Institutions / Kondo Wealth Advisors, Inc.
Kondo Wealth Advisors, Inc.
CIK 2070929 · Institution · as of Dec 31, 2025
Portfolio value
$261.32M
Positions
71
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 71 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares MSCI UAE ETF | $46.36M | 17.7% |
| American Centy ETF Tr | $31.07M | 11.9% |
| Vanguard Scottsdale Fds | $26.23M | 10.0% |
| American Centy ETF Tr | $24.15M | 9.2% |
| iShares MSCI UAE ETF | $22.57M | 8.6% |
| Dimensional ETF Trust | $15.02M | 5.7% |
| Dimensional ETF Trust | $14.26M | 5.5% |
| Vanguard Malvern Fds | $10.03M | 3.8% |
| Dimensional ETF Trust | $8.33M | 3.2% |
| Dimensional ETF Trust | $7.95M | 3.0% |
| Dimensional ETF Trust | $6.80M | 2.6% |
| Dimensional ETF Trust | $4.61M | 1.8% |
| Apple Inc. | $3.49M | 1.3% |
| Cathay General Bancorp | $2.47M | 0.9% |
| WisdomTree Trust | $2.14M | 0.8% |
| iShares Tr | $2.08M | 0.8% |
| NVIDIA Corp | $1.79M | 0.7% |
| Carvana Co. | $1.62M | 0.6% |
| Microsoft Corp | $1.49M | 0.6% |
| Vanguard Bd Index Fds | $1.39M | 0.5% |
| Dimensional ETF Trust | $1.31M | 0.5% |
| Amazon.com Inc | $1.22M | 0.5% |
| Schwab Strategic Tr | $1.20M | 0.5% |
| WisdomTree Tr | $1.11M | 0.4% |
| iShares Tr | $1.02M | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.