Sponsored

The Analysis of Kondo Wealth Advisors, Inc.'s Holdings & P&L

Currently, Kondo Wealth Advisors, Inc. holds 75 types of securities in its portfolio with a total value $299.2M. In the most recent quarter, they have increased their positions in CVNA (+41.3K shares, valued at $2.7M), VGIT (+31.1K shares, valued at $1.8M), ITOT (+10.1K shares, valued at $1.7M); decreased their positions in SUSB (-10.1K shares, valued at $252.7K), CVLC (-2.5K shares, valued at $240.8K), DFIV (-3.2K shares, valued at $172.2K); initiated new positions in MU (+387 shares, valued at $446.7K), KLAC (+1.0K shares, valued at $305.3K), AMD (+499 shares, valued at $289.9K).

1M P&L

+568.0K+0.19%

3M P&L

+5.6M+1.91%

HY P&L

+19.7M+7.03%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A269.4M

91.7%

2Consumer Electronics3.8M

1.3%

3Semiconductors3.3M

1.1%

Top Industries by Stock Count

1N/A37 stocks

56.1%

2Semiconductors5 stocks

7.6%

3Internet Content & Information2 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR327.7K shares3.17%2026-06-302026-07-21

AVUV AMERICAN CENTY ETF TR311.7K shares1.80%2026-06-302026-07-21

VGIT VANGUARD SCOTTSDALE FDS496.5K shares6.68%2026-06-302026-07-21

AVDV AMERICAN CENTY ETF TR252.6K shares1.25%2026-06-302026-07-21

IDEV ISHARES TR289.0K shares4.22%2026-06-302026-07-21

DFEM DIMENSIONAL ETF TRUST464.5K shares1.25%2026-06-302026-07-21

DFSD DIMENSIONAL ETF TRUST327.0K shares5.46%2026-06-302026-07-21

VTIP VANGUARD MALVERN FDS218.9K shares4.53%2026-06-302026-07-21

Sponsored

DFUS DIMENSIONAL ETF TRUST106.7K shares-0.43%2026-06-302026-07-21

DFIV DIMENSIONAL ETF TRUST156.9K shares-1.99%2026-06-302026-07-21

DFUV DIMENSIONAL ETF TRUST140.5K shares-1.75%2026-06-302026-07-21

DFAS DIMENSIONAL ETF TRUST65.6K shares-0.44%2026-06-302026-07-21

AAPL APPLE INC13.2K shares0.79%2026-06-302026-07-21

CATY CATHAY GEN BANCORP50.5K shares0.00%2026-06-302026-07-21

CVNA CARVANA CO45.0K shares1105.60%2026-06-302026-07-21

DLN WISDOMTREE TR22.0K shares-1.79%2026-06-302026-07-21

Sponsored

NVDA NVIDIA CORPORATION10.3K shares4.24%2026-06-302026-07-21

SUSB ISHARES TR71.3K shares-12.43%2026-06-302026-07-21

DFAT DIMENSIONAL ETF TRUST22.2K shares0.47%2026-06-302026-07-21

BSV VANGUARD BD INDEX FDS18.4K shares2.97%2026-06-302026-07-21

AMZN AMAZON COM INC5.7K shares0.79%2026-06-302026-07-21

SCHX SCHWAB STRATEGIC TR44.7K shares0.00%2026-06-302026-07-21

IEMG ISHARES INC14.6K shares-0.75%2026-06-302026-07-21

DWM WISDOMTREE TR15.4K shares-1.55%2026-06-302026-07-21

Sponsored

ISHARES TR ISHARES TR1.5K shares0.20%2026-06-302026-07-21

MSFT MICROSOFT CORP3.0K shares6.27%2026-06-302026-07-21

IJR ISHARES TR7.2K shares0.00%2026-06-302026-07-21

DES WISDOMTREE TR22.6K shares-0.23%2026-06-302026-07-21

UPS UNITED PARCEL SVCS INC8.5K shares0.25%2026-06-302026-07-21

BIV VANGUARD BD INDEX FDS11.7K shares0.29%2026-06-302026-07-21

CAT CATERPILLAR INC761 shares0.93%2026-06-302026-07-21

GOOGL ALPHABET INC2.3K shares5.77%2026-06-302026-07-21

Sponsored

GOOG ALPHABET INC2.2K shares2.39%2026-06-302026-07-21

QQQ INVESCO QQQ TR944 shares8.01%2026-06-302026-07-21

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.1K shares1.36%2026-06-302026-07-21

CVIE MORGAN STANLEY ETF TRUST8.0K shares-14.77%2026-06-302026-07-21

ISHARES TR ISHARES TR7.0K shares0.00%2026-06-302026-07-21

BROADCOM INC BROADCOM INC1.8K shares3.56%2026-06-302026-07-21

TSLA TESLA INC1.6K shares4.54%2026-06-302026-07-21

DIS DISNEY WALT CO6.7K shares-0.72%2026-06-302026-07-21

Sponsored

IWM ISHARES TR2.2K shares-1.06%2026-06-302026-07-21

MMC MARSH & MCLENNAN COS INC3.9K shares-0.85%2026-06-302026-07-21

BRK.B BERKSHIRE HATHAWAY INC DEL1.3K shares-2.48%2026-06-302026-07-21

DGRW WISDOMTREE TR5.8K shares-1.01%2026-06-302026-07-21

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T737 shares0.00%2026-06-302026-07-21

CVLC MORGAN STANLEY ETF TRUST5.5K shares-31.66%2026-06-302026-07-21

META PLATFORMS INC META PLATFORMS INC877 shares-9.21%2026-06-302026-07-21

MU MICRON TECHNOLOGY INC387 sharesnew addition2026-06-302026-07-21

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC2.4K shares-0.04%2026-06-302026-07-21

SCHP SCHWAB STRATEGIC TR15.4K shares5.42%2026-06-302026-07-21

IWF ISHARES TR3.3K shares300.12%2026-06-302026-07-21

IQDG WISDOMTREE TR9.3K shares0.17%2026-06-302026-07-21

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION428 shares-0.47%2026-06-302026-07-21

IWD ISHARES TR1.6K shares-2.29%2026-06-302026-07-21

DFSV DIMENSIONAL ETF TRUST9.5K shares0.14%2026-06-302026-07-21

WFC WELLS FARGO & CO4.4K shares0.51%2026-06-302026-07-21

Sponsored

DEM WISDOMTREE TR6.4K shares-0.42%2026-06-302026-07-21

LLY ELI LILLY & CO269 shares4.26%2026-06-302026-07-21

CISCO SYS INC CISCO SYS INC2.6K shares2.06%2026-06-302026-07-21

KLAC KLA CORP1.0K sharesnew addition2026-06-302026-07-21

AMD ADVANCED MICRO DEVICES INC499 sharesnew addition2026-06-302026-07-21

VZ VERIZON COMMUNICATIONS INC6.7K shares6.62%2026-06-302026-07-21

TSM TAIWAN SEMICONDUCTOR MANUFAC542 sharesnew addition2026-06-302026-07-21

BAC BANK OF AMER CORP4.5K shares-36.55%2026-06-302026-07-21

Sponsored

WMT WALMART INC2.2K shares0.76%2026-06-302026-07-21

RWO SPDR INDEX SHS FDS4.9K shares-0.59%2026-06-302026-07-21

TDIV FIRST TR EXCHANGE TRADED FD2.1K sharesnew addition2026-06-302026-07-21

JNJ JOHNSON & JOHNSON952 shares3.59%2026-06-302026-07-21

GS GOLDMAN SACHS GROUP INC234 sharesnew addition2026-06-302026-07-21

DISV DIMENSIONAL ETF TRUST5.7K shares0.53%2026-06-302026-07-21

INTC INTEL CORP1.6K sharesnew addition2026-06-302026-07-21

GE GE AEROSPACE579 sharesnew addition2026-06-302026-07-21

Sponsored

HD HOME DEPOT INC606 shares-2.42%2026-06-302026-07-21

DFAI DIMENSIONAL ETF TRUST5.1K sharesnew addition2026-06-302026-07-21

LRCX LAM RESEARCH CORP470 sharesnew addition2026-06-302026-07-21

ITOT

ISHARES TR

3.17%

Shares327.7K

Event2026-06-30

Filed2026-07-21

AVUV

AMERICAN CENTY ETF TR

1.80%

Shares311.7K

Event2026-06-30

Filed2026-07-21

VGIT

VANGUARD SCOTTSDALE FDS

6.68%

Shares496.5K

Event2026-06-30

Filed2026-07-21

AVDV

AMERICAN CENTY ETF TR

1.25%

Shares252.6K

Event2026-06-30

Filed2026-07-21

IDEV

ISHARES TR

4.22%

Shares289.0K

Event2026-06-30

Filed2026-07-21

DFEM

DIMENSIONAL ETF TRUST

1.25%

Shares464.5K

Event2026-06-30

Filed2026-07-21

DFSD

DIMENSIONAL ETF TRUST

5.46%

Shares327.0K

Event2026-06-30

Filed2026-07-21

VTIP

VANGUARD MALVERN FDS

4.53%

Shares218.9K

Event2026-06-30

Filed2026-07-21

DFUS

DIMENSIONAL ETF TRUST

-0.43%

Shares106.7K

Event2026-06-30

Filed2026-07-21

DFIV

DIMENSIONAL ETF TRUST

-1.99%

Shares156.9K

Event2026-06-30

Filed2026-07-21

DFUV

DIMENSIONAL ETF TRUST

-1.75%

Shares140.5K

Event2026-06-30

Filed2026-07-21

DFAS

DIMENSIONAL ETF TRUST

-0.44%

Shares65.6K

Event2026-06-30

Filed2026-07-21

AAPL

APPLE INC

0.79%

Shares13.2K

Event2026-06-30

Filed2026-07-21

CATY

CATHAY GEN BANCORP

0.00%

Shares50.5K

Event2026-06-30

Filed2026-07-21

CVNA

CARVANA CO

1105.60%

Shares45.0K

Event2026-06-30

Filed2026-07-21

DLN

WISDOMTREE TR

-1.79%

Shares22.0K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION

4.24%

Shares10.3K

Event2026-06-30

Filed2026-07-21

SUSB

ISHARES TR

-12.43%

Shares71.3K

Event2026-06-30

Filed2026-07-21

DFAT

DIMENSIONAL ETF TRUST

0.47%

Shares22.2K

Event2026-06-30

Filed2026-07-21

BSV

VANGUARD BD INDEX FDS

2.97%

Shares18.4K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM INC

0.79%

Shares5.7K

Event2026-06-30

Filed2026-07-21

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares44.7K

Event2026-06-30

Filed2026-07-21

IEMG

ISHARES INC

-0.75%

Shares14.6K

Event2026-06-30

Filed2026-07-21

DWM

WISDOMTREE TR

-1.55%

Shares15.4K

Event2026-06-30

Filed2026-07-21

ISHARES TR

0.20%

Shares1.5K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

6.27%

Shares3.0K

Event2026-06-30

Filed2026-07-21

IJR

ISHARES TR

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-21

DES

WISDOMTREE TR

-0.23%

Shares22.6K

Event2026-06-30

Filed2026-07-21

UPS

UNITED PARCEL SVCS INC

0.25%

Shares8.5K

Event2026-06-30

Filed2026-07-21

BIV

VANGUARD BD INDEX FDS

0.29%

Shares11.7K

Event2026-06-30

Filed2026-07-21

CAT

CATERPILLAR INC

0.93%

Shares761

Event2026-06-30

Filed2026-07-21

GOOGL

ALPHABET INC

5.77%

Shares2.3K

Event2026-06-30

Filed2026-07-21

GOOG

ALPHABET INC

2.39%

Shares2.2K

Event2026-06-30

Filed2026-07-21

QQQ

INVESCO QQQ TR

8.01%

Shares944

Event2026-06-30

Filed2026-07-21

JPMORGAN CHASE & CO

1.36%

Shares2.1K

Event2026-06-30

Filed2026-07-21

CVIE

MORGAN STANLEY ETF TRUST

-14.77%

Shares8.0K

Event2026-06-30

Filed2026-07-21

ISHARES TR

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-21

BROADCOM INC

3.56%

Shares1.8K

Event2026-06-30

Filed2026-07-21

TSLA

TESLA INC

4.54%

Shares1.6K

Event2026-06-30

Filed2026-07-21

DIS

DISNEY WALT CO

-0.72%

Shares6.7K

Event2026-06-30

Filed2026-07-21

IWM

ISHARES TR

-1.06%

Shares2.2K

Event2026-06-30

Filed2026-07-21

MMC

MARSH & MCLENNAN COS INC

-0.85%

Shares3.9K

Event2026-06-30

Filed2026-07-21

BRK.B

BERKSHIRE HATHAWAY INC DEL

-2.48%

Shares1.3K

Event2026-06-30

Filed2026-07-21

DGRW

WISDOMTREE TR

-1.01%

Shares5.8K

Event2026-06-30

Filed2026-07-21

STATE STR SPDR S&P 500 ETF T

0.00%

Shares737

Event2026-06-30

Filed2026-07-21

CVLC

MORGAN STANLEY ETF TRUST

-31.66%

Shares5.5K

Event2026-06-30

Filed2026-07-21

META PLATFORMS INC

-9.21%

Shares877

Event2026-06-30

Filed2026-07-21

MICRON TECHNOLOGY INC

New

Shares387

Event2026-06-30

Filed2026-07-21

ASTRAZENECA PLC

-0.04%

Shares2.4K

Event2026-06-30

Filed2026-07-21

SCHP

SCHWAB STRATEGIC TR

5.42%

Shares15.4K

Event2026-06-30

Filed2026-07-21

IWF

ISHARES TR

300.12%

Shares3.3K

Event2026-06-30

Filed2026-07-21

IQDG

WISDOMTREE TR

0.17%

Shares9.3K

Event2026-06-30

Filed2026-07-21

COSTCO WHOLESALE CORPORATION

-0.47%

Shares428

Event2026-06-30

Filed2026-07-21

IWD

ISHARES TR

-2.29%

Shares1.6K

Event2026-06-30

Filed2026-07-21

DFSV

DIMENSIONAL ETF TRUST

0.14%

Shares9.5K

Event2026-06-30

Filed2026-07-21

WFC

WELLS FARGO & CO

0.51%

Shares4.4K

Event2026-06-30

Filed2026-07-21

DEM

WISDOMTREE TR

-0.42%

Shares6.4K

Event2026-06-30

Filed2026-07-21

LLY

ELI LILLY & CO

4.26%

Shares269

Event2026-06-30

Filed2026-07-21

CISCO SYS INC

2.06%

Shares2.6K

Event2026-06-30

Filed2026-07-21

KLAC

KLA CORP

New

Shares1.0K

Event2026-06-30

Filed2026-07-21

AMD

ADVANCED MICRO DEVICES INC

New

Shares499

Event2026-06-30

Filed2026-07-21

VERIZON COMMUNICATIONS INC

6.62%

Shares6.7K

Event2026-06-30

Filed2026-07-21

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares542

Event2026-06-30

Filed2026-07-21

BAC

BANK OF AMER CORP

-36.55%

Shares4.5K

Event2026-06-30

Filed2026-07-21

WMT

WALMART INC

0.76%

Shares2.2K

Event2026-06-30

Filed2026-07-21

RWO

SPDR INDEX SHS FDS

-0.59%

Shares4.9K

Event2026-06-30

Filed2026-07-21

TDIV

FIRST TR EXCHANGE TRADED FD

New

Shares2.1K

Event2026-06-30

Filed2026-07-21

JNJ

JOHNSON & JOHNSON

3.59%

Shares952

Event2026-06-30

Filed2026-07-21

GOLDMAN SACHS GROUP INC

New

Shares234

Event2026-06-30

Filed2026-07-21

DISV

DIMENSIONAL ETF TRUST

0.53%

Shares5.7K

Event2026-06-30

Filed2026-07-21

INTC

INTEL CORP

New

Shares1.6K

Event2026-06-30

Filed2026-07-21

GE AEROSPACE

New

Shares579

Event2026-06-30

Filed2026-07-21

HOME DEPOT INC

-2.42%

Shares606

Event2026-06-30

Filed2026-07-21

DFAI

DIMENSIONAL ETF TRUST

New

Shares5.1K

Event2026-06-30

Filed2026-07-21

LRCX

LAM RESEARCH CORP

New

Shares470

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available