Kondo Wealth Advisors, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Kondo Wealth Advisors, Inc. 13F Holdings
CIK 0002070929 · PASADENA, CA
As of Sep 30, 2025, Kondo Wealth Advisors, Inc. reported
68 positions worth $247.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 301,364 | $43.9M | 17.71% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 287,655 | $28.6M | 11.55% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 406,915 | $24.4M | 9.85% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 252,931 | $22.5M | 9.08% |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | IDEV | — | 262,394 | $21.0M | 8.49% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 437,003 |
|
4.0M5.65% |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | DFSD | — | 278,326 |
3.4M | 5.41% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 191,279 | $9.7M | 3.91% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 108,643 | $7.9M | 3.17% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 169,034 | $7.8M | 3.14% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 146,284 | $6.5M | 2.64% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 65,999 | $4.5M | 1.82% |
| APPLE INC | AAPL | Technology | 12,730 | $3.2M | 1.31% |
| ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | SUSB | — | 102,687 | $2.6M | 1.05% |
| CATHAY GENERAL BANCORP | CATY | Financial Services | 50,981 | $2.4M | 0.99% |
| WISDOMTREE US LARGECAP DIVIDEND FUND | DLN | — | 25,347 | $2.2M | 0.89% |
| NVIDIA CORP | NVDA | Technology | 9,839 |
.8M | 0.74% |
| MICROSOFT CORP | MSFT | Technology | 3,076 |
.6M | 0.64% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 18,138 |
.4M | 0.58% |
| CARVANA CO | CVNA | Consumer Cyclical | 3,740 |
.4M | 0.57% |
| CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF | CVLC | — | 16,856 |
.4M | 0.56% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 21,591 |
.3M | 0.51% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 44,749 |
.2M | 0.48% |
| AMAZON.COM INC | AMZN | Equity | 5,307 |
.2M | 0.47% |
| WISDOMTREE TR | — | — | 17,323 |
.1M | 0.46% |