Kondo Wealth Advisors, Inc. ETF holdings
Pasadena, CA
Reported $271.7M in 40 ETFs in its Form 13F for June 30, 2026.
ETF value
$271.7M
ETFs held
40
Change from prior quarter
+11.4%
With price moves
ETFs as a share of its 13F
90.8%
of $299.2M
Top 10 of 40 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $53.8M | 327,735 | +10,067 shares |
| AVUV | Avantis US Small Cap Value ETF | $38.9M | 311,684 | +5,523 shares |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $29.3M | 496,479 | +31,075 shares |
| AVDV | Avantis International Small Cap Value ETF | $26.0M | 252,626 | +3,124 shares |
| IDEV | iShares Core MSCI International Developed Markets ETF | $25.7M | 288,994 | +11,691 shares |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | $18.9M | 464,509 | +5,751 shares |
| DFSD | Dimensional Short-Duration Fixed Income ETF | $15.6M | 327,035 | +16,932 shares |
| VTIP | Vanguard Short-Term Inflation-Protected Securities ETF | $11.0M | 218,914 | +9,493 shares |
| DFUS | Dimensional U.S. Equity Market ETF | $8.7M | 106,652 | −461 shares |
| DFIV | Dimensional International Value ETF | $8.5M | 156,917 | −3,187 shares |
30 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002070929. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Kondo Wealth Advisors, Inc. own?
Kondo Wealth Advisors, Inc. reported 40 ETF positions worth $271.7M in its Form 13F for June 30, 2026. The largest was ITOT, at $53.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.