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KWA

Kondo Wealth Advisors Portfolio holdings

AUM $299M
1-Year Est. Return 21.97%
This Fund
S&P 500
This Quarter Est. Return
+10.31%
1 Year Est. Return
+21.97%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$299M
AUM Growth
+$33.6M
Cap. Flow
+$9.25M
Cap. Flow %
3.09%
Top 10 Hldgs %
79.04%
Holding
79
New
10
Increased
37
Reduced
24
Closed
4

Top Buys

Rank Stock Value
1
CVNA icon
Carvana
CVNA
+$1.86M
2
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.84M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.6M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.04M
5
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$811K

Top Sells

Rank Stock Value
1
SUSB icon
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
+$253K
2
XOM icon
ExxonMobil
XOM
+$237K
3
CVLC icon
Calvert US Large-Cap Core Responsible Index ETF
CVLC
+$231K
4
CVX icon
Chevron
CVX
+$230K
5
MA icon
Mastercard
MA
+$214K

Sector Composition

Rank Sector Weight
1 Miscellaneous 90.82%
2 Technology 3.24%
3 Financials 1.99%
4 Consumer Discretionary 1.74%
5 Communication Services 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITOT icon
1
iShares Core S&P Total US Stock Market ETF
ITOT
$97.6B
$53.8M 18%
327,735
+10,067
+3% +$1.6M
AVUV icon
2
Avantis US Small Cap Value ETF
AVUV
$31.7B
$38.9M 13%
311,684
+5,523
+2% +$659K
VGIT icon
3
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.1B
$29.3M 9.79%
496,479
+31,075
+7% +$1.84M
AVDV icon
4
Avantis International Small Cap Value ETF
AVDV
$20.8B
$26M 8.7%
252,626
+3,124
+1% +$333K
IDEV icon
5
iShares Core MSCI International Developed Markets ETF
IDEV
$33B
$25.7M 8.6%
288,994
+11,691
+4% +$1.04M
DFEM icon
6
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.74B
$18.9M 6.31%
464,509
+5,751
+1% +$226K
DFSD
7
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.26B
$15.6M 5.22%
327,035
+16,932
+5% +$811K
VTIP icon
8
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$11M 3.68%
218,914
+9,493
+5% +$477K
DFUS
9
Dimensional US Equity ETF
DFUS
$21.6B
$8.74M 2.92%
106,652
-461
-0.4% -$36.5K
DFIV icon
10
Dimensional International Value ETF
DFIV
$22.4B
$8.48M 2.83%
156,917
-3,187
-2% -$175K
DFUV icon
11
Dimensional US Marketwide Value ETF
DFUV
$15.9B
$7.73M 2.58%
140,456
-2,495
-2% -$131K
DFAS icon
12
Dimensional US Small Cap ETF
DFAS
$15.6B
$5.41M 1.81%
65,648
-292
-0.4% -$22.6K
AAPL icon
13
Apple
AAPL
$4.67T
$3.81M 1.27%
13,171
+103
+0.8% +$29.5K
CATY icon
14
Cathay General Bancorp
CATY
$4.18B
$3.13M 1.05%
50,482
+1
+0% +$57
CVNA icon
15
Carvana
CVNA
$53.7B
$2.96M 0.99%
44,993
+26,333
+141% +$1.86M
DLN icon
16
WisdomTree US LargeCap Dividend Fund
DLN
$6.36B
$2.12M 0.71%
22,030
-401
-2% -$37.9K
NVDA icon
17
NVIDIA
NVDA
$5.56T
$2.05M 0.69%
10,267
+418
+4% +$85.9K
SUSB icon
18
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
$1.78M 0.6%
71,253
-10,114
-12% -$253K
DFAT icon
19
Dimensional US Targeted Value ETF
DFAT
$14.7B
$1.55M 0.52%
22,198
+103
+0.5% +$6.88K
BSV icon
20
Vanguard Short-Term Bond ETF
BSV
$45.4B
$1.43M 0.48%
18,370
+529
+3% +$41.3K
AMZN icon
21
Amazon
AMZN
$2.79T
$1.36M 0.46%
5,727
+45
+0.8% +$11.3K
SCHX icon
22
Schwab US Large- Cap ETF
SCHX
$74.4B
$1.32M 0.44%
44,749
– –
IEMG icon
23
iShares Core MSCI Emerging Markets ETF
IEMG
$165B
$1.21M 0.4%
14,605
-111
-0.8% -$8.85K
DWM icon
24
WisdomTree International Equity Fund
DWM
$693M
$1.13M 0.38%
15,412
-243
-2% -$17.8K
IVV icon
25
iShares Core S&P 500 ETF
IVV
$889B
$1.12M 0.38%
1,499
+3
+0.2% +$2.19K
1
2 3 4

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AIM
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EBWM
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MWM
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SIA
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MIM
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Kondo Wealth Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Kondo Wealth Advisors held 79 positions worth $299M, up 13% from $266M the previous quarter. Its ten largest holdings account for 79% of the portfolio.

Kondo Wealth Advisors deployed $9.25M of net new capital in Q2 2026, opening 10 new positions and adding to 37 existing holdings. Its largest new stake was Micron Technology: 387 shares worth $447K.

By sector, the portfolio is most concentrated in Miscellaneous at 91% of assets, down from 92% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares ESG Aware 1-5 Year USD Corporate Bond ETF, an estimated $253K trimmed.

  • Kondo Wealth Advisors's largest Q2 2026 buy was Micron Technology: 387 shares worth $447K.
  • Kondo Wealth Advisors added most to Carvana in Q2 2026, an estimated $1.86M increase.
  • Kondo Wealth Advisors's biggest Q2 2026 reduction was iShares ESG Aware 1-5 Year USD Corporate Bond ETF, cutting an estimated $253K.
  • Kondo Wealth Advisors fully exited ExxonMobil in Q2 2026, selling an estimated $237K.
  • Kondo Wealth Advisors's ten largest holdings make up 79% of its $299M portfolio in Q2 2026.
  • Kondo Wealth Advisors opened 10 new positions and closed 4 in Q2 2026.
  • Kondo Wealth Advisors's portfolio value rose 13% quarter-over-quarter to $299M.

Based on Kondo Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.