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Kondo Wealth Advisors, Inc.

All holdings · as of Dec 31, 2025

71 positions

CompanyClassValueShares% of portfolio
THE GOLDMAN SACHS GROUP, INC.—$203.9K2320.1%
DIMENSIONAL ETF TRUST—$215.3K5,6650.1%
CISCO SYSTEMS, INC.—$217.1K2,8190.1%
ASTRAZENECA PLC—$221.1K2,4050.1%
SPDR INDEX SHS FDS—$221.4K4,9150.1%
JOHNSON & JOHNSON—$224.7K1,0850.1%
INTERNATIONAL BUSINESS MACHINES CORP—$228.4K7710.1%
S&P Global Inc.—$237.3K4540.1%
AMERICAN EXPRESS CO—$239.4K6470.1%
Mastercard Inc—$244.9K4290.1%
Walmart Inc.—$249.1K2,2350.1%
ELI LILLY & Co—$271.0K2520.1%
Netflix Inc—$275.9K2,9430.1%
VERIZON COMMUNICATIONS INC—$277.1K6,8040.1%
COSTCO WHOLESALE CORP /NEW—$287.4K3330.1%
WISDOMTREE TR—$300.3K6,4280.1%
BANK OF AMERICA CORP /DE—$308.6K5,6090.1%
DIMENSIONAL ETF TRUST—$313.0K9,5180.1%
ISHARES TR—$339.4K1,6130.1%
VANGUARD MUN BD FDS—$351.8K6,9960.1%
SCHWAB STRATEGIC TR—$382.1K14,4230.1%
ISHARES TR—$386.2K8160.1%
WELLS FARGO & COMPANY/MN—$406.7K4,3640.2%
CATERPILLAR INC—$431.9K7540.2%
JPMORGAN CHASE & CO—$437.4K1,3570.2%
Warren E. Buffett—$441.8K8790.2%
WISDOMTREE TR—$494.3K11,9170.2%
SPDR S&P 500 ETF TR—$500.5K7340.2%
Broadcom Inc.—$511.2K1,4770.2%
INVESCO QQQ TR—$537.1K8740.2%
ISHARES TR—$541.0K2,1970.2%
Alphabet Inc.—$628.8K2,0090.2%
ISHARES TR—$629.4K7,0350.2%
Meta Platforms Inc—$636.3K9640.2%
Alphabet Inc.—$660.9K2,1060.3%
WISDOMTREE TR—$661.2K7,3940.3%
Tesla Inc—$662.9K1,4740.3%
MARSH & MCLENNAN COMPANIES, INC.—$723.9K3,9020.3%
MORGAN STANLEY ETF TRUST—$730.6K10,2470.3%
WISDOMTREE TR—$799.4K23,8940.3%
MORGAN STANLEY ETF TRUST—$802.0K9,5210.3%
Walt Disney Co—$832.3K7,3140.3%
United Parcel Service Inc—$841.0K8,4790.3%
ISHARES TR—$864.8K7,1960.3%
VANGUARD BD INDEX FDS—$901.9K11,5800.3%
ISHARES INC—$943.7K14,0390.4%
ISHARES TR—$1.02M1,4960.4%
WISDOMTREE TR—$1.11M16,1070.4%
SCHWAB STRATEGIC TR—$1.20M44,7490.5%
Amazon.com Inc—$1.22M5,2830.5%
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