Kondo Wealth Advisors, Inc. holds a focused book of 75 stocks worth $299.2M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-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. Cloning the disclosed picks since 2025 would be +23% (+20.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Kondo Wealth Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +26.2%, a 3.1-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Kondo Wealth Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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, 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 | $602.6B |
| JPMORGAN CHASE & CO | 79 / 75 | $558.4B |
| ROYAL BANK OF CANADA | 79 / 75 | $165.8B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 75 | $90.1B |
| RAYMOND JAMES FINANCIAL INC | 79 / 75 | $89.5B |
| Creative Planning | 79 / 75 | $58.6B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 75 | $19.4B |
| OSAIC HOLDINGS, INC. | 79 / 75 | $16.9B |
Ranked by how many of Kondo Wealth Advisors, Inc.'s top 75 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
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 |
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 ~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. The performance line is a simulation of the disclosed long book, not an audited return.