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Disclosery

13F-HR filed by Kondo Wealth Advisors, Inc.

Kondo Wealth Advisors, Inc. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-30, with 71 holding rows worth $261,322,256.

Accession
0001172661-26-000403
Filer
CIK 2070929
Filed
2026-01-30
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 71 entries on the cover page, a total value of $261,322,256 stated on the cover page (in dollars after the unit check, H1), rows summing to $261,322,256 with VALUE read as dollars as filed, 13F file number 028-25636. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
iShares Core S&P Total U.S. Stock Market ETF464287150SHS311,761$46,356,585dollars as filed
Avantis US Small Cap Value ETF025072877SHS304,678$31,071,553dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS437,699$26,231,642dollars as filed
Avantis International Small Cap Val ETF025072802SHS256,949$24,145,898dollars as filed
ISHARES TR46435G326CORE MSCI INTL273,596$22,566,643dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO454,063$15,020,528dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF297,363$14,258,717dollars as filed
VANGUARD MALVERN FDS922020805SHS202,873$10,034,378dollars as filed
Dimensional International Value ETF25434V807SHS166,861$8,328,336dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF107,192$7,953,659dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE145,973$6,802,921dollars as filed
Dimensional US Small Cap ETF25434V500COM66,092$4,607,663dollars as filed
Apple Inc037833100COM12,844$3,492,398dollars as filed
CATHAY GEN BANCORP149150104COM50,981$2,466,963dollars as filed
WISDOMTREE TR97717W307US LARGECAP DIVD24,289$2,139,557dollars as filed
ISHARES TR46435G243COM82,365$2,078,895dollars as filed
NVIDIA Corp67066G104COM9,580$1,786,678dollars as filed
CARVANA CO CL A146869102Stock3,833$1,617,602dollars as filed
Microsoft Corp594918104COM3,073$1,487,060dollars as filed
Vanguard Short-Term Bond ETF921937827SHS17,609$1,388,165dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU22,068$1,313,930dollars as filed
Amazon.com, Inc023135106COM5,283$1,219,423dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS44,749$1,204,196dollars as filed
WISDOMTREE TR97717W703INTL EQUITY FD16,107$1,107,625dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,496$1,024,670dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS14,039$943,701dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS11,580$901,876dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS7,196$864,815dollars as filed
United Parcel Service,Inc. Class B911312106COM8,479$841,043dollars as filed
Walt Disney Co254687106COM7,314$832,328dollars as filed
MORGAN STANLEY ETF TRUST61774R205CALVERT US LARCP9,521$802,046dollars as filed
WISDOMTREE TR97717W604US SMALLCAP DIVD23,894$799,370dollars as filed
MORGAN STANLEY ETF TRUST61774R106CALVE INDEX ETF10,247$730,612dollars as filed
Marsh & McLennan Companies,Inc.571748102COM3,902$723,903dollars as filed
Tesla Motors, Inc88160R101COM1,474$662,888dollars as filed
WISDOMTREE TR97717X669US QTLY DIV GRT7,394$661,245dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,106$660,863dollars as filed
META PLATFORMS INC CL A30303M102COM964$636,326dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS7,035$629,351dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,009$628,817dollars as filed
iShares Russell 2000 ETF464287655SHS2,197$540,981dollars as filed
INVESCO QQQ TR46090E103COM874$537,064dollars as filed
Broadcom Inc.11135F101COM1,477$511,188dollars as filed
SPY78462F103SHS734$500,529dollars as filed
WISDOMTREE TR97717X131INTL QULTY DIV11,917$494,317dollars as filed
Berkshire Hathaway Inc084670702COM879$441,829dollars as filed
JPMorgan Chase & Co46625H100COM1,357$437,382dollars as filed
Caterpillar Inc.149123101COM754$431,941dollars as filed
Wells Fargo & Company949746101COM4,364$406,728dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK816$386,213dollars as filed
Schwab US TIPS ETF808524870SHS14,423$382,067dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF6,996$351,829dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF1,613$339,439dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF9,518$313,048dollars as filed
Bank of America Corp060505104COM5,609$308,567dollars as filed
WISDOMTREE TR97717W315EMER MKT HIGH FD6,428$300,312dollars as filed
Costco Wholesale Corporation22160K105COM333$287,370dollars as filed
Verizon Communications Inc92343V104COM6,804$277,127dollars as filed
Netflix, Inc64110L106COM2,943$275,938dollars as filed
Eli Lilly and Company532457108COM252$270,974dollars as filed
Walmart Inc.931142103COM2,235$249,088dollars as filed
MasterCard, Inc57636Q104COM429$244,909dollars as filed
American Express Company025816109COM647$239,363dollars as filed
S&P Global,Inc.78409V104COM454$237,256dollars as filed
International Business Machines Corporation459200101COM771$228,385dollars as filed
Johnson & Johnson478160104COM1,085$224,739dollars as filed
SPDR INDEX SHS FDS78463X749ST DOW GLOBA ETF4,915$221,369dollars as filed
ASTRAZENECA PLC SPONSORED ADR046353108ADR2,405$221,092dollars as filed
Cisco Systems,Inc.17275R102COM2,819$217,145dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS5,665$215,270dollars as filed
Goldman Sachs Group,Inc.38141G104COM232$203,928dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-26-000403this filing2026-01-30acceptance time not in the bulk data set