account_balance

Investment manager · 13F filer · SEC CIK 2070929

Kondo Wealth Advisors, Inc.

Reported value$300Mas of Sep 30, 2026
Positions74 4 new, 5 sold out
Top 10 weight79.0%ITOT alone is 18%
FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
ITOT iShares Tr 18.3% Held
AVUV American Centy ETF Tr 12.1% Held
VGIT Vanguard Scottsdale FDS 9.8% Added +4%
AVDV American Centy ETF Tr 9.2% Held
IDEV iShares Tr 8.7% Held
DFEM Dimensional ETF Trust 6.2% Held
DFSD Dimensional ETF Trust 5.2% Added +4%
VTIP Vanguard Malvern FDS 3.7% Added +2%
DFUS Dimensional ETF Trust 2.9% Held
DFIV Dimensional ETF Trust 2.8% Trimmed −2%
DFUV Dimensional ETF Trust 2.5% Held
DFAS Dimensional ETF Trust 1.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Jul 21, 2026 filing
add_circleNew
arrow_upwardAdded
  • MSFT +47%
  • VGIT +4%
  • DFSD +4%
  • SUSB +2%
arrow_downwardTrimmed
  • DFIV −2%
  • GOOG −2%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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