRE 1 5 YR	$2.0M	81367	0.77%	SOLE
16	WISDOMTREE TR	US LARGECAP DIVD	$2.0M	22431	0.75%	SOLE
17	NVIDIA CORPORATION	COM	$1.7M	9849	0.65%	SOLE
18	VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.4M	17841	0.53%	SOLE
19	DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.4M	22095	0.52%	SOLE
20	AMAZON COM INC	COM	$1.2M	5682	0.45%	SOLE
21	CARVANA CO	CL A	$1.2M	3732	0.44%	SOLE
22	SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.1M	44749	0.43%	SOLE
23	WISDOMTREE TR	INTL EQUITY FD	$1.1M	15655	0.41%	SOLE
24	MICROSOFT CORP	COM	$1.0M	2822	0.39%	SOLE
25	ISHARES INC	CORE MSCI EMKT	$1.0M	14716	0.39%	SOLE
26	ISHARES TR	CORE S&P500 ETF	$977K	1496	0.37%	SOLE
27	VANGUARD BD INDEX FDS	INTERMED TERM	$902K	11691	0.34%	SOLE
28	ISHARES TR	CORE S&P SCP ETF	$894K	7196	0.34%	SOLE
29	UNITED PARCEL SVCS INC	CL B	$834K	8483	0.31%	SOLE
30	WISDOMTREE TR	US SMALLCAP DIVD	$814K	22674	0.31%	SOLE
31	MORGAN STANLEY ETF TRUST	CALVERT INTERNAT	$685K	9432	0.26%	SOLE
32	MARSH & MCLENNAN COS INC	COM	$675K	3896	0.25%	SOLE
33	DISNEY WALT CO	COM	$655K	6797	0.25%	SOLE
34	MORGAN STANLEY ETF TRUST	CALVERT US LARCP	$644K	8050	0.24%	SOLE
35	ISHARES TR	CORE MSCI EAFE	$636K	7035	0.24%	SOLE
36	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$618K	1290	0.23%	SOLE
37	ALPHABET INC	CAP STK CL A	$613K	2132	0.23%	SOLE
38	ALPHABET INC	CAP STK CL C	$611K	2133	0.23%	SOLE
39	JPMORGAN CHASE & CO	COM	$606K	2062	0.23%	SOLE
40	TESLA INC	COM	$557K	1499	0.21%	SOLE
41	META PLATFORMS INC	CL A	$552K	966	0.21%	SOLE
42	ISHARES TR	RUSSELL 2000 ETF	$540K	2177	0.20%	SOLE
43	CATERPILLAR INC	COM	$534K	754	0.20%	SOLE
44	BROADCOM INC	COM	$529K	1712	0.20%	SOLE
45	WISDOMTREE TR	US QTLY DIV GRT	$512K	5831	0.19%	SOLE
46	INVESCO QQQ TR	UNIT SER 1	$504K	874	0.19%	SOLE
47	STATE STR SPDR S&P 500 ETF T	TR UNIT	$479K	737	0.18%	SOLE
48	ASTRAZENECA PLC	ORD	$463K	2352	0.17%	SOLE
49	COSTCO WHOLESALE CORPORATION	COM	$428K	430	0.16%	SOLE
50	SCHWAB STRATEGIC TR	US TIPS ETF	$387K	14566	0.15%	SOLE

1–50 of 69

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.