0001172661-26-001652.txt : 20260511 0001172661-26-001652.hdr.sgml : 20260511 20260511150721 ACCESSION NUMBER: 0001172661-26-001652 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260511 DATE AS OF CHANGE: 20260511 EFFECTIVENESS DATE: 20260511 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Kondo Wealth Advisors, Inc. CENTRAL INDEX KEY: 0002070929 ORGANIZATION NAME: EIN: 472800936 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-25636 FILM NUMBER: 26962607 BUSINESS ADDRESS: STREET 1: 921 EAST GREEN STREET CITY: PASADENA STATE: CA ZIP: 91106 BUSINESS PHONE: 6264497783 MAIL ADDRESS: STREET 1: 921 EAST GREEN STREET CITY: PASADENA STATE: CA ZIP: 91106 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002070929 XXXXXXXX 03-31-2026 03-31-2026 false Kondo Wealth Advisors, Inc.

921 EAST GREEN STREET PASADENA CA 91106

13F HOLDINGS REPORT 028-25636 000175347 801-96308 N Joanie R. Morioka 626-449-7783 /s/ Joanie R. Morioka PASADENA CA 05-11-2026 0 69 265609822 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL C 02079K107 611873 2133 SH SOLE 2133 0 0 ALPHABET INC CAP STK CL A 02079K305 613078 2132 SH SOLE 2132 0 0 AMAZON COM INC COM 023135106 1183390 5682 SH SOLE 5682 0 0 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 24915356 249502 SH SOLE 249502 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 33821680 306161 SH SOLE 306161 0 0 APPLE INC COM 037833100 3317005 13068 SH SOLE 13068 0 0 ASTRAZENECA PLC ORD G0593M107 463861 2352 SH SOLE 2352 0 0 BANK AMERICA CORP COM 060505104 347494 7128 SH SOLE 7128 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 618168 1290 SH SOLE 1290 0 0 BROADCOM INC COM 11135F101 529881 1712 SH SOLE 1712 0 0 CARVANA CO CL A 146869102 1173266 3732 SH SOLE 3732 0 0 CATERPILLAR INC COM 149123101 534179 754 SH SOLE 754 0 0 CATHAY GEN BANCORP COM 149150104 2516983 50481 SH SOLE 50481 0 0 CHEVRON CORPORATION COM 166764100 230072 1112 SH SOLE 1112 0 0 CISCO SYS INC COM 17275R102 200104 2579 SH SOLE 2579 0 0 COSTCO WHOLESALE CORPORATION COM 22160K105 428839 430 SH SOLE 430 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 4690393 65940 SH SOLE 65940 0 0 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 8450355 160104 SH SOLE 160104 0 0 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 333511 9518 SH SOLE 9518 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 15850123 458758 SH SOLE 458758 0 0 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 6927456 142951 SH SOLE 142951 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1379833 22095 SH SOLE 22095 0 0 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 223428 5665 SH SOLE 5665 0 0 DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401 7595564 107113 SH SOLE 107113 0 0 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 14847770 310103 SH SOLE 310103 0 0 DISNEY WALT CO COM 254687106 655213 6797 SH SOLE 6797 0 0 ELI LILLY & CO COM 532457108 237443 258 SH SOLE 258 0 0 EXXON MOBIL CORP COM 30231G102 236506 1394 SH SOLE 1394 0 0 HOME DEPOT INC COM 437076102 204377 621 SH SOLE 621 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 504603 874 SH SOLE 874 0 0 ISHARES INC CORE MSCI EMKT 46434G103 1026442 14716 SH SOLE 14716 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 347942 816 SH SOLE 816 0 0 ISHARES TR CORE MSCI EAFE 46432F842 636879 7035 SH SOLE 7035 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 345588 1617 SH SOLE 1617 0 0 ISHARES TR CORE S&P500 ETF 464287200 977202 1496 SH SOLE 1496 0 0 ISHARES TR CORE MSCI INTL 46435G326 23174253 277303 SH SOLE 277303 0 0 ISHARES TR CORE S&P TTL STK 464287150 45245583 317668 SH SOLE 317668 0 0 ISHARES TR ESG AWRE 1 5 YR 46435G243 2039464 81367 SH SOLE 81367 0 0 ISHARES TR CORE S&P SCP ETF 464287804 894535 7196 SH SOLE 7196 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 540048 2177 SH SOLE 2177 0 0 JOHNSON & JOHNSON COM 478160104 224872 919 SH SOLE 919 0 0 JPMORGAN CHASE & CO COM 46625H100 606933 2062 SH SOLE 2062 0 0 LOWES COS INC COM 548661107 207628 878 SH SOLE 878 0 0 MARSH & MCLENNAN COS INC COM 571748102 675761 3896 SH SOLE 3896 0 0 MASTERCARD INCORPORATED CL A 57636Q104 213854 428 SH SOLE 428 0 0 META PLATFORMS INC CL A 30303M102 552678 966 SH SOLE 966 0 0 MICROSOFT CORP COM 594918104 1045355 2822 SH SOLE 2822 0 0 MORGAN STANLEY ETF TRUST CALVERT US LARCP 61774R205 644483 8050 SH SOLE 8050 0 0 MORGAN STANLEY ETF TRUST CALVERT INTERNAT 61774R106 685612 9432 SH SOLE 9432 0 0 NVIDIA CORPORATION COM 67066G104 1717665 9849 SH SOLE 9849 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1147364 44749 SH SOLE 44749 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 387601 14566 SH SOLE 14566 0 0 SPDR INDEX SHS FDS STATE STREET SPD 78463X749 225907 4935 SH SOLE 4935 0 0 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 479300 737 SH SOLE 737 0 0 TESLA INC COM 88160R101 557254 1499 SH SOLE 1499 0 0 UNITED PARCEL SVCS INC CL B 911312106 834597 8483 SH SOLE 8483 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1398976 17841 SH SOLE 17841 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 902347 11691 SH SOLE 11691 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 10460661 209421 SH SOLE 209421 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 27714836 465404 SH SOLE 465404 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 316762 6310 SH SOLE 6310 0 0 WALMART INC COM 931142103 276744 2226 SH SOLE 2226 0 0 WELLS FARGO & CO COM 949746101 345826 4344 SH SOLE 4344 0 0 WISDOMTREE TR US SMALLCAP DIVD 97717W604 814943 22674 SH SOLE 22674 0 0 WISDOMTREE TR US QTLY DIV GRT 97717X669 512195 5831 SH SOLE 5831 0 0 WISDOMTREE TR EMER MKT HIGH FD 97717W315 317688 6392 SH SOLE 6392 0 0 WISDOMTREE TR INTL QULTY DIV 97717X131 374185 9322 SH SOLE 9322 0 0 WISDOMTREE TR INTL EQUITY FD 97717W703 1094195 15655 SH SOLE 15655 0 0 WISDOMTREE TR US LARGECAP DIVD 97717W307 2003860 22431 SH SOLE 22431 0 0