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Portfolio (Quarterly) Guide ↗

Walkner Condon Financial Advisors LLC

· CIK 0001817494
13F Portfolio $871M AUM 344 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 56 New 153 Added 110 Reduced 20 Exited
Page 3 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VGLT VANGUARD SCOTTSDALE FDS 73,570.0 $4.1M 0.47% +3K +4.4% $55.18 -5.0%
42 CGDV CAPITAL GROUP DIVIDEND VALUE 76,814.0 $3.8M 0.43% +30K +63.3% $49.28 +2.4%
43 GUNR FLEXSHARES TR 75,223.0 $3.7M 0.42% +7K +9.6% $49.26 +9.5%
44 SPMD SPDR SERIES TRUST 54,824.0 $3.7M 0.42% +5K +9.0% $67.56 +0.6%
45 VCSH VANGUARD SCOTTSDALE FDS 44,597.0 $3.5M 0.40% +8K +22.9% $78.99 -0.5%
46 AMZN AMAZON COM INC Consumer Cyclical 13,611.0 $3.2M 0.37% +1K +10.0% $238.34 +9.3%
47 JMUB J P MORGAN EXCHANGE TRADED F 64,028.0 $3.2M 0.37% +32K +101.6% $50.66 -1.9%
48 SPSM SPDR SERIES TRUST 55,849.0 $3.2M 0.37% +3K +5.2% $57.67 +0.0%
49 BND VANGUARD BD INDEX FDS 40,983.0 $3.0M 0.34% +5K +14.0% $73.41 -1.7%
50 SCHE SCHWAB STRATEGIC TR 81,325.0 $2.9M 0.34% +10K +13.8% $36.24 +0.5%
51 VNQI VANGUARD INTL EQUITY INDEX F 60,243.0 $2.7M 0.31% +7K +12.8% $44.84 +0.6%
52 XOM EXXON MOBIL CORP Energy 18,812.0 $2.6M 0.29% +1K +8.4% $136.72 +20.4%
53 AVGO BROADCOM INC Technology 6,157.0 $2.3M 0.27% +705.0 +12.9% $377.75 +0.7%
54 SUB ISHARES TR 21,582.0 $2.3M 0.26% +176.0 +0.8% $106.47 -0.2%
55 GRID FIRST TR EXCHANGE-TRADED FD 11,859.0 $2.3M 0.26% +5K +68.4% $191.75 -4.1%
56 MFEM PIMCO EQUITY SER 79,232.0 $2.2M 0.26% +22K +37.3% $28.23 -1.0%
57 GOOG ALPHABET INC Communication Services 6,254.0 $2.2M 0.25% +755.0 +13.7% $352.76 -3.4%
58 VUG VANGUARD INDEX FDS 22,526.0 $1.9M 0.22% +18K +415.2% $86.14 +2.1%
59 SDVY FIRST TR EXCHANGE TRADED FD 44,195.0 $1.9M 0.22% +9K +25.1% $43.14 +2.8%
60 LLY ELI LILLY & CO Healthcare 1,536.0 $1.8M 0.21% +85.0 +5.9% $1199.46 +2.0%
Page 3 of 8  ·  153 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.6%
Financial Services 31.6%
Communication Services 9.8%
Healthcare 5.0%
Consumer Defensive 4.4%
Consumer Cyclical 4.3%
Industrials 2.3%
Energy 2.2%
Utilities 1.1%
Basic Materials 0.5%