§ 13F · FUND PROFILE
Kondo Wealth Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $248M (13F)Positions · 68Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 318K | $45M | 17.0% | +2% |
| 2 | AVUV | AMERICAN CENTY ETF TR | 306K | $34M | 12.7% | ±0% |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | 465K | $28M | 10.4% | +6% |
| 4 | AVDV | AMERICAN CENTY ETF TR | 250K | $25M | 9.4% | −3% |
| 5 | IDEV | ISHARES TR | 277K | $23M | 8.7% | +1% |
| 6 | DFEM | DIMENSIONAL ETF TRUST | 459K | $16M | 6.0% | +1% |
| 7 | DFSD | DIMENSIONAL ETF TRUST | 310K | $15M | 5.6% | +4% |
| 8 | VTIP | VANGUARD MALVERN FDS | 209K | $10M | 3.9% | +3% |
| 9 | DFIV | DIMENSIONAL ETF TRUST | 160K | $8M | 3.2% | −4% |
| 10 | DFUS | DIMENSIONAL ETF TRUST | 107K | $8M | 2.9% | ±0% |
§ 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 $248 million in assets. The fund runs a portfolio of 68 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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