Kondo Wealth Advisors, Inc.
CIK: 0002070929SEC EDGAR →
Portfolio Value
$261.3M
Holdings
71
As of
Q4 2025
New Positions
71
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 311,761 | $46.4M | 17.74% |
| 2 | AMERICAN CENTY ETF TR | 304,678 | $31.1M | 11.89% |
| 3 | VANGUARD SCOTTSDALE FDS | 437,699 | $26.2M | 10.04% |
| 4 | AMERICAN CENTY ETF TR | 256,949 | $24.1M | 9.24% |
| 5 | ISHARES TR | 273,596 | $22.6M | 8.64% |
| 6 | DIMENSIONAL ETF TRUST | 454,063 | $15.0M | 5.75% |
| 7 | DIMENSIONAL ETF TRUST | 297,363 | $14.3M | 5.46% |
| 8 | VANGUARD MALVERN FDS | 202,873 | $10.0M | 3.84% |
| 9 | DIMENSIONAL ETF TRUST | 166,861 | $8.3M | 3.19% |
| 10 | DIMENSIONAL ETF TRUST | 107,192 | $8.0M | 3.04% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (71)
$46.4M · 312K shares
$31.1M · 305K shares
$26.2M · 438K shares
$24.1M · 257K shares
$22.6M · 274K shares
$15.0M · 454K shares
$14.3M · 297K shares
$10.0M · 203K shares
$8.3M · 167K shares
$8.0M · 107K shares
$6.8M · 146K shares
$4.6M · 66K shares
$3.5M · 13K shares
$2.5M · 51K shares
$2.1M · 24K shares
$2.1M · 82K shares
$1.8M · 10K shares
$1.6M · 4K shares
$1.5M · 3K shares
$1.4M · 18K shares
$1.3M · 22K shares
$1.2M · 5K shares
$1.2M · 45K shares
$1.1M · 16K shares
$1.0M · 1K shares
$943K · 14K shares
$901K · 12K shares
$864K · 7K shares
$841K · 8K shares
$832K · 7K shares
$802K · 10K shares
$799K · 24K shares
$730K · 10K shares
$723K · 4K shares
$662K · 1K shares
$661K · 7K shares
$660K · 2K shares
$636K · 964 shares
$629K · 7K shares
$628K · 2K shares
$540K · 2K shares
$537K · 874 shares
$511K · 1K shares
$500K · 734 shares
$494K · 12K shares
$441K · 879 shares
$437K · 1K shares
$431K · 754 shares
$406K · 4K shares
$386K · 816 shares
$382K · 14K shares
$351K · 7K shares
$339K · 2K shares
$313K · 10K shares
$308K · 6K shares
$300K · 6K shares
$287K · 333 shares
$277K · 7K shares
$275K · 3K shares
$270K · 252 shares
$249K · 2K shares
$244K · 429 shares
$239K · 647 shares
$237K · 454 shares
$228K · 771 shares
$224K · 1K shares
$221K · 2K shares
$221K · 5K shares
$217K · 3K shares
$215K · 6K shares
$203K · 232 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 47 | $242.9M | 93.0% |
| Technology | 6 | $7.7M | 3.0% |
| Consumer Cyclical | 3 | $3.5M | 1.3% |
| Communication Services | 5 | $3.0M | 1.2% |
| Unknown | 3 | $1.6M | 0.6% |
| Industrials | 2 | $1.3M | 0.5% |
| Healthcare | 3 | $715K | 0.3% |
| Consumer Defensive | 2 | $536K | 0.2% |