Kondo Wealth Advisors, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed June 11, 2025), Kondo Wealth Advisors, Inc. reported 61 stock positions worth $202.8 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 16.8% of the portfolio, followed by Avantis US Small Cap Value (AVUV, 10.9%) and Vanguard Intermediate-Term T (VGIT, 10.7%). Compared with Q4 2024, it opened 2 new positions, sold out of 1, added to 30 and reduced 25. The biggest buy was Avantis Intl S/C Value ETF (AVDV, shares +9%) and the biggest sale Dimensional US Eq MKT ETF (DFUS, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- PASADENA, CA
- CIK
- 0002070929
- Portfolio Value
- $202.8M (Q1 2025)
- SEC Filing
- 0001172661-25-002441 ↗ filed Jun 11, 2025
Holdings Value
Holdings 61 stocks · $202.8M
| ITOT iShares Core S&P Total U.S. | 16.78% | 279,009 | $34.0M | Add +4.8% |
| AVUV Avantis US Small Cap Value | 10.88% | 253,207 | $22.1M | Add +7.6% |
| VGIT Vanguard Intermediate-Term T | 10.67% | 364,268 | $21.6M | Add +9.3% |
| AVDV Avantis Intl S/C Value ETF | 8.16% | 237,339 | $16.6M | Add +9.0% |
| IDEV iShares Core MSCI Dev MKTS | 8.15% | 239,897 | $16.5M | Add +8.6% |
| DFSD Dimensional Short Duration | 5.86% | 250,243 | $11.9M | Add +8.1% |
| DFEM Dimensional Emrg MRKT Core | 5.15% | 395,115 | $10.5M | Add +8.1% |
| VTIP Vanguard Short-Term Tips | 4.28% | 173,828 | $8.7M | Add +8.1% |
| DFIV Dimensional International Va | 3.51% | 180,921 | $7.1M | Reduce -1.1% |
| DFUS Dimensional US Eq MKT ETF | 3.36% | 112,644 | $6.8M | Reduce -1.8% |
| DFUV Dimensional US Marketwide Va | 3.01% | 148,084 | $6.1M | Reduce -0.8% |
| DFAS Dimensional US Small Cap ETF | 1.98% | 67,322 | $4.0M | Reduce -0.2% |
| SUSB iShares ESG Aware 1-5 Year U | 1.64% | 133,310 | $3.3M | Reduce -11.5% |
| AAPL Apple Inc. | 1.32% | 12,051 | $2.7M | Add +4.5% |
| CATY Cathay General Bancorp | 1.11% | 52,495 | $2.3M | Reduce -1.1% |
| DLN Wisdomtree US Largecap Divid | 1.02% | 26,012 | $2.1M | Reduce -2.2% |
| CVLC Calvert US L-C CR Resp Index | 0.84% | 24,661 | $1.7M | Reduce -21.4% |
| BSV Vanguard Short-Term Bond ETF | 0.72% | 18,735 | $1.5M | Reduce -4.2% |
| DFAT Dimensional US Target Value | 0.60% | 23,531 | $1.2M | Reduce -5.5% |
| MSFT Microsoft Corp. | 0.54% | 2,914 | $1.1M | Add +17.2% |
| DWM Wisdomtree International Equ | 0.52% | 18,170 | $1.1M | Add +1.0% |
| NVDA Nvidia Corp. | 0.52% | 9,719 | $1.1M | Reduce -2.5% |
| CVIE Cal Intl Responsible Index | 0.52% | 18,114 | $1.0M | Reduce -16.4% |
| UPS United Parcel Service Class B | 0.51% | 9,409 | $1.0M | Reduce -5.3% |
| AMZN Amazon.com Inc. | 0.50% | 5,330 | $1.0M | Add +3.6% |
| MRSH Marsh & McLennan Cos | 0.48% | 3,974 | $970K | Reduce -8.5% |
| SCHX Schwab US Large-Cap ETF | 0.47% | 43,449 | $959K | No change |
| BIV Vanguard Intermediate-Term B | 0.47% | 12,338 | $945K | Add +2.7% |
| DES Wisdomtree US Smallcap Divid | 0.39% | 24,515 | $784K | Reduce -2.8% |
| IJR iShares Core S&P Small-Cap E | 0.36% | 6,956 | $727K | No change |
| IEMG iShares Core MSCI Emerging | 0.36% | 13,372 | $722K | Reduce -1.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.35% | 7,233 | $714K | Add +0.7% |
| IVV iShares Core S&P 500 ETF | 0.34% | 1,210 | $680K | Reduce -0.3% |
| CVNA Carvana Co. | 0.33% | 3,176 | $664K | Reduce -8.0% |
| DGRW Wisdomtree U.S. Quality Divi | 0.32% | 8,088 | $646K | Reduce -14.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 880 | $469K | Add +4.3% |
| IWM iShares Russell 2000 ETF | 0.22% | 2,253 | $450K | Reduce -7.0% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 0.22% | 12,420 | $443K | Reduce -8.6% |
| SCHP Schwab U.S. Tips ETF | 0.21% | 16,132 | $434K | Reduce -19.4% |
| META Meta Platforms Inc. Class A | 0.21% | 738 | $425K | Add +3.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 748 | $419K | Reduce -2.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.21% | 5,504 | $416K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 787 | $369K | Reduce -9.2% |
| JPM JPMorgan Chase & Co. | 0.16% | 1,351 | $331K | Add +2.4% |
| GOOGL Alphabet Inc. Class A | 0.15% | 2,024 | $313K | Add +4.2% |
| COST Costco Wholesale Corp. | 0.15% | 330 | $313K | Add +1.9% |
| GOOG Alphabet Inc. Class C | 0.15% | 1,988 | $311K | Add +1.4% |
| VZ Verizon Communications Inc. | 0.15% | 6,728 | $305K | Add +0.4% |
| DEM Wisdomtree Emerging Markets | 0.14% | 6,888 | $290K | Add +1.5% |
| NFLX Netflix Inc. | 0.14% | 304 | $283K | Add +5.9% |
| DFSV Dimensional US Small Cap Val | 0.13% | 9,436 | $266K | No change |
| TSLA Tesla Inc. | 0.12% | 951 | $246K | Add +17.8% |
| CAT Caterpillar Inc. | 0.12% | 737 | $243K | Reduce -17.3% |
| SPGI S&P Global Inc. | 0.12% | 475 | $241K | Add +0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 5,622 | $235K | Add +1.4% |
| MA Mastercard Inc. Class A | 0.11% | 421 | $231K | Add +4.0% |
| PG The Procter & Gamble Co. | 0.11% | 1,324 | $226K | Add +5.2% |
| RWO State Street SPDR Dow Jones | 0.11% | 5,151 | $225K | Add +2.6% |
| AVGO Broadcom Inc. | 0.11% | 1,282 | $215K | Add +6.5% |
| SPOT Spotify Technology SA | 0.10% | 373 | $205K | New |
| LLY Eli Lilly & Co. | 0.10% | 248 | $205K | New |
Portfolio Sells Q4 2024 → Q1 2025
| DFUS Dimensional US Eq MKT ETF | Reduce -1.8% | 3.36% | −0.35 |
| CVLC Calvert US L-C CR Resp Index | Reduce -21.4% | 0.84% | −0.33 |
| SUSB iShares ESG Aware 1-5 Year U | Reduce -11.5% | 1.64% | −0.25 |
| DFAS Dimensional US Small Cap ETF | Reduce -0.2% | 1.98% | −0.24 |
| CATY Cathay General Bancorp | Reduce -1.1% | 1.11% | −0.17 |
| NVDA Nvidia Corp. | Reduce -2.5% | 0.52% | −0.16 |
| UPS United Parcel Service Class B | Reduce -5.3% | 0.51% | −0.16 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.11 |
| DFAT Dimensional US Target Value | Reduce -5.5% | 0.60% | −0.11 |
| DFUV Dimensional US Marketwide Va | Reduce -0.8% | 3.01% | −0.09 |
| CVIE Cal Intl Responsible Index | Reduce -16.4% | 0.52% | −0.09 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -14.8% | 0.32% | −0.07 |
| DES Wisdomtree US Smallcap Divid | Reduce -2.8% | 0.39% | −0.05 |
| IWM iShares Russell 2000 ETF | Reduce -7.0% | 0.22% | −0.05 |
| SCHP Schwab U.S. Tips ETF | Reduce -19.4% | 0.21% | −0.05 |
| CAT Caterpillar Inc. | Reduce -17.3% | 0.12% | −0.04 |
| BSV Vanguard Short-Term Bond ETF | Reduce -4.2% | 0.72% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -9.2% | 0.18% | −0.04 |
| DLN Wisdomtree US Largecap Divid | Reduce -2.2% | 1.02% | −0.03 |
| CVNA Carvana Co. | Reduce -8.0% | 0.33% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -0.3% | 0.34% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.7% | 0.21% | −0.02 |
| IQDG Wisdomtree Intl QLTY DVD GRW | Reduce -8.6% | 0.22% | −0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -1.1% | 0.36% | −0.00 |
| MRSH Marsh & McLennan Cos | Reduce -8.5% | 0.48% | +0.01 |
| DFIV Dimensional International Va | Reduce -1.1% | 3.51% | +0.22 |
Portfolio Buys Q4 2024 → Q1 2025
| AVDV Avantis Intl S/C Value ETF | Add +9.0% | 8.16% | +0.97 |
| IDEV iShares Core MSCI Dev MKTS | Add +8.6% | 8.15% | +0.92 |
| VGIT Vanguard Intermediate-Term T | Add +9.3% | 10.67% | +0.86 |
| DFSD Dimensional Short Duration | Add +8.1% | 5.86% | +0.35 |
| VTIP Vanguard Short-Term Tips | Add +8.1% | 4.28% | +0.32 |
| DFEM Dimensional Emrg MRKT Core | Add +8.1% | 5.15% | +0.30 |
| SPOT Spotify Technology SA | New | 0.10% | +0.10 |
| LLY Eli Lilly & Co. | New | 0.10% | +0.10 |
| DWM Wisdomtree International Equ | Add +1.0% | 0.52% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.3% | 0.23% | +0.04 |
| VZ Verizon Communications Inc. | Add +0.4% | 0.15% | +0.01 |
| BIV Vanguard Intermediate-Term B | Add +2.7% | 0.47% | +0.01 |
| NFLX Netflix Inc. | Add +5.9% | 0.14% | +0.01 |
| MSFT Microsoft Corp. | Add +17.2% | 0.54% | +0.01 |
| MA Mastercard Inc. Class A | Add +4.0% | 0.11% | +0.01 |
| PG The Procter & Gamble Co. | Add +5.2% | 0.11% | +0.00 |
| DEM Wisdomtree Emerging Markets | Add +1.5% | 0.14% | +0.00 |
| COST Costco Wholesale Corp. | Add +1.9% | 0.15% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +2.4% | 0.16% | +0.00 |
| RWO State Street SPDR Dow Jones | Add +2.6% | 0.11% | +0.00 |
| SPGI S&P Global Inc. | Add +0.6% | 0.12% | −0.00 |
| META Meta Platforms Inc. Class A | Add +3.2% | 0.21% | −0.00 |
| BAC Bank of America Corp. | Add +1.4% | 0.12% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +4.2% | 0.15% | −0.03 |
| AVGO Broadcom Inc. | Add +6.5% | 0.11% | −0.04 |
| GOOG Alphabet Inc. Class C | Add +1.4% | 0.15% | −0.04 |
| TSLA Tesla Inc. | Add +17.8% | 0.12% | −0.04 |
| DIS The Walt Disney Co. | Add +0.7% | 0.35% | −0.05 |
| AMZN Amazon.com Inc. | Add +3.6% | 0.50% | −0.07 |
| AAPL Apple Inc. | Add +4.5% | 1.32% | −0.15 |
| ITOT iShares Core S&P Total U.S. | Add +4.8% | 16.78% | −0.59 |
| AVUV Avantis US Small Cap Value | Add +7.6% | 10.88% | −0.65 |
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 |