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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 3 of 15  ·  299 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VTI VANGUARD INDEX FDS 11,174.0 $3.7M 0.58% NEW $328.18 +11.2%
42 J P MORGAN EXCHANGE TRADED F 71,965.0 $3.6M 0.58% NEW $50.71
43 VSS VANGUARD INTL EQUITY INDEX F 24,732.0 $3.5M 0.56% NEW $142.34 +11.5%
44 DMXF ISHARES TR 43,882.0 $3.3M 0.53% NEW $75.74 +9.4%
45 VIGI VANGUARD WHITEHALL FDS 36,382.0 $3.3M 0.52% NEW $89.57 +4.9%
46 GLD SPDR GOLD TR Financial Services 8,850.0 $3.1M 0.50% NEW $355.47 +17.3%
47 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 18,580.0 $3.1M 0.49% NEW $165.06 +30.6%
48 AMZN AMAZON COM INC Consumer Cyclical 13,786.0 $3.0M 0.48% NEW $219.58 +22.3%
49 GUNR FLEXSHARES TR 68,121.0 $3.0M 0.47% NEW $43.70 +24.7%
50 IAU ISHARES GOLD TR Financial Services 38,785.0 $2.8M 0.45% NEW $72.77 +17.4%
51 SPMD SPDR SERIES TRUST 49,283.0 $2.8M 0.45% NEW $57.19 +11.7%
52 BND VANGUARD BD INDEX FDS 37,569.0 $2.8M 0.44% NEW $74.37 -1.9%
53 SPEM SPDR INDEX SHS FDS 59,645.0 $2.8M 0.44% NEW $46.81 +9.1%
54 FTGC FIRST TR EXCHANGE TRAD FD VI 105,645.0 $2.7M 0.43% NEW $25.90 +13.8%
55 ANET ARISTA NETWORKS INC Technology 18,509.0 $2.7M 0.43% NEW $145.71 +2.0%
56 USRT ISHARES TR 45,709.0 $2.7M 0.42% NEW $58.68 +11.4%
57 FEZ SPDR INDEX SHS FDS 42,716.0 $2.7M 0.42% NEW $62.12 +8.6%
58 VIG VANGUARD SPECIALIZED FUNDS 11,967.0 $2.6M 0.41% NEW $215.79 +7.1%
59 VCSH VANGUARD SCOTTSDALE FDS 32,085.0 $2.6M 0.41% NEW $79.85 -1.2%
60 VNQI VANGUARD INTL EQUITY INDEX F 52,842.0 $2.5M 0.40% NEW $47.72 -3.4%
Page 3 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%