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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
-1.34%
1 Year Est. Return
+21.97%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$197M
AUM Growth
–
Cap. Flow
+$201M
Cap. Flow %
101.86%
Top 10 Hldgs %
74.45%
Holding
60
New
60
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$34.5M
2
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$23.4M
3
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$19.6M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$14.9M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$14.7M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 2.82%
2 Financials 2.46%
3 Communication Services 1.26%
4 Consumer Discretionary 1.09%
5 Industrials 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DWM icon
26
WisdomTree International Equity Fund
DWM
$671M
$948K 0.48%
+17,994
New +$988K
MRSH
27
Marsh
MRSH
$91B
$923K 0.47%
+4,345
New +$964K
BIV icon
28
Vanguard Intermediate-Term Bond ETF
BIV
$29B
$898K 0.46%
+12,014
New +$913K
DES icon
29
WisdomTree US SmallCap Dividend Fund
DES
$2.21B
$866K 0.44%
+25,209
New +$892K
IJR icon
30
iShares Core S&P Small-Cap ETF
IJR
$110B
$801K 0.41%
+6,956
New +$831K
DIS icon
31
Walt Disney
DIS
$172B
$800K 0.41%
+7,186
New +$755K
DGRW icon
32
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.7B
$768K 0.39%
+9,495
New +$794K
IVV icon
33
iShares Core S&P 500 ETF
IVV
$871B
$714K 0.36%
+1,213
New +$718K
IEMG icon
34
iShares Core MSCI Emerging Markets ETF
IEMG
$147B
$706K 0.36%
+13,519
New +$749K
CVNA icon
35
Carvana
CVNA
$46.6B
$702K 0.36%
+17,265
New +$776K
IWM icon
36
iShares Russell 2000 ETF
IWM
$80.3B
$535K 0.27%
+2,422
New +$552K
SCHP icon
37
Schwab US TIPS ETF
SCHP
$16.4B
$517K 0.26%
+20,011
New +$526K
IQDG icon
38
WisdomTree International Quality Dividend Growth Fund
IQDG
$705M
$465K 0.24%
+13,588
New +$494K
SPY icon
39
State Street SPDR S&P 500 ETF Trust
SPY
$783B
$451K 0.23%
+769
New +$453K
QQQ icon
40
Invesco QQQ Trust
QQQ
$445B
$443K 0.23%
+867
New +$439K
META icon
41
Meta Platforms (Facebook)
META
$1.51T
$419K 0.21%
+715
New +$420K
IEFA icon
42
iShares Core MSCI EAFE ETF
IEFA
$187B
$387K 0.2%
+5,504
New +$406K
BRK.B icon
43
Berkshire Hathaway Class B
BRK.B
$1.1T
$383K 0.19%
+844
New +$390K
GOOG icon
44
Alphabet (Google) Class C
GOOG
$4.08T
$373K 0.19%
+1,961
New +$346K
GOOGL icon
45
Alphabet (Google) Class A
GOOGL
$4.09T
$368K 0.19%
+1,942
New +$340K
TSLA icon
46
Tesla
TSLA
$1.21T
$326K 0.17%
+807
New +$260K
CAT icon
47
Caterpillar
CAT
$383B
$323K 0.16%
+891
New +$346K
JPM icon
48
JPMorgan Chase
JPM
$947B
$316K 0.16%
+1,319
New +$307K
COST icon
49
Costco
COST
$431B
$298K 0.15%
+324
New +$301K
DFSV
50
Dimensional US Small Cap Value ETF
DFSV
$8.24B
$290K 0.15%
+9,436
New +$299K
1
2
3

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Kondo Wealth Advisors's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Kondo Wealth Advisors, which disclosed 60 positions worth $197M. Its ten largest holdings account for 74% of the portfolio.

Its largest position is iShares Core S&P Total US Stock Market ETF: 266,129 shares worth $34.2M.

By sector, the portfolio is most concentrated in Technology at 2.8% of assets, followed by Financials and Communication Services.

  • Kondo Wealth Advisors's largest Q4 2024 buy was iShares Core S&P Total US Stock Market ETF: 266,129 shares worth $34.2M.
  • Kondo Wealth Advisors's ten largest holdings make up 74% of its $197M portfolio in Q4 2024.
  • Kondo Wealth Advisors disclosed 60 positions in Q4 2024, its first 13F filing on record.

Based on Kondo Wealth Advisors's 13F filing for Q4 2024, filed 11 Jun 2025.