Kondo Wealth Advisors, Inc.

hedge fundUpdated 17 days ago

Managed by Kondo Wealth Advisors, Inc. • Latest filing Q3 2026

Portfolio value

$300.2M

Q3 2026

Filings

5

Quarterly 13F history

Top-10 concentration

79.0%

Weight of largest holdings

Annualized return

21.1%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table

Period	Portfolio value
Q3 2025	$247.9M
Q4 2025	$261.3M
Q1 2026	$265.6M
Q2 2026	$299.2M
Q3 2026	$300.2M

Top holdings

74 positions as of Q3 2026

#	Stock	Value	Shares	% Portfolio	Change
1	E ETHA History → ISHARES TR	$54.8M	329.5K	18.25%	Added(+0.5%)
2	? N/A AMERICAN CENTY ETF TR	$36.4M	308.8K	12.11%	Trimmed(-0.9%)
3	V VGES History → VANGUARD SCOTTSDALE FDS	$29.3M	517.6K	9.77%	Added(+4.3%)
4	? N/A AMERICAN CENTY ETF TR	$27.7M	253.6K	9.24%	Added(+0.4%)
5	E ETHA History → ISHARES TR	$26.2M	292.7K	8.73%	Added(+1.3%)
6	? N/A DIMENSIONAL ETF TRUST	$18.5M	466.7K	6.18%	Added(+0.5%)
7	? N/A DIMENSIONAL ETF TRUST	$15.7M	338.7K	5.24%	Added(+3.6%)
8	V VGES History → VANGUARD MALVERN FDS	$11M	223.6K	3.67%	Added(+2.1%)
9	? N/A DIMENSIONAL ETF TRUST	$8.8M	106.0K	2.93%	Trimmed(-0.7%)
10	M MSFT History → DIMENSIONAL ETF TRUST	$8.5M	153.1K	2.85%	Trimmed(-2.5%)
11	? N/A DIMENSIONAL ETF TRUST	$7.6M	138.8K	2.54%	Trimmed(-1.1%)
12	? N/A DIMENSIONAL ETF TRUST	$5.1M	66.1K	1.71%	Added(+0.8%)
13	A AAPL History → APPLE INC	$4.4M	13.2K	1.47%	Added(+0.4%)
14	C CATY History → CATHAY GEN BANCORP	$3M	50.5K	1.00%	Added(0.0%)
15	C CVNA History → CARVANA CO	$2.8M	45.0K	0.94%	Trimmed(-0.1%)
16	N NVDA History → NVIDIA CORPORATION	$2.4M	10.4K	0.79%	Added(+0.9%)
17	M MSFT History → MICROSOFT CORP	$2.3M	4.4K	0.75%	Added(+47.0%)
18	B BTCW History → WISDOMTREE TR	$2.1M	22.0K	0.71%	Added(+0.1%)
19	E ETHA History → ISHARES TR	$1.8M	73.0K	0.59%	Added(+2.5%)
20	? N/A DIMENSIONAL ETF TRUST	$1.5M	22.1K	0.49%	Trimmed(-0.6%)

E

1.ETHA History →

ISHARES TR

+0.5%

Value

$54.8M

Shares

329.5K

% Port

18.25%

?

2.N/A

AMERICAN CENTY ETF TR

-0.9%

Value

$36.4M

Shares

308.8K

% Port

12.11%

V

3.VGES History →

VANGUARD SCOTTSDALE FDS

+4.3%

Value

$29.3M

Shares

517.6K

% Port

9.77%

?

4.N/A

AMERICAN CENTY ETF TR

+0.4%

Value

$27.7M

Shares

253.6K

% Port

9.24%

E

5.ETHA History →

ISHARES TR

+1.3%

Value

$26.2M

Shares

292.7K

% Port

8.73%

?

6.N/A

DIMENSIONAL ETF TRUST

+0.5%

Value

$18.5M

Shares

466.7K

% Port

6.18%

?

7.N/A

DIMENSIONAL ETF TRUST

+3.6%

Value

$15.7M

Shares

338.7K

% Port

5.24%

V

8.VGES History →

VANGUARD MALVERN FDS

+2.1%

Value

$11M

Shares

223.6K

% Port

3.67%

?

9.N/A

DIMENSIONAL ETF TRUST

-0.7%

Value

$8.8M

Shares

106.0K

% Port

2.93%

M

10.MSFT History →

DIMENSIONAL ETF TRUST

-2.5%

Value

$8.5M

Shares

153.1K

% Port

2.85%

?

11.N/A

DIMENSIONAL ETF TRUST

-1.1%

Value

$7.6M

Shares

138.8K

% Port

2.54%

?

12.N/A

DIMENSIONAL ETF TRUST

+0.8%

Value

$5.1M

Shares

66.1K

% Port

1.71%

A

13.AAPL History →

APPLE INC

+0.4%

Value

$4.4M

Shares

13.2K

% Port

1.47%

C

14.CATY History →

CATHAY GEN BANCORP

0.0%

Value

$3M

Shares

50.5K

% Port

1.00%

C

15.CVNA History →

CARVANA CO

-0.1%

Value

$2.8M

Shares

45.0K

% Port

0.94%

N

16.NVDA History →

NVIDIA CORPORATION

+0.9%

Value

$2.4M

Shares

10.4K

% Port

0.79%

M

17.MSFT History →

MICROSOFT CORP

+47.0%

Value

$2.3M

Shares

4.4K

% Port

0.75%

B

18.BTCW History →

WISDOMTREE TR

+0.1%

Value

$2.1M

Shares

22.0K

% Port

0.71%

E

19.ETHA History →

ISHARES TR

+2.5%

Value

$1.8M

Shares

73.0K

% Port

0.59%

?

20.N/A

DIMENSIONAL ETF TRUST

-0.6%

Value

$1.5M

Shares

22.1K

% Port

0.49%

View full portfolio (74 holdings) →

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