§ 13F · FUND PROFILE
Kondo Wealth Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $226.5T (13F)Positions · 67Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 312K | $46.4T | 17.7% | +3% |
| 2 | AVUV | AMERICAN CENTY ETF TR | 305K | $31.1T | 11.9% | +6% |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | 438K | $26.2T | 10.0% | +8% |
| 4 | AVDV | AMERICAN CENTY ETF TR | 257K | $24.1T | 9.2% | +2% |
| 5 | IDEV | ISHARES TR | 274K | $22.6T | 8.6% | +4% |
| 6 | DFEM | DIMENSIONAL ETF TRUST | 454K | $15.0T | 5.7% | +4% |
| 7 | DFSD | DIMENSIONAL ETF TRUST | 297K | $14.3T | 5.5% | +7% |
| 8 | VTIP | VANGUARD MALVERN FDS | 203K | $10.0T | 3.8% | +6% |
| 9 | DFIV | DIMENSIONAL ETF TRUST | 167K | $8.3T | 3.2% | −1% |
| 10 | DFUS | DIMENSIONAL ETF TRUST | 107K | $8.0T | 3.0% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KONDO SIGNAL
AC read
Kondo Wealth Advisors, Inc. is a Other fund managing $226461.1 trillion in assets. The fund runs a portfolio of 67 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
4 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed