Kondo Wealth Advisors, Inc. Top Holdings and 13F Report (2025) About Kondo Wealth Advisors, Inc.Investment ActivityKondo Wealth Advisors, Inc. has $202.84 million in total holdings as of March 31, 2025.Kondo Wealth Advisors, Inc. owns shares of 61 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 5.37% of the portfolio was purchased this quarter.About 1.20% of the portfolio was sold this quarter.This quarter, Kondo Wealth Advisors, Inc. has purchased 60 new stocks and bought additional shares in 30 stocks.Kondo Wealth Advisors, Inc. sold shares of 25 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $34,042,074Avantis U.S. Small Cap Value ETF $22,072,133Vanguard Intermediate-Term Treasury ETF $21,637,587Avantis International Small Cap Value ETF $16,552,123iShares Core MSCI International Developed Markets ETF $16,526,543 Largest New Holdings this Quarter L8681T102 - Spotify Technology $205,160 Holding532457108 - Eli Lilly and Company $204,928 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Treasury ETF 30,895 shares (about $1.84M)iShares Core S&P Total U.S. Stock Market ETF 12,880 shares (about $1.57M)Avantis U.S. Small Cap Value ETF 17,881 shares (about $1.56M)Avantis International Small Cap Value ETF 19,594 shares (about $1.37M)iShares Core MSCI International Developed Markets ETF 19,076 shares (about $1.31M) Largest Sales this Quarter Calvert US Large-Cap Core Responsible Index ETF 6,716 shares (about $463.00K)iShares ESG Aware 1-5 Year USD Corporate Bond ETF 17,299 shares (about $432.30K)Calvert International Responsible Index ETF 3,546 shares (about $205.30K)Dimensional U.S. Equity ETF 2,001 shares (about $121.02K)WisdomTree U.S. Quality Dividend Growth Fund 1,407 shares (about $112.36K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKondo Wealth Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$34,042,074$1,571,497 ▲4.8%279,00916.8%ETFAVUVAvantis U.S. Small Cap Value ETF$22,072,133$1,558,692 ▲7.6%253,20710.9%ETFVGITVanguard Intermediate-Term Treasury ETF$21,637,587$1,835,169 ▲9.3%364,26810.7%ETFAVDVAvantis International Small Cap Value ETF$16,552,123$1,366,494 ▲9.0%237,3398.2%ETFIDEViShares Core MSCI International Developed Markets ETF$16,526,543$1,314,149 ▲8.6%239,8978.1%ETFDFSDDimensional Short-Duration Fixed Income ETF$11,891,606$886,110 ▲8.1%250,2435.9%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$10,454,778$784,595 ▲8.1%395,1155.2%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$8,674,068$646,708 ▲8.1%173,8284.3%ManufacturingDFIVDimensional International Value ETF$7,121,106$82,224 ▼-1.1%180,9213.5%ETFDFUSDimensional U.S. Equity ETF$6,812,740$121,021 ▼-1.7%112,6443.4%ETFDFUVDimensional US Marketwide Value ETF$6,102,613$51,101 ▼-0.8%148,0843.0%ETFDFASDimensional U.S. Small Cap ETF$4,022,571$8,604 ▼-0.2%67,3222.0%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$3,331,417$432,302 ▼-11.5%133,3101.6%ManufacturingAAPLApple$2,677,366$116,417 ▲4.5%12,0511.3%Computer and TechnologyCATYCathay General Bancorp$2,258,860$24,398 ▼-1.1%52,4951.1%FinanceDLNWisdomTree U.S. LargeCap Dividend Fund$2,064,695$45,958 ▼-2.2%26,0121.0%FinanceCVLCCalvert US Large-Cap Core Responsible Index ETF$1,700,130$463,001 ▼-21.4%24,6610.8%ETFBSVVanguard Short-Term Bond ETF$1,466,626$63,644 ▼-4.2%18,7350.7%ETFDFATDimensional U.S. Targeted Value ETF$1,211,611$70,129 ▼-5.5%23,5310.6%ETFMSFTMicrosoft$1,094,463$160,752 ▲17.2%2,9140.5%Computer and TechnologyDWMWisdomTree International Equity Fund$1,056,728$10,236 ▲1.0%18,1700.5%FinanceNVDANVIDIA$1,053,345$26,987 ▼-2.5%9,7190.5%Computer and TechnologyCVIECalvert International Responsible Index ETF$1,048,727$205,299 ▼-16.4%18,1140.5%ETFUPSUnited Parcel Service$1,034,971$58,299 ▼-5.3%9,4090.5%TransportationAMZNAmazon.com$1,014,085$34,818 ▲3.6%5,3300.5%Retail/WholesaleMMCMarsh & McLennan Companies$969,775$90,535 ▼-8.5%3,9740.5%FinanceSCHXSchwab US Large-Cap ETF$959,3540.0%43,4490.5%ETFBIVVanguard Intermediate-Term Bond ETF$944,721$24,809 ▲2.7%12,3380.5%ETFDESWisdomTree U.S. SmallCap Dividend Fund$783,523$22,181 ▼-2.8%24,5150.4%FinanceIJRiShares Core S&P Small-Cap ETF$727,3890.0%6,9560.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$721,687$7,934 ▼-1.1%13,3720.4%ETFDISWalt Disney$714,079$4,640 ▲0.7%7,2330.4%Consumer DiscretionaryIVViShares Core S&P 500 ETF$679,899$1,686 ▼-0.2%1,2100.3%ETFCVNACarvana$664,038$57,915 ▼-8.0%3,1760.3%Retail/WholesaleDGRWWisdomTree U.S. Quality Dividend Growth Fund$645,908$112,363 ▼-14.8%8,0880.3%ManufacturingBRK.BBerkshire Hathaway$468,671$19,173 ▲4.3%8800.2%FinanceIWMiShares Russell 2000 ETF$449,509$33,718 ▼-7.0%2,2530.2%FinanceIQDGWisdomTree International Quality Dividend Growth Fund$443,146$41,674 ▼-8.6%12,4200.2%FinanceSCHPSchwab U.S. TIPS ETF$433,790$104,306 ▼-19.4%16,1320.2%ETFMETAMeta Platforms$425,354$13,256 ▲3.2%7380.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$418,553$11,751 ▼-2.7%7480.2%FinanceIEFAiShares Core MSCI EAFE ETF$416,3780.0%5,5040.2%ETFQQQInvesco QQQ$369,159$37,526 ▼-9.2%7870.2%FinanceJPMJPMorgan Chase & Co.$331,499$7,852 ▲2.4%1,3510.2%FinanceGOOGLAlphabet$312,991$12,680 ▲4.2%2,0240.2%Computer and TechnologyCOSTCostco Wholesale$312,897$5,689 ▲1.9%3300.2%Retail/WholesaleGOOGAlphabet$310,585$4,218 ▲1.4%1,9880.2%Computer and TechnologyVZVerizon Communications$305,182$1,134 ▲0.4%6,7280.2%Computer and TechnologyDEMWisdomTree Emerging Markets High Dividend Fund$289,876$4,251 ▲1.5%6,8880.1%FinanceNFLXNetflix$283,490$15,853 ▲5.9%3040.1%Consumer DiscretionaryDFSVDimensional US Small Cap Value ETF$265,6230.0%9,4360.1%ETFTSLATesla$246,461$37,319 ▲17.8%9510.1%Auto/Tires/TrucksCATCaterpillar$243,062$50,789 ▼-17.3%7370.1%IndustrialsSPGIS&P Global$241,348$1,524 ▲0.6%4750.1%Business ServicesBACBank of America$234,606$3,213 ▲1.4%5,6220.1%FinanceMAMastercard$230,759$8,770 ▲4.0%4210.1%Business ServicesPGProcter & Gamble$225,672$11,079 ▲5.2%1,3240.1%Consumer StaplesRWOSPDR Dow Jones Global Real Estate ETF$224,806$5,805 ▲2.7%5,1510.1%ETFAVGOBroadcom$214,645$13,060 ▲6.5%1,2820.1%Computer and TechnologySPOTSpotify Technology$205,160$205,160 ▲New Holding3730.1%Business ServicesLLYEli Lilly and Company$204,928$204,928 ▲New Holding2480.1%MedicalIWFiShares Russell 1000 Growth ETF$0$209,625 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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