Kondo Wealth Advisors, Inc. holds a focused book of 75 stocks worth $299.2M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Dimensional US Eq MKT ETF. Their largest long position is Ishares Core S&P Total U.S. at 18% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
9% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Kondo Wealth Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Morgan Stanley | 79 / 75 | $607.8B |
| JPMorgan Chase & Co | 79 / 75 | $555.6B |
| Royal Bank Of Canada | 79 / 75 | $167.6B |
| Envestnet Asset Management Inc | 79 / 75 | $90.4B |
| Raymond James Financial Inc | 79 / 75 | $89.3B |
| Creative Planning | 79 / 75 | $57.5B |
| Commonwealth Equity Services, LLC | 79 / 75 | $19.6B |
| Osaic Holdings, Inc. | 79 / 75 | $16.9B |
Ranked by the share of each fund's own book sitting in the names it shares with Kondo Wealth Advisors, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P TTL STK | $53.8M | 327.7K | 18.0% | ▲+3.2% Added · +10K sh | |
| 2 | American Centy ETF TR US SML CP VALU | $38.9M | 311.7K | 13.0% | ▲+1.8% Added · +6K sh | |
| 3 | Vanguard Scottsdale FDS INTER TERM TREAS | $29.3M | 496.5K | 9.8% | ▲+6.7% Added · +31K sh | |
| 4 | American Centy ETF TR INTL SMCP VLU | $26.0M | 252.6K | 8.7% | ▲+1.3% Added · +3K sh | |
| 5 | Ishares TR CORE MSCI INTL | $25.7M | 289.0K | 8.6% | ▲+4.2% Added · +12K sh | |
| 6 | Dimensional ETF Trust EMERGING MKTS CO | $18.9M | 464.5K | 6.3% | ▲+1.3% Added · +6K sh | |
| 7 | Dimensional ETF Trust SHOR DUR FIX ETF | $15.6M | 327.0K | 5.2% | ▲+5.5% Added · +17K sh | |
| 8 | Vanguard Malvern FDS STRM INFPROIDX | $11.0M | 218.9K | 3.7% | ▲+4.5% Added · +9K sh | |
| 9 | Dimensional ETF Trust US EQUI MARK ETF | $8.7M | 106.7K | 2.9% | ▼−0.4% Reduced · −461 sh | |
| 10 | Dimensional ETF Trust INTERNATNAL VAL | $8.5M | 156.9K | 2.8% | ▼−2.0% Reduced · −3K sh | |
| 11 | Dimensional ETF Trust US MKTWIDE VALUE | $7.7M | 140.5K | 2.6% | ▼−1.7% Reduced · −2K sh | |
| 12 | Dimensional ETF Trust US SMALL CAP ETF | $5.4M | 65.6K | 1.8% | ▼−0.4% Reduced · −292 sh | |
| 13 | Apple Inc COM | $3.8M | 13.2K | 1.3% | ▲+0.8% Added · +103 sh | |
| 14 | Cathay Gen Bancorp COM | $3.1M | 50.5K | 1.0% | ▲~0% Added · +1 sh | |
| 15 | Carvana Co CL A | $3.0M | 45.0K | 1.0% | ▲12× Added · +41K sh | |
| 16 | Wisdomtree TR US LARGECAP DIVD | $2.1M | 22.0K | 0.7% | ▼−1.8% Reduced · −401 sh | |
| 17 | Nvidia Corporation COM | $2.1M | 10.3K | 0.7% | ▲+4.2% Added · +418 sh | |
| 18 | Ishares TR ESG AWRE 1 5 YR | $1.8M | 71.3K | 0.6% | ▼−12% Reduced · −10K sh | |
| 19 | Dimensional ETF Trust US TARGETED VLU | $1.6M | 22.2K | 0.5% | ▲+0.5% Added · +103 sh | |
| 20 | Vanguard BD Index FDS SHORT TRM BOND | $1.4M | 18.4K | 0.5% | ▲+3.0% Added · +529 sh | |
| 21 | Amazon Com Inc COM | $1.4M | 5.7K | 0.5% | ▲+0.8% Added · +45 sh | |
| 22 | Schwab Strategic TR US LRG CAP ETF | $1.3M | 44.7K | 0.4% | —Held | |
| 23 | Ishares Inc CORE MSCI EMKT | $1.2M | 14.6K | 0.4% | ▼−0.8% Reduced · −111 sh | |
| 24 | Wisdomtree TR INTL EQUITY FD | $1.1M | 15.4K | 0.4% | ▼−1.6% Reduced · −243 sh | |
| 25 | Ishares TR CORE S&P500 ETF | $1.1M | 1.5K | 0.4% | ▲+0.2% Added · +3 sh | |
| 26 | Microsoft Corp COM | $1.1M | 3.0K | 0.4% | ▲+6.3% Added · +177 sh | |
| 27 | Ishares TR CORE S&P SCP ETF | $1.1M | 7.2K | 0.4% | —Held | |
| 28 | Wisdomtree TR US SMALLCAP DIVD | $920K | 22.6K | 0.3% | ▼−0.2% Reduced · −52 sh | |
| 29 | United Parcel Svcs Inc CL B | $914K | 8.5K | 0.3% | ▲+0.2% Added · +21 sh | |
| 30 | Vanguard BD Index FDS INTERMED TERM | $899K | 11.7K | 0.3% | ▲+0.3% Added · +34 sh | |
| 31 | Caterpillar Inc COM | $810K | 761 | 0.3% | ▲+0.9% Added · +7 sh | |
| 32 | Alphabet Inc CAP STK CL A | $806K | 2.3K | 0.3% | ▲+5.8% Added · +123 sh | |
| 33 | Alphabet Inc CAP STK CL C | $772K | 2.2K | 0.3% | ▲+2.4% Added · +51 sh | |
| 34 | Invesco QQQ TR UNIT SER 1 | $695K | 944 | 0.2% | ▲+8.0% Added · +70 sh | |
| 35 | JPMorgan Chase & Co COM | $685K | 2.1K | 0.2% | ▲+1.4% Added · +28 sh | |
| 36 | Morgan Stanley ETF Trust CALVE INDEX ETF | $683K | 8.0K | 0.2% | ▼−15% Reduced · −1K sh | |
| 37 | Ishares TR CORE MSCI EAFE | $679K | 7.0K | 0.2% | —Held | |
| 38 | Broadcom Inc COM | $670K | 1.8K | 0.2% | ▲+3.6% Added · +61 sh | |
| 39 | Tesla Inc COM | $659K | 1.6K | 0.2% | ▲+4.5% Added · +68 sh | |
| 40 | Disney Walt Co COM | $650K | 6.7K | 0.2% | ▼−0.7% Reduced · −49 sh | |
| 41 | Ishares TR RUSSELL 2000 ETF | $647K | 2.2K | 0.2% | ▼−1.1% Reduced · −23 sh | |
| 42 | Marsh & McLennan Cos Inc COM | $644K | 3.9K | 0.2% | ▼−0.8% Reduced · −33 sh | |
| 43 | Berkshire Hathaway Inc Del CL B NEW | $629K | 1.3K | 0.2% | ▼−2.5% Reduced · −32 sh | |
| 44 | Wisdomtree TR US QTLY DIV GRT | $552K | 5.8K | 0.2% | ▼−1.0% Reduced · −59 sh | |
| 45 | State STR SPDR S&P 500 ETF T TR UNIT | $550K | 737 | 0.2% | —Held | |
| 46 | Morgan Stanley ETF Trust CALVERT US LARCP | $520K | 5.5K | 0.2% | ▼−32% Reduced · −3K sh | |
| 47 | Meta Platforms Inc CL A | $494K | 877 | 0.2% | ▼−9.2% Reduced · −89 sh | |
| 48 | Micron Technology Inc COM | $447K | 387 | 0.1% | ▲New New position | |
| 49 | AstraZeneca PLC ORD | $446K | 2.4K | 0.1% | ▼~0% Reduced · −1 sh | |
| 50 | Schwab Strategic TR US TIPS ETF | $407K | 15.4K | 0.1% | ▲+5.4% Added · +790 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2070929/holdings"
Use Arkolith to show Kondo Wealth Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 75 | $299.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 69 | $265.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 30, 2026 | 71 | $261.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 68 | $247.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 67 | $226.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Jun 11, 2025 | 61 | $202.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jun 11, 2025 | 60 | $197.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.