Filed: 7/29/2025ACC: 0001172661-25-002771
📋 What this filing means
KONDO WEALTH ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 67 equity positions with a total reported market value of $226.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
67
Positions
$226.46M
Total AUM (reported)
3.36M
Total Shares
Allocation by class
CORE S&P TTL STK$39.45M17.4%
US SML CP VALU$25.23M11.1%
INTER TERM TREAS$22.70M10.0%
INTL SMCP VLU$19.50M8.6%
CORE MSCI INTL$18.91M8.3%
COM$14.65M6.5%
SHORT DURATION F$12.68M5.6%
Portfolio Concentration
Top 3$87.38M38.6%
4–10$87.68M38.7%
11–25$32.07M14.2%
Rest$19.33M8.5%
Top 3 weight
38.6%
Top 10 weight
77.3%
Voting Authority Distribution
Total shares with voting rights: 3.36M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.36M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole67
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings67
Rows:
ISHARES TR
SOLEShares292.25K
TypeSH
Market value$39.45M
17.42%
Sole
0.00
Shared
0.00
None
292.25K
AMERICAN CENTY ETF TR
SOLEShares271.29K
TypeSH
Market value$25.23M
11.14%
Sole
0.00
Shared
0.00
None
271.29K
VANGUARD SCOTTSDALE FDS
SOLEShares381.54K
TypeSH
Market value$22.70M
10.02%
Sole
0.00
Shared
0.00
None
381.54K
AMERICAN CENTY ETF TR
SOLEShares245.78K
TypeSH
Market value$19.50M
8.61%
Sole
0.00
Shared
0.00
None
245.78K
ISHARES TR
SOLEShares249.09K
TypeSH
Market value$18.91M
8.35%
Sole
0.00
Shared
0.00
None
249.09K
DIMENSIONAL ETF TRUST
SOLEShares264.43K
TypeSH
Market value$12.68M
5.60%
Sole
0.00
Shared
0.00
None
264.43K
DIMENSIONAL ETF TRUST
SOLEShares415.65K
TypeSH
Market value$12.37M
5.46%
Sole
0.00
Shared
0.00
None
415.65K
VANGUARD MALVERN FDS
SOLEShares182.27K
TypeSH
Market value$9.08M
4.01%
Sole
0.00
Shared
0.00
None
182.27K
DIMENSIONAL ETF TRUST
SOLEShares176.68K
TypeSH
Market value$7.58M
3.35%
Sole
0.00
Shared
0.00
None
176.68K
DIMENSIONAL ETF TRUST
SOLEShares112.94K
TypeSH
Market value$7.57M
3.34%
Sole
0.00
Shared
0.00
None
112.94K
DIMENSIONAL ETF TRUST
SOLEShares149.43K
TypeSH
Market value$6.40M
2.82%
Sole
0.00
Shared
0.00
None
149.43K
DIMENSIONAL ETF TRUST
SOLEShares67.90K
TypeSH
Market value$4.39M
1.94%
Sole
0.00
Shared
0.00
None
67.90K
ISHARES TR
SOLEShares106.30K
TypeSH
Market value$2.66M
1.18%
Sole
0.00
Shared
0.00
None
106.30K
APPLE INC
SOLEShares12.53K
TypeSH
Market value$2.60M
1.15%
Sole
0.00
Shared
0.00
None
12.53K
CATHAY GEN BANCORP
SOLEShares51.03K
TypeSH
Market value$2.40M
1.06%
Sole
0.00
Shared
0.00
None
51.03K
WISDOMTREE TR
SOLEShares25.37K
TypeSH
Market value$2.10M
0.93%
Sole
0.00
Shared
0.00
None
25.37K
NVIDIA CORPORATION
SOLEShares9.60K
TypeSH
Market value$1.47M
0.65%
Sole
0.00
Shared
0.00
None
9.60K
MORGAN STANLEY ETF TRUST
SOLEShares18.44K
TypeSH
Market value$1.41M
0.62%
Sole
0.00
Shared
0.00
None
18.44K
VANGUARD BD INDEX FDS
SOLEShares17.96K
TypeSH
Market value$1.41M
0.62%
Sole
0.00
Shared
0.00
None
17.96K
MICROSOFT CORP
SOLEShares2.81K
TypeSH
Market value$1.38M
0.61%
Sole
0.00
Shared
0.00
None
2.81K
CARVANA CO
SOLEShares3.83K
TypeSH
Market value$1.30M
0.57%
Sole
0.00
Shared
0.00
None
3.83K
DIMENSIONAL ETF TRUST
SOLEShares21.73K
TypeSH
Market value$1.20M
0.53%
Sole
0.00
Shared
0.00
None
21.73K
AMAZON COM INC
SOLEShares5.36K
TypeSH
Market value$1.18M
0.52%
Sole
0.00
Shared
0.00
None
5.36K
WISDOMTREE TR
SOLEShares17.30K
TypeSH
Market value$1.10M
0.49%
Sole
0.00
Shared
0.00
None
17.30K
SCHWAB STRATEGIC TR
SOLEShares43.45K
TypeSH
Market value$1.06M
0.47%
Sole
0.00
Shared
0.00
None
43.45K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P TTL STK | 292.25K | SH | $39.45M 17.42% | 0.00 | 0.00 | 292.25K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 271.29K | SH | $25.23M 11.14% | 0.00 | 0.00 | 271.29K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 381.54K | SH | $22.70M 10.02% | 0.00 | 0.00 | 381.54K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 245.78K | SH | $19.50M 8.61% | 0.00 | 0.00 | 245.78K |
ISHARES TRSOLE | CORE MSCI INTL | 249.09K | SH | $18.91M 8.35% | 0.00 | 0.00 | 249.09K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 264.43K | SH | $12.68M 5.60% | 0.00 | 0.00 | 264.43K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 415.65K | SH | $12.37M 5.46% | 0.00 | 0.00 | 415.65K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 182.27K | SH | $9.08M 4.01% | 0.00 | 0.00 | 182.27K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 176.68K | SH | $7.58M 3.35% | 0.00 | 0.00 | 176.68K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 112.94K | SH | $7.57M 3.34% | 0.00 | 0.00 | 112.94K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 149.43K | SH | $6.40M 2.82% | 0.00 | 0.00 | 149.43K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 67.90K | SH | $4.39M 1.94% | 0.00 | 0.00 | 67.90K |
ISHARES TRSOLE | ESG AWRE 1 5 YR | 106.30K | SH | $2.66M 1.18% | 0.00 | 0.00 | 106.30K |
APPLE INCSOLE | COM | 12.53K | SH | $2.60M 1.15% | 0.00 | 0.00 | 12.53K |
CATHAY GEN BANCORPSOLE | COM | 51.03K | SH | $2.40M 1.06% | 0.00 | 0.00 | 51.03K |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 25.37K | SH | $2.10M 0.93% | 0.00 | 0.00 | 25.37K |
NVIDIA CORPORATIONSOLE | COM | 9.60K | SH | $1.47M 0.65% | 0.00 | 0.00 | 9.60K |
MORGAN STANLEY ETF TRUSTSOLE | CALVERT US LARCP | 18.44K | SH | $1.41M 0.62% | 0.00 | 0.00 | 18.44K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 17.96K | SH | $1.41M 0.62% | 0.00 | 0.00 | 17.96K |
MICROSOFT CORPSOLE | COM | 2.81K | SH | $1.38M 0.61% | 0.00 | 0.00 | 2.81K |
CARVANA COSOLE | CL A | 3.83K | SH | $1.30M 0.57% | 0.00 | 0.00 | 3.83K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 21.73K | SH | $1.20M 0.53% | 0.00 | 0.00 | 21.73K |
AMAZON COM INCSOLE | COM | 5.36K | SH | $1.18M 0.52% | 0.00 | 0.00 | 5.36K |
WISDOMTREE TRSOLE | INTL EQUITY FD | 17.30K | SH | $1.10M 0.49% | 0.00 | 0.00 | 17.30K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 43.45K | SH | $1.06M 0.47% | 0.00 | 0.00 | 43.45K |
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