13F HOLDINGS REPORT
Kondo Wealth Advisors, Inc.
Quarter ended Q2 2025 · Filed June 11, 2025 · Accession 0001172661-25-002440
Total Value
$197.1M
Positions
60
Other Managers
0
Confidential Omitted
No
Holdings (60)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287150 | 266,129 | $34.2M | 17.37% |
| 2 | AMERICAN CENTY ETF TR | 025072877 | 235,326 | $22.7M | 11.53% |
| 3 | VANGUARD SCOTTSDALE FDS | 92206C706 | 333,373 | $19.3M | 9.81% |
| 4 | ISHARES TR | 46435G326 | 220,821 | $14.2M | 7.22% |
| 5 | AMERICAN CENTY ETF TR | 025072802 | 217,745 | $14.2M | 7.19% |
| 6 | DIMENSIONAL ETF TRUST | 25434V864 | 231,596 | $10.9M | 5.51% |
| 7 | DIMENSIONAL ETF TRUST | 25434V732 | 365,463 | $9.6M | 4.86% |
| 8 | VANGUARD MALVERN FDS | 922020805 | 160,868 | $7.8M | 3.95% |
| 9 | DIMENSIONAL ETF TRUST | 25434V401 | 114,645 | $7.3M | 3.71% |
| 10 | DIMENSIONAL ETF TRUST | 25434V807 | 183,010 | $6.5M | 3.29% |
| 11 | DIMENSIONAL ETF TRUST | 25434V724 | 149,324 | $6.1M | 3.10% |
| 12 | DIMENSIONAL ETF TRUST | 25434V500 | 67,466 | $4.4M | 2.23% |
| 13 | ISHARES TR | 46435G243 | 150,609 | $3.7M | 1.89% |
| 14 | APPLE INC | AAPL | 11,527 | $2.9M | 1.46% |
| 15 | CATHAY GEN BANCORP | 149150104 | 53,062 | $2.5M | 1.28% |
| 16 | MORGAN STANLEY ETF TRUST | MS-PQ | 31,377 | $2.3M | 1.17% |
| 17 | WISDOMTREE TR | WT | 26,591 | $2.1M | 1.05% |
| 18 | VANGUARD BD INDEX FDS | 921937827 | 19,548 | $1.5M | 0.77% |
| 19 | DIMENSIONAL ETF TRUST | 25434V609 | 24,893 | $1.4M | 0.70% |
| 20 | NVIDIA CORPORATION | NVDA | 9,968 | $1.3M | 0.68% |
| 21 | UNITED PARCEL SERVICE INC | UPS | 9,939 | $1.3M | 0.67% |
| 22 | MORGAN STANLEY ETF TRUST | MS-PQ | 21,660 | $1.2M | 0.61% |
| 23 | AMAZON COM INC | AMZN | 5,147 | $1.1M | 0.57% |
| 24 | MICROSOFT CORP | MSFT | 2,486 | $1.0M | 0.53% |
| 25 | SCHWAB STRATEGIC TR | 808524201 | 43,449 | $1.0M | 0.51% |
| 26 | WISDOMTREE TR | WT | 17,994 | $948,211 | 0.48% |
| 27 | MARSH & MCLENNAN COS INC | 571748102 | 4,345 | $922,922 | 0.47% |
| 28 | VANGUARD BD INDEX FDS | 921937819 | 12,014 | $897,807 | 0.46% |
| 29 | WISDOMTREE TR | WT | 25,209 | $865,978 | 0.44% |
| 30 | ISHARES TR | 464287804 | 6,956 | $801,471 | 0.41% |
| 31 | DISNEY WALT CO | 254687106 | 7,186 | $800,236 | 0.41% |
| 32 | WISDOMTREE TR | WT | 9,495 | $768,430 | 0.39% |
| 33 | ISHARES TR | 464287200 | 1,213 | $714,069 | 0.36% |
| 34 | ISHARES INC | 46434G103 | 13,519 | $705,962 | 0.36% |
| 35 | CARVANA CO | CVNA | 3,453 | $702,202 | 0.36% |
| 36 | ISHARES TR | 464287655 | 2,422 | $535,189 | 0.27% |
| 37 | SCHWAB STRATEGIC TR | 808524870 | 20,011 | $516,884 | 0.26% |
| 38 | WISDOMTREE TR | WT | 13,588 | $464,846 | 0.24% |
| 39 | SPDR S&P 500 ETF TR | SPY | 769 | $450,827 | 0.23% |
| 40 | INVESCO QQQ TR | IVZ | 867 | $443,367 | 0.22% |
| 41 | META PLATFORMS INC | META | 715 | $418,640 | 0.21% |
| 42 | ISHARES TR | 46432F842 | 5,504 | $386,821 | 0.20% |
| 43 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 844 | $382,568 | 0.19% |
| 44 | ALPHABET INC | GOOG | 1,961 | $373,452 | 0.19% |
| 45 | ALPHABET INC | GOOG | 1,942 | $367,621 | 0.19% |
| 46 | TESLA INC | TSLA | 807 | $325,899 | 0.17% |
| 47 | CATERPILLAR INC | CAT | 891 | $323,219 | 0.16% |
| 48 | JPMORGAN CHASE & CO. | VYLD | 1,319 | $316,273 | 0.16% |
| 49 | COSTCO WHSL CORP NEW | 22160K105 | 324 | $297,531 | 0.15% |
| 50 | DIMENSIONAL ETF TRUST | 25434V815 | 9,436 | $290,440 | 0.15% |
| 51 | BROADCOM INC | AVGO | 1,204 | $279,135 | 0.14% |
| 52 | WISDOMTREE TR | WT | 6,787 | $274,812 | 0.14% |
| 53 | VERIZON COMMUNICATIONS INC | VZ | 6,703 | $268,053 | 0.14% |
| 54 | NETFLIX INC | NFLX | 287 | $255,809 | 0.13% |
| 55 | BANK AMERICA CORP | 060505104 | 5,545 | $243,703 | 0.12% |
| 56 | S&P GLOBAL INC | SPGI | 472 | $235,070 | 0.12% |
| 57 | SPDR INDEX SHS FDS | 78463X749 | 5,018 | $215,263 | 0.11% |
| 58 | MASTERCARD INCORPORATED | MA | 405 | $213,260 | 0.11% |
| 59 | PROCTER AND GAMBLE CO | 742718109 | 1,259 | $211,107 | 0.11% |
| 60 | ISHARES TR | 464287614 | 522 | $209,625 | 0.11% |