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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 5 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMD ADVANCED MICRO DEVICES INC Technology 1,662.0 $965K 0.11% +455.0 +37.7% $580.91 -16.6%
82 ESGD ISHARES TR 9,202.0 $946K 0.11% +917.0 +11.1% $102.81 +3.4%
83 URA GLOBAL X FDS 21,410.0 $936K 0.11% +1K +5.2% $43.70 -0.2%
84 DGRO ISHARES TR 12,002.0 $910K 0.10% +319.0 +2.7% $75.79 +5.1%
85 SPTL SPDR SERIES TRUST 33,204.0 $871K 0.10% +7K +28.6% $26.23 -4.8%
86 VCEB VANGUARD WORLD FD 13,836.0 $868K 0.10% +499.0 +3.7% $62.76 -2.2%
87 BGRN ISHARES TR 18,276.0 $868K 0.10% +1K +6.9% $47.47 -1.3%
88 V VISA INC Financial Services 2,519.0 $864K 0.10% +173.0 +7.4% $343.09 +6.2%
89 FIXD FIRST TR EXCHNG TRADED FD VI 19,413.0 $847K 0.10% +2K +11.1% $43.61 -1.6%
90 BCI ABRDN ETFS 37,432.0 $840K 0.10% +6K +17.8% $22.43 +11.0%
91 KLAC KLA CORP Technology 2,618.0 $790K 0.09% +2K +1058.4% $301.71 -35.4%
92 CGBL CAPITAL GROUP CORE BALANCED 20,435.0 $776K 0.09% +8K +71.2% $37.96 +0.2%
93 SCHH SCHWAB STRATEGIC TR 32,366.0 $766K 0.09% +279.0 +0.9% $23.68 +0.7%
94 SPYI NEOS ETF TRUST 14,413.0 $765K 0.09% +8K +110.0% $53.09 +1.8%
95 ESML ISHARES TR 13,627.0 $762K 0.09% +637.0 +4.9% $55.93 -0.4%
96 WMT WALMART INC Consumer Defensive 6,483.0 $734K 0.08% +311.0 +5.0% $113.25 +1.7%
97 VIOO VANGUARD ADMIRAL FDS INC 5,313.0 $731K 0.08% +100.0 +1.9% $137.54 -0.5%
98 SCHB SCHWAB STRATEGIC TR 25,140.0 $728K 0.08% +2K +7.7% $28.96 +2.5%
99 GILD GILEAD SCIENCES INC Healthcare 5,409.0 $683K 0.08% +1K +35.1% $126.34 +13.5%
100 RAFE PIMCO EQUITY SER 13,875.0 $664K 0.08% +649.0 +4.9% $47.86 +3.9%
Page 5 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%