13F HOLDINGS REPORT
Kondo Wealth Advisors, Inc.
Quarter ended Q3 2025 · Filed November 5, 2025 · Accession 0001172661-25-004585
Total Value
$247.9M
Positions
68
Other Managers
0
Confidential Omitted
No
Holdings (68)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287150 | 301,364 | $43.9M | 17.71% |
| 2 | AMERICAN CENTY ETF TR | 025072877 | 287,655 | $28.6M | 11.55% |
| 3 | VANGUARD SCOTTSDALE FDS | 92206C706 | 406,915 | $24.4M | 9.85% |
| 4 | AMERICAN CENTY ETF TR | 025072802 | 252,931 | $22.5M | 9.08% |
| 5 | ISHARES TR | 46435G326 | 262,394 | $21.0M | 8.49% |
| 6 | DIMENSIONAL ETF TRUST | 25434V732 | 437,003 | $14.0M | 5.65% |
| 7 | DIMENSIONAL ETF TRUST | 25434V864 | 278,326 | $13.4M | 5.41% |
| 8 | VANGUARD MALVERN FDS | 922020805 | 191,279 | $9.7M | 3.91% |
| 9 | DIMENSIONAL ETF TRUST | 25434V401 | 108,643 | $7.9M | 3.17% |
| 10 | DIMENSIONAL ETF TRUST | 25434V807 | 169,034 | $7.8M | 3.14% |
| 11 | DIMENSIONAL ETF TRUST | 25434V724 | 146,284 | $6.5M | 2.64% |
| 12 | DIMENSIONAL ETF TRUST | 25434V500 | 65,999 | $4.5M | 1.82% |
| 13 | APPLE INC | AAPL | 12,730 | $3.2M | 1.31% |
| 14 | ISHARES TR | 46435G243 | 102,687 | $2.6M | 1.05% |
| 15 | CATHAY GEN BANCORP | 149150104 | 50,981 | $2.4M | 0.99% |
| 16 | WISDOMTREE TR | WT | 25,347 | $2.2M | 0.89% |
| 17 | NVIDIA CORPORATION | NVDA | 9,839 | $1.8M | 0.74% |
| 18 | MICROSOFT CORP | MSFT | 3,076 | $1.6M | 0.64% |
| 19 | VANGUARD BD INDEX FDS | 921937827 | 18,138 | $1.4M | 0.58% |
| 20 | CARVANA CO | CVNA | 3,740 | $1.4M | 0.57% |
| 21 | MORGAN STANLEY ETF TRUST | MS-PQ | 16,856 | $1.4M | 0.56% |
| 22 | DIMENSIONAL ETF TRUST | 25434V609 | 21,591 | $1.3M | 0.51% |
| 23 | SCHWAB STRATEGIC TR | 808524201 | 44,749 | $1.2M | 0.48% |
| 24 | AMAZON COM INC | AMZN | 5,307 | $1.2M | 0.47% |
| 25 | WISDOMTREE TR | WT | 17,323 | $1.1M | 0.46% |
| 26 | ISHARES TR | 464287200 | 1,496 | $1.0M | 0.40% |
| 27 | VANGUARD BD INDEX FDS | 921937819 | 12,724 | $993,617 | 0.40% |
| 28 | MORGAN STANLEY ETF TRUST | MS-PQ | 13,887 | $947,514 | 0.38% |
| 29 | ISHARES INC | 46434G103 | 13,405 | $883,657 | 0.36% |
| 30 | ISHARES TR | 464287804 | 7,196 | $855,101 | 0.34% |
| 31 | DISNEY WALT CO | 254687106 | 7,360 | $842,936 | 0.34% |
| 32 | WISDOMTREE TR | WT | 24,868 | $837,596 | 0.34% |
| 33 | MARSH & MCLENNAN COS INC | 571748102 | 3,931 | $792,214 | 0.32% |
| 34 | UNITED PARCEL SERVICE INC | UPS | 8,423 | $703,608 | 0.28% |
| 35 | WISDOMTREE TR | WT | 7,556 | $672,182 | 0.27% |
| 36 | TESLA INC | TSLA | 1,468 | $652,849 | 0.26% |
| 37 | ISHARES TR | 46432F842 | 7,035 | $614,226 | 0.25% |
| 38 | META PLATFORMS INC | META | 797 | $585,301 | 0.24% |
| 39 | ISHARES TR | 464287655 | 2,198 | $531,867 | 0.21% |
| 40 | INVESCO QQQ TR | IVZ | 874 | $524,877 | 0.21% |
| 41 | ALPHABET INC | GOOG | 2,108 | $513,404 | 0.21% |
| 42 | SPDR S&P 500 ETF TR | SPY | 737 | $491,101 | 0.20% |
| 43 | ALPHABET INC | GOOG | 2,004 | $487,173 | 0.20% |
| 44 | WISDOMTREE TR | WT | 12,069 | $481,313 | 0.19% |
| 45 | BROADCOM INC | AVGO | 1,431 | $472,101 | 0.19% |
| 46 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 883 | $443,919 | 0.18% |
| 47 | JPMORGAN CHASE & CO. | VYLD | 1,375 | $433,841 | 0.17% |
| 48 | SCHWAB STRATEGIC TR | 808524870 | 14,298 | $385,330 | 0.16% |
| 49 | ISHARES TR | 464287614 | 816 | $382,223 | 0.15% |
| 50 | NETFLIX INC | NFLX | 300 | $359,676 | 0.15% |
| 51 | CATERPILLAR INC | CAT | 752 | $358,817 | 0.14% |
| 52 | VANGUARD MUN BD FDS | 922907746 | 6,996 | $350,290 | 0.14% |
| 53 | ISHARES TR | 464287598 | 1,609 | $327,621 | 0.13% |
| 54 | DIMENSIONAL ETF TRUST | 25434V815 | 9,926 | $316,044 | 0.13% |
| 55 | WISDOMTREE TR | WT | 6,866 | $315,803 | 0.13% |
| 56 | COSTCO WHSL CORP NEW | 22160K105 | 338 | $312,956 | 0.13% |
| 57 | VERIZON COMMUNICATIONS INC | VZ | 6,828 | $300,091 | 0.12% |
| 58 | BANK AMERICA CORP | 060505104 | 5,628 | $290,384 | 0.12% |
| 59 | MASTERCARD INCORPORATED | MA | 433 | $246,295 | 0.10% |
| 60 | SPDR INDEX SHS FDS | 78463X749 | 5,210 | $238,514 | 0.10% |
| 61 | WALMART INC | WMT | 2,250 | $231,966 | 0.09% |
| 62 | SPOTIFY TECHNOLOGY S A | SPOT | 326 | $227,548 | 0.09% |
| 63 | S&P GLOBAL INC | SPGI | 453 | $220,480 | 0.09% |
| 64 | INTERNATIONAL BUSINESS MACHS | INTR | 774 | $218,519 | 0.09% |
| 65 | AMERICAN EXPRESS CO | AXP | 650 | $215,904 | 0.09% |
| 66 | DIMENSIONAL ETF TRUST | 25434V781 | 5,947 | $212,249 | 0.09% |
| 67 | PROCTER AND GAMBLE CO | 742718109 | 1,341 | $206,077 | 0.08% |
| 68 | JOHNSON & JOHNSON | JNJ | 1,091 | $202,469 | 0.08% |