Kondo Wealth Advisors, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 30, 2026), Kondo Wealth Advisors, Inc. reported 71 stock positions worth $261.3 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, 11.9%) and Vanguard Intermediate-Term T (VGIT, 10.0%). Compared with Q3 2025, it opened 5 new positions, sold out of 2, added to 22 and reduced 36. The biggest buy was Avantis US Small Cap Value (AVUV, shares +6%) 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
- $261.3M (Q4 2025)
- SEC Filing
- 0001172661-26-000403 ↗ filed Jan 30, 2026
Holdings Value
Holdings 71 stocks · $261.3M
| ITOT iShares Core S&P Total U.S. | 17.74% | 311,761 | $46.4M | Add +3.5% |
| AVUV Avantis US Small Cap Value | 11.89% | 304,678 | $31.1M | Add +5.9% |
| VGIT Vanguard Intermediate-Term T | 10.04% | 437,699 | $26.2M | Add +7.6% |
| AVDV Avantis Intl S/C Value ETF | 9.24% | 256,949 | $24.1M | Add +1.6% |
| IDEV iShares Core MSCI Dev MKTS | 8.64% | 273,596 | $22.6M | Add +4.3% |
| DFEM Dimensional Emrg MRKT Core | 5.75% | 454,063 | $15.0M | Add +3.9% |
| DFSD Dimensional Short Duration | 5.46% | 297,363 | $14.3M | Add +6.8% |
| VTIP Vanguard Short-Term Tips | 3.84% | 202,873 | $10.0M | Add +6.1% |
| DFIV Dimensional International Va | 3.19% | 166,861 | $8.3M | Reduce -1.3% |
| DFUS Dimensional US Eq MKT ETF | 3.04% | 107,192 | $8.0M | Reduce -1.3% |
| DFUV Dimensional US Marketwide Va | 2.60% | 145,973 | $6.8M | Reduce -0.2% |
| DFAS Dimensional US Small Cap ETF | 1.76% | 66,092 | $4.6M | Add +0.1% |
| AAPL Apple Inc. | 1.34% | 12,844 | $3.5M | Add +0.9% |
| CATY Cathay General Bancorp | 0.94% | 50,981 | $2.5M | No change |
| DLN Wisdomtree US Largecap Divid | 0.82% | 24,289 | $2.1M | Reduce -4.2% |
| SUSB iShares ESG Aware 1-5 Year U | 0.80% | 82,365 | $2.1M | Reduce -19.8% |
| NVDA Nvidia Corp. | 0.68% | 9,580 | $1.8M | Reduce -2.6% |
| CVNA Carvana Co. | 0.62% | 3,833 | $1.6M | Add +2.5% |
| MSFT Microsoft Corp. | 0.57% | 3,073 | $1.5M | Reduce -0.1% |
| BSV Vanguard Short-Term Bond ETF | 0.53% | 17,609 | $1.4M | Reduce -2.9% |
| DFAT Dimensional US Target Value | 0.50% | 22,068 | $1.3M | Add +2.2% |
| AMZN Amazon.com Inc. | 0.47% | 5,283 | $1.2M | Reduce -0.5% |
| SCHX Schwab US Large-Cap ETF | 0.46% | 44,749 | $1.2M | No change |
| DWM Wisdomtree International Equ | 0.42% | 16,107 | $1.1M | Reduce -7.0% |
| IVV iShares Core S&P 500 ETF | 0.39% | 1,496 | $1.0M | No change |
| IEMG iShares Core MSCI Emerging | 0.36% | 14,039 | $944K | Add +4.7% |
| BIV Vanguard Intermediate-Term B | 0.35% | 11,580 | $902K | Reduce -9.0% |
| IJR iShares Core S&P Small-Cap E | 0.33% | 7,196 | $865K | No change |
| UPS United Parcel Service Class B | 0.32% | 8,479 | $841K | Add +0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.32% | 7,314 | $832K | Reduce -0.6% |
| CVLC Calvert US L-C CR Resp Index | 0.31% | 9,521 | $802K | Reduce -43.5% |
| DES Wisdomtree US Smallcap Divid | 0.31% | 23,894 | $799K | Reduce -3.9% |
| CVIE Cal Intl Responsible Index | 0.28% | 10,247 | $731K | Reduce -26.2% |
| MRSH Marsh & McLennan Cos | 0.28% | 3,902 | $724K | Reduce -0.7% |
| TSLA Tesla Inc. | 0.25% | 1,474 | $663K | Add +0.4% |
| DGRW Wisdomtree U.S. Quality Divi | 0.25% | 7,394 | $661K | Reduce -2.1% |
| GOOG Alphabet Inc. Class C | 0.25% | 2,106 | $661K | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 0.24% | 964 | $636K | Add +20.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.24% | 7,035 | $629K | No change |
| GOOGL Alphabet Inc. Class A | 0.24% | 2,009 | $629K | Add +0.3% |
| IWM iShares Russell 2000 ETF | 0.21% | 2,197 | $541K | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.21% | 874 | $537K | No change |
| AVGO Broadcom Inc. | 0.20% | 1,477 | $511K | Add +3.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.19% | 734 | $501K | Reduce -0.4% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 0.19% | 11,917 | $494K | Reduce -1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 879 | $442K | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 0.17% | 1,357 | $437K | Reduce -1.3% |
| CAT Caterpillar Inc. | 0.17% | 754 | $432K | Add +0.3% |
| WFC Wells Fargo & Co. | 0.16% | 4,364 | $407K | New |
| IWF iShares Russell 1000 Growth | 0.15% | 816 | $386K | No change |
| SCHP Schwab U.S. Tips ETF | 0.15% | 14,423 | $382K | Add +0.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.13% | 6,996 | $352K | No change |
| IWD iShares Russell 1000 Value E | 0.13% | 1,613 | $339K | Add +0.3% |
| DFSV Dimensional US Small Cap Val | 0.12% | 9,518 | $313K | Reduce -4.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 5,609 | $309K | Reduce -0.3% |
| DEM Wisdomtree Emerging Markets | 0.11% | 6,428 | $300K | Reduce -6.4% |
| COST Costco Wholesale Corp. | 0.11% | 333 | $287K | Reduce -1.5% |
| VZ Verizon Communications Inc. | 0.11% | 6,804 | $277K | Reduce -0.3% |
| NFLX Netflix Inc. | 0.11% | 2,943 | $276K | Reduce -1.9% |
| LLY Eli Lilly & Co. | 0.10% | 252 | $271K | New |
| WMT Walmart Inc. | 0.10% | 2,235 | $249K | Reduce -0.7% |
| MA Mastercard Inc. Class A | 0.09% | 429 | $245K | Reduce -0.9% |
| AXP American Express Co. | 0.09% | 647 | $239K | Reduce -0.5% |
| SPGI S&P Global Inc. | 0.09% | 454 | $237K | Add +0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 771 | $228K | Reduce -0.4% |
| JNJ Johnson & Johnson | 0.09% | 1,085 | $225K | Reduce -0.6% |
| RWO State Street SPDR Dow Jones | 0.08% | 4,915 | $221K | Reduce -5.7% |
| AZN Astrazeneca PLC-Spons ADR | 0.08% | 2,405 | $221K | New |
| CSCO Cisco Systems Inc. | 0.08% | 2,819 | $217K | New |
| DISV Dimensional International SM | 0.08% | 5,665 | $215K | Reduce -4.7% |
| GS Goldman Sachs Group Inc. | 0.08% | 232 | $204K | New |
Portfolio Sells Q3 2025 → Q4 2025
| SUSB iShares ESG Aware 1-5 Year U | Reduce -19.8% | 0.80% | −0.25 |
| CVLC Calvert US L-C CR Resp Index | Reduce -43.5% | 0.31% | −0.25 |
| DFUS Dimensional US Eq MKT ETF | Reduce -1.3% | 3.04% | −0.13 |
| CVIE Cal Intl Responsible Index | Reduce -26.2% | 0.28% | −0.10 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.09 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.08 |
| MSFT Microsoft Corp. | Reduce -0.1% | 0.57% | −0.07 |
| DLN Wisdomtree US Largecap Divid | Reduce -4.2% | 0.82% | −0.07 |
| NVDA Nvidia Corp. | Reduce -2.6% | 0.68% | −0.06 |
| BIV Vanguard Intermediate-Term B | Reduce -9.0% | 0.35% | −0.06 |
| BSV Vanguard Short-Term Bond ETF | Reduce -2.9% | 0.53% | −0.05 |
| MRSH Marsh & McLennan Cos | Reduce -0.7% | 0.28% | −0.04 |
| NFLX Netflix Inc. | Reduce -1.9% | 0.11% | −0.04 |
| DWM Wisdomtree International Equ | Reduce -7.0% | 0.42% | −0.04 |
| DFUV Dimensional US Marketwide Va | Reduce -0.2% | 2.60% | −0.03 |
| DES Wisdomtree US Smallcap Divid | Reduce -3.9% | 0.31% | −0.03 |
| DIS The Walt Disney Co. | Reduce -0.6% | 0.32% | −0.02 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -2.1% | 0.25% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -1.5% | 0.11% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -0.3% | 0.11% | −0.01 |
| DEM Wisdomtree Emerging Markets | Reduce -6.4% | 0.11% | −0.01 |
| RWO State Street SPDR Dow Jones | Reduce -5.7% | 0.08% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 0.17% | −0.01 |
| DFSV Dimensional US Small Cap Val | Reduce -4.1% | 0.12% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.3% | 0.17% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -0.1% | 0.21% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.4% | 0.19% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -0.9% | 0.09% | −0.01 |
| IQDG Wisdomtree Intl QLTY DVD GRW | Reduce -1.3% | 0.19% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -0.5% | 0.47% | −0.00 |
| DISV Dimensional International SM | Reduce -4.7% | 0.08% | −0.00 |
| IBM Intl Business Machines Corp. | Reduce -0.4% | 0.09% | −0.00 |
| BAC Bank of America Corp. | Reduce -0.3% | 0.12% | +0.00 |
| WMT Walmart Inc. | Reduce -0.7% | 0.10% | +0.00 |
| JNJ Johnson & Johnson | Reduce -0.6% | 0.09% | +0.00 |
| AXP American Express Co. | Reduce -0.5% | 0.09% | +0.00 |
| DFIV Dimensional International Va | Reduce -1.3% | 3.19% | +0.04 |
| GOOG Alphabet Inc. Class C | Reduce -0.1% | 0.25% | +0.05 |
Portfolio Buys Q3 2025 → Q4 2025
| AVUV Avantis US Small Cap Value | Add +5.9% | 11.89% | +0.34 |
| VGIT Vanguard Intermediate-Term T | Add +7.6% | 10.04% | +0.18 |
| AVDV Avantis Intl S/C Value ETF | Add +1.6% | 9.24% | +0.16 |
| WFC Wells Fargo & Co. | New | 0.16% | +0.16 |
| IDEV iShares Core MSCI Dev MKTS | Add +4.3% | 8.64% | +0.15 |
| LLY Eli Lilly & Co. | New | 0.10% | +0.10 |
| DFEM Dimensional Emrg MRKT Core | Add +3.9% | 5.75% | +0.09 |
| AZN Astrazeneca PLC-Spons ADR | New | 0.08% | +0.08 |
| CSCO Cisco Systems Inc. | New | 0.08% | +0.08 |
| GS Goldman Sachs Group Inc. | New | 0.08% | +0.08 |
| CVNA Carvana Co. | Add +2.5% | 0.62% | +0.05 |
| DFSD Dimensional Short Duration | Add +6.8% | 5.46% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 0.24% | +0.04 |
| UPS United Parcel Service Class B | Add +0.7% | 0.32% | +0.04 |
| ITOT iShares Core S&P Total U.S. | Add +3.5% | 17.74% | +0.03 |
| AAPL Apple Inc. | Add +0.9% | 1.34% | +0.03 |
| CAT Caterpillar Inc. | Add +0.3% | 0.17% | +0.02 |
| META Meta Platforms Inc. Class A | Add +20.9% | 0.24% | +0.01 |
| AVGO Broadcom Inc. | Add +3.2% | 0.20% | +0.01 |
| IEMG iShares Core MSCI Emerging | Add +4.7% | 0.36% | +0.00 |
| SPGI S&P Global Inc. | Add +0.2% | 0.09% | +0.00 |
| IWD iShares Russell 1000 Value E | Add +0.3% | 0.13% | −0.00 |
| DFAT Dimensional US Target Value | Add +2.2% | 0.50% | −0.00 |
| SCHP Schwab U.S. Tips ETF | Add +0.9% | 0.15% | −0.01 |
| TSLA Tesla Inc. | Add +0.4% | 0.25% | −0.01 |
| DFAS Dimensional US Small Cap ETF | Add +0.1% | 1.76% | −0.06 |
| VTIP Vanguard Short-Term Tips | Add +6.1% | 3.84% | −0.07 |
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 |