Kondo Wealth Advisors, Inc.

CIK 0002070929 • 8 13F filings • Jun 11, 2025 – Oct 19, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsOther

Holdings by filing

Portfolio value: $265.6M69 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$613K	0.2%Prev: 0.2%	2,132 SH	Increased+108 SH
ALPHABET INC	CAP STK CL C	$612K	0.2%Prev: 0.2%	2,133 SH	Increased+145 SH
AMAZON COM INC	COM	$1.2M	0.4%Prev: 0.5%	5,682 SH	Increased+352 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$24.9M	9.4%Prev: 8.2%	249,502 SH	Increased+12,163 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$33.8M	12.7%Prev: 10.9%	306,161 SH	Increased+52,954 SH
APPLE INC	COM	$3.3M	1.2%Prev: 1.3%	13,068 SH	Increased+1,017 SH
ASTRAZENECA PLC	ORD	$464K	0.2%	2,352 SH	New
BANK AMERICA CORP	COM	$347K	0.1%Prev: 0.1%	7,128 SH	Increased+1,506 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$618K	0.2%Prev: 0.2%	1,290 SH	Increased+410 SH
BROADCOM INC	COM	$530K	0.2%Prev: 0.1%	1,712 SH	Increased+430 SH
CARVANA CO	CL A	$1.2M	0.4%Prev: 0.3%	3,732 SH	Increased+556 SH
CATERPILLAR INC	COM	$534K	0.2%Prev: 0.1%	754 SH	Increased+17 SH
CATHAY GEN BANCORP	COM	$2.5M	0.9%Prev: 1.1%	50,481 SH	Increased-2,014 SH
CHEVRON CORPORATION	COM	$230K	0.1%	1,112 SH	New
CISCO SYS INC	COM	$200K	0.1%	2,579 SH	New
COSTCO WHOLESALE CORPORATION	COM	$429K	0.2%	430 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$15.9M	6.0%Prev: 5.2%	458,758 SH	Increased+63,643 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$8.5M	3.2%Prev: 3.5%	160,104 SH	Increased-20,817 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$223K	0.1%	5,665 SH	New
DIMENSIONAL ETF TRUST	SHORT DURATION F	$14.8M	5.6%Prev: 5.9%	310,103 SH	Increased+59,860 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$7.6M	2.9%Prev: 3.4%	107,113 SH	Increased-5,531 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$6.9M	2.6%Prev: 3.0%	142,951 SH	Increased-5,133 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$4.7M	1.8%Prev: 2.0%	65,940 SH	Increased-1,382 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$334K	0.1%Prev: 0.1%	9,518 SH	Increased+82 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.4M	0.5%Prev: 0.6%	22,095 SH	Increased-1,436 SH
DISNEY WALT CO	COM	$655K	0.2%Prev: 0.4%	6,797 SH	Decreased-436 SH
ELI LILLY & CO	COM	$237K	0.1%Prev: 0.1%	258 SH	Increased+10 SH
EXXON MOBIL CORP	COM	$237K	0.1%	1,394 SH	New
HOME DEPOT INC	COM	$204K	0.1%	621 SH	New
INVESCO QQQ TR	UNIT SER 1	$505K	0.2%Prev: 0.2%	874 SH	Increased+87 SH
ISHARES INC	CORE MSCI EMKT	$1.0M	0.4%Prev: 0.4%	14,716 SH	Increased+1,344 SH
ISHARES TR	CORE MSCI EAFE	$637K	0.2%Prev: 0.2%	7,035 SH	Increased+1,531 SH
ISHARES TR	CORE MSCI INTL	$23.2M	8.7%Prev: 8.1%	277,303 SH	Increased+37,406 SH
ISHARES TR	CORE S&P SCP ETF	$895K	0.3%Prev: 0.4%	7,196 SH	Increased+240 SH
ISHARES TR	CORE S&P TTL STK	$45.2M	17.0%Prev: 16.8%	317,668 SH	Increased+38,659 SH
ISHARES TR	CORE S&P500 ETF	$977K	0.4%Prev: 0.3%	1,496 SH	Increased+286 SH
ISHARES TR	ESG AWRE 1 5 YR	$2.0M	0.8%Prev: 1.6%	81,367 SH	Decreased-51,943 SH
ISHARES TR	RUS 1000 GRW ETF	$348K	0.1%	816 SH	New
ISHARES TR	RUS 1000 VAL ETF	$346K	0.1%	1,617 SH	New
ISHARES TR	RUSSELL 2000 ETF	$540K	0.2%Prev: 0.2%	2,177 SH	Increased-76 SH
JOHNSON & JOHNSON	COM	$225K	0.1%	919 SH	New
JPMORGAN CHASE & CO	COM	$607K	0.2%	2,062 SH	New
LOWES COS INC	COM	$208K	0.1%	878 SH	New
MARSH & MCLENNAN COS INC	COM	$676K	0.3%Prev: 0.5%	3,896 SH	Decreased-78 SH
MASTERCARD INCORPORATED	CL A	$214K	0.1%Prev: 0.1%	428 SH	Decreased+7 SH
META PLATFORMS INC	CL A	$553K	0.2%Prev: 0.2%	966 SH	Increased+228 SH
MICROSOFT CORP	COM	$1.0M	0.4%Prev: 0.5%	2,822 SH	Decreased-92 SH
MORGAN STANLEY ETF TRUST	CALVERT INTERNAT	$686K	0.3%Prev: 0.5%	9,432 SH	Decreased-8,682 SH
MORGAN STANLEY ETF TRUST	CALVERT US LARCP	$644K	0.2%Prev: 0.8%	8,050 SH	Decreased-16,611 SH
NVIDIA CORPORATION	COM	$1.7M	0.6%Prev: 0.5%	9,849 SH	Increased+130 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.1M	0.4%Prev: 0.5%	44,749 SH	Increased+1,300 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$388K	0.1%Prev: 0.2%	14,566 SH	Decreased-1,566 SH
SPDR INDEX SHS FDS	STATE STREET SPD	$226K	0.1%	4,935 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$479K	0.2%	737 SH	New
TESLA INC	COM	$557K	0.2%Prev: 0.1%	1,499 SH	Increased+548 SH
UNITED PARCEL SVCS INC	CL B	$835K	0.3%	8,483 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$902K	0.3%Prev: 0.5%	11,691 SH	Decreased-647 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.4M	0.5%Prev: 0.7%	17,841 SH	Decreased-894 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$10.5M	3.9%Prev: 4.3%	209,421 SH	Increased+35,593 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$27.7M	10.4%Prev: 10.7%	465,404 SH	Increased+101,136 SH
VERIZON COMMUNICATIONS INC	COM	$317K	0.1%Prev: 0.2%	6,310 SH	Increased-418 SH
WALMART INC	COM	$277K	0.1%	2,226 SH	New
WELLS FARGO & CO	COM	$346K	0.1%	4,344 SH	New
WISDOMTREE TR	EMER MKT HIGH FD	$318K	0.1%Prev: 0.1%	6,392 SH	Increased-496 SH
WISDOMTREE TR	INTL EQUITY FD	$1.1M	0.4%Prev: 0.5%	15,655 SH	Increased-2,515 SH
WISDOMTREE TR	INTL QULTY DIV	$374K	0.1%Prev: 0.2%	9,322 SH	Decreased-3,098 SH
WISDOMTREE TR	US LARGECAP DIVD	$2.0M	0.8%Prev: 1.0%	22,431 SH	Decreased-3,581 SH
WISDOMTREE TR	US QTLY DIV GRT	$512K	0.2%Prev: 0.3%	5,831 SH	Decreased-2,257 SH
WISDOMTREE TR	US SMALLCAP DIVD	$815K	0.3%Prev: 0.4%	22,674 SH	Increased-1,841 SH

Sold (vs prior filing)

COSTCO WHSL CORP NEW — $313K
JPMORGAN CHASE & CO. — $331K
NETFLIX INC — $283K
PROCTER AND GAMBLE CO — $226K
S&P GLOBAL INC — $241K
SPDR INDEX SHS FDS — $225K
SPDR S&P 500 ETF TR — $419K
SPOTIFY TECHNOLOGY S A — $205K
UNITED PARCEL SERVICE INC — $1.0M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 19, 2026	Q3 2026	13F-HR	0001172661-26-004592	—	View
Jan 30, 2026	Q4 2025	13F-HR	0001172661-26-000403	$261.3M	View
Jun 11, 2025	Q4 2024