Kondo Wealth Advisors, Inc. Reduced Holdings in Q3 2025

Kondo Wealth Advisors, Inc.

  • $248 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-44
- 1.11%
$196.15 - $217.83 $8.63K - $9.58K
3.93K $792M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-3.61K
- 3.4%
$25.0 - $25.33 $90.3K - $91.5K
103K $2.6B
SPOT
Spotify Technology S.A.

Communication Services
-49
- 13.07%
$620.01 - $738.53 $30.4K - $36.2K
326 $228M
NFLX
Netflix Inc

Communication Services
-9
- 2.91%
$1147.87 - $1297.18 $10.3K - $11.7K
300 $360M
Morgan Stanley ETF Trust
-1.58K
- 8.59%
N/A
16.9K $1.38B
SPGI
S&P Global Inc.

Financial Services
-23
- 4.83%
$484.94 - $564.15 $11.2K - $13K
453 $220M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.17K
- 7.56%
$26.44 - $27.1 $30.9K - $31.7K
14.3K $385M
AMZN
Amazon Com Inc

Consumer Cyclical
-49
- 0.91%
$211.65 - $238.24 $10.4K - $11.7K
5.31K $1.17B
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-483
- 3.85%
$37.5 - $40.3 $18.1K - $19.5K
12.1K $481M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-548
- 6.76%
$84.28 - $89.46 $46.2K - $49K
7.56K $672M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-33
- 0.48%
$45.07 - $47.56 $1.49K - $1.57K
6.87K $316M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-133
- 0.53%
$31.31 - $34.54 $4.16K - $4.59K
24.9K $838M
SPY
Spdr S&P 500 ETF Trust

ETFs
-11
- 1.47%
$617.65 - $666.84 $6.79K - $7.34K
737 $491M
CATY
Cathay General Bancorp

Financial Services
-51
- 0.1%
$44.78 - $50.42 $2.28K - $2.57K
51K $2.45B
IWM
Ishares Russell 2000 ETF

ETFs
-3
- 0.14%
$214.92 - $244.84 $645 - $735
2.2K $532M
DFAT
Dimensional ETF Tr U S Target

ETFs
-138
- 0.64%
$53.36 - $59.69 $7.36K - $8.24K
21.6K $1.26B
IVV
Ishares Core S&P 500 ETF

ETFs
-2
- 0.13%
$620.67 - $670.08 $1.24K - $1.34K
1.5K $1B
IEMG
Ishares Inc

ETFs
-64
- 0.48%
N/A
13.4K $884M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-25
- 0.1%
$82.42 - $87.03 $2.06K - $2.18K
25.3K $2.21B
CVNA
Carvana Co.

Consumer Cyclical
-90
- 2.35%
$326.09 - $392.66 $29.3K - $35.3K
3.74K $1.41B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.9K
- 2.8%
$63.41 - $69.69 $120K - $132K
66K $4.52B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-3.14K
- 2.1%
$41.91 - $44.87 $132K - $141K
146K $6.54B
DFIV
Dimensional ETF Tr

ETFs
-7.65K
- 4.33%
$42.66 - $46.53 $326K - $356K
169K $7.8B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-4.3K
- 3.81%
$67.01 - $72.84 $288K - $313K
109K $7.87B
Activity Summary
Buys All Purchases 38 New Holdings 2 Increased Positions 36 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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