13F HOLDINGS REPORT
Kondo Wealth Advisors, Inc.
Quarter ended Q2 2025 · Filed June 11, 2025 · Accession 0001172661-25-002441
Total Value
$202.8M
Positions
61
Other Managers
0
Confidential Omitted
No
Holdings (61)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287150 | 279,009 | $34.0M | 16.78% |
| 2 | AMERICAN CENTY ETF TR | 025072877 | 253,207 | $22.1M | 10.88% |
| 3 | VANGUARD SCOTTSDALE FDS | 92206C706 | 364,268 | $21.6M | 10.67% |
| 4 | AMERICAN CENTY ETF TR | 025072802 | 237,339 | $16.6M | 8.16% |
| 5 | ISHARES TR | 46435G326 | 239,897 | $16.5M | 8.15% |
| 6 | DIMENSIONAL ETF TRUST | 25434V864 | 250,243 | $11.9M | 5.86% |
| 7 | DIMENSIONAL ETF TRUST | 25434V732 | 395,115 | $10.5M | 5.15% |
| 8 | VANGUARD MALVERN FDS | 922020805 | 173,828 | $8.7M | 4.28% |
| 9 | DIMENSIONAL ETF TRUST | 25434V807 | 180,921 | $7.1M | 3.51% |
| 10 | DIMENSIONAL ETF TRUST | 25434V401 | 112,644 | $6.8M | 3.36% |
| 11 | DIMENSIONAL ETF TRUST | 25434V724 | 148,084 | $6.1M | 3.01% |
| 12 | DIMENSIONAL ETF TRUST | 25434V500 | 67,322 | $4.0M | 1.98% |
| 13 | ISHARES TR | 46435G243 | 133,310 | $3.3M | 1.64% |
| 14 | APPLE INC | AAPL | 12,051 | $2.7M | 1.32% |
| 15 | CATHAY GEN BANCORP | 149150104 | 52,495 | $2.3M | 1.11% |
| 16 | WISDOMTREE TR | WT | 26,012 | $2.1M | 1.02% |
| 17 | MORGAN STANLEY ETF TRUST | MS-PQ | 24,661 | $1.7M | 0.84% |
| 18 | VANGUARD BD INDEX FDS | 921937827 | 18,735 | $1.5M | 0.72% |
| 19 | DIMENSIONAL ETF TRUST | 25434V609 | 23,531 | $1.2M | 0.60% |
| 20 | MICROSOFT CORP | MSFT | 2,914 | $1.1M | 0.54% |
| 21 | WISDOMTREE TR | WT | 18,170 | $1.1M | 0.52% |
| 22 | NVIDIA CORPORATION | NVDA | 9,719 | $1.1M | 0.52% |
| 23 | MORGAN STANLEY ETF TRUST | MS-PQ | 18,114 | $1.0M | 0.52% |
| 24 | UNITED PARCEL SERVICE INC | UPS | 9,409 | $1.0M | 0.51% |
| 25 | AMAZON COM INC | AMZN | 5,330 | $1.0M | 0.50% |
| 26 | MARSH & MCLENNAN COS INC | 571748102 | 3,974 | $969,775 | 0.48% |
| 27 | SCHWAB STRATEGIC TR | 808524201 | 43,449 | $959,354 | 0.47% |
| 28 | VANGUARD BD INDEX FDS | 921937819 | 12,338 | $944,721 | 0.47% |
| 29 | WISDOMTREE TR | WT | 24,515 | $783,523 | 0.39% |
| 30 | ISHARES TR | 464287804 | 6,956 | $727,389 | 0.36% |
| 31 | ISHARES INC | 46434G103 | 13,372 | $721,687 | 0.36% |
| 32 | DISNEY WALT CO | 254687106 | 7,233 | $714,079 | 0.35% |
| 33 | ISHARES TR | 464287200 | 1,210 | $679,899 | 0.34% |
| 34 | CARVANA CO | CVNA | 3,176 | $664,038 | 0.33% |
| 35 | WISDOMTREE TR | WT | 8,088 | $645,908 | 0.32% |
| 36 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 880 | $468,671 | 0.23% |
| 37 | ISHARES TR | 464287655 | 2,253 | $449,509 | 0.22% |
| 38 | WISDOMTREE TR | WT | 12,420 | $443,146 | 0.22% |
| 39 | SCHWAB STRATEGIC TR | 808524870 | 16,132 | $433,790 | 0.21% |
| 40 | META PLATFORMS INC | META | 738 | $425,354 | 0.21% |
| 41 | SPDR S&P 500 ETF TR | SPY | 748 | $418,553 | 0.21% |
| 42 | ISHARES TR | 46432F842 | 5,504 | $416,378 | 0.21% |
| 43 | INVESCO QQQ TR | IVZ | 787 | $369,159 | 0.18% |
| 44 | JPMORGAN CHASE & CO. | VYLD | 1,351 | $331,499 | 0.16% |
| 45 | ALPHABET INC | GOOG | 2,024 | $312,991 | 0.15% |
| 46 | COSTCO WHSL CORP NEW | 22160K105 | 330 | $312,897 | 0.15% |
| 47 | ALPHABET INC | GOOG | 1,988 | $310,585 | 0.15% |
| 48 | VERIZON COMMUNICATIONS INC | VZ | 6,728 | $305,182 | 0.15% |
| 49 | WISDOMTREE TR | WT | 6,888 | $289,876 | 0.14% |
| 50 | NETFLIX INC | NFLX | 304 | $283,490 | 0.14% |
| 51 | DIMENSIONAL ETF TRUST | 25434V815 | 9,436 | $265,623 | 0.13% |
| 52 | TESLA INC | TSLA | 951 | $246,461 | 0.12% |
| 53 | CATERPILLAR INC | CAT | 737 | $243,062 | 0.12% |
| 54 | S&P GLOBAL INC | SPGI | 475 | $241,348 | 0.12% |
| 55 | BANK AMERICA CORP | 060505104 | 5,622 | $234,606 | 0.12% |
| 56 | MASTERCARD INCORPORATED | MA | 421 | $230,759 | 0.11% |
| 57 | PROCTER AND GAMBLE CO | 742718109 | 1,324 | $225,672 | 0.11% |
| 58 | SPDR INDEX SHS FDS | 78463X749 | 5,151 | $224,806 | 0.11% |
| 59 | BROADCOM INC | AVGO | 1,282 | $214,645 | 0.11% |
| 60 | SPOTIFY TECHNOLOGY S A | SPOT | 373 | $205,160 | 0.10% |
| 61 | ELI LILLY & CO | LLY | 248 | $204,928 | 0.10% |