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CIK: 0002070929
Total reported value
$300.2M
$300.2M
75 檔
57.9%
The Q2 2026 SEC filing reveals that Kondo Wealth Advisors, Inc. held a total portfolio value of $300.2M, covering 75 public equity positions.
In Q2 2026, Kondo Wealth Advisors, Inc. displayed an active expansion posture, initiating 10 new positions and adding to 37 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 18.00% | +0.25% | +3.17% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 13.00% | -0.89% | +1.80% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-Other | 9.79% | -0.02% | +6.68% | |
| 4 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 8.70% | +0.54% | +1.25% | |
| 5 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 8.60% | +0.13% | +4.22% | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.31% | -0.13% | +1.25% | |
| 7 | DFSD | Dimensional Short Duration | ETF-Other | 5.22% | +0.02% | +5.46% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.68% | -0.01% | +4.53% | |
| 9 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.92% | +0.01% | -0.43% | |
| 10 | DFIV | Dimensional International Va | ETF-Other | 2.83% | +0.02% | -1.99% | |
| 11 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.58% | -0.04% | -1.75% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.81% | -0.10% | -0.44% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.27% | +0.20% | +0.79% | |
| 14 | CATY | Cathay General Bancorp | Stock-Other | 1.05% | -0.05% | +0.00% | |
| 15 | CVNA | Carvana Co | Stock-Consumer Disc | 0.99% | -0.05% | +1105.60% | |
| 16 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.71% | — | -1.79% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.69% | +0.10% | +4.24% | |
| 18 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.60% | -0.01% | -12.43% | |
| 19 | DFAT | Dimensional US Target Value | ETF-Other | 0.52% | -0.03% | +0.47% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.48% | -0.01% | +2.97% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | +0.02% | +0.79% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.44% | +0.01% | — | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.40% | — | -0.75% | |
| 24 | DWM | Wisdomtree International Equ | ETF-Other | 0.38% | — | -1.55% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | — | +0.20% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | +0.38% | +6.27% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.36% | -0.03% | — | |
| 28 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.31% | -0.02% | -0.23% | |
| 29 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.31% | -0.05% | +0.25% | |
| 30 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.30% | -0.01% | +0.29% | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 0.27% | -0.19% | +0.93% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | -0.01% | +5.77% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.26% | -0.02% | +2.39% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.23% | — | +8.01% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | — | +1.36% | |
| 36 | CVIE | Cal Intl Responsible Index | ETF-Large Cap & Growth | 0.23% | -0.01% | -14.77% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.23% | — | — | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.22% | -0.01% | +3.56% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.22% | -0.07% | +4.54% | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.22% | +0.02% | -0.72% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.22% | -0.02% | -1.06% | |
| 42 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.22% | — | -0.85% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | — | -2.48% | |
| 44 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.18% | +0.02% | -1.01% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.18% | +0.01% | — | |
| 46 | CVLC | Calvert US L-c Cr Resp Index | ETF-Large Cap & Growth | 0.17% | — | -31.66% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | +0.02% | -9.21% | |
| 48 | MU | Micron Technology Inc | Stock-Tech | 0.15% | -0.01% | — | |
| 49 | AZN | AstraZeneca PLC | Stock-Healthcare | 0.15% | -0.02% | -0.04% | |
| 50 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.14% | +0.01% | +5.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | +1% | +3.17% | Add |
| 2 | CVNA | Carvana Co | +0.6% | +1105.60% | Add |
| 3 | DFEM | Dimensional Emrg Mrkt Core | +0.3% | +1.25% | Add |
| 4 | AVUV | Avantis US Small Cap Value | +0.3% | +1.80% | Add |
| 5 | MU | Micron Technology Inc | +0.2% | NEW | New buy |
| 6 | CATY | Cathay General Bancorp | +0.1% | +0.00% | Add |
| 7 | KLAC | Kla CORP | +0.1% | NEW | New buy |
| 8 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 10 | TDIV | Ft Nasdaq Tech Dvd Index Fd | +0.1% | NEW | New buy |
| 11 | GS | Goldman Sachs Group Inc | +0.1% | NEW | New buy |
| 12 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 13 | CAT | Caterpillar Inc | +0.1% | +0.93% | Add |
| 14 | GE | General Electric | +0.1% | NEW | New buy |
| 15 | DFAI | Dimensional International Co | +0.1% | NEW | New buy |
| 16 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 17 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | -0.43% | Trim |
| 18 | DFAS | Dimensional US Small Cap ETF | 0% | -0.44% | Trim |
| 19 | NVDA | Nvidia CORP | 0% | +4.24% | Add |
| 20 | GOOGL | Alphabet Inc-cl A | 0% | +5.77% | Add |
| 21 | QQQ | Invesco Qqq Trust Series 1 | 0% | +8.01% | Add |
| 22 | GOOG | Alphabet Inc-cl C | 0% | +2.39% | Add |
| 23 | AAPL | Apple Inc | 0% | +0.79% | Add |
| 24 | IJR | Ishares Core S&p Small-cap E | 0% | — | Unchanged |
| 25 | AVGO | Broadcom Inc | 0% | +3.56% | Add |
| 26 | CSCO | Cisco Systems Inc | 0% | +2.06% | Add |
| 27 | IWM | Ishares Russell 2000 ETF | 0% | -1.06% | Trim |
| 28 | LLY | Eli Lilly & Co | 0% | +4.26% | Add |
| 29 | IEMG | Ishares Core Msci Emerging | 0% | -0.75% | Trim |
| 30 | AMZN | Amazon.com Inc | 0% | +0.79% | Add |
| 31 | SCHX | Schwab US Large-cap ETF | 0% | — | Unchanged |
| 32 | IVV | Ishares Core S&p 500 ETF | 0% | +0.20% | Add |
| 33 | TSLA | Tesla Inc | 0% | +4.54% | Add |
| 34 | IWF | Ishares Russell 1000 Growth | 0% | +300.12% | Add |
| 35 | DFAT | Dimensional US Target Value | — | +0.47% | Add |
| 36 | DES | Wisdomtree US Smallcap Divid | — | -0.23% | Trim |
| 37 | UPS | United Parcel Service-cl B | — | +0.25% | Add |
| 38 | JPM | Jpmorgan Chase & Co | — | +1.36% | Add |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 40 | IWD | Ishares Russell 1000 Value E | — | -2.29% | Trim |
| 41 | JNJ | Johnson & Johnson | — | +3.59% | Add |
| 42 | DISV | Dimensional International Sm | — | +0.53% | Add |
| 43 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | Unchanged |
| 44 | DGRW | Wisdomtree U.s. Quality Divi | 0% | -1.01% | Trim |
| 45 | DFSV | Dimensional US Small Cap Val | 0% | +0.14% | Add |
| 46 | IQDG | Wisdomtree Intl Qlty Dvd Grw | 0% | +0.17% | Add |
| 47 | DEM | Wisdomtree Emerging Markets | 0% | -0.42% | Trim |
| 48 | SCHP | Schwab U.s. Tips ETF | 0% | +5.42% | Add |
| 49 | RWO | State Street Spdr Dow Jones | 0% | -0.59% | Trim |
| 50 | WFC | Wells Fargo & Co | 0% | +0.51% | Add |
According to official SEC Form 13F filings, Kondo Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $300.2M across 75 disclosed positions in Q2 2026.
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 57.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
MU
市值: $446.7K
Top Position Liquidated / Trimmed
XOM
前期市值: $236.5K
During Q2 2026, Kondo Wealth Advisors, Inc.'s top holdings by market value included ITOT (18.0%)、AVUV (13.0%)、VGIT (9.8%). The largest single position, ITOT, represented 18.0% of total portfolio value.
In Q2 2026, Kondo Wealth Advisors, Inc. made 75 total portfolio adjustments, initiating 10 new buys, adding to 37 positions, trimming 24 holdings, and fully liquidating 4 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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