CIK: 0002070929
Total reported value
$265.6M
Reporting period: 2026-03-31 · Number of holdings: 69
Kondo Wealth Advisors, Inc. disclosed 69 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $265.6M and a quarterly turnover rate of 6.1%.
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Kondo Wealth Advisors, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.084 — mathematically equivalent to about 12 equally-sized positions, well below its 69 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.21), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 2.3 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 7% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add AVUV
+0.5% $2.8M
Trim ITOT
+1.9% -$1.1M
Add VGIT
+6.3% $1.5M
Add DFEM
+1.0% $829.6K
Trim CVNA
-2.6% -$444.3K
Trim MSFT
-8.2% -$441.7K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 17.03% | -0.71% | +1.89% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 12.73% | +0.84% | +0.49% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-Other | 10.43% | +0.39% | +6.33% | |
| 4 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 9.38% | +0.14% | -2.90% | |
| 5 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 8.72% | +0.08% | +1.35% | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.97% | +0.22% | +1.03% | |
| 7 | DFSD | Dimensional Short Duration | ETF-Other | 5.59% | +0.13% | +4.28% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.94% | +0.10% | +3.23% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 3.18% | -0.01% | -4.05% | |
| 10 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.86% | -0.18% | -0.07% | |
| 11 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.61% | +0.01% | -2.07% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.77% | +0.01% | -0.23% | |
| 13 | AAPL | Apple INC | Stock-Tech | 1.25% | -0.09% | +1.74% | |
| 14 | CATY | Cathay General Bancorp | Stock-Other | 0.95% | +0.01% | -0.98% | |
| 15 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.77% | -0.03% | -1.21% | |
| 16 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.75% | -0.07% | -7.65% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.65% | -0.03% | +2.81% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.53% | — | +1.32% | |
| 19 | DFAT | Dimensional US Target Value | ETF-Other | 0.52% | +0.02% | +0.12% | |
| 20 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.45% | — | +7.55% | |
| 21 | CVNA | Carvana Co | Stock-Consumer Disc | 0.44% | -0.18% | -2.63% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.43% | -0.03% | — | |
| 23 | DWM | Wisdomtree International Equ | ETF-Other | 0.41% | — | -2.81% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | -0.18% | -8.17% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.39% | +0.03% | +4.82% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | -0.02% | — | |
| 27 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.34% | — | +0.96% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.34% | — | — | |
| 29 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.31% | — | +0.05% | |
| 30 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.31% | — | -5.11% | |
| 31 | CVIE | Cal Intl Responsible Index | ETF-Large Cap & Growth | 0.26% | -0.02% | -7.95% | |
| 32 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.25% | -0.03% | -0.15% | |
| 33 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.25% | -0.07% | -7.07% | |
| 34 | CVLC | Calvert US L-c Cr Resp Index | ETF-Large Cap & Growth | 0.24% | -0.07% | -15.45% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.24% | — | — | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | +0.06% | +46.76% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | — | +6.12% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | -0.02% | +1.28% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | +0.06% | +51.95% | |
| 40 | TSLA | Tesla INC | Stock-Consumer Disc | 0.21% | -0.04% | +1.70% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.21% | -0.03% | +0.21% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.20% | — | -0.91% | |
| 43 | CAT | Caterpillar INC | Stock-Industrials | 0.20% | +0.03% | — | |
| 44 | AVGO | Broadcom INC | Stock-Tech | 0.20% | — | +15.91% | |
| 45 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.19% | -0.06% | -21.14% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.19% | — | — | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.18% | — | +0.41% | |
| 48 | AZN | AstraZeneca PLC | Stock-Healthcare | 0.17% | +0.17% | NEW | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.16% | +0.05% | +29.13% | |
| 50 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.15% | — | +0.99% |
Performance for Q3 2026
+2.5%
Performance Last 4 Quarters
+20.5%
Based on 85% of reported portfolio value with available pricing
Kondo Wealth Advisors, Inc.'s most significant position changes for 2026-03-31: New buy: AstraZeneca PLC (AZN); Sold out: Vanguard Tax-exempt Bond ETF (VTEB); Sold out: Netflix INC (NFLX); Sold out: American Express Co (AXP); Sold out: S&p Global INC (SPGI).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVUV | Avantis US Small Cap Value | +0.8% | +0.49% | Add |
| 2 | VGIT | Vanguard Intermediate-term T | +0.4% | +6.33% | Add |
| 3 | DFEM | Dimensional Emrg Mrkt Core | +0.2% | +1.03% | Add |
| 4 | AVDV | Avantis Intl S/c Value ETF | +0.1% | -2.90% | Trim |
| 5 | DFSD | Dimensional Short Duration | +0.1% | +4.28% | Add |
| 6 | VTIP | Vanguard Short-term Tips | +0.1% | +3.23% | Add |
| 7 | IDEV | Ishares Core Msci Dev Mkts | +0.1% | +1.35% | Add |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +46.76% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | +51.95% | Add |
| 10 | COST | Costco Wholesale CORP | +0.1% | +29.13% | Add |
| 11 | CAT | Caterpillar INC | 0% | — | Unchanged |
| 12 | IEMG | Ishares Core Msci Emerging | 0% | +4.82% | Add |
| 13 | DFAT | Dimensional US Target Value | 0% | +0.12% | Add |
| 14 | DFUV | Dimensional US Marketwide Va | 0% | -2.07% | Trim |
| 15 | DFAS | Dimensional US Small Cap ETF | 0% | -0.23% | Trim |
| 16 | CATY | Cathay General Bancorp | 0% | -0.98% | Trim |
| 17 | VZ | Verizon Communications INC | 0% | -7.26% | Trim |
| 18 | DFIV | Dimensional International Va | 0% | -4.05% | Trim |
| 19 | GOOG | Alphabet Inc-cl C | 0% | +1.28% | Add |
| 20 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 21 | CVIE | Cal Intl Responsible Index | 0% | -7.95% | Trim |
| 22 | META | Meta Platforms Inc-class A | 0% | +0.21% | Add |
| 23 | NVDA | Nvidia CORP | 0% | +2.81% | Add |
| 24 | WFC | Wells Fargo & Co | 0% | -0.46% | Trim |
| 25 | SCHX | Schwab US Large-cap ETF | 0% | — | Unchanged |
| 26 | MRSH | Marsh & Mclennan Cos | 0% | -0.15% | Trim |
| 27 | SUSB | Ishares Esg Aware 1-5 Year U | 0% | -1.21% | Trim |
| 28 | TSLA | Tesla INC | 0% | +1.70% | Add |
| 29 | IQDG | Wisdomtree Intl Qlty Dvd Grw | -0.1% | -21.78% | Trim |
| 30 | DGRW | Wisdomtree U.s. Quality Divi | -0.1% | -21.14% | Trim |
| 31 | DIS | Walt Disney Co/the | -0.1% | -7.07% | Trim |
| 32 | CVLC | Calvert US L-c Cr Resp Index | -0.1% | -15.45% | Trim |
| 33 | DLN | Wisdomtree US Largecap Divid | -0.1% | -7.65% | Trim |
| 34 | AAPL | Apple INC | -0.1% | +1.74% | Add |
| 35 | CVNA | Carvana Co | -0.2% | -2.63% | Trim |
| 36 | MSFT | Microsoft CORP | -0.2% | -8.17% | Trim |
| 37 | DFUS | Dimensional US Eq Mkt ETF | -0.2% | -0.07% | Trim |
| 38 | ITOT | Ishares Core S&p Total U.s. | -0.7% | +1.89% | Add |
| 39 | AZN | AstraZeneca PLC | — | NEW | New buy |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | — | EXIT | Sold out |
| 41 | NFLX | Netflix INC | — | EXIT | Sold out |
| 42 | AXP | American Express Co | — | EXIT | Sold out |
| 43 | SPGI | S&p Global INC | — | EXIT | Sold out |
| 44 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 45 | CVX | Chevron CORP | — | NEW | New buy |
| 46 | IBM | Intl Business Machines CORP | — | EXIT | Sold out |
| 47 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | Sold out |
| 48 | LOW | Lowe's Cos INC | — | NEW | New buy |
| 49 | HD | Home Depot INC | — | NEW | New buy |
| 50 | GS | Goldman Sachs Group INC | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-11 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-30 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-05 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-29 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-06-11 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-06-11 | 13F-HR | View on EDGAR |
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