Filed: 1/30/2026ACC: 0001172661-26-000403
📋 What this filing means
KONDO WEALTH ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 71 equity positions with a total reported market value of $261.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
71
Positions
$261.32M
Total AUM (reported)
3.54M
Total Shares
Allocation by class
CORE S&P TTL STK$46.36M17.7%
US SML CP VALU$31.07M11.9%
INTER TERM TREAS$26.23M10.0%
INTL SMCP VLU$24.15M9.2%
CORE MSCI INTL$22.57M8.6%
COM$17.48M6.7%
EMERGING MKTS CO$15.02M5.7%
Portfolio Concentration
Top 3$103.66M39.7%
4–10$102.31M39.2%
11–25$33.74M12.9%
Rest$21.62M8.3%
Top 3 weight
39.7%
Top 10 weight
78.8%
Voting Authority Distribution
Total shares with voting rights: 3.54M
Sole
Full voting authority
3.54M
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)
Sole71
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings71
Rows:
ISHARES TR
SOLEShares311.76K
TypeSH
Market value$46.36M
17.74%
Sole
311.76K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares304.68K
TypeSH
Market value$31.07M
11.89%
Sole
304.68K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares437.70K
TypeSH
Market value$26.23M
10.04%
Sole
437.70K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares256.95K
TypeSH
Market value$24.15M
9.24%
Sole
256.95K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares273.60K
TypeSH
Market value$22.57M
8.64%
Sole
273.60K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares454.06K
TypeSH
Market value$15.02M
5.75%
Sole
454.06K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares297.36K
TypeSH
Market value$14.26M
5.46%
Sole
297.36K
Shared
0.00
None
0.00
VANGUARD MALVERN FDS
SOLEShares202.87K
TypeSH
Market value$10.03M
3.84%
Sole
202.87K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares166.86K
TypeSH
Market value$8.33M
3.19%
Sole
166.86K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares107.19K
TypeSH
Market value$7.95M
3.04%
Sole
107.19K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares145.97K
TypeSH
Market value$6.80M
2.60%
Sole
145.97K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares66.09K
TypeSH
Market value$4.61M
1.76%
Sole
66.09K
Shared
0.00
None
0.00
APPLE INC
SOLEShares12.84K
TypeSH
Market value$3.49M
1.34%
Sole
12.84K
Shared
0.00
None
0.00
CATHAY GEN BANCORP
SOLEShares50.98K
TypeSH
Market value$2.47M
0.94%
Sole
50.98K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares24.29K
TypeSH
Market value$2.14M
0.82%
Sole
24.29K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares82.36K
TypeSH
Market value$2.08M
0.80%
Sole
82.36K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares9.58K
TypeSH
Market value$1.79M
0.68%
Sole
9.58K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares3.83K
TypeSH
Market value$1.62M
0.62%
Sole
3.83K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares3.07K
TypeSH
Market value$1.49M
0.57%
Sole
3.07K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares17.61K
TypeSH
Market value$1.39M
0.53%
Sole
17.61K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares22.07K
TypeSH
Market value$1.31M
0.50%
Sole
22.07K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares5.28K
TypeSH
Market value$1.22M
0.47%
Sole
5.28K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares44.75K
TypeSH
Market value$1.20M
0.46%
Sole
44.75K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares16.11K
TypeSH
Market value$1.11M
0.42%
Sole
16.11K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.50K
TypeSH
Market value$1.02M
0.39%
Sole
1.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P TTL STK | 311.76K | SH | $46.36M 17.74% | 311.76K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 304.68K | SH | $31.07M 11.89% | 304.68K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 437.70K | SH | $26.23M 10.04% | 437.70K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 256.95K | SH | $24.15M 9.24% | 256.95K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI INTL | 273.60K | SH | $22.57M 8.64% | 273.60K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 454.06K | SH | $15.02M 5.75% | 454.06K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 297.36K | SH | $14.26M 5.46% | 297.36K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 202.87K | SH | $10.03M 3.84% | 202.87K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 166.86K | SH | $8.33M 3.19% | 166.86K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 107.19K | SH | $7.95M 3.04% | 107.19K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 145.97K | SH | $6.80M 2.60% | 145.97K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 66.09K | SH | $4.61M 1.76% | 66.09K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 12.84K | SH | $3.49M 1.34% | 12.84K | 0.00 | 0.00 |
CATHAY GEN BANCORPSOLE | COM | 50.98K | SH | $2.47M 0.94% | 50.98K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 24.29K | SH | $2.14M 0.82% | 24.29K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWRE 1 5 YR | 82.36K | SH | $2.08M 0.80% | 82.36K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 9.58K | SH | $1.79M 0.68% | 9.58K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 3.83K | SH | $1.62M 0.62% | 3.83K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.07K | SH | $1.49M 0.57% | 3.07K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 17.61K | SH | $1.39M 0.53% | 17.61K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 22.07K | SH | $1.31M 0.50% | 22.07K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 5.28K | SH | $1.22M 0.47% | 5.28K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 44.75K | SH | $1.20M 0.46% | 44.75K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | INTL EQUITY FD | 16.11K | SH | $1.11M 0.42% | 16.11K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 1.50K | SH | $1.02M 0.39% | 1.50K | 0.00 | 0.00 |
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