Q3 2026 13F · SEC CIK 2070929

Kondo Wealth Advisors, Inc.

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $300.2M
Reported positions: 74
Holdings vs S&P 500, 3 yrs: —
Assets under management: $365.1M

Kondo Wealth Advisors, Inc. is a wealth manager that reported 74 positions worth $300.2M in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Ishares Tr (ITOT, 18.3%), American Centy ETF Tr (AVUV, 12.1%), Vanguard Scottsdale Fds (VGIT, 9.8%).

Kondo Wealth Advisors, Inc. holdings largest 50 of 74 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Kondo Wealth Advisors, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
ITOTIshares Tr	18.3%	18.0%	329,462	+0.5%	$54.8M
AVUVAmerican Centy ETF Tr	12.1%	13.0%	308,790	-0.9%	$36.4M
VGITVanguard Scottsdale Fds	9.8%	9.8%	517,579	+4.2%	$29.3M
AVDVAmerican Centy ETF Tr	9.2%	8.7%	253,632	+0.4%	$27.7M
IDEVIshares Tr	8.7%	8.6%	292,723	+1.3%	$26.2M
DFEMDimensional ETF Trust	6.2%	6.3%	466,721	+0.5%	$18.5M
DFSDDimensional Short-Duration Fixed Income	5.2%	5.2%	338,725	+3.6%	$15.7M
VTIPVanguard Malvern Fds	3.7%	3.7%	223,607	+2.1%	$11.0M
DFUSDimensional ETF Trust	2.9%	2.9%	105,950	-0.7%	$8.8M
DFIVDimensional ETF Trust	2.8%	2.8%	153,054	-2.5%	$8.5M
DFUVDimensional ETF Trust	2.5%	2.6%	138,842	-1.1%	$7.6M
DFASDimensional ETF Trust	1.7%	1.8%	66,143	+0.8%	$5.1M
AAPLApple Inc	1.5%	1.3%	13,224	+0.4%	$4.4M
CATYCathay Gen Bancorp	1.0%	1.0%	50,483	+0.0%	$3.0M
CVNACarvana Co	0.9%	1.0%	44,953	-0.1%	$2.8M
NVDANvidia Corporation	0.8%	0.7%	10,360	+0.9%	$2.4M
MSFTMicrosoft Corp	0.8%	0.4%	4,407	+46.9%	$2.3M
DLNWisdomtree Tr	0.7%	0.7%	22,040	+0.0%	$2.1M
SUSBIshares Tr	0.6%	0.6%	72,999	+2.5%	$1.8M
DFATDimensional ETF Trust	0.5%	0.5%	22,056	-0.6%	$1.5M
AMZNAmazon Com Inc	0.5%	0.5%	5,768	+0.7%	$1.4M
BSVVanguard Bd Index Fds	0.5%	0.5%	18,535	+0.9%	$1.4M
SCHXSchwab Strategic Tr	0.4%	0.4%	44,749	+0.0%	$1.3M
IEMGIshares Inc	0.4%	0.4%	14,621	+0.1%	$1.2M
IVVIshares Tr	0.4%	0.4%	1,503	+0.3%	$1.2M
DWMWisdomtree Tr	0.4%	0.4%	15,373	-0.3%	$1.1M
IJRIshares Tr	0.3%	0.4%	7,196	+0.0%	$979K
BIVVanguard Bd Index Fds	0.3%	0.3%	12,004	+2.4%	$875K
DESWisdomtree Tr	0.3%	0.3%	22,748	+0.6%	$862K
UPSUnited Parcel Svcs Inc	0.3%	0.3%	8,509	+0.1%	$795K
SOSouthern Co	0.3%	—	9,435	—	$782K
GOOGLAlphabet Inc	0.3%	0.3%	2,235	-0.9%	$769K
GOOGAlphabet Inc	0.2%	0.3%	2,131	-2.4%	$726K
DISDisney Walt Co	0.2%	0.2%	6,754	+0.1%	$709K
QQQInvesco Qqq Tr	0.2%	0.2%	944	+0.0%	$699K
JPMJpmorgan Chase & Co	0.2%	0.2%	2,098	+0.4%	$695K
IEFAIshares Tr	0.2%	0.2%	7,035	+0.0%	$682K
MRSHMarsh & Mclennan Cos	0.2%	0.2%	3,873	+0.3%	$661K
CVIEMorgan Stanley ETF Trust	0.2%	0.2%	7,897	-1.8%	$656K
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	1,265	+0.6%	$630K
AVGOBroadcom Inc	0.2%	0.2%	1,789	+0.9%	$628K
IWMIshares Tr	0.2%	0.2%	2,164	+0.5%	$601K
DGRWWisdomtree Tr	0.2%	0.2%	6,113	+5.9%	$595K
METAMeta Platforms Inc	0.2%	0.2%	793	-9.6%	$575K
SPYState Str Spdr S&p 500 ETF T	0.2%	0.2%	737	+0.0%	$562K
CVLCCalvert US Large Cap Core Responsi	0.2%	0.2%	5,508	+0.1%	$521K
TSLATesla Inc	0.2%	0.2%	1,291	-17.6%	$458K
SCHPSchwab Strategic Tr	0.1%	0.1%	17,648	+14.9%	$444K
MUMicron Technology Inc	0.1%	0.1%	403	+4.1%	$429K
IWFIshares Tr	0.1%	—	3,267	—	$409K

What Kondo Wealth Advisors, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

Reduced

TSLA Tesla Inc-17.6% shares
META Meta Platforms Inc-9.6% shares

Left the top 50

CAT Caterpillar Incwas 0.3%
AZN Astrazeneca PLCwas 0.1%

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.3% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$300.2M	74
Q2 2026	$299.2M	75
Q1 2026	$265.6M	69
Q4 2025	$261.3M	71
Q3 2025	$247.9M	68
Q2 2025	$226.5M	67
Q1 2025	$202.8M	61
Q4 2024	$197.1M	60

Questions about Kondo Wealth Advisors, Inc.'s portfolio

What stocks does Kondo Wealth Advisors, Inc. own?

Kondo Wealth Advisors, Inc.'s latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 74 positions worth $300.2M. The largest are Ishares Tr (ITOT) at 18.3%, American Centy ETF Tr (AVUV) at 12.1%, Vanguard Scottsdale Fds (VGIT) at 9.8%, American Centy ETF Tr (AVDV) at 9.2% and Ishares Tr (IDEV) at 8.7%.

What did Kondo Wealth Advisors, Inc. buy last quarter?

In Q3 2026, Kondo Wealth Advisors, Inc. added Microsoft Corp (MSFT) (+46.9% shares), Schwab Strategic Tr (SCHP) (+14.9% shares) and Wisdomtree Tr (DGRW) (+5.9% shares), compared with its Q2 2026 filing.

What did Kondo Wealth Advisors, Inc. sell last quarter?

In Q3 2026, Kondo Wealth Advisors, Inc. cut from its top 50 Caterpillar Inc (CAT), cut from its top 50 Astrazeneca PLC (AZN), Tesla Inc (TSLA) (-17.6% shares) and Meta Platforms Inc (META) (-9.6% shares), compared with its Q2 2026 filing.

When is Kondo Wealth Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Kondo Wealth Advisors, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Kondo Wealth Advisors, Inc. manage?

Kondo Wealth Advisors, Inc. reported $365.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $300.2M.