Filed: 6/11/2025ACC: 0001172661-25-002440
📋 What this filing means
KONDO WEALTH ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 60 equity positions with a total reported market value of $197.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
60
Positions
$197.07M
Total AUM (reported)
3.15M
Total Shares
Allocation by class
CORE S&P TTL STK$34.23M17.4%
US SML CP VALU$22.72M11.5%
INTER TERM TREAS$19.34M9.8%
CORE MSCI INTL$14.24M7.2%
INTL SMCP VLU$14.17M7.2%
COM$13.41M6.8%
SHORT DURATION F$10.86M5.5%
Portfolio Concentration
Top 3$76.28M38.7%
4–10$70.43M35.7%
11–25$33.93M17.2%
Rest$16.43M8.3%
Top 3 weight
38.7%
Top 10 weight
74.4%
Voting Authority Distribution
Total shares with voting rights: 3.15M
Sole
Full voting authority
3.15M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole60
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings60
Rows:
ISHARES TR
SOLEShares266.13K
TypeSH
Market value$34.23M
17.37%
Sole
266.13K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares235.33K
TypeSH
Market value$22.72M
11.53%
Sole
235.33K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares333.37K
TypeSH
Market value$19.34M
9.81%
Sole
333.37K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares220.82K
TypeSH
Market value$14.24M
7.22%
Sole
220.82K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares217.75K
TypeSH
Market value$14.17M
7.19%
Sole
217.75K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares231.60K
TypeSH
Market value$10.86M
5.51%
Sole
231.60K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares365.46K
TypeSH
Market value$9.57M
4.86%
Sole
365.46K
Shared
0.00
None
0.00
VANGUARD MALVERN FDS
SOLEShares160.87K
TypeSH
Market value$7.79M
3.95%
Sole
160.87K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares114.64K
TypeSH
Market value$7.31M
3.71%
Sole
114.64K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares183.01K
TypeSH
Market value$6.49M
3.29%
Sole
183.01K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares149.32K
TypeSH
Market value$6.11M
3.10%
Sole
149.32K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares67.47K
TypeSH
Market value$4.39M
2.23%
Sole
67.47K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares150.61K
TypeSH
Market value$3.72M
1.89%
Sole
150.61K
Shared
0.00
None
0.00
APPLE INC
SOLEShares11.53K
TypeSH
Market value$2.89M
1.46%
Sole
11.53K
Shared
0.00
None
0.00
CATHAY GEN BANCORP
SOLEShares53.06K
TypeSH
Market value$2.53M
1.28%
Sole
53.06K
Shared
0.00
None
0.00
MORGAN STANLEY ETF TRUST
SOLEShares31.38K
TypeSH
Market value$2.30M
1.17%
Sole
31.38K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares26.59K
TypeSH
Market value$2.07M
1.05%
Sole
26.59K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares19.55K
TypeSH
Market value$1.51M
0.77%
Sole
19.55K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares24.89K
TypeSH
Market value$1.39M
0.70%
Sole
24.89K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares9.97K
TypeSH
Market value$1.34M
0.68%
Sole
9.97K
Shared
0.00
None
0.00
UNITED PARCEL SERVICE INC
SOLEShares9.94K
TypeSH
Market value$1.31M
0.67%
Sole
9.94K
Shared
0.00
None
0.00
MORGAN STANLEY ETF TRUST
SOLEShares21.66K
TypeSH
Market value$1.20M
0.61%
Sole
21.66K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares5.15K
TypeSH
Market value$1.13M
0.57%
Sole
5.15K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.49K
TypeSH
Market value$1.05M
0.53%
Sole
2.49K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares43.45K
TypeSH
Market value$1.01M
0.51%
Sole
43.45K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P TTL STK | 266.13K | SH | $34.23M 17.37% | 266.13K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 235.33K | SH | $22.72M 11.53% | 235.33K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 333.37K | SH | $19.34M 9.81% | 333.37K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI INTL | 220.82K | SH | $14.24M 7.22% | 220.82K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 217.75K | SH | $14.17M 7.19% | 217.75K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 231.60K | SH | $10.86M 5.51% | 231.60K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 365.46K | SH | $9.57M 4.86% | 365.46K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 160.87K | SH | $7.79M 3.95% | 160.87K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 114.64K | SH | $7.31M 3.71% | 114.64K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 183.01K | SH | $6.49M 3.29% | 183.01K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 149.32K | SH | $6.11M 3.10% | 149.32K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 67.47K | SH | $4.39M 2.23% | 67.47K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWRE 1 5 YR | 150.61K | SH | $3.72M 1.89% | 150.61K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 11.53K | SH | $2.89M 1.46% | 11.53K | 0.00 | 0.00 |
CATHAY GEN BANCORPSOLE | COM | 53.06K | SH | $2.53M 1.28% | 53.06K | 0.00 | 0.00 |
MORGAN STANLEY ETF TRUSTSOLE | CALVERT US LARCP | 31.38K | SH | $2.30M 1.17% | 31.38K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 26.59K | SH | $2.07M 1.05% | 26.59K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 19.55K | SH | $1.51M 0.77% | 19.55K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 24.89K | SH | $1.39M 0.70% | 24.89K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 9.97K | SH | $1.34M 0.68% | 9.97K | 0.00 | 0.00 |
UNITED PARCEL SERVICE INCSOLE | CL B | 9.94K | SH | $1.31M 0.67% | 9.94K | 0.00 | 0.00 |
MORGAN STANLEY ETF TRUSTSOLE | CALVERT INTERNAT | 21.66K | SH | $1.20M 0.61% | 21.66K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 5.15K | SH | $1.13M 0.57% | 5.15K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.49K | SH | $1.05M 0.53% | 2.49K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 43.45K | SH | $1.01M 0.51% | 43.45K | 0.00 | 0.00 |
Page 1 of 3