# EDGAR Filing Document

**Accession Number:** 0002070929
**File Stem:** 0001172661-26-000403
**Filing Date:** 2026-1
**Character Count:** 10783
**Document Hash:** f90363a9f38c04c48ce08879615c032e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-26-000403.hdr.sgml**: 20260130

**ACCESSION NUMBER**: 0001172661-26-000403

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260130

**DATE AS OF CHANGE**: 20260130

**EFFECTIVENESS DATE**: 20260130

**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:** 26582077

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Kondo Wealth Advisors Inc.<br>**Address:** 921 EAST GREEN STREET<br>PASADENA, CA 91106

**Form 13F File Number:** 028-25636

**CRD Number (if applicable):** 000175347

**SEC File Number (if applicable):** 801-96308

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Joanie R. Morioka<br>**Title:** COO/CCO<br>**Phone:** 626-449-7783

**Signature, Place, and Date of Signing:**

/s/ Joanie R. Morioka  PASADENA, CA  01-30-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 71

**Form 13F Information Table Value Total:** $261322256

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 660863 | 2106 | SH |  | SOLE |  | 2106 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 628817 | 2009 | SH |  | SOLE |  | 2009 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 1219423 | 5283 | SH |  | SOLE |  | 5283 | 0 | 0 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 31071553 | 304678 | SH |  | SOLE |  | 304678 | 0 | 0 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 24145898 | 256949 | SH |  | SOLE |  | 256949 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 239363 | 647 | SH |  | SOLE |  | 647 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 3492398 | 12844 | SH |  | SOLE |  | 12844 | 0 | 0 |
| ASTRAZENECA PLC | SPONSORED ADR | 046353108 |  | 221092 | 2405 | SH |  | SOLE |  | 2405 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 308567 | 5609 | SH |  | SOLE |  | 5609 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 441829 | 879 | SH |  | SOLE |  | 879 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 511188 | 1477 | SH |  | SOLE |  | 1477 | 0 | 0 |
| CARVANA CO | CL A | 146869102 |  | 1617602 | 3833 | SH |  | SOLE |  | 3833 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 431941 | 754 | SH |  | SOLE |  | 754 | 0 | 0 |
| CATHAY GEN BANCORP | COM | 149150104 |  | 2466963 | 50981 | SH |  | SOLE |  | 50981 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 217145 | 2819 | SH |  | SOLE |  | 2819 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 287370 | 333 | SH |  | SOLE |  | 333 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 8328336 | 166861 | SH |  | SOLE |  | 166861 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 1313930 | 22068 | SH |  | SOLE |  | 22068 | 0 | 0 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 15020528 | 454063 | SH |  | SOLE |  | 454063 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 |  | 215270 | 5665 | SH |  | SOLE |  | 5665 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 |  | 313048 | 9518 | SH |  | SOLE |  | 9518 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 6802921 | 145973 | SH |  | SOLE |  | 145973 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 7953659 | 107192 | SH |  | SOLE |  | 107192 | 0 | 0 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 14258717 | 297363 | SH |  | SOLE |  | 297363 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 4607663 | 66092 | SH |  | SOLE |  | 66092 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 832328 | 7314 | SH |  | SOLE |  | 7314 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 270974 | 252 | SH |  | SOLE |  | 252 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 203928 | 232 | SH |  | SOLE |  | 232 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 228385 | 771 | SH |  | SOLE |  | 771 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 537064 | 874 | SH |  | SOLE |  | 874 | 0 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 943701 | 14039 | SH |  | SOLE |  | 14039 | 0 | 0 |
| ISHARES TR | CORE MSCI INTL | 46435G326 |  | 22566643 | 273596 | SH |  | SOLE |  | 273596 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 540981 | 2197 | SH |  | SOLE |  | 2197 | 0 | 0 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 |  | 2078895 | 82365 | SH |  | SOLE |  | 82365 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1024670 | 1496 | SH |  | SOLE |  | 1496 | 0 | 0 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 339439 | 1613 | SH |  | SOLE |  | 1613 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 386213 | 816 | SH |  | SOLE |  | 816 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 864815 | 7196 | SH |  | SOLE |  | 7196 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 629351 | 7035 | SH |  | SOLE |  | 7035 | 0 | 0 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 46356585 | 311761 | SH |  | SOLE |  | 311761 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 224739 | 1085 | SH |  | SOLE |  | 1085 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 437382 | 1357 | SH |  | SOLE |  | 1357 | 0 | 0 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 723903 | 3902 | SH |  | SOLE |  | 3902 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 244909 | 429 | SH |  | SOLE |  | 429 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 636326 | 964 | SH |  | SOLE |  | 964 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 1487060 | 3073 | SH |  | SOLE |  | 3073 | 0 | 0 |
| MORGAN STANLEY ETF TRUST | CALVERT INTERNAT | 61774R106 |  | 730612 | 10247 | SH |  | SOLE |  | 10247 | 0 | 0 |
| MORGAN STANLEY ETF TRUST | CALVERT US LARCP | 61774R205 |  | 802046 | 9521 | SH |  | SOLE |  | 9521 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 275938 | 2943 | SH |  | SOLE |  | 2943 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1786678 | 9580 | SH |  | SOLE |  | 9580 | 0 | 0 |
| S GLOBAL INC | COM | 78409V104 |  | 237256 | 454 | SH |  | SOLE |  | 454 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 1204196 | 44749 | SH |  | SOLE |  | 44749 | 0 | 0 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 382067 | 14423 | SH |  | SOLE |  | 14423 | 0 | 0 |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | 78463X749 |  | 221369 | 4915 | SH |  | SOLE |  | 4915 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 500529 | 734 | SH |  | SOLE |  | 734 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 662888 | 1474 | SH |  | SOLE |  | 1474 | 0 | 0 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 841043 | 8479 | SH |  | SOLE |  | 8479 | 0 | 0 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 1388165 | 17609 | SH |  | SOLE |  | 17609 | 0 | 0 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 901876 | 11580 | SH |  | SOLE |  | 11580 | 0 | 0 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 10034378 | 202873 | SH |  | SOLE |  | 202873 | 0 | 0 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 351829 | 6996 | SH |  | SOLE |  | 6996 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 26231642 | 437699 | SH |  | SOLE |  | 437699 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 277127 | 6804 | SH |  | SOLE |  | 6804 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 249088 | 2235 | SH |  | SOLE |  | 2235 | 0 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 406728 | 4364 | SH |  | SOLE |  | 4364 | 0 | 0 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 |  | 661245 | 7394 | SH |  | SOLE |  | 7394 | 0 | 0 |
| WISDOMTREE TR | EMER MKT HIGH FD | 97717W315 |  | 300312 | 6428 | SH |  | SOLE |  | 6428 | 0 | 0 |
| WISDOMTREE TR | INTL QULTY DIV | 97717X131 |  | 494317 | 11917 | SH |  | SOLE |  | 11917 | 0 | 0 |
| WISDOMTREE TR | US LARGECAP DIVD | 97717W307 |  | 2139557 | 24289 | SH |  | SOLE |  | 24289 | 0 | 0 |
| WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 |  | 799370 | 23894 | SH |  | SOLE |  | 23894 | 0 | 0 |
| WISDOMTREE TR | INTL EQUITY FD | 97717W703 |  | 1107625 | 16107 | SH |  | SOLE |  | 16107 | 0 | 0 |

---