Kondo Wealth Advisors, Inc. - Portfolio overview

Kondo Wealth Advisors, Inc. has 77 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. ITOT - ISHARES TR, 16.87%
2. AVUV - AMERICAN CENTY ETF TR, 12.61%
3. VGIT - VANGUARD SCOTTSDALE FDS, 10.33%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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