Data as of Q4 2025 (Dec 31, 2025)

Kondo Wealth Advisors, Inc.

โ€ขCIK: 2070929โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

VGIT
VANGUARD SCOTTSDALE FDS
+7.6%
10.0% of portfolio
AVUV
AMERICAN CENTY ETF TR
+5.9%
11.9% of portfolio
ITOT
ISHARES TR
+3.4%
17.7% of portfolio
IDEV
ISHARES TR
+4.3%
8.6% of portfolio
DFSD
DIMENSIONAL ETF TRUST
+6.8%
5.5% of portfolio

๐Ÿ“‰ Biggest Sells

CVLC
MORGAN STANLEY ETF TRUST
-43.5%
0.3% of portfolio
SUSB
ISHARES TR
-19.8%
0.8% of portfolio
CVIE
MORGAN STANLEY ETF TRUST
-26.2%
0.3% of portfolio
DFIV
DIMENSIONAL ETF TRUST
-1.3%
3.2% of portfolio
DFUS
DIMENSIONAL ETF TRUST
-1.3%
3.0% of portfolio

Sector Breakdown

Other92.7%
Technology3.7%
Financial1.0%
Consumer0.9%
ETF0.6%
Industrial0.5%
Communication0.4%
Healthcare0.2%

๐Ÿšช Exited Positionssold since Q3 2025

SPOT
SPOTIFY TECHNOLOGY S A
SOLD
$227.5K
PG
PROCTER AND GAMBLE CO
SOLD
$206.1K

Changes from Q3 2025

NEW5 new positions
โ†‘23 increased
โ†“35 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025