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Portfolio (Quarterly) Guide ↗

Walkner Condon Financial Advisors LLC

· CIK 0001817494
13F Portfolio $631M AUM Filed Oct 29, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 299 New
Page 10 of 15  ·  299 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NUBD NUSHARES ETF TR 20,920.0 $470K 0.07% NEW $22.46 -2.0%
182 RFDI FIRST TR EXCH TRADED FD III 6,082.0 $467K 0.07% NEW $76.71 +13.8%
183 SGOV ISHARES TR 4,584.0 $462K 0.07% NEW $100.70 -0.1%
184 AXP AMERICAN EXPRESS CO Financial Services 1,378.0 $458K 0.07% NEW $332.15 -6.8%
185 GS GOLDMAN SACHS GROUP INC Financial Services 563.0 $448K 0.07% NEW $796.35 +24.1%
186 ORCL ORACLE CORP Technology 1,581.0 $445K 0.07% NEW $281.24 -32.5%
187 VT VANGUARD INTL EQUITY INDEX F 3,226.0 $445K 0.07% NEW $137.80 +12.6%
188 TGRW T ROWE PRICE ETF INC 9,610.0 $438K 0.07% NEW $45.55 +4.9%
189 GILD GILEAD SCIENCES INC Healthcare 3,941.0 $437K 0.07% NEW $111.00 +17.6%
190 AVSE AMERICAN CENTY ETF TR 6,840.0 $435K 0.07% NEW $63.57 +22.3%
191 BAC BANK AMERICA CORP Financial Services 8,367.0 $432K 0.07% NEW $51.59 -0.2%
192 JIRE J P MORGAN EXCHANGE TRADED F 5,860.0 $431K 0.07% NEW $73.54 +9.9%
193 VZ VERIZON COMMUNICATIONS INC Communication Services 9,795.0 $431K 0.07% NEW $43.95 +8.8%
194 EUSB ISHARES TR 9,771.0 $429K 0.07% NEW $43.92 -1.7%
195 DFAR DIMENSIONAL ETF TRUST 17,475.0 $417K 0.07% NEW $23.85 +9.4%
196 CGXU CAPITAL GROUP INTL FOCUS EQT 13,525.0 $401K 0.06% NEW $29.62 +13.3%
197 MSTR STRATEGY INC Technology 1,238.0 $399K 0.06% NEW $322.21 -48.8%
198 CGBL CAPITAL GROUP CORE BALANCED 11,437.0 $397K 0.06% NEW $34.72 +6.9%
199 CAT CATERPILLAR INC Industrials 831.0 $397K 0.06% NEW $477.26 +81.4%
200 SO SOUTHERN CO Utilities 4,073.0 $386K 0.06% NEW $94.78 -1.2%
Page 10 of 15  ·  299 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 35.7%
Financial Services 35.3%
Communication Services 8.9%
Consumer Cyclical 5.7%
Consumer Defensive 5.3%
Healthcare 3.9%
Energy 2.1%
Industrials 1.5%
Utilities 1.0%
Basic Materials 0.4%