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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 4 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VTV VANGUARD INDEX FDS 8,238.0 $1.8M 0.21% +1K +15.9% $217.92 +4.0%
62 FEMB FIRST TR EXCH TRADED FD III 60,441.0 $1.8M 0.20% +14K +30.9% $29.22 +1.1%
63 IWF ISHARES TR 13,976.0 $1.7M 0.20% +11K +303.4% $124.17 -0.8%
64 EMNT PIMCO ETF TR 16,794.0 $1.7M 0.19% +1K +6.5% $98.94 -0.0%
65 TSLA TESLA INC Consumer Cyclical 3,861.0 $1.6M 0.19% +113.0 +3.0% $420.60 -19.4%
66 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,366.0 $1.6M 0.18% +655.0 +24.2% $477.57 -13.6%
67 MFDX PIMCO EQUITY SER 36,725.0 $1.5M 0.17% +2K +5.0% $41.64 +2.0%
68 BERKSHIRE HATHAWAY INC DEL 3,040.0 $1.5M 0.17% +116.0 +4.0% $500.39
69 TOUS T ROWE PRICE EXCHANGE-TRADED 39,232.0 $1.5M 0.17% +14K +54.8% $38.37 +3.6%
70 META META PLATFORMS INC Communication Services 2,614.0 $1.5M 0.17% +59.0 +2.3% $563.32 -2.2%
71 NUSC NUSHARES ETF TR 27,961.0 $1.5M 0.17% +2K +9.5% $52.12 +0.8%
72 SCZ ISHARES TR 17,154.0 $1.4M 0.16% +1K +8.7% $82.27 +4.3%
73 IEMG ISHARES INC 16,715.0 $1.4M 0.16% +423.0 +2.6% $82.84 -3.6%
74 VNQ VANGUARD INDEX FDS 14,105.0 $1.4M 0.16% +598.0 +4.4% $96.38 +2.0%
75 JMHI J P MORGAN EXCHANGE TRADED F 26,718.0 $1.4M 0.15% +18K +202.3% $50.63 -2.4%
76 HDV ISHARES TR 48,590.0 $1.3M 0.15% +39K +396.4% $27.41 +8.0%
77 MU MICRON TECHNOLOGY INC Technology 1,055.0 $1.2M 0.14% +288.0 +37.5% $1154.29 -18.7%
78 VEU VANGUARD INTL EQUITY INDEX F 14,432.0 $1.2M 0.14% +6K +61.6% $83.75 +1.0%
79 MFUS PIMCO EQUITY SER 17,728.0 $1.2M 0.14% +6K +47.3% $67.17 -0.1%
80 SPAB SPDR SERIES TRUST 44,390.0 $1.1M 0.13% +4K +9.7% $25.52 -1.7%
Page 4 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%