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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 8 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TMSL T ROWE PRICE EXCHANGE-TRADED 7,280.0 $319K 0.04% +1K +22.2% $43.85 +0.4%
142 SCHG SCHWAB STRATEGIC TR 9,356.0 $317K 0.04% +251.0 +2.8% $33.84 +4.4%
143 COF CAPITAL ONE FINL CORP Financial Services 1,556.0 $312K 0.04% +158.0 +11.3% $200.57 +10.8%
144 ORCL ORACLE CORP Technology 2,000.0 $293K 0.03% +425.0 +27.0% $146.55 -1.9%
145 TJX TJX COS INC NEW Consumer Cyclical 1,791.0 $271K 0.03% +190.0 +11.9% $151.50 +0.4%
146 PH PARKER-HANNIFIN CORP Industrials 259.0 $253K 0.03% +14.0 +5.7% $978.12 +5.8%
147 RDVI FIRST TR EXCHANGE-TRADED FD 8,462.0 $249K 0.03% +362.0 +4.5% $29.40 +1.1%
148 QQQI NEOS ETF TRUST 4,373.0 $248K 0.03% +500.0 +12.9% $56.79 -3.0%
149 TLT ISHARES TR 2,799.0 $242K 0.03% +222.0 +8.6% $86.42 -5.7%
150 D DOMINION ENERGY INC Utilities 3,497.0 $239K 0.03% +20.0 +0.6% $68.29 +1.2%
151 MFG MIZUHO FINANCIAL GROUP INC Financial Services 23,899.0 $229K 0.03% +402.0 +1.7% $9.58 +10.8%
152 EAGG ISHARES TR 4,718.0 $224K 0.03% +507.0 +12.0% $47.41 -1.7%
153 JPEM J P MORGAN EXCHANGE TRADED F 3,496.0 $219K 0.03% +83.0 +2.4% $62.78 +3.3%
Page 8 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%