StockDriftsStockDriftsTop 50 Kondo Wealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 18% | 327.7K | $53.8M | +3.17%(+10.07K) | $129.17(+31.28%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 13% | 311.7K | $38.9M | +1.80%(+5.52K) | $96.18(+32.53%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 9.79% | 496.5K | $29.3M | +6.68%(+31.07K) | $59.30(-1.58%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 8.7% | 252.6K | $26.0M | +1.25%(+3.12K) | $69.28(+58.48%) | 2026-06-30 | |
| IDEV | ISHARES TR | 8.6% | 289.0K | $25.7M | +4.22%(+11.69K) | $69.66(+33.99%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 6.31% | 464.5K | $18.9M | +1.25%(+5.75K) | $27.72(+42.19%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 5.22% | 327.0K | $15.6M | +5.46%(+16.93K) | $47.45(-0.06%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 3.68% | 218.9K | $11.0M | +4.53%(+9.49K) | $49.13(+1.13%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 2.92% | 106.7K | $8.7M | -0.43%(-461) | $62.98(+34.37%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 2.83% | 156.9K | $8.5M | -1.99%(-3.19K) | $36.78(+57.52%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +26.78% |
| Top 20 Holdings Unweighted | — | — | — | — | +22.52% |
Kondo Wealth Advisors, Inc. reports $299.17M in US-listed equity holdings across 75 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (18.0%), AVUV (13.0%) and VGIT (9.8%). The top 20 holdings account for 89.75% of reported assets. Its disclosed equity book has returned +26.78% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kondo Wealth Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2070929). View Kondo Wealth Advisors, Inc.’s 13F filings on SEC