Kondo Wealth Advisors, Inc. Top Holdings and 13F Report (2025) About Kondo Wealth Advisors, Inc.Investment ActivityKondo Wealth Advisors, Inc. has $226.46 million in total holdings as of June 30, 2025.Kondo Wealth Advisors, Inc. owns shares of 67 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 4.53% of the portfolio was purchased this quarter.About 1.04% of the portfolio was sold this quarter.This quarter, Kondo Wealth Advisors, Inc. has purchased 61 new stocks and bought additional shares in 37 stocks.Kondo Wealth Advisors, Inc. sold shares of 19 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $39,453,484Avantis U.S. Small Cap Value ETF $25,226,938Vanguard Intermediate-Term Treasury ETF $22,697,906Avantis International Small Cap Value ETF $19,500,424iShares Core MSCI International Developed Markets ETF $18,905,745 Largest New Holdings this Quarter 464287614 - iShares Russell 1000 Growth ETF $342,810 Holding922907746 - Vanguard Tax-Exempt Bond ETF $342,314 Holding464287598 - iShares Russell 1000 Value ETF $314,641 Holding459200101 - International Business Machines $221,535 Holding931142103 - Walmart $214,731 Holding Largest Purchases this Quarter iShares Core S&P Total U.S. Stock Market ETF 13,238 shares (about $1.79M)Avantis U.S. Small Cap Value ETF 18,079 shares (about $1.68M)Vanguard Intermediate-Term Treasury ETF 17,272 shares (about $1.03M)iShares Core MSCI International Developed Markets ETF 9,189 shares (about $697.45K)Dimensional Short-Duration Fixed Income ETF 14,184 shares (about $680.41K) Largest Sales this Quarter iShares ESG Aware 1-5 Year USD Corporate Bond ETF 27,010 shares (about $676.87K)Calvert US Large-Cap Core Responsible Index ETF 6,222 shares (about $476.92K)Calvert International Responsible Index ETF 3,505 shares (about $227.51K)Dimensional International Value ETF 4,242 shares (about $181.90K)United Parcel Service 994 shares (about $103.85K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKondo Wealth Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$39,453,484$1,787,136 ▲4.7%292,24717.4%ETFAVUVAvantis U.S. Small Cap Value ETF$25,226,938$1,681,170 ▲7.1%271,28611.1%ETFVGITVanguard Intermediate-Term Treasury ETF$22,697,906$1,027,515 ▲4.7%381,54010.0%ETFAVDVAvantis International Small Cap Value ETF$19,500,424$669,870 ▲3.6%245,7828.6%ETFIDEViShares Core MSCI International Developed Markets ETF$18,905,745$697,449 ▲3.8%249,0868.3%ETFDFSDDimensional Short-Duration Fixed Income ETF$12,684,583$680,408 ▲5.7%264,4275.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$12,369,639$611,003 ▲5.2%415,6465.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$9,079,856$420,542 ▲4.9%182,2704.0%ManufacturingDFIVDimensional International Value ETF$7,576,077$181,899 ▼-2.3%176,6793.3%ETFDFUSDimensional U.S. Equity ETF$7,568,529$20,170 ▲0.3%112,9453.3%ETFDFUVDimensional US Marketwide Value ETF$6,395,512$57,438 ▲0.9%149,4262.8%ETFDFASDimensional U.S. Small Cap ETF$4,393,097$37,268 ▲0.9%67,8981.9%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$2,663,878$676,871 ▼-20.3%106,3001.2%ManufacturingAAPLApple$2,604,937$100,182 ▲4.0%12,5331.2%Computer and TechnologyCATYCathay General Bancorp$2,396,463$68,702 ▼-2.8%51,0321.1%FinanceDLNWisdomTree U.S. LargeCap Dividend Fund$2,099,561$52,961 ▼-2.5%25,3720.9%FinanceNVDANVIDIA$1,472,294$17,630 ▼-1.2%9,6040.7%Computer and TechnologyCVLCCalvert US Large-Cap Core Responsible Index ETF$1,413,349$476,916 ▼-25.2%18,4390.6%ETFBSVVanguard Short-Term Bond ETF$1,407,637$60,333 ▼-4.1%17,9650.6%ETFMSFTMicrosoft$1,382,976$51,695 ▼-3.6%2,8090.6%Computer and TechnologyCVNACarvana$1,295,536$221,222 ▲20.6%3,8300.6%Retail/WholesaleDFATDimensional U.S. Targeted Value ETF$1,200,528$99,561 ▼-7.7%21,7290.5%ETFAMZNAmazon.com$1,180,784$5,732 ▲0.5%5,3560.5%Retail/WholesaleDWMWisdomTree International Equity Fund$1,100,330$55,067 ▼-4.8%17,3040.5%FinanceSCHXSchwab US Large-Cap ETF$1,062,7630.0%43,4490.5%ETFBIVVanguard Intermediate-Term Bond ETF$954,462$4,313 ▲0.5%12,3940.4%ETFCVIECalvert International Responsible Index ETF$948,270$227,510 ▼-19.3%14,6090.4%ETFIVViShares Core S&P 500 ETF$929,763$178,753 ▲23.8%1,4980.4%ETFDISWalt Disney$903,802$10,376 ▲1.2%7,3170.4%Consumer DiscretionaryUPSUnited Parcel Service$879,131$103,845 ▼-10.6%8,4150.4%TransportationMMCMarsh & McLennan Companies$865,875$218 ▲0.0%3,9750.4%FinanceDESWisdomTree U.S. SmallCap Dividend Fund$813,306$15,810 ▲2.0%25,0010.4%FinanceIEMGiShares Core MSCI Emerging Markets ETF$809,352$5,829 ▲0.7%13,4690.4%ETFIJRiShares Core S&P Small-Cap ETF$771,8380.0%6,9560.3%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$683,735$1,350 ▲0.2%8,1040.3%ManufacturingIEFAiShares Core MSCI EAFE ETF$586,086$127,548 ▲27.8%7,0350.3%ETFMETAMeta Platforms$545,888$15,104 ▲2.8%7590.2%Computer and TechnologyIQDGWisdomTree International Quality Dividend Growth Fund$494,173$5,197 ▲1.1%12,5520.2%FinanceIWMiShares Russell 2000 ETF$479,995$11,340 ▼-2.3%2,2010.2%FinanceQQQInvesco QQQ$478,208$47,602 ▲11.1%8740.2%FinanceSPYSPDR S&P 500 ETF Trust$462,1500.0%7480.2%FinanceBRK.BBerkshire Hathaway$424,003$6,855 ▼-1.6%8660.2%FinanceSCHPSchwab U.S. TIPS ETF$410,985$17,642 ▼-4.1%15,4680.2%ETFNFLXNetflix$399,722$6,468 ▲1.6%3090.2%Consumer DiscretionaryJPMJPMorgan Chase & Co.$390,137$2,324 ▼-0.6%1,3430.2%FinanceTSLATesla$356,943$70,968 ▲24.8%1,1870.2%Auto/Tires/TrucksAVGOBroadcom$356,340$16,943 ▲5.0%1,3460.2%Computer and TechnologyGOOGAlphabet$356,119$4,423 ▲1.3%2,0130.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$342,810$342,810 ▲New Holding8160.2%ETFVTEBVanguard Tax-Exempt Bond ETF$342,314$342,314 ▲New Holding6,9960.2%ETFGOOGLAlphabet$332,337$23,563 ▼-6.6%1,8900.1%Computer and TechnologyCOSTCostco Wholesale$326,3170.0%3300.1%Retail/WholesaleIWDiShares Russell 1000 Value ETF$314,641$314,641 ▲New Holding1,6050.1%ETFDEMWisdomTree Emerging Markets High Dividend Fund$313,593$500 ▲0.2%6,8990.1%FinanceDFSVDimensional US Small Cap Value ETF$299,666$14,793 ▲5.2%9,9260.1%ETFVZVerizon Communications$295,539$1,660 ▲0.6%6,7660.1%Computer and TechnologyCATCaterpillar$288,499$391 ▲0.1%7380.1%IndustrialsSPOTSpotify Technology$270,881$1,445 ▲0.5%3750.1%Computer and TechnologyBACBank of America$264,295$6,404 ▼-2.4%5,4890.1%FinanceSPGIS&P Global$251,957$529 ▲0.2%4760.1%FinanceMAMastercard$238,830$1,129 ▲0.5%4230.1%Business ServicesRWOSPDR Dow Jones Global Real Estate ETF$230,937$1,559 ▲0.7%5,1860.1%ETFIBMInternational Business Machines$221,535$221,535 ▲New Holding7600.1%Computer and TechnologyWMTWalmart$214,731$214,731 ▲New Holding2,1850.1%Retail/WholesalePGProcter & Gamble$212,683$806 ▼-0.4%1,3190.1%Consumer StaplesAXPAmerican Express$206,741$206,741 ▲New Holding6410.1%FinancePCKPIMCO California Municipal Income Fund II$59,669$59,669 ▲New Holding11,0090.0%Financial ServicesLLYEli Lilly and Company$0$204,928 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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