Kondo Wealth Advisors, Inc. — 13F Holdings

2026 Q1  ·  76 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Kondo Wealth Advisors, Inc. maintained a portfolio of 76 distinct positions. The most significant new addition was ASTRAZENECA PLC, now representing 0.17% of the total fund value. They heavily accumulated shares in VANGUARD SCOTTSDALE FDS, increasing the position by 6.3%.
Position History hover any row below to update
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Kondo Wealth Advisors, Inc. RIA AUM $265M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
76
Quarter
2026 Q1
Top Holding
ITOT (17.0%)
Top 10 Concentration
79.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 76
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
ITOT
ISHARES TR
ETF 17.03% 17.74% #1
Prev: #1
6.5
—
5,907 1.9%
P
S
317,668 $45,245,583
$123.73 +33.8%
$142.43 +16.3%
2025 Q1 13F Filing 2026-03-31 2026-05-11
AVUV
AMERICAN CENTY ...
ETF 12.73% 11.89% #2
Prev: #2
6.0
—
1,483 0.5%
P
S
306,161 $33,821,680 2025 Q1 13F Filing 2026-03-31 2026-05-11
VGIT
VANGUARD SCOTTS...
Bond/Debt 10.43% 10.04% #3
Prev: #3
7.0
—
27,705 6.3%
P
S
465,404 $27,714,836 2025 Q1 13F Filing 2026-03-31 2026-05-11
AVDV
AMERICAN CENTY ...
Bond/Debt 9.38% 9.24% #4
Prev: #4
4.8
—
-7,447 -2.9%
P
S
249,502 $24,915,356 2025 Q1 13F Filing 2026-03-31 2026-05-11
IDEV
ISHARES TR
Bond/Debt 8.72% 8.64% #5
Prev: #5
4.5
—
3,707 1.4%
P
S
277,303 $23,174,253 2025 Q1 13F Filing 2026-03-31 2026-05-11
DFEM
DIMENSIONAL ETF...
ETF 5.97% 5.75% #6
Prev: #6
2.9
—
4,695 1.0%
P
S
458,758 $15,850,123 2025 Q1 13F Filing 2026-03-31 2026-05-11
DFSD
DIMENSIONAL ETF...
ETF 5.59% 5.46% #7
Prev: #7
2.7
—
12,740 4.3%
P
S
310,103 $14,847,770 2025 Q1 13F Filing 2026-03-31 2026-05-11
VTIP
VANGUARD MALVER...
ETF 3.94% 3.84% #8
Prev: #8
2.1
—
6,548 3.2%
P
S
209,421 $10,460,661 2025 Q1 13F Filing 2026-03-31 2026-05-11
DFIV
DIMENSIONAL ETF...
Bond/Debt 3.18% 3.19% #9
Prev: #9
1.8
—
-6,757 -4.0%
P
S
160,104 $8,450,355 2025 Q1 13F Filing 2026-03-31 2026-05-11
DFUS
DIMENSIONAL ETF...
ETF 2.86% 3.04% #10
Prev: #10
1.6
—
-79 -0.1%
P
S
107,113 $7,595,564 2025 Q1 13F Filing 2026-03-31 2026-05-11
DFUV
DIMENSIONAL ETF...
ETF 2.61% 2.60% #11
Prev: #11
1.5
—
-3,022 -2.1%
P
S
142,951 $6,927,456 2025 Q1 13F Filing 2026-03-31 2026-05-11
DFAS
DIMENSIONAL ETF...
ETF 1.77% 1.76% #12
Prev: #12
1.2
—
-152 -0.2%
P
S
65,940 $4,690,393 2025 Q1 13F Filing 2026-03-31 2026-05-11
AAPL
APPLE INC
Technology 1.25% 1.34% #13
Prev: #13
1.0
—
224 1.7%
P
S
13,068 $3,317,005 2025 Q1 13F Filing 2026-03-31 2026-05-11
CATY
CATHAY GEN BANC...
Financial Services 0.95% 0.94% #14
Prev: #14
0.9
—
-500 -1.0%
P
S
50,481 $2,516,983 2025 Q1 13F Filing 2026-03-31 2026-05-11
SUSB
ISHARES TR
ETF 0.77% 0.80% #15 1
Prev: #16
0.8
—
-998 -1.2%
P
S
81,367 $2,039,464 2025 Q1 13F Filing 2026-03-31 2026-05-11
DLN
WISDOMTREE TR
Unknown 0.75% 0.82% #16 1
Prev: #15
0.8
—
-1,858 -7.6%
P
S
22,431 $2,003,860 2025 Q1 13F Filing 2026-03-31 2026-05-11
NVDA
NVIDIA CORPORAT...
Technology 0.65% 0.68% #17
Prev: #17
0.8
—
269 2.8%
P
S
9,849 $1,717,665 2025 Q1 13F Filing 2026-03-31 2026-05-11
BSV
VANGUARD BD IND...
Bond/Debt 0.53% 0.53% #18 2
Prev: #20
0.7
—
232 1.3%
P
S
17,841 $1,398,976 2025 Q1 13F Filing 2026-03-31 2026-05-11
DFAT
DIMENSIONAL ETF...
ETF 0.52% 0.50% #19 2
Prev: #21
0.7
—
27 0.1%
P
S
22,095 $1,379,833 2025 Q1 13F Filing 2026-03-31 2026-05-11
AMZN
AMAZON COM INC
Consumer Cyclical 0.45% 0.47% #20 2
Prev: #22
2.2
—
399 7.6%
P
S
5,682 $1,183,390 2025 Q1 13F Filing 2026-03-31 2026-05-11
CVNA
CARVANA CO
Consumer Cyclical 0.44% 0.62% #21 3
Prev: #18
0.7
—
-101 -2.6%
P
S
3,732 $1,173,266 2025 Q1 13F Filing 2026-03-31 2026-05-11
SCHX
SCHWAB STRATEGI...
ETF 0.43% 0.46% #22 1
Prev: #23
1.2
—
no change no change
P
S
44,749 $1,147,364 2025 Q1 13F Filing 2026-03-31 2026-05-11
DWM
WISDOMTREE TR
Bond/Debt 0.41% 0.42% #23 1
Prev: #24
0.7
—
-452 -2.8%
P
S
15,655 $1,094,195 2025 Q1 13F Filing 2026-03-31 2026-05-11
MSFT
MICROSOFT CORP
Technology 0.39% 0.57% #24 5
Prev: #19
0.7
—
-251 -8.2%
P
S
2,822 $1,045,355 2025 Q1 13F Filing 2026-03-31 2026-05-11
IEMG
ISHARES INC
ETF 0.39% 0.36% #25 1
Prev: #26
0.7
—
677 4.8%
P
S
14,716 $1,026,442 2025 Q1 13F Filing 2026-03-31 2026-05-11
IVV
ISHARES TR
ETF 0.37% 0.39% #26 1
Prev: #25
1.1
—
no change no change
P
S
1,496 $977,202 2025 Q1 13F Filing 2026-03-31 2026-05-11
BIV
VANGUARD BD IND...
Bond/Debt 0.34% 0.35% #27
Prev: #27
0.6
—
111 1.0%
P
S
11,691 $902,347 2025 Q1 13F Filing 2026-03-31 2026-05-11
IJR
ISHARES TR
ETF 0.34% 0.33% #28
Prev: #28
1.1
—
no change no change
P
S
7,196 $894,535 2025 Q1 13F Filing 2026-03-31 2026-05-11
UPS
UNITED PARCEL S...
Industrials 0.31% 0.32% #29
Prev: #29
0.6
—
4 0.0%
P
S
8,483 $834,597 2025 Q1 13F Filing 2026-03-31 2026-05-11
DES
WISDOMTREE TR
Unknown 0.31% 0.31% #30 2
Prev: #32
0.6
—
-1,220 -5.1%
P
S
22,674 $814,943 2025 Q1 13F Filing 2026-03-31 2026-05-11
CVIE
MORGAN STANLEY ...
Bond/Debt 0.26% 0.28% #31 2
Prev: #33
0.6
—
-815 -8.0%
P
S
9,432 $685,612 2025 Q1 13F Filing 2026-03-31 2026-05-11
MMC
MARSH & MCLENNA...
Unknown 0.25% 0.28% #32 2
Prev: #34
0.6
—
-6 -0.2%
P
S
3,896 $675,761 2025 Q1 13F Filing 2026-03-31 2026-05-11
DIS
DISNEY WALT CO
Communication Services 0.25% 0.32% #33 3
Prev: #30
0.6
—
-517 -7.1%
P
S
6,797 $655,213 2025 Q1 13F Filing 2026-03-31 2026-05-11
CVLC
MORGAN STANLEY ...
ETF 0.24% 0.31% #34 3
Prev: #31
0.6
—
-1,471 -15.5%
P
S
8,050 $644,483 2025 Q1 13F Filing 2026-03-31 2026-05-11
IEFA
ISHARES TR
ETF 0.24% 0.24% #35 4
Prev: #39
1.1
—
no change no change
P
S
7,035 $636,879 2025 Q1 13F Filing 2026-03-31 2026-05-11
BRK/B
BERKSHIRE HATHA...
Financial Services 0.23% 0.17% #36 10
Prev: #46
2.6
—
411 46.8%
P
S
1,290 $618,168 2025 Q1 13F Filing 2026-03-31 2026-05-11
GOOGL
ALPHABET INC
Communication Services 0.23% 0.24% #37 3
Prev: #40
2.1
—
123 6.1%
P
S
2,132 $613,078 2025 Q1 13F Filing 2026-03-31 2026-05-11
GOOG
ALPHABET INC
Communication Services 0.23% 0.25% #38 1
Prev: #37
0.6
—
27 1.3%
P
S
2,133 $611,873 2025 Q1 13F Filing 2026-03-31 2026-05-11
JPM
JPMORGAN CHASE ...
Financial Services 0.23% 0.17% #39 8
Prev: #47
3.1
—
705 52.0%
P
S
2,062 $606,933 2025 Q1 13F Filing 2026-03-31 2026-05-11
TSLA
TESLA INC
Consumer Cyclical 0.21% 0.25% #40 5
Prev: #35
0.6
—
25 1.7%
P
S
1,499 $557,254 2025 Q1 13F Filing 2026-03-31 2026-05-11
META
META PLATFORMS ...
Communication Services 0.21% 0.24% #41 3
Prev: #38
0.6
—
2 0.2%
P
S
966 $552,678 2025 Q1 13F Filing 2026-03-31 2026-05-11
IWM
ISHARES TR
ETF 0.20% 0.21% #42 1
Prev: #41
0.6
—
-20 -0.9%
P
S
2,177 $540,048 2025 Q1 13F Filing 2026-03-31 2026-05-11
CAT
CATERPILLAR INC
Industrials 0.20% 0.17% #43 5
Prev: #48
1.1
—
no change no change
P
S
754 $534,179 2025 Q1 13F Filing 2026-03-31 2026-05-11
AVGO
BROADCOM INC
Technology 0.20% 0.20% #44 1
Prev: #43
2.1
—
235 15.9%
P
S
1,712 $529,881 2025 Q1 13F Filing 2026-03-31 2026-05-11
DGRW
WISDOMTREE TR
ETF 0.19% 0.25% #45 9
Prev: #36
0.1
—
-1,563 -21.1%
P
S
5,831 $512,195 2025 Q1 13F Filing 2026-03-31 2026-05-11
QQQ
INVESCO QQQ TR
ETF 0.19% 0.21% #46 4
Prev: #42
1.1
—
no change no change
P
S
874 $504,603 2025 Q1 13F Filing 2026-03-31 2026-05-11
SPY
STATE STR SPDR ...
ETF 0.18% 0.19% #47 3
Prev: #44
0.6
—
3 0.4%
P
S
737 $479,300 2025 Q1 13F Filing 2026-03-31 2026-05-11
AZNCF
ASTRAZENECA PLC
Unknown 0.17% — #48
Prev: #—
3.6
—
2,352 —
NEW
 2,352 $463,861 2026 Q1 13F Filing 2026-03-31 2026-05-11
COST
COSTCO WHOLESAL...
Consumer Defensive 0.16% 0.11% #49 8
Prev: #57
2.6
—
97 29.1%
P
S
430 $428,839 2025 Q1 13F Filing 2026-03-31 2026-05-11
SCHP
SCHWAB STRATEGI...
ETF 0.15% 0.15% #50 1
Prev: #51
0.6
—
143 1.0%
P
S
14,566 $387,601 2025 Q1 13F Filing 2026-03-31 2026-05-11
Showing 1-50 of 76 holdings

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