Kondo Wealth Advisors, Inc.

CIK 0002070929 · PASADENA, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source

Kondo Wealth Advisors, Inc. reported 75 positions worth $299.2M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: ITOT (18.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$299.2M
2026 Q2
Positions
75
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
79.0%
Est. Net Flow (Q)
2026 Q2
10 / 75 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1ITOTISHARES TRSH$53.8M18.00%327,735
2AVUVAMERICAN CENTY ETF TRSH$38.9M13.00%311,684
3VGITVANGUARD SCOTTSDALE FDSSH$29.3M9.79%496,479
4AVDVAMERICAN CENTY ETF TRSH$26.0M8.70%252,626
5IDEVISHARES TRSH$25.7M8.60%288,994
6DFEMDIMENSIONAL ETF TRUSTSH$18.9M6.31%464,509
7DFSDDIMENSIONAL ETF TRUSTSH$15.6M5.22%327,035
8VTIPVANGUARD MALVERN FDSSH$11.0M3.68%218,914
9DFUSDIMENSIONAL ETF TRUSTSH$8.7M2.92%106,652
10DFIVDIMENSIONAL ETF TRUSTSH$8.5M2.83%156,917

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Kondo Wealth Advisors, Inc. hold as of Q2 2026?

Kondo Wealth Advisors, Inc. reported 75 positions worth $299.2M in its Q2 2026 13F filing. Largest positions: ITOT (18.0%), AVUV (13.0%), VGIT (9.8%), AVDV (8.7%) and IDEV (8.6%).

What did Kondo Wealth Advisors, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Kondo Wealth Advisors, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.