Kondo Wealth Advisors, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed June 11, 2025), Kondo Wealth Advisors, Inc. reported 60 stock positions worth $197.1 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 17.4% of the portfolio, followed by Avantis US Small Cap Value (AVUV, 11.5%) and Vanguard Intermediate-Term T (VGIT, 9.8%).
- Most Recent 13F
- Q2 2026
- Location
- PASADENA, CA
- CIK
- 0002070929
- Portfolio Value
- $197.1M (Q4 2024)
- SEC Filing
- 0001172661-25-002440 ↗ filed Jun 11, 2025
Holdings Value
Holdings 60 stocks · $197.1M
| ITOT iShares Core S&P Total U.S. | 17.37% | 266,129 | $34.2M | — |
| AVUV Avantis US Small Cap Value | 11.53% | 235,326 | $22.7M | — |
| VGIT Vanguard Intermediate-Term T | 9.81% | 333,373 | $19.3M | — |
| IDEV iShares Core MSCI Dev MKTS | 7.22% | 220,821 | $14.2M | — |
| AVDV Avantis Intl S/C Value ETF | 7.19% | 217,745 | $14.2M | — |
| DFSD Dimensional Short Duration | 5.51% | 231,596 | $10.9M | — |
| DFEM Dimensional Emrg MRKT Core | 4.86% | 365,463 | $9.6M | — |
| VTIP Vanguard Short-Term Tips | 3.95% | 160,868 | $7.8M | — |
| DFUS Dimensional US Eq MKT ETF | 3.71% | 114,645 | $7.3M | — |
| DFIV Dimensional International Va | 3.29% | 183,010 | $6.5M | — |
| DFUV Dimensional US Marketwide Va | 3.10% | 149,324 | $6.1M | — |
| DFAS Dimensional US Small Cap ETF | 2.23% | 67,466 | $4.4M | — |
| SUSB iShares ESG Aware 1-5 Year U | 1.89% | 150,609 | $3.7M | — |
| AAPL Apple Inc. | 1.47% | 11,527 | $2.9M | — |
| CATY Cathay General Bancorp | 1.28% | 53,062 | $2.5M | — |
| CVLC Calvert US L-C CR Resp Index | 1.17% | 31,377 | $2.3M | — |
| DLN Wisdomtree US Largecap Divid | 1.05% | 26,591 | $2.1M | — |
| BSV Vanguard Short-Term Bond ETF | 0.77% | 19,548 | $1.5M | — |
| DFAT Dimensional US Target Value | 0.70% | 24,893 | $1.4M | — |
| NVDA Nvidia Corp. | 0.68% | 9,968 | $1.3M | — |
| UPS United Parcel Service Class B | 0.67% | 9,939 | $1.3M | — |
| CVIE Cal Intl Responsible Index | 0.61% | 21,660 | $1.2M | — |
| AMZN Amazon.com Inc. | 0.57% | 5,147 | $1.1M | — |
| MSFT Microsoft Corp. | 0.53% | 2,486 | $1.0M | — |
| SCHX Schwab US Large-Cap ETF | 0.51% | 43,449 | $1.0M | — |
| DWM Wisdomtree International Equ | 0.48% | 17,994 | $948K | — |
| MRSH Marsh & McLennan Cos | 0.47% | 4,345 | $923K | — |
| BIV Vanguard Intermediate-Term B | 0.46% | 12,014 | $898K | — |
| DES Wisdomtree US Smallcap Divid | 0.44% | 25,209 | $866K | — |
| IJR iShares Core S&P Small-Cap E | 0.41% | 6,956 | $801K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.41% | 7,186 | $800K | — |
| DGRW Wisdomtree U.S. Quality Divi | 0.39% | 9,495 | $768K | — |
| IVV iShares Core S&P 500 ETF | 0.36% | 1,213 | $714K | — |
| IEMG iShares Core MSCI Emerging | 0.36% | 13,519 | $706K | — |
| CVNA Carvana Co. | 0.36% | 3,453 | $702K | — |
| IWM iShares Russell 2000 ETF | 0.27% | 2,422 | $535K | — |
| SCHP Schwab U.S. Tips ETF | 0.26% | 20,011 | $517K | — |
| IQDG Wisdomtree Intl QLTY DVD GRW | 0.24% | 13,588 | $465K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 769 | $451K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.23% | 867 | $443K | — |
| META Meta Platforms Inc. Class A | 0.21% | 715 | $419K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.20% | 5,504 | $387K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 844 | $383K | — |
| GOOG Alphabet Inc. Class C | 0.19% | 1,961 | $373K | — |
| GOOGL Alphabet Inc. Class A | 0.19% | 1,942 | $368K | — |
| TSLA Tesla Inc. | 0.17% | 807 | $326K | — |
| CAT Caterpillar Inc. | 0.16% | 891 | $323K | — |
| JPM JPMorgan Chase & Co. | 0.16% | 1,319 | $316K | — |
| COST Costco Wholesale Corp. | 0.15% | 324 | $298K | — |
| DFSV Dimensional US Small Cap Val | 0.15% | 9,436 | $290K | — |
| AVGO Broadcom Inc. | 0.14% | 1,204 | $279K | — |
| DEM Wisdomtree Emerging Markets | 0.14% | 6,787 | $275K | — |
| VZ Verizon Communications Inc. | 0.14% | 6,703 | $268K | — |
| NFLX Netflix Inc. | 0.13% | 287 | $256K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 5,545 | $244K | — |
| SPGI S&P Global Inc. | 0.12% | 472 | $235K | — |
| RWO State Street SPDR Dow Jones | 0.11% | 5,018 | $215K | — |
| MA Mastercard Inc. Class A | 0.11% | 405 | $213K | — |
| PG The Procter & Gamble Co. | 0.11% | 1,259 | $211K | — |
| IWF iShares Russell 1000 Growth | 0.11% | 522 | $210K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |