DOSSIER · 13F-HR · Q2 2026

Kondo Wealth Advisors, Inc.

$299M in tracked AUM across 75 positions as of Q2 2026.

KW
CIK 0002070929 · last filed Jun 30, 2026
Total AUM
$299M
as of Q2 2026
Holdings
75
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Kondo Wealth Advisors, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$54M328K18.0%
02
AVUV
AMERICAN CENTY ETF TR
$39M312K13.0%
03
VGIT
VANGUARD SCOTTSDALE FDS
$29M496K9.8%
04
AVDV
AMERICAN CENTY ETF TR
$26M253K8.7%
05
IDEV
ISHARES TR
$26M289K8.6%
06
DFEM
DIMENSIONAL ETF TRUST
$19M465K6.3%
07
DFSD
DIMENSIONAL ETF TRUST
$16M327K5.2%
08
VTIP
VANGUARD MALVERN FDS
$11M219K3.7%
09
DFUS
DIMENSIONAL ETF TRUST
$9M107K2.9%
10
DFIV
DIMENSIONAL ETF TRUST
$8M157K2.8%

Filing history

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 positionsView →
2025Q2Jun 30
$226M 118.5%
67 positionsLocked
2025Q1Mar 31
$104M 4.7%
36 positionsLocked
2024Q4Dec 31
$99M
35 positionsLocked