DOSSIER · 13F-HR · Q3 2026

Kondo Wealth Advisors, Inc.

$300M in tracked AUM across 74 positions as of Q3 2026.

KW
CIK 0002070929 · last filed Sep 30, 2026
Total AUM
$300M
as of Q3 2026
Holdings
74
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Kondo Wealth Advisors, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$55M329K18.3%
02
AVUV
AMERICAN CENTY ETF TR
$36M309K12.1%
03
VGIT
VANGUARD SCOTTSDALE FDS
$29M518K9.8%
04
AVDV
AMERICAN CENTY ETF TR
$28M254K9.2%
05
IDEV
ISHARES TR
$26M293K8.7%
06
DFEM
DIMENSIONAL ETF TRUST
$19M467K6.2%
07
DFSD
DIMENSIONAL ETF TRUST
$16M339K5.2%
08
VTIP
VANGUARD MALVERN FDS
$11M224K3.7%
09
DFUS
DIMENSIONAL ETF TRUST
$9M106K2.9%
10
DFIV
DIMENSIONAL ETF TRUST
$9M153K2.8%

Filing history

2026Q3Sep 30
$300M▲ 0.3%
74 positionsView →
2026Q2Jun 30
$299M▲ 12.6%
75 positionsView →
2026Q1Mar 31
$266M▲ 1.6%
69 positionsView →
2025Q4Dec 31
$261M▲ 5.4%
71 positionsView →
2025Q3Sep 30
$248M▲ 9.5%
68 positionsLocked
2025Q2Jun 30
$226M▲ 118.5%
67 positionsLocked
2025Q1Mar 31
$104M▲ 4.7%
36 positionsLocked
2024Q4Dec 31
$99M—
35 positionsLocked