KW

Kondo Wealth Advisors, Inc.

Diversified strategyMomentum followerLong-term holder

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%.

Personality snowflake

Concentration
33.73
Portfolio Stability
6.09
Momentum/Contrarian
100
Sector conviction
62.37
Diversification
100
Sizing Uniformity
77.89

Recent moves

  • 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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1ITOTIshares Core S&p Total U.s.ETF-Other17.03%-0.71%+1.89%
2AVUVAvantis US Small Cap ValueETF-Small Cap12.73%+0.84%+0.49%
3VGITVanguard Intermediate-term TETF-Other10.43%+0.39%+6.33%
4AVDVAvantis Intl S/c Value ETFETF-Other9.38%+0.14%-2.90%
5IDEVIshares Core Msci Dev MktsETF-Other8.72%+0.08%+1.35%
6DFEMDimensional Emrg Mrkt CoreETF-Other5.97%+0.22%+1.03%
7DFSDDimensional Short DurationETF-Other5.59%+0.13%+4.28%
8VTIPVanguard Short-term TipsETF-Other3.94%+0.10%+3.23%
9DFIVDimensional International VaETF-Other3.18%-0.01%-4.05%
10DFUSDimensional US Eq Mkt ETFETF-Other2.86%-0.18%-0.07%
11DFUVDimensional US Marketwide VaETF-Other2.61%+0.01%-2.07%
12DFASDimensional US Small Cap ETFETF-Small Cap1.77%+0.01%-0.23%
13AAPLApple INCStock-Tech1.25%-0.09%+1.74%
14CATYCathay General BancorpStock-Other0.95%+0.01%-0.98%
15SUSBIshares Esg Aware 1-5 Year UETF-Other0.77%-0.03%-1.21%
16DLNWisdomtree US Largecap DividETF-Other0.75%-0.07%-7.65%
17NVDANvidia CORPStock-Tech0.65%-0.03%+2.81%
18BSVVanguard Short-term Bond ETFETF-Other0.53%—+1.32%
19DFATDimensional US Target ValueETF-Other0.52%+0.02%+0.12%
20AMZNAmazon.com INCStock-Consumer Disc0.45%—+7.55%
21CVNACarvana CoStock-Consumer Disc0.44%-0.18%-2.63%
22SCHXSchwab US Large-cap ETFETF-Other0.43%-0.03%—
23DWMWisdomtree International EquETF-Other0.41%—-2.81%
24MSFTMicrosoft CORPStock-Tech0.39%-0.18%-8.17%
25IEMGIshares Core Msci EmergingETF-Emerging Markets0.39%+0.03%+4.82%
26IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.37%-0.02%—
27BIVVanguard Intermediate-term BETF-Other0.34%—+0.96%
28IJRIshares Core S&p Small-cap EETF-Small Cap0.34%——
29UPSUnited Parcel Service-cl BStock-Industrials0.31%—+0.05%
30DESWisdomtree US Smallcap DividETF-Other0.31%—-5.11%
31CVIECal Intl Responsible IndexETF-Large Cap & Growth0.26%-0.02%-7.95%
32MRSHMarsh & Mclennan CosStock-Financials0.25%-0.03%-0.15%
33DISWalt Disney Co/theStock-Comm Services0.25%-0.07%-7.07%
34CVLCCalvert US L-c Cr Resp IndexETF-Large Cap & Growth0.24%-0.07%-15.45%
35IEFAIshares Core Msci Eafe ETFETF-Other0.24%——
36BRK-BBerkshire Hathaway Inc-cl BStock-Other0.23%+0.06%+46.76%
37GOOGLAlphabet Inc-cl AStock-Comm Services0.23%—+6.12%
38GOOGAlphabet Inc-cl CStock-Comm Services0.23%-0.02%+1.28%
39JPMJpmorgan Chase & CoStock-Financials0.23%+0.06%+51.95%
40TSLATesla INCStock-Consumer Disc0.21%-0.04%+1.70%
41METAMeta Platforms Inc-class AStock-Comm Services0.21%-0.03%+0.21%
42IWMIshares Russell 2000 ETFETF-Small Cap0.20%—-0.91%
43CATCaterpillar INCStock-Industrials0.20%+0.03%—
44AVGOBroadcom INCStock-Tech0.20%—+15.91%
45DGRWWisdomtree U.s. Quality DiviETF-Other0.19%-0.06%-21.14%
46QQQInvesco Qqq Trust Series 1ETF-Tech0.19%——
47SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.18%—+0.41%
48AZNAstraZeneca PLCStock-Healthcare0.17%+0.17%NEW
49COSTCostco Wholesale CORPStock-Consumer Staples0.16%+0.05%+29.13%
50SCHPSchwab U.s. Tips ETFETF-Other0.15%—+0.99%
1–50 of 69

Holding changes this quarter

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).

Position changes disclosed by Kondo Wealth Advisors, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1AVUVAvantis US Small Cap Value+0.8%+0.49%Add
2VGITVanguard Intermediate-term T+0.4%+6.33%Add
3DFEMDimensional Emrg Mrkt Core+0.2%+1.03%Add
4AVDVAvantis Intl S/c Value ETF+0.1%-2.90%Trim
5DFSDDimensional Short Duration+0.1%+4.28%Add
6VTIPVanguard Short-term Tips+0.1%+3.23%Add
7IDEVIshares Core Msci Dev Mkts+0.1%+1.35%Add
8BRK-BBerkshire Hathaway Inc-cl B+0.1%+46.76%Add
9JPMJpmorgan Chase & Co+0.1%+51.95%Add
10COSTCostco Wholesale CORP+0.1%+29.13%Add
11CATCaterpillar INC0%—Unchanged
12IEMGIshares Core Msci Emerging0%+4.82%Add
13DFATDimensional US Target Value0%+0.12%Add
14DFUVDimensional US Marketwide Va0%-2.07%Trim
15DFASDimensional US Small Cap ETF0%-0.23%Trim
16CATYCathay General Bancorp0%-0.98%Trim
17VZVerizon Communications INC0%-7.26%Trim
18DFIVDimensional International Va0%-4.05%Trim
19GOOGAlphabet Inc-cl C0%+1.28%Add
20IVVIshares Core S&p 500 ETF0%—Unchanged
21CVIECal Intl Responsible Index0%-7.95%Trim
22METAMeta Platforms Inc-class A0%+0.21%Add
23NVDANvidia CORP0%+2.81%Add
24WFCWells Fargo & Co0%-0.46%Trim
25SCHXSchwab US Large-cap ETF0%—Unchanged
26MRSHMarsh & Mclennan Cos0%-0.15%Trim
27SUSBIshares Esg Aware 1-5 Year U0%-1.21%Trim
28TSLATesla INC0%+1.70%Add
29IQDGWisdomtree Intl Qlty Dvd Grw-0.1%-21.78%Trim
30DGRWWisdomtree U.s. Quality Divi-0.1%-21.14%Trim
31DISWalt Disney Co/the-0.1%-7.07%Trim
32CVLCCalvert US L-c Cr Resp Index-0.1%-15.45%Trim
33DLNWisdomtree US Largecap Divid-0.1%-7.65%Trim
34AAPLApple INC-0.1%+1.74%Add
35CVNACarvana Co-0.2%-2.63%Trim
36MSFTMicrosoft CORP-0.2%-8.17%Trim
37DFUSDimensional US Eq Mkt ETF-0.2%-0.07%Trim
38ITOTIshares Core S&p Total U.s.-0.7%+1.89%Add
39AZNAstraZeneca PLC—NEWNew buy
40VTEBVanguard Tax-exempt Bond ETF—EXITSold out
41NFLXNetflix INC—EXITSold out
42AXPAmerican Express Co—EXITSold out
43SPGIS&p Global INC—EXITSold out
44XOMExxon Mobil CORP—NEWNew buy
45CVXChevron CORP—NEWNew buy
46IBMIntl Business Machines CORP—EXITSold out
47AZNNAstrazeneca Plc-spons Adr—EXITSold out
48LOWLowe's Cos INC—NEWNew buy
49HDHome Depot INC—NEWNew buy
50GSGoldman Sachs Group INC—EXITSold out

FAQ

What is Kondo Wealth Advisors, Inc. and what type of investor is it?
Kondo Wealth Advisors, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $265.6M, spread across 69 disclosed positions.
What are Kondo Wealth Advisors, Inc.'s largest equity positions?
Based on the latest 13F filing, Kondo Wealth Advisors, Inc.'s top holdings by market value are: 1. Ishares Core S&p Total U.s. (ITOT) — $45.2M (17.0%) 2. Avantis US Small Cap Value (AVUV) — $33.8M (12.7%) 3. Vanguard Intermediate-term T (VGIT) — $27.7M (10.4%) 4. Avantis Intl S/c Value ETF (AVDV) — $24.9M (9.4%) 5. Ishares Core Msci Dev Mkts (IDEV) — $23.2M (8.7%)
What changes did Kondo Wealth Advisors, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Kondo Wealth Advisors, Inc. made 47 notable position adjustments: 5 new positions were initiated, 17 existing holdings were added to, 18 positions were partially reduced, and 7 were completely exited. The largest of these moves: 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)
What sectors does Kondo Wealth Advisors, Inc. focus on?
Kondo Wealth Advisors, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 35.5% • Consumer Discretionary: 17.4% • Financials: 14.7% • Communication Services: 14.3% • Industrials: 7.1% • Health Care: 4.8%