2026 Q2 Portfolio Activity
In 2026 Q2, Kondo Wealth Advisors, Inc. maintained a portfolio of 79 distinct positions. The most significant new addition was MICRON TECHNOLOGY INC, now representing 0.15% of the total fund value. They heavily accumulated shares in CARVANA CO, increasing the position by 1105.6%.
Position History
hover any row below to update
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Total Positions
79
Quarter
2026 Q2
Top Holding
ITOT (18.0%)
Top 10 Concentration
79.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 79
Kondo Wealth Advisors, Inc. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ITOT
ISHARES TR
|
ETF | 18.00% | 17.03% |
#1
Prev: #1
|
6.5 |
—
|
10,067 | 3.2% |
P
S
|
327,735 | $53,837,381 |
$124.67
+35.1%
|
2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | ||
|
AVUV
AMERICAN CENTY ...
|
ETF | 13.00% | 12.73% |
#2
Prev: #2
|
6.0 |
—
|
5,523 | 1.8% |
P
S
|
311,684 | $38,885,824 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 9.79% | 10.43% |
#3
Prev: #3
|
6.9 |
—
|
31,075 | 6.7% |
P
S
|
496,479 | $29,282,403 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 8.70% | 9.38% |
#4
Prev: #4
|
4.5 |
—
|
3,124 | 1.3% |
P
S
|
252,626 | $26,033,193 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
IDEV
ISHARES TR
|
Bond/Debt | 8.60% | 8.72% |
#5
Prev: #5
|
4.4 |
—
|
11,691 | 4.2% |
P
S
|
288,994 | $25,723,508 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 6.31% | 5.97% |
#6
Prev: #6
|
3.0 |
—
|
5,751 | 1.3% |
P
S
|
464,509 | $18,877,767 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 5.22% | 5.59% |
#7
Prev: #7
|
4.1 |
—
|
16,932 | 5.5% |
P
S
|
327,035 | $15,616,065 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 3.68% | 3.94% |
#8
Prev: #8
|
2.0 |
—
|
9,493 | 4.5% |
P
S
|
218,914 | $10,996,090 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 2.92% | 2.86% |
#9
1
Prev: #10
|
1.7 |
—
|
-461 | -0.4% |
P
S
|
106,652 | $8,739,193 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 2.83% | 3.18% |
#10
1
Prev: #9
|
1.6 |
—
|
-3,187 | -2.0% |
P
S
|
156,917 | $8,476,755 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 2.58% | 2.61% |
#11
Prev: #11
|
1.5 |
—
|
-2,495 | -1.7% |
P
S
|
140,456 | $7,726,586 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 1.81% | 1.77% |
#12
Prev: #12
|
1.2 |
—
|
-292 | -0.4% |
P
S
|
65,648 | $5,405,595 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
AAPL
APPLE INC
|
Technology | 1.27% | 1.25% |
#13
Prev: #13
|
1.0 |
—
|
103 | 0.8% |
P
S
|
13,171 | $3,811,799 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
CATY
CATHAY GEN BANC...
|
Financial Services | 1.05% | 0.95% |
#14
Prev: #14
|
0.9 |
—
|
1 | 0.0% |
P
S
|
50,482 | $3,129,379 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
CVNA
CARVANA CO
|
Consumer Cyclical | 0.99% | 0.44% |
#15
6
Prev: #21
|
3.4 |
—
|
41,261 | 1105.6% |
P
S
|
44,993 | $2,961,439 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
DLN
WISDOMTREE TR
|
Unknown | 0.71% | 0.75% |
#16
Prev: #16
|
0.8 |
—
|
-401 | -1.8% |
P
S
|
22,030 | $2,122,097 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.69% | 0.65% |
#17
Prev: #17
|
0.8 |
—
|
418 | 4.2% |
P
S
|
10,267 | $2,054,324 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SUSB
ISHARES TR
|
ETF | 0.60% | 0.77% |
#18
3
Prev: #15
|
0.7 |
—
|
-10,114 | -12.4% |
P
S
|
71,253 | $1,780,613 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 0.52% | 0.52% |
#19
Prev: #19
|
0.7 |
—
|
103 | 0.5% |
P
S
|
22,198 | $1,551,662 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 0.48% | 0.53% |
#20
2
Prev: #18
|
0.7 |
—
|
529 | 3.0% |
P
S
|
18,370 | $1,431,353 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.46% | 0.45% |
#21
1
Prev: #20
|
0.7 |
—
|
45 | 0.8% |
P
S
|
5,727 | $1,364,974 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.44% | 0.43% |
#22
Prev: #22
|
1.2 |
—
|
no change | no change |
P
S
|
44,749 | $1,316,963 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
IEMG
ISHARES INC
|
ETF | 0.40% | 0.39% |
#23
2
Prev: #25
|
0.7 |
—
|
-111 | -0.8% |
P
S
|
14,605 | $1,209,897 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
DWM
WISDOMTREE TR
|
Bond/Debt | 0.38% | 0.41% |
#24
1
Prev: #23
|
0.7 |
—
|
-243 | -1.6% |
P
S
|
15,412 | $1,128,440 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
IVV
ISHARES TR
|
ETF | 0.38% | 0.37% |
#25
1
Prev: #26
|
0.7 |
—
|
3 | 0.2% |
P
S
|
1,499 | $1,122,865 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.37% | 0.39% |
#26
2
Prev: #24
|
2.1 |
—
|
177 | 6.3% |
P
S
|
2,999 | $1,119,107 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
IJR
ISHARES TR
|
ETF | 0.36% | 0.34% |
#27
1
Prev: #28
|
1.1 |
—
|
no change | no change |
P
S
|
7,196 | $1,067,239 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
DES
WISDOMTREE TR
|
Unknown | 0.31% | 0.31% |
#28
2
Prev: #30
|
0.6 |
—
|
-52 | -0.2% |
P
S
|
22,622 | $920,353 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
UPS
UNITED PARCEL S...
|
Industrials | 0.31% | 0.31% |
#29
Prev: #29
|
0.6 |
—
|
21 | 0.2% |
P
S
|
8,504 | $914,248 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 0.30% | 0.34% |
#30
3
Prev: #27
|
0.6 |
—
|
34 | 0.3% |
P
S
|
11,725 | $899,367 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.27% | 0.20% |
#31
12
Prev: #43
|
0.6 |
—
|
7 | 0.9% |
P
S
|
761 | $810,389 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.27% | 0.23% |
#32
5
Prev: #37
|
2.1 |
—
|
123 | 5.8% |
P
S
|
2,255 | $805,869 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.26% | 0.23% |
#33
5
Prev: #38
|
0.6 |
—
|
51 | 2.4% |
P
S
|
2,184 | $771,672 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.23% | 0.19% |
#34
12
Prev: #46
|
2.1 |
—
|
70 | 8.0% |
P
S
|
944 | $695,350 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.23% | 0.23% |
#35
4
Prev: #39
|
0.6 |
—
|
28 | 1.4% |
P
S
|
2,090 | $684,537 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
CVIE
MORGAN STANLEY ...
|
ETF | 0.23% | 0.26% |
#36
5
Prev: #31
|
0.6 |
—
|
-1,393 | -14.8% |
P
S
|
8,039 | $683,487 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
IEFA
ISHARES TR
|
ETF | 0.23% | 0.24% |
#37
2
Prev: #35
|
1.1 |
—
|
no change | no change |
P
S
|
7,035 | $679,440 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.22% | 0.20% |
#38
6
Prev: #44
|
0.6 |
—
|
61 | 3.6% |
P
S
|
1,773 | $669,751 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.22% | 0.21% |
#39
1
Prev: #40
|
0.6 |
—
|
68 | 4.5% |
P
S
|
1,567 | $659,080 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 0.22% | 0.25% |
#40
7
Prev: #33
|
0.6 |
—
|
-49 | -0.7% |
P
S
|
6,748 | $649,594 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
IWM
ISHARES TR
|
ETF | 0.22% | 0.20% |
#41
1
Prev: #42
|
0.6 |
—
|
-23 | -1.1% |
P
S
|
2,154 | $647,235 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
MMC
MARSH & MCLENNA...
|
Unknown | 0.22% | 0.25% |
#42
10
Prev: #32
|
0.6 |
—
|
-33 | -0.8% |
P
S
|
3,863 | $643,846 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.21% | 0.23% |
#43
7
Prev: #36
|
0.6 |
—
|
-32 | -2.5% |
P
S
|
1,258 | $629,490 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
DGRW
WISDOMTREE TR
|
ETF | 0.18% | 0.19% |
#44
1
Prev: #45
|
0.6 |
—
|
-59 | -1.0% |
P
S
|
5,772 | $551,941 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.18% | 0.18% |
#45
2
Prev: #47
|
1.1 |
—
|
no change | no change |
P
S
|
737 | $550,369 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
CVLC
MORGAN STANLEY ...
|
ETF | 0.17% | 0.24% |
#46
12
Prev: #34
|
0.1 |
—
|
-2,549 | -31.7% |
P
S
|
5,501 | $519,762 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.17% | 0.21% |
#47
6
Prev: #41
|
0.6 |
—
|
-89 | -9.2% |
P
S
|
877 | $494,006 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.15% | — |
#48
Prev: #—
|
3.6 |
—
|
387 | — |
NEW
|
387 | $446,710 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
AZNCF
ASTRAZENECA PLC
|
Unknown | 0.15% | 0.17% |
#49
1
Prev: #48
|
0.6 |
—
|
-1 | -0.0% |
P
S
|
2,351 | $445,796 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 0.14% | 0.15% |
#50
Prev: #50
|
2.1 |
—
|
790 | 5.4% |
P
S
|
15,356 | $406,959 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-21 |
Showing 1-50 of 79 holdings