Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kondo Wealth Advisors, Inc. (CIK 2070929) reported $265.6M across 69 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITOT ($45.2M, 17.03%), AVUV ($33.8M, 12.73%), VGIT ($27.7M, 10.43%), AVDV ($24.9M, 9.38%), IDEV ($23.2M, 8.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $45.2M | 17.03% | 317,668 | Added |
| 2 | AVUV | AMERICAN CENTY ETF TR | $33.8M | 12.73% | 306,161 | Added |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | $27.7M | 10.43% | 465,404 | Added |
| 4 | AVDV | AMERICAN CENTY ETF TR | $24.9M | 9.38% | 249,502 | Trimmed |
| 5 | IDEV | ISHARES TR | $23.2M | 8.72% | 277,303 | Added |
| 6 | DFEM | DIMENSIONAL ETF TRUST | $15.9M | 5.97% | 458,758 | Added |
| 7 | DFSD | DIMENSIONAL ETF TRUST | $14.8M | 5.59% | 310,103 | Added |
| 8 | VTIP | VANGUARD MALVERN FDS | $10.5M | 3.94% | 209,421 | Added |
| 9 | DFIV | DIMENSIONAL ETF TRUST | $8.5M | 3.18% | 160,104 | Trimmed |
| 10 | DFUS | DIMENSIONAL ETF TRUST | $7.6M | 2.86% | 107,113 | Trimmed |
| 11 | DFUV | DIMENSIONAL ETF TRUST | $6.9M | 2.61% | 142,951 | Trimmed |
| 12 | DFAS | DIMENSIONAL ETF TRUST | $4.7M | 1.77% | 65,940 | Trimmed |
| 13 | AAPL | APPLE INC | $3.3M | 1.25% | 13,068 | Added |
| 14 | CATY | CATHAY GEN BANCORP | $2.5M | 0.95% | 50,481 | Trimmed |
| 15 | SUSB | ISHARES TR | $2.0M | 0.77% | 81,367 | Trimmed |
| 16 | DLN | WISDOMTREE TR | $2.0M | 0.75% | 22,431 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $1.7M | 0.65% | 9,849 | Added |
| 18 | BSV | VANGUARD BD INDEX FDS | $1.4M | 0.53% | 17,841 | Added |
| 19 | DFAT | DIMENSIONAL ETF TRUST | $1.4M | 0.52% | 22,095 | Added |
| 20 | AMZN | AMAZON COM INC | $1.2M | 0.45% | 5,682 | Added |
| 21 | CVNA | CARVANA CO | $1.2M | 0.44% | 3,732 | Trimmed |
| 22 | SCHX | SCHWAB STRATEGIC TR | $1.1M | 0.43% | 44,749 | Hold |
| 23 | DWM | WISDOMTREE TR | $1.1M | 0.41% | 15,655 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $1.0M | 0.39% | 2,822 | Trimmed |
| 25 | IEMG | ISHARES INC | $1.0M | 0.39% | 14,716 | Added |
Source: SEC Form 13F filings · as of 2026-03-31