Filed: 11/5/2025ACC: 0001172661-25-004585
📋 What this filing means
KONDO WEALTH ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 68 equity positions with a total reported market value of $247.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
68
Positions
$247.92M
Total AUM (reported)
3.45M
Total Shares
Allocation by class
CORE S&P TTL STK$43.89M17.7%
US SML CP VALU$28.63M11.5%
INTER TERM TREAS$24.43M9.9%
INTL SMCP VLU$22.52M9.1%
CORE MSCI INTL$21.04M8.5%
COM$16.40M6.6%
EMERGING MKTS CO$14.01M5.7%
Portfolio Concentration
Top 3$96.95M39.1%
4–10$96.33M38.9%
11–25$33.95M13.7%
Rest$20.68M8.3%
Top 3 weight
39.1%
Top 10 weight
78.0%
Voting Authority Distribution
Total shares with voting rights: 3.45M
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
3.45M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole68
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings68
Rows:
ISHARES TR
SOLEShares301.36K
TypeSH
Market value$43.89M
17.71%
Sole
0.00
Shared
0.00
None
301.36K
AMERICAN CENTY ETF TR
SOLEShares287.65K
TypeSH
Market value$28.63M
11.55%
Sole
0.00
Shared
0.00
None
287.65K
VANGUARD SCOTTSDALE FDS
SOLEShares406.92K
TypeSH
Market value$24.43M
9.85%
Sole
0.00
Shared
0.00
None
406.92K
AMERICAN CENTY ETF TR
SOLEShares252.93K
TypeSH
Market value$22.52M
9.08%
Sole
0.00
Shared
0.00
None
252.93K
ISHARES TR
SOLEShares262.39K
TypeSH
Market value$21.04M
8.49%
Sole
0.00
Shared
0.00
None
262.39K
DIMENSIONAL ETF TRUST
SOLEShares437K
TypeSH
Market value$14.01M
5.65%
Sole
0.00
Shared
0.00
None
437K
DIMENSIONAL ETF TRUST
SOLEShares278.33K
TypeSH
Market value$13.41M
5.41%
Sole
0.00
Shared
0.00
None
278.33K
VANGUARD MALVERN FDS
SOLEShares191.28K
TypeSH
Market value$9.68M
3.91%
Sole
0.00
Shared
0.00
None
191.28K
DIMENSIONAL ETF TRUST
SOLEShares108.64K
TypeSH
Market value$7.87M
3.17%
Sole
0.00
Shared
0.00
None
108.64K
DIMENSIONAL ETF TRUST
SOLEShares169.03K
TypeSH
Market value$7.80M
3.14%
Sole
0.00
Shared
0.00
None
169.03K
DIMENSIONAL ETF TRUST
SOLEShares146.28K
TypeSH
Market value$6.54M
2.64%
Sole
0.00
Shared
0.00
None
146.28K
DIMENSIONAL ETF TRUST
SOLEShares66K
TypeSH
Market value$4.52M
1.82%
Sole
0.00
Shared
0.00
None
66K
APPLE INC
SOLEShares12.73K
TypeSH
Market value$3.24M
1.31%
Sole
0.00
Shared
0.00
None
12.73K
ISHARES TR
SOLEShares102.69K
TypeSH
Market value$2.60M
1.05%
Sole
0.00
Shared
0.00
None
102.69K
CATHAY GEN BANCORP
SOLEShares50.98K
TypeSH
Market value$2.45M
0.99%
Sole
0.00
Shared
0.00
None
50.98K
WISDOMTREE TR
SOLEShares25.35K
TypeSH
Market value$2.21M
0.89%
Sole
0.00
Shared
0.00
None
25.35K
NVIDIA CORPORATION
SOLEShares9.84K
TypeSH
Market value$1.84M
0.74%
Sole
0.00
Shared
0.00
None
9.84K
MICROSOFT CORP
SOLEShares3.08K
TypeSH
Market value$1.59M
0.64%
Sole
0.00
Shared
0.00
None
3.08K
VANGUARD BD INDEX FDS
SOLEShares18.14K
TypeSH
Market value$1.43M
0.58%
Sole
0.00
Shared
0.00
None
18.14K
CARVANA CO
SOLEShares3.74K
TypeSH
Market value$1.41M
0.57%
Sole
0.00
Shared
0.00
None
3.74K
MORGAN STANLEY ETF TRUST
SOLEShares16.86K
TypeSH
Market value$1.38M
0.56%
Sole
0.00
Shared
0.00
None
16.86K
DIMENSIONAL ETF TRUST
SOLEShares21.59K
TypeSH
Market value$1.26M
0.51%
Sole
0.00
Shared
0.00
None
21.59K
SCHWAB STRATEGIC TR
SOLEShares44.75K
TypeSH
Market value$1.18M
0.48%
Sole
0.00
Shared
0.00
None
44.75K
AMAZON COM INC
SOLEShares5.31K
TypeSH
Market value$1.17M
0.47%
Sole
0.00
Shared
0.00
None
5.31K
WISDOMTREE TR
SOLEShares17.32K
TypeSH
Market value$1.15M
0.46%
Sole
0.00
Shared
0.00
None
17.32K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P TTL STK | 301.36K | SH | $43.89M 17.71% | 0.00 | 0.00 | 301.36K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 287.65K | SH | $28.63M 11.55% | 0.00 | 0.00 | 287.65K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 406.92K | SH | $24.43M 9.85% | 0.00 | 0.00 | 406.92K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 252.93K | SH | $22.52M 9.08% | 0.00 | 0.00 | 252.93K |
ISHARES TRSOLE | CORE MSCI INTL | 262.39K | SH | $21.04M 8.49% | 0.00 | 0.00 | 262.39K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 437K | SH | $14.01M 5.65% | 0.00 | 0.00 | 437K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 278.33K | SH | $13.41M 5.41% | 0.00 | 0.00 | 278.33K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 191.28K | SH | $9.68M 3.91% | 0.00 | 0.00 | 191.28K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 108.64K | SH | $7.87M 3.17% | 0.00 | 0.00 | 108.64K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 169.03K | SH | $7.80M 3.14% | 0.00 | 0.00 | 169.03K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 146.28K | SH | $6.54M 2.64% | 0.00 | 0.00 | 146.28K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 66K | SH | $4.52M 1.82% | 0.00 | 0.00 | 66K |
APPLE INCSOLE | COM | 12.73K | SH | $3.24M 1.31% | 0.00 | 0.00 | 12.73K |
ISHARES TRSOLE | ESG AWRE 1 5 YR | 102.69K | SH | $2.60M 1.05% | 0.00 | 0.00 | 102.69K |
CATHAY GEN BANCORPSOLE | COM | 50.98K | SH | $2.45M 0.99% | 0.00 | 0.00 | 50.98K |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 25.35K | SH | $2.21M 0.89% | 0.00 | 0.00 | 25.35K |
NVIDIA CORPORATIONSOLE | COM | 9.84K | SH | $1.84M 0.74% | 0.00 | 0.00 | 9.84K |
MICROSOFT CORPSOLE | COM | 3.08K | SH | $1.59M 0.64% | 0.00 | 0.00 | 3.08K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 18.14K | SH | $1.43M 0.58% | 0.00 | 0.00 | 18.14K |
CARVANA COSOLE | CL A | 3.74K | SH | $1.41M 0.57% | 0.00 | 0.00 | 3.74K |
MORGAN STANLEY ETF TRUSTSOLE | CALVERT US LARCP | 16.86K | SH | $1.38M 0.56% | 0.00 | 0.00 | 16.86K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 21.59K | SH | $1.26M 0.51% | 0.00 | 0.00 | 21.59K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 44.75K | SH | $1.18M 0.48% | 0.00 | 0.00 | 44.75K |
AMAZON COM INCSOLE | COM | 5.31K | SH | $1.17M 0.47% | 0.00 | 0.00 | 5.31K |
WISDOMTREE TRSOLE | INTL EQUITY FD | 17.32K | SH | $1.15M 0.46% | 0.00 | 0.00 | 17.32K |
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