Institutional Manager · CIK 0002070929
Kondo Wealth Advisors, Inc.
PASADENA, CA · File #028-25636
Latest AUM
$261.3M
Positions
71
Top-10 Concentration
80.5%
Filings
5
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287150 | 311,761 | $46.4M | 18.13% |
| 2 | AMERICAN CENTY ETF TR | 025072877 | 304,678 | $31.1M | 12.15% |
| 3 | VANGUARD SCOTTSDALE FDS | 92206C706 | 437,699 | $26.2M | 10.26% |
| 4 | AMERICAN CENTY ETF TR | 025072802 | 256,949 | $24.1M | 9.44% |
| 5 | ISHARES TR | 46435G326 | 273,596 | $22.6M | 8.82% |
| 6 | DIMENSIONAL ETF TRUST | 25434V732 | 454,063 | $15.0M | 5.87% |
| 7 | DIMENSIONAL ETF TRUST | 25434V864 | 297,363 | $14.3M | 5.58% |
| 8 | VANGUARD MALVERN FDS | 922020805 | 202,873 | $10.0M | 3.92% |
| 9 | DIMENSIONAL ETF TRUST | 25434V807 | 166,861 | $8.3M | 3.26% |
| 10 | DIMENSIONAL ETF TRUST | 25434V401 | 107,192 | $8.0M | 3.11% |
| 11 | DIMENSIONAL ETF TRUST | 25434V724 | 145,973 | $6.8M | 2.66% |
| 12 | DIMENSIONAL ETF TRUST | 25434V500 | 66,092 | $4.6M | 1.80% |
| 13 | APPLE INC | AAPL | 12,844 | $3.5M | 1.37% |
| 14 | CATHAY GEN BANCORP | 149150104 | 50,981 | $2.5M | 0.96% |
| 15 | WISDOMTREE TR | WT | 24,289 | $2.1M | 0.84% |
| 16 | ISHARES TR | 46435G243 | 82,365 | $2.1M | 0.81% |
| 17 | NVIDIA CORPORATION | NVDA | 9,580 | $1.8M | 0.70% |
| 18 | CARVANA CO | CVNA | 3,833 | $1.6M | 0.63% |
| 19 | MICROSOFT CORP | MSFT | 3,073 | $1.5M | 0.58% |
| 20 | VANGUARD BD INDEX FDS | 921937827 | 17,609 | $1.4M | 0.54% |