13F HOLDINGS REPORT
Kondo Wealth Advisors, Inc.
Quarter ended Q4 2025 · Filed January 30, 2026 · Accession 0001172661-26-000403
Total Value
$261.3M
Positions
71
Other Managers
0
Confidential Omitted
No
Holdings (71)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287150 | 311,761 | $46.4M | 17.74% |
| 2 | AMERICAN CENTY ETF TR | 025072877 | 304,678 | $31.1M | 11.89% |
| 3 | VANGUARD SCOTTSDALE FDS | 92206C706 | 437,699 | $26.2M | 10.04% |
| 4 | AMERICAN CENTY ETF TR | 025072802 | 256,949 | $24.1M | 9.24% |
| 5 | ISHARES TR | 46435G326 | 273,596 | $22.6M | 8.64% |
| 6 | DIMENSIONAL ETF TRUST | 25434V732 | 454,063 | $15.0M | 5.75% |
| 7 | DIMENSIONAL ETF TRUST | 25434V864 | 297,363 | $14.3M | 5.46% |
| 8 | VANGUARD MALVERN FDS | 922020805 | 202,873 | $10.0M | 3.84% |
| 9 | DIMENSIONAL ETF TRUST | 25434V807 | 166,861 | $8.3M | 3.19% |
| 10 | DIMENSIONAL ETF TRUST | 25434V401 | 107,192 | $8.0M | 3.04% |
| 11 | DIMENSIONAL ETF TRUST | 25434V724 | 145,973 | $6.8M | 2.60% |
| 12 | DIMENSIONAL ETF TRUST | 25434V500 | 66,092 | $4.6M | 1.76% |
| 13 | APPLE INC | AAPL | 12,844 | $3.5M | 1.34% |
| 14 | CATHAY GEN BANCORP | 149150104 | 50,981 | $2.5M | 0.94% |
| 15 | WISDOMTREE TR | WT | 24,289 | $2.1M | 0.82% |
| 16 | ISHARES TR | 46435G243 | 82,365 | $2.1M | 0.80% |
| 17 | NVIDIA CORPORATION | NVDA | 9,580 | $1.8M | 0.68% |
| 18 | CARVANA CO | CVNA | 3,833 | $1.6M | 0.62% |
| 19 | MICROSOFT CORP | MSFT | 3,073 | $1.5M | 0.57% |
| 20 | VANGUARD BD INDEX FDS | 921937827 | 17,609 | $1.4M | 0.53% |
| 21 | DIMENSIONAL ETF TRUST | 25434V609 | 22,068 | $1.3M | 0.50% |
| 22 | AMAZON COM INC | AMZN | 5,283 | $1.2M | 0.47% |
| 23 | SCHWAB STRATEGIC TR | 808524201 | 44,749 | $1.2M | 0.46% |
| 24 | WISDOMTREE TR | WT | 16,107 | $1.1M | 0.42% |
| 25 | ISHARES TR | 464287200 | 1,496 | $1.0M | 0.39% |
| 26 | ISHARES INC | 46434G103 | 14,039 | $943,701 | 0.36% |
| 27 | VANGUARD BD INDEX FDS | 921937819 | 11,580 | $901,876 | 0.35% |
| 28 | ISHARES TR | 464287804 | 7,196 | $864,815 | 0.33% |
| 29 | UNITED PARCEL SERVICE INC | UPS | 8,479 | $841,043 | 0.32% |
| 30 | DISNEY WALT CO | 254687106 | 7,314 | $832,328 | 0.32% |
| 31 | MORGAN STANLEY ETF TRUST | MS-PQ | 9,521 | $802,046 | 0.31% |
| 32 | WISDOMTREE TR | WT | 23,894 | $799,370 | 0.31% |
| 33 | MORGAN STANLEY ETF TRUST | MS-PQ | 10,247 | $730,612 | 0.28% |
| 34 | MARSH & MCLENNAN COS INC | 571748102 | 3,902 | $723,903 | 0.28% |
| 35 | TESLA INC | TSLA | 1,474 | $662,888 | 0.25% |
| 36 | WISDOMTREE TR | WT | 7,394 | $661,245 | 0.25% |
| 37 | ALPHABET INC | GOOG | 2,106 | $660,863 | 0.25% |
| 38 | META PLATFORMS INC | META | 964 | $636,326 | 0.24% |
| 39 | ISHARES TR | 46432F842 | 7,035 | $629,351 | 0.24% |
| 40 | ALPHABET INC | GOOG | 2,009 | $628,817 | 0.24% |
| 41 | ISHARES TR | 464287655 | 2,197 | $540,981 | 0.21% |
| 42 | INVESCO QQQ TR | IVZ | 874 | $537,064 | 0.21% |
| 43 | BROADCOM INC | AVGO | 1,477 | $511,188 | 0.20% |
| 44 | SPDR S&P 500 ETF TR | SPY | 734 | $500,529 | 0.19% |
| 45 | WISDOMTREE TR | WT | 11,917 | $494,317 | 0.19% |
| 46 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 879 | $441,829 | 0.17% |
| 47 | JPMORGAN CHASE & CO. | VYLD | 1,357 | $437,382 | 0.17% |
| 48 | CATERPILLAR INC | CAT | 754 | $431,941 | 0.17% |
| 49 | WELLS FARGO CO NEW | 949746101 | 4,364 | $406,728 | 0.16% |
| 50 | ISHARES TR | 464287614 | 816 | $386,213 | 0.15% |
| 51 | SCHWAB STRATEGIC TR | 808524870 | 14,423 | $382,067 | 0.15% |
| 52 | VANGUARD MUN BD FDS | 922907746 | 6,996 | $351,829 | 0.13% |
| 53 | ISHARES TR | 464287598 | 1,613 | $339,439 | 0.13% |
| 54 | DIMENSIONAL ETF TRUST | 25434V815 | 9,518 | $313,048 | 0.12% |
| 55 | BANK AMERICA CORP | 060505104 | 5,609 | $308,567 | 0.12% |
| 56 | WISDOMTREE TR | WT | 6,428 | $300,312 | 0.11% |
| 57 | COSTCO WHSL CORP NEW | 22160K105 | 333 | $287,370 | 0.11% |
| 58 | VERIZON COMMUNICATIONS INC | VZ | 6,804 | $277,127 | 0.11% |
| 59 | NETFLIX INC | NFLX | 2,943 | $275,938 | 0.11% |
| 60 | ELI LILLY & CO | LLY | 252 | $270,974 | 0.10% |
| 61 | WALMART INC | WMT | 2,235 | $249,088 | 0.10% |
| 62 | MASTERCARD INCORPORATED | MA | 429 | $244,909 | 0.09% |
| 63 | AMERICAN EXPRESS CO | AXP | 647 | $239,363 | 0.09% |
| 64 | S&P GLOBAL INC | SPGI | 454 | $237,256 | 0.09% |
| 65 | INTERNATIONAL BUSINESS MACHS | INTR | 771 | $228,385 | 0.09% |
| 66 | JOHNSON & JOHNSON | JNJ | 1,085 | $224,739 | 0.09% |
| 67 | SPDR INDEX SHS FDS | 78463X749 | 4,915 | $221,369 | 0.08% |
| 68 | ASTRAZENECA PLC | AZN | 2,405 | $221,092 | 0.08% |
| 69 | CISCO SYS INC | CSCO | 2,819 | $217,145 | 0.08% |
| 70 | DIMENSIONAL ETF TRUST | 25434V781 | 5,665 | $215,270 | 0.08% |
| 71 | GOLDMAN SACHS GROUP INC | GSCE | 232 | $203,928 | 0.08% |