Kondo Wealth Advisors, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 5, 2025), Kondo Wealth Advisors, Inc. reported 68 stock positions worth $247.9 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 17.7% of the portfolio, followed by Avantis US Small Cap Value (AVUV, 11.5%) and Vanguard Intermediate-Term T (VGIT, 9.9%). Compared with Q2 2025, it opened 2 new positions, sold out of 1, added to 36 and reduced 25. The biggest buy was Avantis Intl S/C Value ETF (AVDV, shares +3%) and the biggest sale Dimensional International Va (DFIV, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- PASADENA, CA
- CIK
- 0002070929
- Portfolio Value
- $247.9M (Q3 2025)
- SEC Filing
- 0001172661-25-004585 ↗ filed Nov 5, 2025
Holdings Value
Holdings 68 stocks · $247.9M
| ITOT iShares Core S&P Total U.S. | 17.71% | 301,364 | $43.9M | Add +3.1% |
| AVUV Avantis US Small Cap Value | 11.55% | 287,655 | $28.6M | Add +6.0% |
| VGIT Vanguard Intermediate-Term T | 9.85% | 406,915 | $24.4M | Add +6.7% |
| AVDV Avantis Intl S/C Value ETF | 9.08% | 252,931 | $22.5M | Add +2.9% |
| IDEV iShares Core MSCI Dev MKTS | 8.49% | 262,394 | $21.0M | Add +5.3% |
| DFEM Dimensional Emrg MRKT Core | 5.65% | 437,003 | $14.0M | Add +5.1% |
| DFSD Dimensional Short Duration | 5.41% | 278,326 | $13.4M | Add +5.3% |
| VTIP Vanguard Short-Term Tips | 3.91% | 191,279 | $9.7M | Add +4.9% |
| DFUS Dimensional US Eq MKT ETF | 3.17% | 108,643 | $7.9M | Reduce -3.8% |
| DFIV Dimensional International Va | 3.14% | 169,034 | $7.8M | Reduce -4.3% |
| DFUV Dimensional US Marketwide Va | 2.64% | 146,284 | $6.5M | Reduce -2.1% |
| DFAS Dimensional US Small Cap ETF | 1.82% | 65,999 | $4.5M | Reduce -2.8% |
| AAPL Apple Inc. | 1.31% | 12,730 | $3.2M | Add +1.6% |
| SUSB iShares ESG Aware 1-5 Year U | 1.05% | 102,687 | $2.6M | Reduce -3.4% |
| CATY Cathay General Bancorp | 0.99% | 50,981 | $2.4M | Reduce -0.1% |
| DLN Wisdomtree US Largecap Divid | 0.89% | 25,347 | $2.2M | Reduce -0.1% |
| NVDA Nvidia Corp. | 0.74% | 9,839 | $1.8M | Add +2.5% |
| MSFT Microsoft Corp. | 0.64% | 3,076 | $1.6M | Add +9.5% |
| BSV Vanguard Short-Term Bond ETF | 0.58% | 18,138 | $1.4M | Add +1.0% |
| CVNA Carvana Co. | 0.57% | 3,740 | $1.4M | Reduce -2.4% |
| CVLC Calvert US L-C CR Resp Index | 0.56% | 16,856 | $1.4M | Reduce -8.6% |
| DFAT Dimensional US Target Value | 0.51% | 21,591 | $1.3M | Reduce -0.6% |
| SCHX Schwab US Large-Cap ETF | 0.48% | 44,749 | $1.2M | Add +3.0% |
| AMZN Amazon.com Inc. | 0.47% | 5,307 | $1.2M | Reduce -0.9% |
| DWM Wisdomtree International Equ | 0.46% | 17,323 | $1.1M | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 0.40% | 1,496 | $1.0M | Reduce -0.1% |
| BIV Vanguard Intermediate-Term B | 0.40% | 12,724 | $994K | Add +2.7% |
| CVIE Cal Intl Responsible Index | 0.38% | 13,887 | $948K | Reduce -4.9% |
| IEMG iShares Core MSCI Emerging | 0.36% | 13,405 | $884K | Reduce -0.5% |
| IJR iShares Core S&P Small-Cap E | 0.34% | 7,196 | $855K | Add +3.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.34% | 7,360 | $843K | Add +0.6% |
| DES Wisdomtree US Smallcap Divid | 0.34% | 24,868 | $838K | Reduce -0.5% |
| MRSH Marsh & McLennan Cos | 0.32% | 3,931 | $792K | Reduce -1.1% |
| UPS United Parcel Service Class B | 0.28% | 8,423 | $704K | Add +0.1% |
| DGRW Wisdomtree U.S. Quality Divi | 0.27% | 7,556 | $672K | Reduce -6.8% |
| TSLA Tesla Inc. | 0.26% | 1,468 | $653K | Add +23.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.25% | 7,035 | $614K | No change |
| META Meta Platforms Inc. Class A | 0.24% | 797 | $585K | Add +5.0% |
| IWM iShares Russell 2000 ETF | 0.21% | 2,198 | $532K | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.21% | 874 | $525K | No change |
| GOOG Alphabet Inc. Class C | 0.21% | 2,108 | $513K | Add +4.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 737 | $491K | Reduce -1.5% |
| GOOGL Alphabet Inc. Class A | 0.20% | 2,004 | $487K | Add +6.0% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 0.19% | 12,069 | $481K | Reduce -3.9% |
| AVGO Broadcom Inc. | 0.19% | 1,431 | $472K | Add +6.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.18% | 883 | $444K | Add +2.0% |
| JPM JPMorgan Chase & Co. | 0.17% | 1,375 | $434K | Add +2.4% |
| SCHP Schwab U.S. Tips ETF | 0.16% | 14,298 | $385K | Reduce -7.6% |
| IWF iShares Russell 1000 Growth | 0.15% | 816 | $382K | No change |
| NFLX Netflix Inc. | 0.15% | 300 | $360K | Reduce -2.9% |
| CAT Caterpillar Inc. | 0.14% | 752 | $359K | Add +1.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.14% | 6,996 | $350K | No change |
| IWD iShares Russell 1000 Value E | 0.13% | 1,609 | $328K | Add +0.3% |
| DFSV Dimensional US Small Cap Val | 0.13% | 9,926 | $316K | No change |
| DEM Wisdomtree Emerging Markets | 0.13% | 6,866 | $316K | Reduce -0.5% |
| COST Costco Wholesale Corp. | 0.13% | 338 | $313K | Add +2.4% |
| VZ Verizon Communications Inc. | 0.12% | 6,828 | $300K | Add +0.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 5,628 | $290K | Add +2.5% |
| MA Mastercard Inc. Class A | 0.10% | 433 | $246K | Add +2.4% |
| RWO State Street SPDR Dow Jones | 0.10% | 5,210 | $239K | Add +0.5% |
| WMT Walmart Inc. | 0.09% | 2,250 | $232K | Add +3.0% |
| SPOT Spotify Technology SA | 0.09% | 326 | $228K | Reduce -13.1% |
| SPGI S&P Global Inc. | 0.09% | 453 | $220K | Reduce -4.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 774 | $219K | Add +1.8% |
| AXP American Express Co. | 0.09% | 650 | $216K | Add +1.4% |
| DISV Dimensional International SM | 0.09% | 5,947 | $212K | New |
| PG The Procter & Gamble Co. | 0.08% | 1,341 | $206K | Add +1.7% |
| JNJ Johnson & Johnson | 0.08% | 1,091 | $202K | New |
Portfolio Sells Q2 2025 → Q3 2025
| DFIV Dimensional International Va | Reduce -4.3% | 3.14% | −0.20 |
| DFUV Dimensional US Marketwide Va | Reduce -2.1% | 2.64% | −0.19 |
| DFUS Dimensional US Eq MKT ETF | Reduce -3.8% | 3.17% | −0.17 |
| SUSB iShares ESG Aware 1-5 Year U | Reduce -3.4% | 1.05% | −0.13 |
| DFAS Dimensional US Small Cap ETF | Reduce -2.8% | 1.82% | −0.12 |
| CATY Cathay General Bancorp | Reduce -0.1% | 0.99% | −0.07 |
| CVLC Calvert US L-C CR Resp Index | Reduce -8.6% | 0.56% | −0.07 |
| MRSH Marsh & McLennan Cos | Reduce -1.1% | 0.32% | −0.06 |
| AMZN Amazon.com Inc. | Reduce -0.9% | 0.47% | −0.05 |
| DLN Wisdomtree US Largecap Divid | Reduce -0.1% | 0.89% | −0.04 |
| CVIE Cal Intl Responsible Index | Reduce -4.9% | 0.38% | −0.04 |
| NFLX Netflix Inc. | Reduce -2.9% | 0.15% | −0.03 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -6.8% | 0.27% | −0.03 |
| SPOT Spotify Technology SA | Reduce -13.1% | 0.09% | −0.03 |
| XPCKX PIMCO California Municipa II | Sold out | 0.00% | −0.03 |
| SCHP Schwab U.S. Tips ETF | Reduce -7.6% | 0.16% | −0.03 |
| IQDG Wisdomtree Intl QLTY DVD GRW | Reduce -3.9% | 0.19% | −0.02 |
| DFAT Dimensional US Target Value | Reduce -0.6% | 0.51% | −0.02 |
| SPGI S&P Global Inc. | Reduce -4.8% | 0.09% | −0.02 |
| DES Wisdomtree US Smallcap Divid | Reduce -0.5% | 0.34% | −0.02 |
| DEM Wisdomtree Emerging Markets | Reduce -0.5% | 0.13% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -0.1% | 0.40% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.5% | 0.20% | −0.01 |
| CVNA Carvana Co. | Reduce -2.4% | 0.57% | −0.00 |
| IEMG iShares Core MSCI Emerging | Reduce -0.5% | 0.36% | −0.00 |
| IWM iShares Russell 2000 ETF | Reduce -0.1% | 0.21% | +0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| AVDV Avantis Intl S/C Value ETF | Add +2.9% | 9.08% | +0.47 |
| AVUV Avantis US Small Cap Value | Add +6.0% | 11.55% | +0.41 |
| ITOT iShares Core S&P Total U.S. | Add +3.1% | 17.71% | +0.28 |
| DFEM Dimensional Emrg MRKT Core | Add +5.1% | 5.65% | +0.19 |
| AAPL Apple Inc. | Add +1.6% | 1.31% | +0.16 |
| IDEV iShares Core MSCI Dev MKTS | Add +5.3% | 8.49% | +0.14 |
| TSLA Tesla Inc. | Add +23.7% | 0.26% | +0.11 |
| NVDA Nvidia Corp. | Add +2.5% | 0.74% | +0.09 |
| DISV Dimensional International SM | New | 0.09% | +0.09 |
| JNJ Johnson & Johnson | New | 0.08% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +4.7% | 0.21% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +6.0% | 0.20% | +0.05 |
| AVGO Broadcom Inc. | Add +6.3% | 0.19% | +0.03 |
| MSFT Microsoft Corp. | Add +9.5% | 0.64% | +0.03 |
| CAT Caterpillar Inc. | Add +1.9% | 0.14% | +0.02 |
| SCHX Schwab US Large-Cap ETF | Add +3.0% | 0.48% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +3.5% | 0.34% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +2.4% | 0.17% | +0.00 |
| BAC Bank of America Corp. | Add +2.5% | 0.12% | +0.00 |
| WMT Walmart Inc. | Add +3.0% | 0.09% | −0.00 |
| AXP American Express Co. | Add +1.4% | 0.09% | −0.00 |
| META Meta Platforms Inc. Class A | Add +5.0% | 0.24% | −0.01 |
| RWO State Street SPDR Dow Jones | Add +0.5% | 0.10% | −0.01 |
| MA Mastercard Inc. Class A | Add +2.4% | 0.10% | −0.01 |
| IWD iShares Russell 1000 Value E | Add +0.3% | 0.13% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.0% | 0.18% | −0.01 |
| VZ Verizon Communications Inc. | Add +0.9% | 0.12% | −0.01 |
| IBM Intl Business Machines Corp. | Add +1.8% | 0.09% | −0.01 |
| PG The Procter & Gamble Co. | Add +1.7% | 0.08% | −0.01 |
| COST Costco Wholesale Corp. | Add +2.4% | 0.13% | −0.02 |
| BIV Vanguard Intermediate-Term B | Add +2.7% | 0.40% | −0.02 |
| DWM Wisdomtree International Equ | Add +0.1% | 0.46% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Add +1.0% | 0.58% | −0.04 |
| DIS The Walt Disney Co. | Add +0.6% | 0.34% | −0.06 |
| VTIP Vanguard Short-Term Tips | Add +4.9% | 3.91% | −0.10 |
| UPS United Parcel Service Class B | Add +0.1% | 0.28% | −0.10 |
| VGIT Vanguard Intermediate-Term T | Add +6.7% | 9.85% | −0.17 |
| DFSD Dimensional Short Duration | Add +5.3% | 5.41% | −0.19 |
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 |