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CIK: 0002070929
Total reported value
$299.2M
$299.2M
71 檔
50.3%
During the Q4 2025 filing period, Kondo Wealth Advisors, Inc. (CIK: 0002070929) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $299.2M across 71 reported positions.
Kondo Wealth Advisors, Inc. executed strategic sector rebalancing during Q4 2025, establishing 5 new positions while fully exiting 2 holdings and trimming 21 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 17.74% | +0.97% | +3.45% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 11.89% | +0.27% | +5.92% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-Other | 10.04% | -0.64% | +7.57% | |
| 4 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 9.24% | -0.68% | +1.59% | |
| 5 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 8.64% | -0.12% | +4.27% | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.75% | +0.34% | +3.90% | |
| 7 | DFSD | Dimensional Short Duration | ETF-Other | 5.46% | -0.37% | +6.84% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.84% | -0.26% | +6.06% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 3.19% | -0.35% | -1.29% | |
| 10 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.04% | +0.06% | -1.34% | |
| 11 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.60% | -0.03% | -0.21% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.76% | +0.04% | +0.14% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.34% | +0.02% | +0.90% | |
| 14 | CATY | Cathay General Bancorp | Stock-Other | 0.94% | +0.10% | — | |
| 15 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.82% | -0.04% | -4.17% | |
| 16 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.80% | -0.17% | -19.79% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | +0.04% | -2.63% | |
| 18 | CVNA | Carvana Co | Stock-Consumer Disc | 0.62% | +0.55% | +2.49% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.57% | -0.02% | -0.10% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.53% | -0.05% | -2.92% | |
| 21 | DFAT | Dimensional US Target Value | ETF-Other | 0.50% | — | +2.21% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | +0.01% | -0.45% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.46% | +0.01% | — | |
| 24 | DWM | Wisdomtree International Equ | ETF-Other | 0.42% | -0.03% | -7.02% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | +0.01% | — | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.36% | +0.01% | +4.73% | |
| 27 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.35% | -0.04% | -8.99% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.33% | +0.02% | — | |
| 29 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.32% | — | +0.66% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.32% | -0.03% | -0.63% | |
| 31 | CVLC | Calvert US L-c Cr Resp Index | ETF-Large Cap & Growth | 0.31% | -0.07% | -43.52% | |
| 32 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.31% | — | -3.92% | |
| 33 | CVIE | Cal Intl Responsible Index | ETF-Large Cap & Growth | 0.28% | -0.03% | -26.21% | |
| 34 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.28% | -0.03% | -0.74% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.25% | +0.01% | +0.41% | |
| 36 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.25% | -0.01% | -2.14% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.25% | +0.03% | -0.09% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | -0.04% | +20.95% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.24% | -0.01% | — | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.24% | +0.04% | +0.25% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.21% | +0.02% | -0.05% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.21% | +0.04% | — | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.20% | +0.02% | +3.21% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.19% | — | -0.41% | |
| 45 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 0.19% | -0.01% | -1.26% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | -0.02% | -0.45% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | — | -1.31% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.17% | +0.07% | +0.27% | |
| 49 | WFC | Wells Fargo & Co | Stock-Financials | 0.16% | -0.01% | — | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.15% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVUV | Avantis US Small Cap Value | +0.3% | +5.92% | Add |
| 2 | VGIT | Vanguard Intermediate-term T | +0.2% | +7.57% | Add |
| 3 | AVDV | Avantis Intl S/c Value ETF | +0.2% | +1.59% | Add |
| 4 | IDEV | Ishares Core Msci Dev Mkts | +0.2% | +4.27% | Add |
| 5 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +3.90% | Add |
| 6 | DFSD | Dimensional Short Duration | +0.1% | +6.84% | Add |
| 7 | DFIV | Dimensional International Va | +0.1% | -1.29% | Trim |
| 8 | CVNA | Carvana Co | +0.1% | +2.49% | Add |
| 9 | GOOG | Alphabet Inc-cl C | 0% | -0.09% | Trim |
| 10 | GOOGL | Alphabet Inc-cl A | 0% | +0.25% | Add |
| 11 | UPS | United Parcel Service-cl B | 0% | +0.66% | Add |
| 12 | ITOT | Ishares Core S&p Total U.s. | 0% | +3.45% | Add |
| 13 | AAPL | Apple Inc | 0% | +0.90% | Add |
| 14 | CAT | Caterpillar Inc | 0% | +0.27% | Add |
| 15 | AVGO | Broadcom Inc | 0% | +3.21% | Add |
| 16 | JNJ | Johnson & Johnson | 0% | -0.55% | Trim |
| 17 | IEMG | Ishares Core Msci Emerging | — | +4.73% | Add |
| 18 | AMZN | Amazon.com Inc | — | -0.45% | Trim |
| 19 | META | Meta Platforms Inc-class A | — | +20.95% | Add |
| 20 | AXP | American Express Co | — | -0.46% | Trim |
| 21 | BAC | Bank Of America CORP | — | -0.34% | Trim |
| 22 | DFAT | Dimensional US Target Value | 0% | +2.21% | Add |
| 23 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 24 | VZ | Verizon Communications Inc | 0% | -0.35% | Trim |
| 25 | COST | Costco Wholesale CORP | 0% | -1.48% | Trim |
| 26 | SCHX | Schwab US Large-cap ETF | 0% | — | Unchanged |
| 27 | DES | Wisdomtree US Smallcap Divid | 0% | -3.92% | Trim |
| 28 | DFUV | Dimensional US Marketwide Va | 0% | -0.21% | Trim |
| 29 | NFLX | Netflix Inc | 0% | +881.00% | Add |
| 30 | MRSH | Marsh & Mclennan Cos | 0% | -0.74% | Trim |
| 31 | DWM | Wisdomtree International Equ | 0% | -7.02% | Trim |
| 32 | BIV | Vanguard Intermediate-term B | -0.1% | -8.99% | Trim |
| 33 | BSV | Vanguard Short-term Bond ETF | -0.1% | -2.92% | Trim |
| 34 | CATY | Cathay General Bancorp | -0.1% | — | Unchanged |
| 35 | DFAS | Dimensional US Small Cap ETF | -0.1% | +0.14% | Add |
| 36 | NVDA | Nvidia CORP | -0.1% | -2.63% | Trim |
| 37 | VTIP | Vanguard Short-term Tips | -0.1% | +6.06% | Add |
| 38 | MSFT | Microsoft CORP | -0.1% | -0.10% | Trim |
| 39 | DLN | Wisdomtree US Largecap Divid | -0.1% | -4.17% | Trim |
| 40 | CVIE | Cal Intl Responsible Index | -0.1% | -26.21% | Trim |
| 41 | DFUS | Dimensional US Eq Mkt ETF | -0.1% | -1.34% | Trim |
| 42 | CVLC | Calvert US L-c Cr Resp Index | -0.3% | -43.52% | Trim |
| 43 | SUSB | Ishares Esg Aware 1-5 Year U | -0.3% | -19.79% | Trim |
| 44 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 45 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 46 | SPOT | Spotify Technology S.A. | — | EXIT | Sold out |
| 47 | AZNN | Astrazeneca Plc-spons Adr | — | NEW | New buy |
| 48 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 49 | PG | Procter & Gamble Co/the | — | EXIT | Sold out |
| 50 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Kondo Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $299.2M across 71 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ITOT, AVUV, VGIT) accounted for 50.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
WFC
市值: $406.7K
Top Position Liquidated / Trimmed
SPOT
前期市值: $227.5K
During Q4 2025, Kondo Wealth Advisors, Inc.'s top holdings by market value included ITOT (17.7%)、AVUV (11.9%)、VGIT (10.0%). The largest single position, ITOT, represented 17.7% of total portfolio value.
In Q4 2025, Kondo Wealth Advisors, Inc. made 47 total portfolio adjustments, initiating 5 new buys, adding to 19 positions, trimming 21 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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