Kondo Wealth Advisors, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 29, 2025), Kondo Wealth Advisors, Inc. reported 67 stock positions worth $226.5 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, 11.1%) and Vanguard Intermediate-Term T (VGIT, 10.0%). Compared with Q1 2025, it opened 7 new positions, sold out of 1, added to 37 and reduced 19. The biggest buy was iShares Core S&P Total U.S. (ITOT, shares +5%) and the biggest sale iShares ESG Aware 1-5 Year U (SUSB, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- PASADENA, CA
- CIK
- 0002070929
- Portfolio Value
- $226.5M (Q2 2025)
- SEC Filing
- 0001172661-25-002771 ↗ filed Jul 29, 2025
Holdings Value
Holdings 67 stocks · $226.5M
| ITOT iShares Core S&P Total U.S. | 17.42% | 292,247 | $39.5M | Add +4.7% |
| AVUV Avantis US Small Cap Value | 11.14% | 271,286 | $25.2M | Add +7.1% |
| VGIT Vanguard Intermediate-Term T | 10.02% | 381,540 | $22.7M | Add +4.7% |
| AVDV Avantis Intl S/C Value ETF | 8.61% | 245,782 | $19.5M | Add +3.6% |
| IDEV iShares Core MSCI Dev MKTS | 8.35% | 249,086 | $18.9M | Add +3.8% |
| DFSD Dimensional Short Duration | 5.60% | 264,427 | $12.7M | Add +5.7% |
| DFEM Dimensional Emrg MRKT Core | 5.46% | 415,646 | $12.4M | Add +5.2% |
| VTIP Vanguard Short-Term Tips | 4.01% | 182,270 | $9.1M | Add +4.9% |
| DFIV Dimensional International Va | 3.35% | 176,679 | $7.6M | Reduce -2.3% |
| DFUS Dimensional US Eq MKT ETF | 3.34% | 112,945 | $7.6M | Add +0.3% |
| DFUV Dimensional US Marketwide Va | 2.82% | 149,426 | $6.4M | Add +0.9% |
| DFAS Dimensional US Small Cap ETF | 1.94% | 67,898 | $4.4M | Add +0.9% |
| SUSB iShares ESG Aware 1-5 Year U | 1.18% | 106,300 | $2.7M | Reduce -20.3% |
| AAPL Apple Inc. | 1.15% | 12,533 | $2.6M | Add +4.0% |
| CATY Cathay General Bancorp | 1.06% | 51,032 | $2.4M | Reduce -2.8% |
| DLN Wisdomtree US Largecap Divid | 0.93% | 25,372 | $2.1M | Reduce -2.5% |
| NVDA Nvidia Corp. | 0.65% | 9,604 | $1.5M | Reduce -1.2% |
| CVLC Calvert US L-C CR Resp Index | 0.62% | 18,439 | $1.4M | Reduce -25.2% |
| BSV Vanguard Short-Term Bond ETF | 0.62% | 17,965 | $1.4M | Reduce -4.1% |
| MSFT Microsoft Corp. | 0.61% | 2,809 | $1.4M | Reduce -3.6% |
| CVNA Carvana Co. | 0.57% | 3,830 | $1.3M | Add +20.6% |
| DFAT Dimensional US Target Value | 0.53% | 21,729 | $1.2M | Reduce -7.7% |
| AMZN Amazon.com Inc. | 0.52% | 5,356 | $1.2M | Add +0.5% |
| DWM Wisdomtree International Equ | 0.49% | 17,304 | $1.1M | Reduce -4.8% |
| SCHX Schwab US Large-Cap ETF | 0.47% | 43,449 | $1.1M | No change |
| BIV Vanguard Intermediate-Term B | 0.42% | 12,394 | $954K | Add +0.5% |
| CVIE Cal Intl Responsible Index | 0.42% | 14,609 | $948K | Reduce -19.4% |
| IVV iShares Core S&P 500 ETF | 0.41% | 1,498 | $930K | Add +23.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.40% | 7,317 | $904K | Add +1.2% |
| UPS United Parcel Service Class B | 0.39% | 8,415 | $879K | Reduce -10.6% |
| MRSH Marsh & McLennan Cos | 0.38% | 3,975 | $866K | Add +0.0% |
| DES Wisdomtree US Smallcap Divid | 0.36% | 25,001 | $813K | Add +2.0% |
| IEMG iShares Core MSCI Emerging | 0.36% | 13,469 | $809K | Add +0.7% |
| IJR iShares Core S&P Small-Cap E | 0.34% | 6,956 | $772K | No change |
| DGRW Wisdomtree U.S. Quality Divi | 0.30% | 8,104 | $684K | Add +0.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.26% | 7,035 | $586K | Add +27.8% |
| META Meta Platforms Inc. Class A | 0.24% | 759 | $546K | Add +2.9% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 0.22% | 12,552 | $494K | Add +1.1% |
| IWM iShares Russell 2000 ETF | 0.21% | 2,201 | $480K | Reduce -2.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.21% | 874 | $478K | Add +11.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 748 | $462K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 866 | $424K | Reduce -1.6% |
| SCHP Schwab U.S. Tips ETF | 0.18% | 15,468 | $411K | Reduce -4.1% |
| NFLX Netflix Inc. | 0.18% | 309 | $400K | Add +1.6% |
| JPM JPMorgan Chase & Co. | 0.17% | 1,343 | $390K | Reduce -0.6% |
| TSLA Tesla Inc. | 0.16% | 1,187 | $357K | Add +24.8% |
| AVGO Broadcom Inc. | 0.16% | 1,346 | $356K | Add +5.0% |
| GOOG Alphabet Inc. Class C | 0.16% | 2,013 | $356K | Add +1.3% |
| IWF iShares Russell 1000 Growth | 0.15% | 816 | $343K | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.15% | 6,996 | $342K | New |
| GOOGL Alphabet Inc. Class A | 0.15% | 1,890 | $332K | Reduce -6.6% |
| COST Costco Wholesale Corp. | 0.14% | 330 | $326K | No change |
| IWD iShares Russell 1000 Value E | 0.14% | 1,605 | $315K | New |
| DEM Wisdomtree Emerging Markets | 0.14% | 6,899 | $314K | Add +0.2% |
| DFSV Dimensional US Small Cap Val | 0.13% | 9,926 | $300K | Add +5.2% |
| VZ Verizon Communications Inc. | 0.13% | 6,766 | $296K | Add +0.6% |
| CAT Caterpillar Inc. | 0.13% | 738 | $288K | Add +0.1% |
| SPOT Spotify Technology SA | 0.12% | 375 | $271K | Add +0.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 5,489 | $264K | Reduce -2.4% |
| SPGI S&P Global Inc. | 0.11% | 476 | $252K | Add +0.2% |
| MA Mastercard Inc. Class A | 0.11% | 423 | $239K | Add +0.5% |
| RWO State Street SPDR Dow Jones | 0.10% | 5,186 | $231K | Add +0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 760 | $222K | New |
| WMT Walmart Inc. | 0.09% | 2,185 | $215K | New |
| PG The Procter & Gamble Co. | 0.09% | 1,319 | $213K | Reduce -0.4% |
| AXP American Express Co. | 0.09% | 641 | $207K | New |
| XPCKX PIMCO California Municipa II | 0.03% | 11,009 | $60K | New |
Portfolio Sells Q1 2025 → Q2 2025
| SUSB iShares ESG Aware 1-5 Year U | Reduce -20.3% | 1.18% | −0.47 |
| CVLC Calvert US L-C CR Resp Index | Reduce -25.2% | 0.62% | −0.21 |
| DFIV Dimensional International Va | Reduce -2.3% | 3.35% | −0.17 |
| UPS United Parcel Service Class B | Reduce -10.6% | 0.39% | −0.12 |
| BSV Vanguard Short-Term Bond ETF | Reduce -4.1% | 0.62% | −0.10 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.10 |
| CVIE Cal Intl Responsible Index | Reduce -19.4% | 0.42% | −0.10 |
| DLN Wisdomtree US Largecap Divid | Reduce -2.5% | 0.93% | −0.09 |
| DFAT Dimensional US Target Value | Reduce -7.7% | 0.53% | −0.07 |
| CATY Cathay General Bancorp | Reduce -2.8% | 1.06% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.6% | 0.19% | −0.04 |
| DWM Wisdomtree International Equ | Reduce -4.8% | 0.49% | −0.04 |
| SCHP Schwab U.S. Tips ETF | Reduce -4.1% | 0.18% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -0.4% | 0.09% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -2.3% | 0.21% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -6.6% | 0.15% | −0.01 |
| BAC Bank of America Corp. | Reduce -2.4% | 0.12% | +0.00 |
| JPM JPMorgan Chase & Co. | Reduce -0.6% | 0.17% | +0.01 |
| MSFT Microsoft Corp. | Reduce -3.6% | 0.61% | +0.07 |
| NVDA Nvidia Corp. | Reduce -1.2% | 0.65% | +0.13 |
Portfolio Buys Q1 2025 → Q2 2025
| ITOT iShares Core S&P Total U.S. | Add +4.7% | 17.42% | +0.64 |
| AVDV Avantis Intl S/C Value ETF | Add +3.6% | 8.61% | +0.45 |
| DFEM Dimensional Emrg MRKT Core | Add +5.2% | 5.46% | +0.31 |
| AVUV Avantis US Small Cap Value | Add +7.1% | 11.14% | +0.26 |
| CVNA Carvana Co. | Add +20.6% | 0.57% | +0.24 |
| IDEV iShares Core MSCI Dev MKTS | Add +3.8% | 8.35% | +0.20 |
| IWF iShares Russell 1000 Growth | New | 0.15% | +0.15 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.15% | +0.15 |
| IWD iShares Russell 1000 Value E | New | 0.14% | +0.14 |
| IBM Intl Business Machines Corp. | New | 0.10% | +0.10 |
| WMT Walmart Inc. | New | 0.09% | +0.09 |
| AXP American Express Co. | New | 0.09% | +0.09 |
| IVV iShares Core S&P 500 ETF | Add +23.8% | 0.41% | +0.08 |
| IEFA iShares Core MSCI Eafe ETF | Add +27.8% | 0.26% | +0.05 |
| AVGO Broadcom Inc. | Add +5.0% | 0.16% | +0.05 |
| DIS The Walt Disney Co. | Add +1.2% | 0.40% | +0.05 |
| NFLX Netflix Inc. | Add +1.6% | 0.18% | +0.04 |
| TSLA Tesla Inc. | Add +24.8% | 0.16% | +0.04 |
| META Meta Platforms Inc. Class A | Add +2.9% | 0.24% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +11.1% | 0.21% | +0.03 |
| XPCKX PIMCO California Municipa II | New | 0.03% | +0.03 |
| AMZN Amazon.com Inc. | Add +0.5% | 0.52% | +0.02 |
| SPOT Spotify Technology SA | Add +0.5% | 0.12% | +0.02 |
| CAT Caterpillar Inc. | Add +0.1% | 0.13% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +1.3% | 0.16% | +0.00 |
| IEMG iShares Core MSCI Emerging | Add +0.7% | 0.36% | +0.00 |
| DFSV Dimensional US Small Cap Val | Add +5.2% | 0.13% | +0.00 |
| IQDG Wisdomtree Intl QLTY DVD GRW | Add +1.1% | 0.22% | −0.00 |
| DEM Wisdomtree Emerging Markets | Add +0.2% | 0.14% | −0.00 |
| SPGI S&P Global Inc. | Add +0.2% | 0.11% | −0.01 |
| MA Mastercard Inc. Class A | Add +0.5% | 0.11% | −0.01 |
| RWO State Street SPDR Dow Jones | Add +0.7% | 0.10% | −0.01 |
| DGRW Wisdomtree U.S. Quality Divi | Add +0.2% | 0.30% | −0.02 |
| DFUS Dimensional US Eq MKT ETF | Add +0.3% | 3.34% | −0.02 |
| VZ Verizon Communications Inc. | Add +0.6% | 0.13% | −0.02 |
| DES Wisdomtree US Smallcap Divid | Add +2.0% | 0.36% | −0.03 |
| DFAS Dimensional US Small Cap ETF | Add +0.9% | 1.94% | −0.04 |
| BIV Vanguard Intermediate-Term B | Add +0.5% | 0.42% | −0.04 |
| MRSH Marsh & McLennan Cos | Add +0.0% | 0.38% | −0.10 |
| AAPL Apple Inc. | Add +4.0% | 1.15% | −0.17 |
| DFUV Dimensional US Marketwide Va | Add +0.9% | 2.82% | −0.18 |
| DFSD Dimensional Short Duration | Add +5.7% | 5.60% | −0.26 |
| VTIP Vanguard Short-Term Tips | Add +4.9% | 4.01% | −0.27 |
| VGIT Vanguard Intermediate-Term T | Add +4.7% | 10.02% | −0.64 |
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 |