Institutional Fund
Kondo Wealth Advisors, Inc.
Pasadena, CACIK 20709296 filings on record
Portfolio Value
$265.61M
Q1 2026
Holdings
69
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+1.6%
from $261.32M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr17.0%
- American Centy ETF Tr12.7%
- Vanguard Scottsdale Fds10.4%
- American Centy ETF Tr9.4%
- Ishares Tr8.7%
- Dimensional ETF Trust6.0%
- Other35.7%
Portfolio Holdings
69 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 317.7K | $45.25M | 17.0% | +5.9K | Added |
| 2 | American Centy ETF Tr | 306.2K | $33.82M | 12.7% | +1.5K | Added |
| 3 | Vanguard Scottsdale Fds | 465.4K | $27.71M | 10.4% | +27.7K | Added |
| 4 | American Centy ETF Tr | 249.5K | $24.92M | 9.4% | −7.4K | Reduced |
| 5 | Ishares Tr | 277.3K | $23.17M | 8.7% | +3.7K | Added |
| 6 | Dimensional ETF Trust | 458.8K | $15.85M | 6.0% | +4.7K | Added |
| 7 | Dimensional ETF Trust | 310.1K | $14.85M | 5.6% | +12.7K | Added |
| 8 | Vanguard Malvern Fds | 209.4K | $10.46M | 3.9% | +6.5K | Added |
| 9 | Dimensional ETF Trust | 160.1K | $8.45M | 3.2% | −6.8K | Reduced |
| 10 | Dimensional ETF Trust | 107.1K | $7.60M | 2.9% | −79 | Reduced |
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