Kondo Wealth Advisors, Inc.
โขCIK: 2070929โขFiling: Q4 2025
**Kondo Wealth Advisors, Inc.** manages $261M across a diversified portfolio of 71 positions. The strategy exhibits a clear tilt toward broad market exposure and fixed income, evidenced by top holdings including ITOT ($46.4M) and VGIT ($26.2M). Significant allocations are also directed toward factor-based and thematic investments, notably AVUV ($31.1M) and AVDV ($24.1M). This concentration suggests a disciplined, systematic approach to capturing market premiums across equity and fixed income sectors.
Total AUM
$261.3M
QoQ Performance
+5.4%
Positions
45
Top 10 Concentration
78.8%
Latest Filing
Q4 2025
Top Holdings Allocation
ITOT
AVUV
VGIT
AVDV
IDEV
DFEM
DFSD
ITOT17.7%
AVUV11.9%
VGIT10.0%
AVDV9.2%
IDEV8.6%
DFEM5.7%
DFSD5.5%
VTIP3.8%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other92.7%
Technology3.7%
Financial1.0%
Consumer0.9%
ETF0.6%
Industrial0.5%
Communication0.4%
Healthcare0.2%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
โ23 increased
โ35 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025