Kondo Wealth Advisors, Inc.
CIK: 0002070929SEC EDGAR →
Portfolio Value
$261.3B
Holdings
71
As of
Q4 2025
New Positions
71
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 311,761 | $46.4B | 17.74% |
| 2 | AMERICAN CENTY ETF TR | 304,678 | $31.1B | 11.89% |
| 3 | VANGUARD SCOTTSDALE FDS | 437,699 | $26.2B | 10.04% |
| 4 | AMERICAN CENTY ETF TR | 256,949 | $24.1B | 9.24% |
| 5 | ISHARES TR | 273,596 | $22.6B | 8.64% |
| 6 | DIMENSIONAL ETF TRUST | 454,063 | $15.0B | 5.75% |
| 7 | DIMENSIONAL ETF TRUST | 297,363 | $14.3B | 5.46% |
| 8 | VANGUARD MALVERN FDS | 202,873 | $10.0B | 3.84% |
| 9 | DIMENSIONAL ETF TRUST | 166,861 | $8.3B | 3.19% |
| 10 | DIMENSIONAL ETF TRUST | 107,192 | $8.0B | 3.04% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (71)
$46.4B · 312K shares
$31.1B · 305K shares
$26.2B · 438K shares
$24.1B · 257K shares
$22.6B · 274K shares
$15.0B · 454K shares
$14.3B · 297K shares
$10.0B · 203K shares
$8.3B · 167K shares
$8.0B · 107K shares
$6.8B · 146K shares
$4.6B · 66K shares
$3.5B · 13K shares
$2.5B · 51K shares
$2.1B · 24K shares
$2.1B · 82K shares
$1.8B · 10K shares
$1.6B · 4K shares
$1.5B · 3K shares
$1.4B · 18K shares
$1.3B · 22K shares
$1.2B · 5K shares
$1.2B · 45K shares
$1.1B · 16K shares
$1.0B · 1K shares
$943.0M · 14K shares
$901.0M · 12K shares
$864.0M · 7K shares
$841.0M · 8K shares
$832.0M · 7K shares
$802.0M · 10K shares
$799.0M · 24K shares
$730.0M · 10K shares
$723.0M · 4K shares
$662.0M · 1K shares
$661.0M · 7K shares
$660.0M · 2K shares
$636.0M · 964 shares
$629.0M · 7K shares
$628.0M · 2K shares
$540.0M · 2K shares
$537.0M · 874 shares
$511.0M · 1K shares
$500.0M · 734 shares
$494.0M · 12K shares
$441.0M · 879 shares
$437.0M · 1K shares
$431.0M · 754 shares
$406.0M · 4K shares
$386.0M · 816 shares
$382.0M · 14K shares
$351.0M · 7K shares
$339.0M · 2K shares
$313.0M · 10K shares
$308.0M · 6K shares
$300.0M · 6K shares
$287.0M · 333 shares
$277.0M · 7K shares
$275.0M · 3K shares
$270.0M · 252 shares
$249.0M · 2K shares
$244.0M · 429 shares
$239.0M · 647 shares
$237.0M · 454 shares
$228.0M · 771 shares
$224.0M · 1K shares
$221.0M · 2K shares
$221.0M · 5K shares
$217.0M · 3K shares
$215.0M · 6K shares
$203.0M · 232 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 47 | $242.9B | 93.0% |
| Technology | 6 | $7.7B | 3.0% |
| Consumer Cyclical | 3 | $3.5B | 1.3% |
| Communication Services | 5 | $3.0B | 1.2% |
| Unknown | 3 | $1.6B | 0.6% |
| Industrials | 2 | $1.3B | 0.5% |
| Healthcare | 3 | $715.0M | 0.3% |
| Consumer Defensive | 2 | $536.0M | 0.2% |