Filed: 5/11/2026ACC: 0001172661-26-001652
📋 What this filing means
KONDO WEALTH ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 69 equity positions with a total reported market value of $265.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
69
Positions
$265.61M
Total AUM (reported)
3.57M
Total Shares
Allocation by class
CORE S&P TTL STK$45.25M17.0%
US SML CP VALU$33.82M12.7%
INTER TERM TREAS$27.71M10.4%
INTL SMCP VLU$24.92M9.4%
CORE MSCI INTL$23.17M8.7%
COM$16.60M6.2%
EMERGING MKTS CO$15.85M6.0%
Portfolio Concentration
Top 3$106.78M40.2%
4–10$105.29M39.6%
11–25$32.66M12.3%
Rest$20.87M7.9%
Top 3 weight
40.2%
Top 10 weight
79.8%
Voting Authority Distribution
Total shares with voting rights: 3.57M
Sole
Full voting authority
3.57M
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)
Sole69
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings69
Rows:
ISHARES TR
SOLEShares317.67K
TypeSH
Market value$45.25M
17.03%
Sole
317.67K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares306.16K
TypeSH
Market value$33.82M
12.73%
Sole
306.16K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares465.40K
TypeSH
Market value$27.71M
10.43%
Sole
465.40K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares249.50K
TypeSH
Market value$24.92M
9.38%
Sole
249.50K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares277.30K
TypeSH
Market value$23.17M
8.72%
Sole
277.30K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares458.76K
TypeSH
Market value$15.85M
5.97%
Sole
458.76K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares310.10K
TypeSH
Market value$14.85M
5.59%
Sole
310.10K
Shared
0.00
None
0.00
VANGUARD MALVERN FDS
SOLEShares209.42K
TypeSH
Market value$10.46M
3.94%
Sole
209.42K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares160.10K
TypeSH
Market value$8.45M
3.18%
Sole
160.10K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares107.11K
TypeSH
Market value$7.60M
2.86%
Sole
107.11K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares142.95K
TypeSH
Market value$6.93M
2.61%
Sole
142.95K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares65.94K
TypeSH
Market value$4.69M
1.77%
Sole
65.94K
Shared
0.00
None
0.00
APPLE INC
SOLEShares13.07K
TypeSH
Market value$3.32M
1.25%
Sole
13.07K
Shared
0.00
None
0.00
CATHAY GEN BANCORP
SOLEShares50.48K
TypeSH
Market value$2.52M
0.95%
Sole
50.48K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares81.37K
TypeSH
Market value$2.04M
0.77%
Sole
81.37K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares22.43K
TypeSH
Market value$2.00M
0.75%
Sole
22.43K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares9.85K
TypeSH
Market value$1.72M
0.65%
Sole
9.85K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares17.84K
TypeSH
Market value$1.40M
0.53%
Sole
17.84K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares22.09K
TypeSH
Market value$1.38M
0.52%
Sole
22.09K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares5.68K
TypeSH
Market value$1.18M
0.45%
Sole
5.68K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares3.73K
TypeSH
Market value$1.17M
0.44%
Sole
3.73K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares44.75K
TypeSH
Market value$1.15M
0.43%
Sole
44.75K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares15.65K
TypeSH
Market value$1.09M
0.41%
Sole
15.65K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.82K
TypeSH
Market value$1.05M
0.39%
Sole
2.82K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares14.72K
TypeSH
Market value$1.03M
0.39%
Sole
14.72K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P TTL STK | 317.67K | SH | $45.25M 17.03% | 317.67K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 306.16K | SH | $33.82M 12.73% | 306.16K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 465.40K | SH | $27.71M 10.43% | 465.40K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 249.50K | SH | $24.92M 9.38% | 249.50K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI INTL | 277.30K | SH | $23.17M 8.72% | 277.30K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 458.76K | SH | $15.85M 5.97% | 458.76K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 310.10K | SH | $14.85M 5.59% | 310.10K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 209.42K | SH | $10.46M 3.94% | 209.42K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 160.10K | SH | $8.45M 3.18% | 160.10K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 107.11K | SH | $7.60M 2.86% | 107.11K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 142.95K | SH | $6.93M 2.61% | 142.95K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 65.94K | SH | $4.69M 1.77% | 65.94K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 13.07K | SH | $3.32M 1.25% | 13.07K | 0.00 | 0.00 |
CATHAY GEN BANCORPSOLE | COM | 50.48K | SH | $2.52M 0.95% | 50.48K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWRE 1 5 YR | 81.37K | SH | $2.04M 0.77% | 81.37K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 22.43K | SH | $2.00M 0.75% | 22.43K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 9.85K | SH | $1.72M 0.65% | 9.85K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 17.84K | SH | $1.40M 0.53% | 17.84K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 22.09K | SH | $1.38M 0.52% | 22.09K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 5.68K | SH | $1.18M 0.45% | 5.68K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 3.73K | SH | $1.17M 0.44% | 3.73K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 44.75K | SH | $1.15M 0.43% | 44.75K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | INTL EQUITY FD | 15.65K | SH | $1.09M 0.41% | 15.65K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.82K | SH | $1.05M 0.39% | 2.82K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 14.72K | SH | $1.03M 0.39% | 14.72K | 0.00 | 0.00 |
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