Kondo Wealth Advisors
Kondo Wealth Advisors reported 74 stocks worth $300M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are ITOT (18.3%), AVUV (12.1%) and VGIT (9.8%). Compared with Q2 2026, the fund opened new positions in SO, DFSV and XOM, added to ITOT, VGIT and AVDV, trimmed AVUV, DFUS and DFIV and sold out of KLAC, INTC and GE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ITOT Ishares TR | $54.8M | 18.3% | 329K | +1,727 (+1%) | 8 of 8 | |
| 2 |  AVUV American Centy ETF TR | $36.4M | 12.1% | 309K | −2,894 (−1%) | 8 of 8 | |
| 3 |  VGIT Vanguard Scottsdale Fds | $29.3M | 9.8% | 518K | +21K (+4%) | 8 of 8 | |
| 4 |  AVDV Avantis International Small Cap Value ETF | $27.7M | 9.2% | 254K | +1,006 (+0%) | 8 of 8 | |
| 5 |  IDEV Ishares TR | $26.2M | 8.7% | 293K | +3,729 (+1%) | 8 of 8 | |
| 6 |  DFEM Dimensional ETF Trust | $18.5M | 6.2% | 467K | +2,212 (+0%) | 8 of 8 | |
| 7 |  DFSD Dimensional Shrt Drt Fxd | $15.7M | 5.2% | 339K | +12K (+4%) | 8 of 8 | |
| 8 |  VTIP Vanguard Shrt Inf Prot | $11M | 3.7% | 224K | +4,693 (+2%) | 8 of 8 | |
| 9 |  DFUS Dimensional US Equity Market ETF | $8.8M | 2.9% | 106K | −702 (−1%) | 8 of 8 | |
| 10 |  DFIV Dimensional ETF Trust | $8.5M | 2.9% | 153K | −3,863 (−2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $370K | 9,531 |
 KLAC Kla Corp | $305K | 1,012 |
 INTC Intel Corp | $227K | 1,629 |
 GE GE Aerospace | $216K | 579 |
 HD Home Depot Inc | $214K | 606 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Kondo Wealth Advisors 13F FAQ
What does Kondo Wealth Advisors own?
Kondo Wealth Advisors reported 74 stocks worth $300M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are ITOT (18.3%), AVUV (12.1%) and VGIT (9.8%). The table above lists every position in the filing (the top 10 without an account).
What did Kondo Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 38 added to, 18 trimmed and 6 sold out. New positions include SO, DFSV and XOM. It sold all of KLAC, INTC and GE.
When will Kondo Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Kondo Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $300M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.