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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 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LIN LINDE PLC Basic Materials 547.0 $284K 0.03% NEW $518.94 -7.6%
22 PSCT INVESCO EXCH TRADED FD TR II 3,060.0 $283K 0.03% NEW $92.41 -13.2%
23 HSBC HSBC HLDGS PLC Financial Services 2,887.0 $275K 0.03% NEW $95.09 +8.3%
24 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 720.0 $274K 0.03% NEW $380.37 -22.0%
25 C CITIGROUP INC Financial Services 1,948.0 $273K 0.03% NEW $139.96 -2.0%
26 IVE ISHARES TR 1,194.0 $271K 0.03% NEW $227.07 +4.4%
27 SNDK SANDISK CORP Technology 118.0 $268K 0.03% NEW $2273.73 -27.6%
28 DYNF BLACKROCK ETF TRUST 3,930.0 $267K 0.03% NEW $68.01 +2.3%
29 IVW ISHARES TR 1,909.0 $263K 0.03% NEW $137.56 +1.6%
30 FORTINET INC 1,689.0 $259K 0.03% NEW $153.62
31 WF WOORI FINL GROUP INC Financial Services 4,401.0 $253K 0.03% NEW $57.40 +23.4%
32 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 15,044.0 $241K 0.03% NEW $16.03 +13.0%
33 BHP BHP BILLITON LIMITED Basic Materials 2,892.0 $241K 0.03% NEW $83.31 +6.0%
34 SKM SK TELECOM CO LTD Communication Services 7,266.0 $234K 0.03% NEW $32.16 +19.3%
35 IX ORIX CORP Financial Services 6,096.0 $232K 0.03% NEW $38.04 +3.0%
36 SCHM SCHWAB STRATEGIC TR 6,254.0 $231K 0.03% NEW $36.87 -1.7%
37 IUSG ISHARES TR 1,218.0 $229K 0.03% NEW $188.09 +1.6%
38 SAP SAP SE Technology 1,469.0 $226K 0.03% NEW $154.11 +37.3%
39 CERY SPDR SERIES TRUST 6,709.0 $224K 0.03% NEW $33.43 +12.7%
40 CL COLGATE PALMOLIVE CO Consumer Defensive 2,434.0 $223K 0.03% NEW $91.68 -0.3%
Page 2 of 3  ·  56 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%