Kondo Wealth Advisors, Inc. Top Holdings and 13F Report (2026) About Kondo Wealth Advisors, Inc.Investment ActivityKondo Wealth Advisors, Inc. has $299.17 million in total holdings as of June 30, 2026.Kondo Wealth Advisors, Inc. owns shares of 75 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 4.42% of the portfolio was purchased this quarter.About 0.73% of the portfolio was sold this quarter.This quarter, Kondo Wealth Advisors, Inc. has purchased 69 new stocks and bought additional shares in 37 stocks.Kondo Wealth Advisors, Inc. sold shares of 24 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $53,837,381Avantis U.S. Small Cap Value ETF $38,885,824Vanguard Intermediate-Term Treasury ETF $29,282,403Avantis International Small Cap Value ETF $26,033,193iShares Core MSCI International Developed Markets ETF $25,723,508 Largest New Holdings this Quarter 595112103 - Micron Technology $446,710 Holding482480100 - KLA $305,331 Holding007903107 - Advanced Micro Devices $289,874 Holding874039100 - Taiwan Semiconductor Manufacturing $258,843 Holding33738R118 - First Trust NASDAQ Technology Dividend Index Fund $243,546 Holding Largest Purchases this Quarter Carvana 41,261 shares (about $2.72M)Vanguard Intermediate-Term Treasury ETF 31,075 shares (about $1.83M)iShares Core S&P Total U.S. Stock Market ETF 10,067 shares (about $1.65M)iShares Core MSCI International Developed Markets ETF 11,691 shares (about $1.04M)Dimensional Short-Duration Fixed Income ETF 16,932 shares (about $808.51K) Largest Sales this Quarter iShares ESG Aware 1-5 Year USD Corporate Bond ETF 10,114 shares (about $252.75K)Calvert US Large-Cap Core Responsible Index ETF 2,549 shares (about $240.84K)Dimensional International Value ETF 3,187 shares (about $172.16K)Bank of America 2,605 shares (about $148.46K)Dimensional US Marketwide Value ETF 2,495 shares (about $137.25K) 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$53,837,381$1,653,717 â–²3.2%327,73518.0%ETFAVUVAvantis U.S. Small Cap Value ETF$38,885,824$689,052 â–²1.8%311,68413.0%ETFVGITVanguard Intermediate-Term Treasury ETF$29,282,403$1,832,808 â–²6.7%496,4799.8%ETFAVDVAvantis International Small Cap Value ETF$26,033,193$321,929 â–²1.3%252,6268.7%ETFIDEViShares Core MSCI International Developed Markets ETF$25,723,508$1,040,622 â–²4.2%288,9948.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$18,877,767$233,722 â–²1.3%464,5096.3%ETFDFSDDimensional Short-Duration Fixed Income ETF$15,616,065$808,510 â–²5.5%327,0355.2%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$10,996,090$476,835 â–²4.5%218,9143.7%ManufacturingDFUSDimensional U.S. Equity ETF$8,739,193$37,775 â–¼-0.4%106,6522.9%ETFDFIVDimensional International Value ETF$8,476,755$172,164 â–¼-2.0%156,9172.8%ETFDFUVDimensional US Marketwide Value ETF$7,726,586$137,252 â–¼-1.7%140,4562.6%ETFDFASDimensional U.S. Small Cap ETF$5,405,595$24,044 â–¼-0.4%65,6481.8%ETFAAPLApple$3,811,799$29,809 â–²0.8%13,1711.3%Computer and TechnologyCATYCathay General Bancorp$3,129,379$62 â–²0.0%50,4821.0%FinanceCVNACarvana$2,961,439$2,715,799 â–²1,105.6%44,9931.0%Retail/WholesaleDLNWisdomTree U.S. LargeCap Dividend Fund$2,122,097$38,627 â–¼-1.8%22,0300.7%FinanceNVDANVIDIA$2,054,324$83,638 â–²4.2%10,2670.7%Computer and TechnologySUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$1,780,613$252,749 â–¼-12.4%71,2530.6%ManufacturingDFATDimensional U.S. Targeted Value ETF$1,551,662$7,200 â–²0.5%22,1980.5%ETFBSVVanguard Short-Term Bond ETF$1,431,353$41,219 â–²3.0%18,3700.5%ETFAMZNAmazon.com$1,364,974$10,725 â–²0.8%5,7270.5%Retail/WholesaleSCHXSchwab US Large-Cap ETF$1,316,9630.0%44,7490.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,209,897$9,195 â–¼-0.8%14,6050.4%ETFDWMWisdomTree International Equity Fund$1,128,440$17,792 â–¼-1.6%15,4120.4%FinanceIVViShares Core S&P 500 ETF$1,122,865$2,247 â–²0.2%1,4990.4%ETFMSFTMicrosoft$1,119,107$66,049 â–²6.3%2,9990.4%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,067,2390.0%7,1960.4%ETFDESWisdomTree U.S. SmallCap Dividend Fund$920,353$2,116 â–¼-0.2%22,6220.3%FinanceUPSUnited Parcel Service$914,248$2,258 â–²0.2%8,5040.3%TransportationBIVVanguard Intermediate-Term Bond ETF$899,367$2,608 â–²0.3%11,7250.3%ETFCATCaterpillar$810,389$7,454 â–²0.9%7610.3%IndustrialsGOOGLAlphabet$805,869$43,956 â–²5.8%2,2550.3%Computer and TechnologyGOOGAlphabet$771,672$18,020 â–²2.4%2,1840.3%Computer and TechnologyQQQInvesco QQQ$695,350$51,562 â–²8.0%9440.2%FinanceJPMJPMorgan Chase & Co.$684,537$9,171 â–²1.4%2,0900.2%FinanceCVIECalvert International Responsible Index ETF$683,487$118,435 â–¼-14.8%8,0390.2%ETFIEFAiShares Core MSCI EAFE ETF$679,4400.0%7,0350.2%ETFAVGOBroadcom$669,751$23,043 â–²3.6%1,7730.2%Computer and TechnologyTSLATesla$659,080$28,601 â–²4.5%1,5670.2%Auto/Tires/TrucksDISWalt Disney$649,594$4,717 â–¼-0.7%6,7480.2%Consumer DiscretionaryIWMiShares Russell 2000 ETF$647,235$6,911 â–¼-1.1%2,1540.2%FinanceMARSH & MCLENNAN COS INC$643,846$5,500 â–¼-0.8%3,8630.2%COMBRK.BBerkshire Hathaway$629,490$16,012 â–¼-2.5%1,2580.2%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$551,941$5,642 â–¼-1.0%5,7720.2%ManufacturingSPYSPDR S&P 500 ETF Trust$550,3690.0%7370.2%FinanceCVLCCalvert US Large-Cap Core Responsible Index ETF$519,762$240,842 â–¼-31.7%5,5010.2%ETFMETAMeta Platforms$494,006$50,133 â–¼-9.2%8770.2%Computer and TechnologyMUMicron Technology$446,710$446,710 â–²New Holding3870.1%Computer and TechnologyAZNCFAstraZeneca$445,796$190 â–¼0.0%2,3510.1%MedicalSCHPSchwab U.S. TIPS ETF$406,959$20,936 â–²5.4%15,3560.1%ETFIWFiShares Russell 1000 Growth ETF$405,516$304,168 â–²300.1%3,2650.1%ETFIQDGWisdomTree International Quality Dividend Growth Fund$402,286$689 â–²0.2%9,3380.1%FinanceCOSTCostco Wholesale$400,867$1,873 â–¼-0.5%4280.1%Retail/WholesaleIWDiShares Russell 1000 Value ETF$383,127$8,972 â–¼-2.3%1,5800.1%ETFDFSVDimensional US Small Cap Value ETF$369,711$504 â–²0.1%9,5310.1%ETFWFCWells Fargo & Company$360,807$1,818 â–²0.5%4,3660.1%FinanceDEMWisdomTree Emerging Markets High Dividend Fund$342,470$1,453 â–¼-0.4%6,3650.1%FinanceLLYEli Lilly and Company$322,839$13,202 â–²4.3%2690.1%MedicalCSCOCisco Systems$309,154$6,225 â–²2.1%2,6320.1%Computer and TechnologyKLACKLA$305,331$305,331 â–²New Holding1,0120.1%Computer and TechnologyAMDAdvanced Micro Devices$289,874$289,874 â–²New Holding4990.1%Computer and TechnologyVZVerizon Communications$284,889$17,700 â–²6.6%6,7280.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$258,843$258,843 â–²New Holding5420.1%Computer and TechnologyBACBank of America$257,761$148,456 â–¼-36.5%4,5230.1%FinanceWALMART INC$254,130$1,926 â–²0.8%2,2430.1%COMRWOSPDR Dow Jones Global Real Estate ETF$243,990$1,442 â–¼-0.6%4,9060.1%ETFTDIVFirst Trust NASDAQ Technology Dividend Index Fund$243,546$243,546 â–²New Holding2,1200.1%ManufacturingJNJJohnson & Johnson$242,020$8,389 â–²3.6%9520.1%MedicalGSThe Goldman Sachs Group$236,661$236,661 â–²New Holding2340.1%FinanceDISVDimensional International Small Cap Value ETF$228,564$1,204 â–²0.5%5,6950.1%ETFINTCIntel$227,457$227,457 â–²New Holding1,6290.1%Computer and TechnologyGEGE Aerospace$216,390$216,390 â–²New Holding5790.1%AerospaceHDHome Depot$213,872$5,294 â–¼-2.4%6060.1%Retail/WholesaleDFAIDimensional International Core Equity Market ETF$212,423$212,423 â–²New Holding5,1490.1%ETFLAM RESEARCH CORP$203,665$203,665 â–²New Holding4700.1%COM NEWXOMExxonMobil$0$236,506 â–¼-100.0%00.0%EnergyCVXChevron$0$230,072 â–¼-100.0%00.0%EnergyMAMastercard$0$213,854 â–¼-100.0%00.0%Business ServicesLOWLowe's Companies$0$207,628 â–¼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. 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