13F HOLDINGS REPORT
Kondo Wealth Advisors, Inc.
Quarter ended Q2 2025 · Filed July 29, 2025 · Accession 0001172661-25-002771
Total Value
$226.5M
Positions
67
Other Managers
0
Confidential Omitted
No
Holdings (67)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287150 | 292,247 | $39.5M | 17.42% |
| 2 | AMERICAN CENTY ETF TR | 025072877 | 271,286 | $25.2M | 11.14% |
| 3 | VANGUARD SCOTTSDALE FDS | 92206C706 | 381,540 | $22.7M | 10.02% |
| 4 | AMERICAN CENTY ETF TR | 025072802 | 245,782 | $19.5M | 8.61% |
| 5 | ISHARES TR | 46435G326 | 249,086 | $18.9M | 8.35% |
| 6 | DIMENSIONAL ETF TRUST | 25434V864 | 264,427 | $12.7M | 5.60% |
| 7 | DIMENSIONAL ETF TRUST | 25434V732 | 415,646 | $12.4M | 5.46% |
| 8 | VANGUARD MALVERN FDS | 922020805 | 182,270 | $9.1M | 4.01% |
| 9 | DIMENSIONAL ETF TRUST | 25434V807 | 176,679 | $7.6M | 3.35% |
| 10 | DIMENSIONAL ETF TRUST | 25434V401 | 112,945 | $7.6M | 3.34% |
| 11 | DIMENSIONAL ETF TRUST | 25434V724 | 149,426 | $6.4M | 2.82% |
| 12 | DIMENSIONAL ETF TRUST | 25434V500 | 67,898 | $4.4M | 1.94% |
| 13 | ISHARES TR | 46435G243 | 106,300 | $2.7M | 1.18% |
| 14 | APPLE INC | AAPL | 12,533 | $2.6M | 1.15% |
| 15 | CATHAY GEN BANCORP | 149150104 | 51,032 | $2.4M | 1.06% |
| 16 | WISDOMTREE TR | WT | 25,372 | $2.1M | 0.93% |
| 17 | NVIDIA CORPORATION | NVDA | 9,604 | $1.5M | 0.65% |
| 18 | MORGAN STANLEY ETF TRUST | MS-PQ | 18,439 | $1.4M | 0.62% |
| 19 | VANGUARD BD INDEX FDS | 921937827 | 17,965 | $1.4M | 0.62% |
| 20 | MICROSOFT CORP | MSFT | 2,809 | $1.4M | 0.61% |
| 21 | CARVANA CO | CVNA | 3,830 | $1.3M | 0.57% |
| 22 | DIMENSIONAL ETF TRUST | 25434V609 | 21,729 | $1.2M | 0.53% |
| 23 | AMAZON COM INC | AMZN | 5,356 | $1.2M | 0.52% |
| 24 | WISDOMTREE TR | WT | 17,304 | $1.1M | 0.49% |
| 25 | SCHWAB STRATEGIC TR | 808524201 | 43,449 | $1.1M | 0.47% |
| 26 | VANGUARD BD INDEX FDS | 921937819 | 12,394 | $954,462 | 0.42% |
| 27 | MORGAN STANLEY ETF TRUST | MS-PQ | 14,609 | $948,270 | 0.42% |
| 28 | ISHARES TR | 464287200 | 1,498 | $929,763 | 0.41% |
| 29 | DISNEY WALT CO | 254687106 | 7,317 | $903,802 | 0.40% |
| 30 | UNITED PARCEL SERVICE INC | UPS | 8,415 | $879,131 | 0.39% |
| 31 | MARSH & MCLENNAN COS INC | 571748102 | 3,975 | $865,875 | 0.38% |
| 32 | WISDOMTREE TR | WT | 25,001 | $813,306 | 0.36% |
| 33 | ISHARES INC | 46434G103 | 13,469 | $809,352 | 0.36% |
| 34 | ISHARES TR | 464287804 | 6,956 | $771,838 | 0.34% |
| 35 | WISDOMTREE TR | WT | 8,104 | $683,735 | 0.30% |
| 36 | ISHARES TR | 46432F842 | 7,035 | $586,086 | 0.26% |
| 37 | META PLATFORMS INC | META | 759 | $545,888 | 0.24% |
| 38 | WISDOMTREE TR | WT | 12,552 | $494,173 | 0.22% |
| 39 | ISHARES TR | 464287655 | 2,201 | $479,995 | 0.21% |
| 40 | INVESCO QQQ TR | IVZ | 874 | $478,208 | 0.21% |
| 41 | SPDR S&P 500 ETF TR | SPY | 748 | $462,150 | 0.20% |
| 42 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 866 | $424,003 | 0.19% |
| 43 | SCHWAB STRATEGIC TR | 808524870 | 15,468 | $410,985 | 0.18% |
| 44 | NETFLIX INC | NFLX | 309 | $399,722 | 0.18% |
| 45 | JPMORGAN CHASE & CO. | VYLD | 1,343 | $390,137 | 0.17% |
| 46 | TESLA INC | TSLA | 1,187 | $356,943 | 0.16% |
| 47 | BROADCOM INC | AVGO | 1,346 | $356,340 | 0.16% |
| 48 | ALPHABET INC | GOOG | 2,013 | $356,119 | 0.16% |
| 49 | ISHARES TR | 464287614 | 816 | $342,810 | 0.15% |
| 50 | VANGUARD MUN BD FDS | 922907746 | 6,996 | $342,314 | 0.15% |
| 51 | ALPHABET INC | GOOG | 1,890 | $332,337 | 0.15% |
| 52 | COSTCO WHSL CORP NEW | 22160K105 | 330 | $326,317 | 0.14% |
| 53 | ISHARES TR | 464287598 | 1,605 | $314,641 | 0.14% |
| 54 | WISDOMTREE TR | WT | 6,899 | $313,593 | 0.14% |
| 55 | DIMENSIONAL ETF TRUST | 25434V815 | 9,926 | $299,666 | 0.13% |
| 56 | VERIZON COMMUNICATIONS INC | VZ | 6,766 | $295,539 | 0.13% |
| 57 | CATERPILLAR INC | CAT | 738 | $288,499 | 0.13% |
| 58 | SPOTIFY TECHNOLOGY S A | SPOT | 375 | $270,881 | 0.12% |
| 59 | BANK AMERICA CORP | 060505104 | 5,489 | $264,295 | 0.12% |
| 60 | S&P GLOBAL INC | SPGI | 476 | $251,957 | 0.11% |
| 61 | MASTERCARD INCORPORATED | MA | 423 | $238,830 | 0.11% |
| 62 | SPDR INDEX SHS FDS | 78463X749 | 5,186 | $230,937 | 0.10% |
| 63 | INTERNATIONAL BUSINESS MACHS | INTR | 760 | $221,535 | 0.10% |
| 64 | WALMART INC | WMT | 2,185 | $214,731 | 0.09% |
| 65 | PROCTER AND GAMBLE CO | 742718109 | 1,319 | $212,683 | 0.09% |
| 66 | AMERICAN EXPRESS CO | AXP | 641 | $206,741 | 0.09% |
| 67 | PIMCO CALIF MUN INCOME FD II | 72200M108 | 11,009 | $59,669 | 0.03% |