Kondo Wealth Advisors, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), Kondo Wealth Advisors, Inc. reported 75 stock positions worth $299.2 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 18.0% of the portfolio, followed by Avantis US Small Cap Value (AVUV, 13.0%) and Vanguard Intermediate-Term T (VGIT, 9.8%). Compared with Q1 2026, it opened 10 new positions, sold out of 4, added to 36 and reduced 24. The biggest buy was iShares Core S&P Total U.S. (ITOT, shares +3%) and the biggest sale Dimensional International Va (DFIV, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- PASADENA, CA
- CIK
- 0002070929
- Portfolio Value
- $299.2M (Q2 2026)
- SEC Filing
- 0001172661-26-002722 ↗ filed Jul 21, 2026
Holdings Value
Holdings 75 stocks · $299.2M
| ITOT iShares Core S&P Total U.S. | 18.00% | 327,735 | $53.8M | Add +3.2% |
| AVUV Avantis US Small Cap Value | 13.00% | 311,684 | $38.9M | Add +1.8% |
| VGIT Vanguard Intermediate-Term T | 9.79% | 496,479 | $29.3M | Add +6.7% |
| AVDV Avantis Intl S/C Value ETF | 8.70% | 252,626 | $26.0M | Add +1.3% |
| IDEV iShares Core MSCI Dev MKTS | 8.60% | 288,994 | $25.7M | Add +4.2% |
| DFEM Dimensional Emrg MRKT Core | 6.31% | 464,509 | $18.9M | Add +1.3% |
| DFSD Dimensional Short Duration | 5.22% | 327,035 | $15.6M | Add +5.5% |
| VTIP Vanguard Short-Term Tips | 3.68% | 218,914 | $11.0M | Add +4.5% |
| DFUS Dimensional US Eq MKT ETF | 2.92% | 106,652 | $8.7M | Reduce -0.4% |
| DFIV Dimensional International Va | 2.83% | 156,917 | $8.5M | Reduce -2.0% |
| DFUV Dimensional US Marketwide Va | 2.58% | 140,456 | $7.7M | Reduce -1.8% |
| DFAS Dimensional US Small Cap ETF | 1.81% | 65,648 | $5.4M | Reduce -0.4% |
| AAPL Apple Inc. | 1.27% | 13,171 | $3.8M | Add +0.8% |
| CATY Cathay General Bancorp | 1.05% | 50,482 | $3.1M | Add +0.0% |
| CVNA Carvana Co. | 0.99% | 44,993 | $3.0M | Add +141.1% |
| DLN Wisdomtree US Largecap Divid | 0.71% | 22,030 | $2.1M | Reduce -1.8% |
| NVDA Nvidia Corp. | 0.69% | 10,267 | $2.1M | Add +4.2% |
| SUSB iShares ESG Aware 1-5 Year U | 0.60% | 71,253 | $1.8M | Reduce -12.4% |
| DFAT Dimensional US Target Value | 0.52% | 22,198 | $1.6M | Add +0.5% |
| BSV Vanguard Short-Term Bond ETF | 0.48% | 18,370 | $1.4M | Add +3.0% |
| AMZN Amazon.com Inc. | 0.46% | 5,727 | $1.4M | Add +0.8% |
| SCHX Schwab US Large-Cap ETF | 0.44% | 44,749 | $1.3M | No change |
| IEMG iShares Core MSCI Emerging | 0.40% | 14,605 | $1.2M | Reduce -0.8% |
| DWM Wisdomtree International Equ | 0.38% | 15,412 | $1.1M | Reduce -1.6% |
| IVV iShares Core S&P 500 ETF | 0.38% | 1,499 | $1.1M | Add +0.2% |
| MSFT Microsoft Corp. | 0.37% | 2,999 | $1.1M | Add +6.3% |
| IJR iShares Core S&P Small-Cap E | 0.36% | 7,196 | $1.1M | No change |
| DES Wisdomtree US Smallcap Divid | 0.31% | 22,622 | $920K | Reduce -0.2% |
| UPS United Parcel Service Class B | 0.31% | 8,504 | $914K | Add +0.3% |
| BIV Vanguard Intermediate-Term B | 0.30% | 11,725 | $899K | Add +0.3% |
| CAT Caterpillar Inc. | 0.27% | 761 | $810K | Add +0.9% |
| GOOGL Alphabet Inc. Class A | 0.27% | 2,255 | $806K | Add +5.8% |
| GOOG Alphabet Inc. Class C | 0.26% | 2,184 | $772K | Add +2.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.23% | 944 | $695K | Add +8.0% |
| JPM JPMorgan Chase & Co. | 0.23% | 2,090 | $685K | Add +1.4% |
| CVIE Cal Intl Responsible Index | 0.23% | 8,039 | $683K | Reduce -14.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.23% | 7,035 | $679K | No change |
| AVGO Broadcom Inc. | 0.22% | 1,773 | $670K | Add +3.6% |
| TSLA Tesla Inc. | 0.22% | 1,567 | $659K | Add +4.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.22% | 6,748 | $650K | Reduce -0.7% |
| IWM iShares Russell 2000 ETF | 0.22% | 2,154 | $647K | Reduce -1.1% |
| MRSH Marsh & McLennan Cos | 0.22% | 3,863 | $644K | Reduce -0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 1,258 | $629K | Reduce -2.5% |
| DGRW Wisdomtree U.S. Quality Divi | 0.18% | 5,772 | $552K | Reduce -1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.18% | 737 | $550K | No change |
| CVLC Calvert US L-C CR Resp Index | 0.17% | 5,501 | $520K | Reduce -31.7% |
| META Meta Platforms Inc. Class A | 0.17% | 877 | $494K | Reduce -9.2% |
| MU Micron Technology Inc. | 0.15% | 387 | $447K | New |
| AZN Astrazeneca PLC | 0.15% | 2,351 | $446K | Reduce -0.0% |
| SCHP Schwab U.S. Tips ETF | 0.14% | 15,356 | $407K | Add +5.4% |
| IWF iShares Russell 1000 Growth | 0.14% | 3,265 | $406K | No change |
| IQDG Wisdomtree Intl QLTY DVD GRW | 0.13% | 9,338 | $402K | Add +0.2% |
| COST Costco Wholesale Corp. | 0.13% | 428 | $401K | Reduce -0.5% |
| IWD iShares Russell 1000 Value E | 0.13% | 1,580 | $383K | Reduce -2.3% |
| DFSV Dimensional US Small Cap Val | 0.12% | 9,531 | $370K | Add +0.1% |
| WFC Wells Fargo & Co. | 0.12% | 4,366 | $361K | Add +0.5% |
| DEM Wisdomtree Emerging Markets | 0.11% | 6,365 | $342K | Reduce -0.4% |
| LLY Eli Lilly & Co. | 0.11% | 269 | $323K | Add +4.3% |
| CSCO Cisco Systems Inc. | 0.10% | 2,632 | $309K | Add +2.1% |
| KLAC KLA Corp. | 0.10% | 1,012 | $305K | New |
| AMD Advanced Micro Devices | 0.10% | 499 | $290K | New |
| VZ Verizon Communications Inc. | 0.10% | 6,728 | $285K | Add +6.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 542 | $259K | New |
| BAC Bank of America Corp. | 0.09% | 4,523 | $258K | Reduce -36.5% |
| WMT Walmart Inc. | 0.08% | 2,243 | $254K | Add +0.8% |
| RWO State Street SPDR Dow Jones | 0.08% | 4,906 | $244K | Reduce -0.6% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.08% | 2,120 | $244K | New |
| JNJ Johnson & Johnson | 0.08% | 952 | $242K | Add +3.6% |
| GS Goldman Sachs Group Inc. | 0.08% | 234 | $237K | New |
| DISV Dimensional International SM | 0.08% | 5,695 | $229K | Add +0.5% |
| INTC Intel Corp. | 0.08% | 1,629 | $227K | New |
| GE General Electric filed as GE AEROSPACE | 0.07% | 579 | $216K | New |
| HD Home Depot Inc. | 0.07% | 606 | $214K | Reduce -2.4% |
| DFAI Dimensional International Co. | 0.07% | 5,149 | $212K | New |
| LRCX Lam Research Corp. | 0.07% | 470 | $204K | New |
Portfolio Sells Q1 2026 → Q2 2026
| DFIV Dimensional International Va | Reduce -2.0% | 2.83% | −0.35 |
| SUSB iShares ESG Aware 1-5 Year U | Reduce -12.4% | 0.60% | −0.17 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.09 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.09 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.08 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.08 |
| CVLC Calvert US L-C CR Resp Index | Reduce -31.7% | 0.17% | −0.07 |
| DLN Wisdomtree US Largecap Divid | Reduce -1.8% | 0.71% | −0.05 |
| BAC Bank of America Corp. | Reduce -36.5% | 0.09% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -9.2% | 0.17% | −0.04 |
| MRSH Marsh & McLennan Cos | Reduce -0.8% | 0.22% | −0.04 |
| DWM Wisdomtree International Equ | Reduce -1.6% | 0.38% | −0.03 |
| CVIE Cal Intl Responsible Index | Reduce -14.8% | 0.23% | −0.03 |
| DIS The Walt Disney Co. | Reduce -0.7% | 0.22% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -0.5% | 0.13% | −0.03 |
| AZN Astrazeneca PLC | Reduce -0.0% | 0.15% | −0.03 |
| DFUV Dimensional US Marketwide Va | Reduce -1.8% | 2.58% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.5% | 0.21% | −0.02 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -1.0% | 0.18% | −0.01 |
| HD Home Depot Inc. | Reduce -2.4% | 0.07% | −0.01 |
| DEM Wisdomtree Emerging Markets | Reduce -0.4% | 0.11% | −0.01 |
| RWO State Street SPDR Dow Jones | Reduce -0.6% | 0.08% | −0.00 |
| IWD iShares Russell 1000 Value E | Reduce -2.3% | 0.13% | −0.00 |
| DES Wisdomtree US Smallcap Divid | Reduce -0.2% | 0.31% | +0.00 |
| IWM iShares Russell 2000 ETF | Reduce -1.1% | 0.22% | +0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -0.8% | 0.40% | +0.02 |
| DFAS Dimensional US Small Cap ETF | Reduce -0.4% | 1.81% | +0.04 |
| DFUS Dimensional US Eq MKT ETF | Reduce -0.4% | 2.92% | +0.06 |
Portfolio Buys Q1 2026 → Q2 2026
| ITOT iShares Core S&P Total U.S. | Add +3.2% | 18.00% | +0.96 |
| CVNA Carvana Co. | Add +141.1% | 0.99% | +0.55 |
| DFEM Dimensional Emrg MRKT Core | Add +1.3% | 6.31% | +0.34 |
| AVUV Avantis US Small Cap Value | Add +1.8% | 13.00% | +0.26 |
| MU Micron Technology Inc. | New | 0.15% | +0.15 |
| KLAC KLA Corp. | New | 0.10% | +0.10 |
| CATY Cathay General Bancorp | Add +0.0% | 1.05% | +0.10 |
| AMD Advanced Micro Devices | New | 0.10% | +0.10 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.09% | +0.09 |
| TDIV FT Nasdaq Tech DVD Index FD | New | 0.08% | +0.08 |
| GS Goldman Sachs Group Inc. | New | 0.08% | +0.08 |
| INTC Intel Corp. | New | 0.08% | +0.08 |
| GE General Electric | New | 0.07% | +0.07 |
| DFAI Dimensional International Co. | New | 0.07% | +0.07 |
| CAT Caterpillar Inc. | Add +0.9% | 0.27% | +0.07 |
| LRCX Lam Research Corp. | New | 0.07% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.0% | 0.23% | +0.04 |
| NVDA Nvidia Corp. | Add +4.2% | 0.69% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +5.8% | 0.27% | +0.04 |
| CSCO Cisco Systems Inc. | Add +2.1% | 0.10% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +2.4% | 0.26% | +0.03 |
| AAPL Apple Inc. | Add +0.8% | 1.27% | +0.03 |
| AVGO Broadcom Inc. | Add +3.6% | 0.22% | +0.02 |
| LLY Eli Lilly & Co. | Add +4.3% | 0.11% | +0.02 |
| AMZN Amazon.com Inc. | Add +0.8% | 0.46% | +0.01 |
| TSLA Tesla Inc. | Add +4.5% | 0.22% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +0.2% | 0.38% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +1.4% | 0.23% | +0.00 |
| DFAT Dimensional US Target Value | Add +0.5% | 0.52% | −0.00 |
| DFSV Dimensional US Small Cap Val | Add +0.1% | 0.12% | −0.00 |
| JNJ Johnson & Johnson | Add +3.6% | 0.08% | −0.00 |
| IQDG Wisdomtree Intl QLTY DVD GRW | Add +0.2% | 0.13% | −0.01 |
| DISV Dimensional International SM | Add +0.5% | 0.08% | −0.01 |
| UPS United Parcel Service Class B | Add +0.3% | 0.31% | −0.01 |
| WFC Wells Fargo & Co. | Add +0.5% | 0.12% | −0.01 |
| SCHP Schwab U.S. Tips ETF | Add +5.4% | 0.14% | −0.01 |
| WMT Walmart Inc. | Add +0.8% | 0.08% | −0.02 |
| MSFT Microsoft Corp. | Add +6.3% | 0.37% | −0.02 |
| VZ Verizon Communications Inc. | Add +6.6% | 0.10% | −0.02 |
| BIV Vanguard Intermediate-Term B | Add +0.3% | 0.30% | −0.04 |
| BSV Vanguard Short-Term Bond ETF | Add +3.0% | 0.48% | −0.05 |
| IDEV iShares Core MSCI Dev MKTS | Add +4.2% | 8.60% | −0.13 |
| VTIP Vanguard Short-Term Tips | Add +4.5% | 3.68% | −0.26 |
| DFSD Dimensional Short Duration | Add +5.5% | 5.22% | −0.37 |
| VGIT Vanguard Intermediate-Term T | Add +6.7% | 9.79% | −0.65 |
| AVDV Avantis Intl S/C Value ETF | Add +1.3% | 8.70% | −0.68 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 75 | $299.2M | ITOT, AVUV, VGIT, AVDV, IDEV |
| Q1 2026 | 69 | $265.6M | ITOT, AVUV, VGIT, AVDV, IDEV |
| Q4 2025 | 71 | $261.3M | ITOT, AVUV, VGIT, AVDV, IDEV |
| Q3 2025 | 68 | $247.9M | ITOT, AVUV, VGIT, AVDV, IDEV |
| Q2 2025 | 67 | $226.5M | ITOT, AVUV, VGIT, AVDV, IDEV |
| Q1 2025 | 61 | $202.8M | ITOT, AVUV, VGIT, AVDV, IDEV |
| Q4 2024 | 60 | $197.1M | ITOT, AVUV, VGIT, IDEV, AVDV |