SEC Form 13F

Kondo Wealth Advisors, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-22
Reported value$299,167,955
Positions75

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRITOTCORE S&P TTL STK$53,837,381327,735
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$38,885,824311,684
VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$29,282,403496,479
AMERICAN CENTY ETF TRAVDVINTL SMCP VLU$26,033,193252,626
ISHARES TRIDEVCORE MSCI INTL$25,723,508288,994
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$18,877,767464,509
DIMENSIONAL ETF TRUSTDFSDSHOR DUR FIX ETF$15,616,065327,035
VANGUARD MALVERN FDSVTIPSTRM INFPROIDX$10,996,090218,914
DIMENSIONAL ETF TRUSTDFUSUS EQUI MARK ETF$8,739,193106,652
DIMENSIONAL ETF TRUSTDFIVINTERNATNAL VAL$8,476,755156,917

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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