§ 13F · FUND PROFILE
Kondo Wealth Advisors, Inc..
AUM · $299M (13F)Positions · 75Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 328K | $54M | 18.0% | +3% |
| 2 | AVUV | AMERICAN CENTY ETF TR | 312K | $39M | 13.0% | +2% |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | 496K | $29M | 9.8% | +7% |
| 4 | AVDV | AMERICAN CENTY ETF TR | 253K | $26M | 8.7% | +1% |
| 5 | IDEV | ISHARES TR | 289K | $26M | 8.6% | +4% |
| 6 | DFEM | DIMENSIONAL ETF TRUST | 465K | $19M | 6.3% | +1% |
| 7 | DFSD | DIMENSIONAL ETF TRUST | 327K | $16M | 5.2% | +5% |
| 8 | VTIP | VANGUARD MALVERN FDS | 219K | $11M | 3.7% | +5% |
| 9 | DFUS | DIMENSIONAL ETF TRUST | 107K | $9M | 2.9% | ±0% |
| 10 | DFIV | DIMENSIONAL ETF TRUST | 157K | $8M | 2.8% | −2% |
§ 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 $299 million in assets. The fund runs a portfolio of 75 positions.
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