Kondo Wealth Advisors, Inc. Top Holdings and 13F Report (2026) About Kondo Wealth Advisors, Inc.Investment ActivityKondo Wealth Advisors, Inc. has $265.61 million in total holdings as of March 31, 2026.Kondo Wealth Advisors, Inc. owns shares of 69 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 2.40% of the portfolio was purchased this quarter.About 1.51% of the portfolio was sold this quarter.This quarter, Kondo Wealth Advisors, Inc. has purchased 71 new stocks and bought additional shares in 29 stocks.Kondo Wealth Advisors, Inc. sold shares of 26 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $45,245,583Avantis U.S. Small Cap Value ETF $33,821,680Vanguard Intermediate-Term Treasury ETF $27,714,836Avantis International Small Cap Value ETF $24,915,356iShares Core MSCI International Developed Markets ETF $23,174,253 Largest New Holdings this Quarter G0593M107 - AstraZeneca $463,861 Holding30231G102 - ExxonMobil $236,506 Holding166764100 - Chevron $230,072 Holding548661107 - Lowe's Companies $207,628 Holding437076102 - Home Depot $204,377 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Treasury ETF 27,705 shares (about $1.65M)iShares Core S&P Total U.S. Stock Market ETF 5,907 shares (about $841.34K)Dimensional Short-Duration Fixed Income ETF 12,740 shares (about $609.99K)AstraZeneca 2,352 shares (about $463.86K)Vanguard Short-Term Inflation-Protected Securities ETF 6,548 shares (about $327.08K) Largest Sales this Quarter Avantis International Small Cap Value ETF 7,447 shares (about $743.66K)Dimensional International Value ETF 6,757 shares (about $356.64K)WisdomTree U.S. LargeCap Dividend Fund 1,858 shares (about $165.98K)Dimensional US Marketwide Value ETF 3,022 shares (about $146.45K)WisdomTree U.S. Quality Dividend Growth Fund 1,563 shares (about $137.29K) 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$45,245,583$841,336 â–²1.9%317,66817.0%ETFAVUVAvantis U.S. Small Cap Value ETF$33,821,680$163,827 â–²0.5%306,16112.7%ETFVGITVanguard Intermediate-Term Treasury ETF$27,714,836$1,649,834 â–²6.3%465,40410.4%ETFAVDVAvantis International Small Cap Value ETF$24,915,356$743,660 â–¼-2.9%249,5029.4%ETFIDEViShares Core MSCI International Developed Markets ETF$23,174,253$309,795 â–²1.4%277,3038.7%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$15,850,123$162,213 â–²1.0%458,7586.0%ETFDFSDDimensional Short-Duration Fixed Income ETF$14,847,770$609,993 â–²4.3%310,1035.6%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$10,460,661$327,075 â–²3.2%209,4213.9%ManufacturingDFIVDimensional International Value ETF$8,450,355$356,637 â–¼-4.0%160,1043.2%ETFDFUSDimensional U.S. Equity ETF$7,595,564$5,602 â–¼-0.1%107,1132.9%ETFDFUVDimensional US Marketwide Value ETF$6,927,456$146,447 â–¼-2.1%142,9512.6%ETFDFASDimensional U.S. Small Cap ETF$4,690,393$10,812 â–¼-0.2%65,9401.8%ETFAAPLApple$3,317,005$56,857 â–²1.7%13,0681.2%Computer and TechnologyCATYCathay General Bancorp$2,516,983$24,930 â–¼-1.0%50,4810.9%FinanceSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$2,039,464$25,015 â–¼-1.2%81,3670.8%ManufacturingDLNWisdomTree U.S. LargeCap Dividend Fund$2,003,860$165,983 â–¼-7.6%22,4310.8%FinanceNVDANVIDIA$1,717,665$46,914 â–²2.8%9,8490.6%Computer and TechnologyBSVVanguard Short-Term Bond ETF$1,398,976$18,192 â–²1.3%17,8410.5%ETFDFATDimensional U.S. Targeted Value ETF$1,379,833$1,686 â–²0.1%22,0950.5%ETFAMZNAmazon.com$1,183,390$83,100 â–²7.6%5,6820.4%Retail/WholesaleCVNACarvana$1,173,266$31,752 â–¼-2.6%3,7320.4%Retail/WholesaleSCHXSchwab US Large-Cap ETF$1,147,3640.0%44,7490.4%ETFDWMWisdomTree International Equity Fund$1,094,195$31,592 â–¼-2.8%15,6550.4%FinanceMSFTMicrosoft$1,045,355$92,978 â–¼-8.2%2,8220.4%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$1,026,442$47,221 â–²4.8%14,7160.4%ETFIVViShares Core S&P 500 ETF$977,2020.0%1,4960.4%ETFBIVVanguard Intermediate-Term Bond ETF$902,347$8,567 â–²1.0%11,6910.3%ETFIJRiShares Core S&P Small-Cap ETF$894,5350.0%7,1960.3%ETFUPSUnited Parcel Service$834,597$394 â–²0.0%8,4830.3%TransportationDESWisdomTree U.S. SmallCap Dividend Fund$814,943$43,849 â–¼-5.1%22,6740.3%FinanceCVIECalvert International Responsible Index ETF$685,612$59,242 â–¼-8.0%9,4320.3%ETFMARSH & MCLENNAN COS INC$675,761$1,041 â–¼-0.2%3,8960.3%COMDISWalt Disney$655,213$49,837 â–¼-7.1%6,7970.2%Consumer DiscretionaryCVLCCalvert US Large-Cap Core Responsible Index ETF$644,483$117,768 â–¼-15.5%8,0500.2%ETFIEFAiShares Core MSCI EAFE ETF$636,8790.0%7,0350.2%ETFBRK.BBerkshire Hathaway$618,168$196,951 â–²46.8%1,2900.2%FinanceGOOGLAlphabet$613,078$35,370 â–²6.1%2,1320.2%Computer and TechnologyGOOGAlphabet$611,873$7,745 â–²1.3%2,1330.2%Computer and TechnologyJPMJPMorgan Chase & Co.$606,933$207,511 â–²52.0%2,0620.2%FinanceTSLATesla$557,254$9,294 â–²1.7%1,4990.2%Auto/Tires/TrucksMETAMeta Platforms$552,678$1,144 â–²0.2%9660.2%Computer and TechnologyIWMiShares Russell 2000 ETF$540,048$4,961 â–¼-0.9%2,1770.2%FinanceCATCaterpillar$534,1790.0%7540.2%IndustrialsAVGOBroadcom$529,881$72,735 â–²15.9%1,7120.2%Computer and TechnologyDGRWWisdomTree U.S. Quality Dividend Growth Fund$512,195$137,294 â–¼-21.1%5,8310.2%ManufacturingQQQInvesco QQQ$504,6030.0%8740.2%FinanceSPYSPDR S&P 500 ETF Trust$479,300$1,951 â–²0.4%7370.2%FinanceAZNCFAstraZeneca$463,861$463,861 â–²New Holding2,3520.2%MedicalCOSTCostco Wholesale$428,839$96,738 â–²29.1%4300.2%Retail/WholesaleSCHPSchwab U.S. TIPS ETF$387,601$3,805 â–²1.0%14,5660.1%ETFIQDGWisdomTree International Quality Dividend Growth Fund$374,185$104,163 â–¼-21.8%9,3220.1%FinanceIWFiShares Russell 1000 Growth ETF$347,9420.0%8160.1%ETFBACBank of America$347,494$74,052 â–²27.1%7,1280.1%FinanceWFCWells Fargo & Company$345,826$1,592 â–¼-0.5%4,3440.1%FinanceIWDiShares Russell 1000 Value ETF$345,588$855 â–²0.2%1,6170.1%ETFDFSVDimensional US Small Cap Value ETF$333,5110.0%9,5180.1%ETFDEMWisdomTree Emerging Markets High Dividend Fund$317,688$1,789 â–¼-0.6%6,3920.1%FinanceVZVerizon Communications$316,762$24,799 â–¼-7.3%6,3100.1%Computer and TechnologyWALMART INC$276,744$1,119 â–¼-0.4%2,2260.1%COMLLYEli Lilly and Company$237,443$5,522 â–²2.4%2580.1%MedicalXOMExxonMobil$236,506$236,506 â–²New Holding1,3940.1%EnergyCVXChevron$230,072$230,072 â–²New Holding1,1120.1%EnergyRWOSPDR Dow Jones Global Real Estate ETF$225,907$916 â–²0.4%4,9350.1%ETFJNJJohnson & Johnson$224,872$40,619 â–¼-15.3%9190.1%MedicalDISVDimensional International Small Cap Value ETF$223,4280.0%5,6650.1%ETFMAMastercard$213,854$500 â–¼-0.2%4280.1%Business ServicesLOWLowe's Companies$207,628$207,628 â–²New Holding8780.1%Retail/WholesaleHDHome Depot$204,377$204,377 â–²New Holding6210.1%Retail/WholesaleCSCOCisco Systems$200,104$18,622 â–¼-8.5%2,5790.1%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$0$351,829 â–¼-100.0%00.0%ETFNFLXNetflix$0$275,938 â–¼-100.0%00.0%Consumer DiscretionaryAXPAmerican Express$0$239,363 â–¼-100.0%00.0%FinanceSPGIS&P Global$0$237,256 â–¼-100.0%00.0%FinanceIBMInternational Business Machines$0$228,385 â–¼-100.0%00.0%Computer and TechnologyASTRAZENECA PLC$0$221,092 â–¼-100.0%00.0%SPONSORED ADRGSThe Goldman Sachs Group$0$203,928 â–¼-100.0%00.0%FinanceShowing 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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