Kondo Wealth Advisors, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Kondo Wealth Advisors, Inc. reported 69 stock positions worth $265.6 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 17.0% of the portfolio, followed by Avantis US Small Cap Value (AVUV, 12.7%) and Vanguard Intermediate-Term T (VGIT, 10.4%). Compared with Q4 2025, it opened 4 new positions, sold out of 6, added to 30 and reduced 26. The biggest buy was Avantis US Small Cap Value (AVUV, shares +0%) and the biggest sale Dimensional US Eq MKT ETF (DFUS, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- PASADENA, CA
- CIK
- 0002070929
- Portfolio Value
- $265.6M (Q1 2026)
- SEC Filing
- 0001172661-26-001652 ↗ filed May 11, 2026
Holdings Value
Holdings 69 stocks · $265.6M
| ITOT iShares Core S&P Total U.S. | 17.03% | 317,668 | $45.2M | Add +1.9% |
| AVUV Avantis US Small Cap Value | 12.73% | 306,161 | $33.8M | Add +0.5% |
| VGIT Vanguard Intermediate-Term T | 10.43% | 465,404 | $27.7M | Add +6.3% |
| AVDV Avantis Intl S/C Value ETF | 9.38% | 249,502 | $24.9M | Reduce -2.9% |
| IDEV iShares Core MSCI Dev MKTS | 8.72% | 277,303 | $23.2M | Add +1.4% |
| DFEM Dimensional Emrg MRKT Core | 5.97% | 458,758 | $15.9M | Add +1.0% |
| DFSD Dimensional Short Duration | 5.59% | 310,103 | $14.8M | Add +4.3% |
| VTIP Vanguard Short-Term Tips | 3.94% | 209,421 | $10.5M | Add +3.2% |
| DFIV Dimensional International Va | 3.18% | 160,104 | $8.5M | Reduce -4.0% |
| DFUS Dimensional US Eq MKT ETF | 2.86% | 107,113 | $7.6M | Reduce -0.1% |
| DFUV Dimensional US Marketwide Va | 2.61% | 142,951 | $6.9M | Reduce -2.1% |
| DFAS Dimensional US Small Cap ETF | 1.77% | 65,940 | $4.7M | Reduce -0.2% |
| AAPL Apple Inc. | 1.25% | 13,068 | $3.3M | Add +1.7% |
| CATY Cathay General Bancorp | 0.95% | 50,481 | $2.5M | Reduce -1.0% |
| SUSB iShares ESG Aware 1-5 Year U | 0.77% | 81,367 | $2.0M | Reduce -1.2% |
| DLN Wisdomtree US Largecap Divid | 0.75% | 22,431 | $2.0M | Reduce -7.7% |
| NVDA Nvidia Corp. | 0.65% | 9,849 | $1.7M | Add +2.8% |
| BSV Vanguard Short-Term Bond ETF | 0.53% | 17,841 | $1.4M | Add +1.3% |
| DFAT Dimensional US Target Value | 0.52% | 22,095 | $1.4M | Add +0.1% |
| AMZN Amazon.com Inc. | 0.45% | 5,682 | $1.2M | Add +7.5% |
| CVNA Carvana Co. | 0.44% | 3,732 | $1.2M | Reduce -2.6% |
| SCHX Schwab US Large-Cap ETF | 0.43% | 44,749 | $1.1M | No change |
| DWM Wisdomtree International Equ | 0.41% | 15,655 | $1.1M | Reduce -2.8% |
| MSFT Microsoft Corp. | 0.39% | 2,822 | $1.0M | Reduce -8.2% |
| IEMG iShares Core MSCI Emerging | 0.39% | 14,716 | $1.0M | Add +4.8% |
| IVV iShares Core S&P 500 ETF | 0.37% | 1,496 | $977K | No change |
| BIV Vanguard Intermediate-Term B | 0.34% | 11,691 | $902K | Add +1.0% |
| IJR iShares Core S&P Small-Cap E | 0.34% | 7,196 | $895K | No change |
| UPS United Parcel Service Class B | 0.31% | 8,483 | $835K | Add +0.1% |
| DES Wisdomtree US Smallcap Divid | 0.31% | 22,674 | $815K | Reduce -5.1% |
| CVIE Cal Intl Responsible Index | 0.26% | 9,432 | $686K | Reduce -8.0% |
| MRSH Marsh & McLennan Cos | 0.25% | 3,896 | $676K | Reduce -0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.25% | 6,797 | $655K | Reduce -7.1% |
| CVLC Calvert US L-C CR Resp Index | 0.24% | 8,050 | $644K | Reduce -15.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.24% | 7,035 | $637K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 1,290 | $618K | Add +46.8% |
| GOOGL Alphabet Inc. Class A | 0.23% | 2,132 | $613K | Add +6.1% |
| GOOG Alphabet Inc. Class C | 0.23% | 2,133 | $612K | Add +1.3% |
| JPM JPMorgan Chase & Co. | 0.23% | 2,062 | $607K | Add +52.0% |
| TSLA Tesla Inc. | 0.21% | 1,499 | $557K | Add +1.7% |
| META Meta Platforms Inc. Class A | 0.21% | 966 | $553K | Add +0.2% |
| IWM iShares Russell 2000 ETF | 0.20% | 2,177 | $540K | Reduce -0.9% |
| CAT Caterpillar Inc. | 0.20% | 754 | $534K | No change |
| AVGO Broadcom Inc. | 0.20% | 1,712 | $530K | Add +15.9% |
| DGRW Wisdomtree U.S. Quality Divi | 0.19% | 5,831 | $512K | Reduce -21.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.19% | 874 | $505K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.18% | 737 | $479K | Add +0.4% |
| AZN Astrazeneca PLC | 0.17% | 2,352 | $464K | Add +95.6% |
| COST Costco Wholesale Corp. | 0.16% | 430 | $429K | Add +29.1% |
| SCHP Schwab U.S. Tips ETF | 0.15% | 14,566 | $388K | Add +1.0% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 0.14% | 9,322 | $374K | Reduce -21.8% |
| IWF iShares Russell 1000 Growth | 0.13% | 816 | $348K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 7,128 | $347K | Add +27.1% |
| WFC Wells Fargo & Co. | 0.13% | 4,344 | $346K | Reduce -0.5% |
| IWD iShares Russell 1000 Value E | 0.13% | 1,617 | $346K | Add +0.3% |
| DFSV Dimensional US Small Cap Val | 0.13% | 9,518 | $334K | No change |
| DEM Wisdomtree Emerging Markets | 0.12% | 6,392 | $318K | Reduce -0.6% |
| VZ Verizon Communications Inc. | 0.12% | 6,310 | $317K | Reduce -7.3% |
| WMT Walmart Inc. | 0.10% | 2,226 | $277K | Reduce -0.4% |
| LLY Eli Lilly & Co. | 0.09% | 258 | $237K | Add +2.4% |
| XOM Exxon Mobil Corp. | 0.09% | 1,394 | $237K | New |
| CVX Chevron Corp. | 0.09% | 1,112 | $230K | New |
| RWO State Street SPDR Dow Jones | 0.09% | 4,935 | $226K | Add +0.4% |
| JNJ Johnson & Johnson | 0.08% | 919 | $225K | Reduce -15.3% |
| DISV Dimensional International SM | 0.08% | 5,665 | $223K | No change |
| MA Mastercard Inc. Class A | 0.08% | 428 | $214K | Reduce -0.2% |
| LOW Lowe's Cos Inc. | 0.08% | 878 | $208K | New |
| HD Home Depot Inc. | 0.08% | 621 | $204K | New |
| CSCO Cisco Systems Inc. | 0.08% | 2,579 | $200K | Reduce -8.5% |
Portfolio Sells Q4 2025 → Q1 2026
| DFUS Dimensional US Eq MKT ETF | Reduce -0.1% | 2.86% | −0.18 |
| CVNA Carvana Co. | Reduce -2.6% | 0.44% | −0.18 |
| MSFT Microsoft Corp. | Reduce -8.2% | 0.39% | −0.18 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.13 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.11 |
| AXP American Express Co. | Sold out | 0.00% | −0.09 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.09 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.09 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.08 |
| DIS The Walt Disney Co. | Reduce -7.1% | 0.25% | −0.07 |
| CVLC Calvert US L-C CR Resp Index | Reduce -15.4% | 0.24% | −0.06 |
| DLN Wisdomtree US Largecap Divid | Reduce -7.7% | 0.75% | −0.06 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -21.1% | 0.19% | −0.06 |
| IQDG Wisdomtree Intl QLTY DVD GRW | Reduce -21.8% | 0.14% | −0.05 |
| SUSB iShares ESG Aware 1-5 Year U | Reduce -1.2% | 0.77% | −0.03 |
| WFC Wells Fargo & Co. | Reduce -0.5% | 0.13% | −0.03 |
| MRSH Marsh & McLennan Cos | Reduce -0.1% | 0.25% | −0.02 |
| CVIE Cal Intl Responsible Index | Reduce -8.0% | 0.26% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -0.2% | 0.08% | −0.01 |
| DWM Wisdomtree International Equ | Reduce -2.8% | 0.41% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -8.5% | 0.08% | −0.01 |
| DFIV Dimensional International Va | Reduce -4.0% | 3.18% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -0.9% | 0.20% | −0.00 |
| JNJ Johnson & Johnson | Reduce -15.3% | 0.08% | −0.00 |
| DES Wisdomtree US Smallcap Divid | Reduce -5.1% | 0.31% | +0.00 |
| DFAS Dimensional US Small Cap ETF | Reduce -0.2% | 1.77% | +0.00 |
| CATY Cathay General Bancorp | Reduce -1.0% | 0.95% | +0.00 |
| DEM Wisdomtree Emerging Markets | Reduce -0.6% | 0.12% | +0.00 |
| DFUV Dimensional US Marketwide Va | Reduce -2.1% | 2.61% | +0.00 |
| WMT Walmart Inc. | Reduce -0.4% | 0.10% | +0.01 |
| VZ Verizon Communications Inc. | Reduce -7.3% | 0.12% | +0.01 |
| AVDV Avantis Intl S/C Value ETF | Reduce -2.9% | 9.38% | +0.14 |
Portfolio Buys Q4 2025 → Q1 2026
| AVUV Avantis US Small Cap Value | Add +0.5% | 12.73% | +0.84 |
| VGIT Vanguard Intermediate-Term T | Add +6.3% | 10.43% | +0.40 |
| DFEM Dimensional Emrg MRKT Core | Add +1.0% | 5.97% | +0.22 |
| DFSD Dimensional Short Duration | Add +4.3% | 5.59% | +0.13 |
| VTIP Vanguard Short-Term Tips | Add +3.2% | 3.94% | +0.10 |
| AZN Astrazeneca PLC | Add +95.6% | 0.17% | +0.09 |
| IDEV iShares Core MSCI Dev MKTS | Add +1.4% | 8.72% | +0.09 |
| XOM Exxon Mobil Corp. | New | 0.09% | +0.09 |
| CVX Chevron Corp. | New | 0.09% | +0.09 |
| LOW Lowe's Cos Inc. | New | 0.08% | +0.08 |
| HD Home Depot Inc. | New | 0.08% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +46.8% | 0.23% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +52.0% | 0.23% | +0.06 |
| COST Costco Wholesale Corp. | Add +29.1% | 0.16% | +0.05 |
| IEMG iShares Core MSCI Emerging | Add +4.8% | 0.39% | +0.03 |
| DFAT Dimensional US Target Value | Add +0.1% | 0.52% | +0.02 |
| BAC Bank of America Corp. | Add +27.1% | 0.13% | +0.01 |
| AVGO Broadcom Inc. | Add +15.9% | 0.20% | +0.00 |
| RWO State Street SPDR Dow Jones | Add +0.4% | 0.09% | +0.00 |
| IWD iShares Russell 1000 Value E | Add +0.3% | 0.13% | +0.00 |
| SCHP Schwab U.S. Tips ETF | Add +1.0% | 0.15% | −0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +1.3% | 0.53% | −0.00 |
| BIV Vanguard Intermediate-Term B | Add +1.0% | 0.34% | −0.01 |
| UPS United Parcel Service Class B | Add +0.1% | 0.31% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +6.1% | 0.23% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.4% | 0.18% | −0.01 |
| LLY Eli Lilly & Co. | Add +2.4% | 0.09% | −0.01 |
| AMZN Amazon.com Inc. | Add +7.5% | 0.45% | −0.02 |
| GOOG Alphabet Inc. Class C | Add +1.3% | 0.23% | −0.02 |
| META Meta Platforms Inc. Class A | Add +0.2% | 0.21% | −0.04 |
| NVDA Nvidia Corp. | Add +2.8% | 0.65% | −0.04 |
| TSLA Tesla Inc. | Add +1.7% | 0.21% | −0.04 |
| AAPL Apple Inc. | Add +1.7% | 1.25% | −0.09 |
| ITOT iShares Core S&P Total U.S. | Add +1.9% | 17.03% | −0.70 |
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 |