Kondo Wealth Advisors, Inc.: 13F holdings
CIK 20709292026Q2
| Positions | 75 |
|---|
| Reported value | $299.2m |
|---|
| Filed | 2026-07-21 |
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Change since last quarter
| Positions | 75 (+6 vs prior quarter) |
|---|
| Reported value | $299.2m (+12.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ITOT ISHARES TR | 327,735 | $53.8m | 18.0% |
| AVUV AMERICAN CENTY ETF TR | 311,684 | $38.9m | 13.0% |
| VGIT VANGUARD SCOTTSDALE FDS | 496,479 | $29.3m | 9.8% |
| AVDV AMERICAN CENTY ETF TR | 252,626 | $26.0m | 8.7% |
| VGK ISHARES TR | 288,994 | $25.7m | 8.6% |
| DFEM DIMENSIONAL ETF TRUST | 464,509 | $18.9m | 6.3% |
| DFSD DIMENSIONAL ETF TRUST | 327,035 | $15.6m | 5.2% |
| VTIP VANGUARD MALVERN FDS | 218,914 | $11.0m | 3.7% |
| DFUS DIMENSIONAL ETF TRUST | 106,652 | $8.7m | 2.9% |
| DFIV DIMENSIONAL ETF TRUST | 156,917 | $8.5m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2070929")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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