Kondo Wealth Advisors, Inc. Purchases in Q2 2025

Kondo Wealth Advisors, Inc.

  • $226 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
13.2K
+ 4.74%
$108.12 - $135.04 $1.43M - $1.79M
292K $39.5B
AVUV
American Centy ETF Tr Avantis

ETFs
18.1K
+ 7.14%
$75.17 - $91.21 $1.36M - $1.65M
271K $25.2B
AVDV
American Centy ETF Tr Avantis

ETFs
8.44K
+ 3.56%
$61.76 - $79.32 $521K - $670K
246K $19.5B
IDEV
Ishares Core Msci Intl Develop

ETFs
9.19K
+ 3.83%
$61.79 - $76.67 $568K - $705K
249K $18.9B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
20.5K
+ 5.2%
$23.4 - $29.68 $480K - $609K
416K $12.4B
VGIT
Vanguard Intermediate Term Tre

ETFs
17.3K
+ 4.74%
$58.63 - $59.9 $1.01M - $1.03M
382K $22.7B
DFSD
Dimensional ETF Tr Short Durat

ETFs
14.2K
+ 5.67%
$47.09 - $48.01 $668K - $681K
264K $12.7B
DFUS
Dimensional ETF Tr U S Equity

ETFs
301
+ 0.27%
$53.65 - $67.02 $16.1K - $20.2K
113K $7.57B
CVNA
Carvana Co.

Consumer Cyclical
654
+ 20.59%
$162.57 - $345.64 $106K - $226K
3.83K $1.3B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
8.44K
+ 4.86%
$49.57 - $50.27 $418K - $424K
182K $9.08B
IWF
Ishares Russell 1000 Gr ETF

ETFs
816
New
$320.42 - $424.58 $261K - $346K
816 $343M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7K
New
$48.13 - $49.85 $337K - $349K
7K $342M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.61K
New
$166.82 - $194.23 $268K - $312K
1.61K $315M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.34K
+ 0.91%
$36.25 - $42.28 $48.6K - $56.7K
149K $6.4B
IVV
Ishares Core S&P 500 ETF

ETFs
288
+ 23.8%
$498.8 - $620.9 $144K - $179K
1.5K $930M
IBM
International Business Machines Corp

Technology
760
New
$221.03 - $294.78 $168K - $224K
760 $222M
WMT
Walmart Inc.

Consumer Defensive
2.19K
New
$81.79 - $99.98 $179K - $218K
2.19K $215M
AXP
American Express CO

Financial Services
641
New
$231.39 - $318.98 $148K - $204K
641 $207M
DIS
Walt Disney CO

Communication Services
84
+ 1.16%
$81.72 - $124.01 $6.86K - $10.4K
7.32K $904M
IEFA
Ishares Tr

ETFs
1.53K
+ 27.82%
$67.83 - $84.09 $104K - $129K
7.04K $586M
AMZN
Amazon Com Inc

Consumer Cyclical
26
+ 0.49%
$167.32 - $223.3 $4.35K - $5.81K
5.36K $1.18B
AVGO
Broadcom Inc.

Technology
64
+ 4.99%
$146.29 - $275.65 $9.36K - $17.6K
1.35K $356M
META
Meta Platforms, Inc.

Communication Services
21
+ 2.85%
$484.66 - $738.09 $10.2K - $15.5K
759 $546M
NFLX
Netflix Inc

Communication Services
5
+ 1.64%
$855.86 - $1339.13 $4.28K - $6.7K
309 $400M
TSLA
Tesla, Inc.

Consumer Cyclical
236
+ 24.82%
$221.86 - $362.89 $52.4K - $85.6K
1.19K $357M
QQQ
Invesco Qqq Trust, Series 1

ETFs
87
+ 11.05%
$416.06 - $551.64 $36.2K - $48K
874 $478M
IEMG
Ishares Inc

ETFs
97
+ 0.73%
N/A
13.5K $809M
SPOT
Spotify Technology S.A.

Communication Services
2
+ 0.54%
$503.3 - $775.9 $1.01K - $1.55K
375 $271M
PCK
Pimco California Municipal Income Fund Ii

Financial Services
11K
New
$5.26 - $5.78 $57.9K - $63.6K
11K $59.7M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
132
+ 1.06%
$32.02 - $39.74 $4.23K - $5.25K
12.6K $494M
GOOG
Alphabet Inc.

Communication Services
25
+ 1.26%
$146.58 - $180.01 $3.66K - $4.5K
2.01K $356M
CAT
Caterpillar Inc

Industrials
1
+ 0.14%
$273.94 - $388.21 $274 - $388
738 $288M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
16
+ 0.2%
$71.28 - $83.74 $1.14K - $1.34K
8.1K $684M
DFSV
Dimensional ETF Tr Dimensional

ETFs
490
+ 5.19%
$24.21 - $29.47 $11.9K - $14.4K
9.93K $300M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
486
+ 1.98%
$28.02 - $32.37 $13.6K - $15.7K
25K $813M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
11
+ 0.16%
$37.51 - $45.52 $413 - $501
6.9K $314M
SPGI
S&P Global Inc.

Financial Services
1
+ 0.21%
$438.31 - $527.29 $438 - $527
476 $252M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
56
+ 0.45%
$75.05 - $77.34 $4.2K - $4.33K
12.4K $954M
MA
Mastercard Inc

Financial Services
2
+ 0.48%
$479.92 - $590.74 $960 - $1.18K
423 $239M
RWO
Spdr Dow Jones Global Real Est

ETFs
35
+ 0.68%
$38.85 - $45.0 $1.36K - $1.58K
5.19K $231M
VZ
Verizon Communications Inc

Communication Services
38
+ 0.56%
$41.67 - $45.62 $1.58K - $1.73K
6.77K $296M
AAPL
Apple Inc.

Technology
482
+ 4.0%
$172.42 - $223.89 $83.1K - $108K
12.5K $2.6B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1
+ 0.03%
$212.1 - $244.27 $212 - $244
3.98K $866M
Activity Summary
Buys All Purchases 44 New Holdings 7 Increased Positions 37 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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