Kondo Wealth Advisors

PASADENA, CAfiles as Kondo Wealth Advisors, Inc.

$299m in 75 US stocks at the end of 30 June 2026. The top 10 are 79.0% of the money. It changed about 3.6% of the portfolio this quarter.

Value

$299m

Stocks

Top 10 share

79.0%

Turnover

3.6%

What changed this quarter

New

Bought for the first time this quarter.

Micron TechnologyMU
0.1% of the fund
KLAKLAC
0.1% of the fund
Advanced Micro DevicesAMD
<0.1% of the fund
Taiwan Semiconductor ManufacturingTSM
<0.1% of the fund
First TR Exchange Traded FDTDIV
<0.1% of the fund
Goldman Sachs GroupGS
<0.1% of the fund
IntelINTC
<0.1% of the fund
General ElectricGE
<0.1% of the fund
Dimensional ETF TrustDFAI
<0.1% of the fund
Lam ResearchLRCX
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRITOT
18.0% of the fund
+3%
Vanguard Scottsdale FDSVGIT
9.8% of the fund
+7%
Ishares TRIDEV
8.6% of the fund
+4%
Dimensional ETF TrustDFSD
5.2% of the fund
+5%
Vanguard Malvern FDSVTIP
3.7% of the fund
+5%
CarvanaCVNA
1.0% of the fund
+141%
NvidiaNVDA
0.7% of the fund
+4%
Vanguard BD Index FDSBSV
0.5% of the fund
+3%
MicrosoftMSFT
0.4% of the fund
+6%
AlphabetGOOGL
0.3% of the fund
+6%
AlphabetGOOG
0.3% of the fund
+2%
Invesco QQQ TRQQQ
0.2% of the fund
+8%
BroadcomAVGO
0.2% of the fund
+4%
TeslaTSLA
0.2% of the fund
+5%
Schwab Strategic TRSCHP
0.1% of the fund
+5%
Eli LillyLLY
0.1% of the fund
+4%
Cisco SystemsCSCO
0.1% of the fund
+2%
Verizon CommunicationsVZ
<0.1% of the fund
+7%
Johnson & JohnsonJNJ
<0.1% of the fund
+4%

Cut

Sold some of their stake.

Ishares TRSUSB
0.6% of the fund
-12%
Morgan Stanley ETF TrustCVIE
0.2% of the fund
-15%
Berkshire HathawayBRK-B
0.2% of the fund
-2%
Morgan Stanley ETF TrustCVLC
0.2% of the fund
-32%
Meta PlatformsMETA
0.2% of the fund
-9%
Ishares TRIWD
0.1% of the fund
-2%
Bank of AmericaBAC
<0.1% of the fund
-37%
Home DepotHD
<0.1% of the fund
-2%

Sold out

Sold their entire stake.

Holdings

Ishares TRITOT
Share
18.0%
Value
$54m
Shares
327,735
+3%
American Centy ETF TRAVUV
Share
13.0%
Value
$39m
Shares
311,684
Held
Vanguard Scottsdale FDSVGIT
Share
9.8%
Value
$29m
Shares
496,479
+7%
American Centy ETF TRAVDV
Share
8.7%
Value
$26m
Shares
252,626
Held
Ishares TRIDEV
Share
8.6%
Value
$26m
Shares
288,994
+4%
Dimensional ETF TrustDFEM
Share
6.3%
Value
$19m
Shares
464,509
Held
Dimensional ETF TrustDFSD
Share
5.2%
Value
$16m
Shares
327,035
+5%
Vanguard Malvern FDSVTIP
Share
3.7%
Value
$11m
Shares
218,914
+5%
Dimensional ETF TrustDFUS
Share
2.9%
Value
$9m
Shares
106,652
Held
Dimensional ETF TrustDFIV
Share
2.8%
Value
$8m
Shares
156,917
Held
Dimensional ETF TrustDFUV
Share
2.6%
Value
$8m
Shares
140,456
Held
Dimensional ETF TrustDFAS
Share
1.8%
Value
$5m
Shares
65,648
Held
AppleAAPL
Share
1.3%
Value
$4m
Shares
13,171
Held
Cathay General BancorpCATY
Share
1.0%
Value
$3m
Shares
50,482
Held
CarvanaCVNA
Share
1.0%
Value
$3m
Shares
44,993
+141%
Wisdomtree TRDLN
Share
0.7%
Value
$2m
Shares
22,030
Held
NvidiaNVDA
Share
0.7%
Value
$2m
Shares
10,267
+4%
Ishares TRSUSB
Share
0.6%
Value
$2m
Shares
71,253
-12%
Dimensional ETF TrustDFAT
Share
0.5%
Value
$2m
Shares
22,198
Held
Vanguard BD Index FDSBSV
Share
0.5%
Value
$1m
Shares
18,370
+3%
Amazon.comAMZN
Share
0.5%
Value
$1m
Shares
5,727
Held
Schwab Strategic TRSCHX
Share
0.4%
Value
$1m
Shares
44,749
Held
IsharesIEMG
Share
0.4%
Value
$1m
Shares
14,605
Held
Wisdomtree TRDWM
Share
0.4%
Value
$1m
Shares
15,412
Held
Ishares TRIVV
Share
0.4%
Value
$1m
Shares
1,499
Held
MicrosoftMSFT
Share
0.4%
Value
$1m
Shares
2,999
+6%
Ishares TRIJR
Share
0.4%
Value
$1m
Shares
7,196
Held
Wisdomtree TRDES
Share
0.3%
Value
$920,353
Shares
22,622
Held
United Parcel ServiceUPS
Share
0.3%
Value
$914,248
Shares
8,504
Held
Vanguard BD Index FDSBIV
Share
0.3%
Value
$899,367
Shares
11,725
Held
CaterpillarCAT
Share
0.3%
Value
$810,389
Shares
761
Held
AlphabetGOOGL
Share
0.3%
Value
$805,869
Shares
2,255
+6%
AlphabetGOOG
Share
0.3%
Value
$771,672
Shares
2,184
+2%
Invesco QQQ TRQQQ
Share
0.2%
Value
$695,350
Shares
944
+8%
JPMorgan ChaseJPM
Share
0.2%
Value
$684,537
Shares
2,090
Held
Morgan Stanley ETF TrustCVIE
Share
0.2%
Value
$683,487
Shares
8,039
-15%
Ishares TRIEFA
Share
0.2%
Value
$679,440
Shares
7,035
Held
BroadcomAVGO
Share
0.2%
Value
$669,751
Shares
1,773
+4%
TeslaTSLA
Share
0.2%
Value
$659,080
Shares
1,567
+5%
Walt DisneyDIS
Share
0.2%
Value
$649,594
Shares
6,748
Held
Ishares TRIWM
Share
0.2%
Value
$647,235
Shares
2,154
Held
Marsh & McLennan CompaniesMRSH
Share
0.2%
Value
$643,846
Shares
3,863
Held
Berkshire HathawayBRK-B
Share
0.2%
Value
$629,490
Shares
1,258
-2%
Wisdomtree TRDGRW
Share
0.2%
Value
$551,941
Shares
5,772
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.2%
Value
$550,369
Shares
737
Held
Morgan Stanley ETF TrustCVLC
Share
0.2%
Value
$519,762
Shares
5,501
-32%
Meta PlatformsMETA
Share
0.2%
Value
$494,006
Shares
877
-9%
Micron TechnologyMU
Share
0.1%
Value
$446,710
Shares
387
New
AstrazenecaAZN
Share
0.1%
Value
$445,796
Shares
2,351
Held
Schwab Strategic TRSCHP
Share
0.1%
Value
$406,959
Shares
15,356
+5%
Ishares TRIWF
Share
0.1%
Value
$405,516
Shares
3,265
Held
Wisdomtree TRIQDG
Share
0.1%
Value
$402,286
Shares
9,338
Held
Costco WholesaleCOST
Share
0.1%
Value
$400,867
Shares
428
Held
Ishares TRIWD
Share
0.1%
Value
$383,127
Shares
1,580
-2%
Dimensional ETF TrustDFSV
Share
0.1%
Value
$369,711
Shares
9,531
Held
Wells Fargo & CompanyWFC
Share
0.1%
Value
$360,807
Shares
4,366
Held
Wisdomtree TRDEM
Share
0.1%
Value
$342,470
Shares
6,365
Held
Eli LillyLLY
Share
0.1%
Value
$322,839
Shares
269
+4%
Cisco SystemsCSCO
Share
0.1%
Value
$309,154
Shares
2,632
+2%
KLAKLAC
Share
0.1%
Value
$305,331
Shares
1,012
New
Advanced Micro DevicesAMD
Share
<0.1%
Value
$289,874
Shares
499
New
Verizon CommunicationsVZ
Share
<0.1%
Value
$284,889
Shares
6,728
+7%
Taiwan Semiconductor ManufacturingTSM
Share
<0.1%
Value
$258,843
Shares
542
New
Bank of AmericaBAC
Share
<0.1%
Value
$257,761
Shares
4,523
-37%
WalmartWMT
Share
<0.1%
Value
$254,130
Shares
2,243
Held
Spdr Index SHS FDSRWO
Share
<0.1%
Value
$243,990
Shares
4,906
Held
First TR Exchange Traded FDTDIV
Share
<0.1%
Value
$243,546
Shares
2,120
New
Johnson & JohnsonJNJ
Share
<0.1%
Value
$242,020
Shares
952
+4%
Goldman Sachs GroupGS
Share
<0.1%
Value
$236,661
Shares
234
New
Dimensional ETF TrustDISV
Share
<0.1%
Value
$228,564
Shares
5,695
Held
IntelINTC
Share
<0.1%
Value
$227,457
Shares
1,629
New
General ElectricGE
Share
<0.1%
Value
$216,390
Shares
579
New
Home DepotHD
Share
<0.1%
Value
$213,872
Shares
606
-2%
Dimensional ETF TrustDFAI
Share
<0.1%
Value
$212,423
Shares
5,149
New
Lam ResearchLRCX
Share
<0.1%
Value
$203,665
Shares
470
New

Company	Share of fund	Value	Shares	Change
Ishares TRITOT	18.0%	$54m	327,735	+3%
American Centy ETF TRAVUV	13.0%	$39m	311,684	Held
Vanguard Scottsdale FDSVGIT	9.8%	$29m	496,479	+7%
American Centy ETF TRAVDV	8.7%	$26m	252,626	Held
Ishares TRIDEV	8.6%	$26m	288,994	+4%
Dimensional ETF TrustDFEM	6.3%	$19m	464,509	Held
Dimensional ETF TrustDFSD	5.2%	$16m	327,035	+5%
Vanguard Malvern FDSVTIP	3.7%	$11m	218,914	+5%
Dimensional ETF TrustDFUS	2.9%	$9m	106,652	Held
Dimensional ETF TrustDFIV	2.8%	$8m	156,917	Held
Dimensional ETF TrustDFUV	2.6%	$8m	140,456	Held
Dimensional ETF TrustDFAS	1.8%	$5m	65,648	Held
AppleAAPL	1.3%	$4m	13,171	Held
Cathay General BancorpCATY	1.0%	$3m	50,482	Held
CarvanaCVNA	1.0%	$3m	44,993	+141%
Wisdomtree TRDLN	0.7%	$2m	22,030	Held
NvidiaNVDA	0.7%	$2m	10,267	+4%
Ishares TRSUSB	0.6%	$2m	71,253	-12%
Dimensional ETF TrustDFAT	0.5%	$2m	22,198	Held
Vanguard BD Index FDSBSV	0.5%	$1m	18,370	+3%
Amazon.comAMZN	0.5%	$1m	5,727	Held
Schwab Strategic TRSCHX	0.4%	$1m	44,749	Held
IsharesIEMG	0.4%	$1m	14,605	Held
Wisdomtree TRDWM	0.4%	$1m	15,412	Held
Ishares TRIVV	0.4%	$1m	1,499	Held
MicrosoftMSFT	0.4%	$1m	2,999	+6%
Ishares TRIJR	0.4%	$1m	7,196	Held
Wisdomtree TRDES	0.3%	$920,353	22,622	Held
United Parcel ServiceUPS	0.3%	$914,248	8,504	Held
Vanguard BD Index FDSBIV	0.3%	$899,367	11,725	Held
CaterpillarCAT	0.3%	$810,389	761	Held
AlphabetGOOGL	0.3%	$805,869	2,255	+6%
AlphabetGOOG	0.3%	$771,672	2,184	+2%
Invesco QQQ TRQQQ	0.2%	$695,350	944	+8%
JPMorgan ChaseJPM	0.2%	$684,537	2,090	Held
Morgan Stanley ETF TrustCVIE	0.2%	$683,487	8,039	-15%
Ishares TRIEFA	0.2%	$679,440	7,035	Held
BroadcomAVGO	0.2%	$669,751	1,773	+4%
TeslaTSLA	0.2%	$659,080	1,567	+5%
Walt DisneyDIS	0.2%	$649,594	6,748	Held
Ishares TRIWM	0.2%	$647,235	2,154	Held
Marsh & McLennan CompaniesMRSH	0.2%	$643,846	3,863	Held
Berkshire HathawayBRK-B	0.2%	$629,490	1,258	-2%
Wisdomtree TRDGRW	0.2%	$551,941	5,772	Held
State STR Spdr S&P 500 ETF TSPY	0.2%	$550,369	737	Held
Morgan Stanley ETF TrustCVLC	0.2%	$519,762	5,501	-32%
Meta PlatformsMETA	0.2%	$494,006	877	-9%
Micron TechnologyMU	0.1%	$446,710	387	New
AstrazenecaAZN	0.1%	$445,796	2,351	Held
Schwab Strategic TRSCHP	0.1%	$406,959	15,356	+5%
Ishares TRIWF	0.1%	$405,516	3,265	Held
Wisdomtree TRIQDG	0.1%	$402,286	9,338	Held
Costco WholesaleCOST	0.1%	$400,867	428	Held
Ishares TRIWD	0.1%	$383,127	1,580	-2%
Dimensional ETF TrustDFSV	0.1%	$369,711	9,531	Held
Wells Fargo & CompanyWFC	0.1%	$360,807	4,366	Held
Wisdomtree TRDEM	0.1%	$342,470	6,365	Held
Eli LillyLLY	0.1%	$322,839	269	+4%
Cisco SystemsCSCO	0.1%	$309,154	2,632	+2%
KLAKLAC	0.1%	$305,331	1,012	New
Advanced Micro DevicesAMD	<0.1%	$289,874	499	New
Verizon CommunicationsVZ	<0.1%	$284,889	6,728	+7%
Taiwan Semiconductor ManufacturingTSM	<0.1%	$258,843	542	New
Bank of AmericaBAC	<0.1%	$257,761	4,523	-37%
WalmartWMT	<0.1%	$254,130	2,243	Held
Spdr Index SHS FDSRWO	<0.1%	$243,990	4,906	Held
First TR Exchange Traded FDTDIV	<0.1%	$243,546	2,120	New
Johnson & JohnsonJNJ	<0.1%	$242,020	952	+4%
Goldman Sachs GroupGS	<0.1%	$236,661	234	New
Dimensional ETF TrustDISV	<0.1%	$228,564	5,695	Held
IntelINTC	<0.1%	$227,457	1,629	New
General ElectricGE	<0.1%	$216,390	579	New
Home DepotHD	<0.1%	$213,872	606	-2%
Dimensional ETF TrustDFAI	<0.1%	$212,423	5,149	New
Lam ResearchLRCX	<0.1%	$203,665	470	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 32.1% since 30 June 2025.

Where the money is

Technology3.2%

Financial services2.0%

Retail & consumer1.7%

Media & telecom1.0%

Industrials0.6%

Health care0.3%

Everyday goods0.2%

Other90.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.