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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 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FCX FREEPORT MCMORAN INC Basic Materials 3,514.0 $221K 0.03% NEW $62.89 +4.8%
42 ESGV VANGUARD WORLD FD 1,644.0 $217K 0.03% NEW $132.24 +2.6%
43 SHYG ISHARES TR 5,065.0 $215K 0.03% NEW $42.41 -0.6%
44 ALL ALLSTATE CORP Financial Services 901.0 $214K 0.03% NEW $237.94 +11.0%
45 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 3,275.0 $207K 0.02% NEW $63.25 +18.3%
46 XVV ISHARES TR 3,621.0 $206K 0.02% NEW $56.79 +3.3%
47 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 8,126.0 $204K 0.02% NEW $25.06 +14.8%
48 GVAL CAMBRIA ETF TR 5,652.0 $204K 0.02% NEW $36.02 +5.5%
49 BWXT BWX TECHNOLOGIES INC Industrials 1,044.0 $203K 0.02% NEW $194.65 -14.1%
50 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 18,545.0 $203K 0.02% NEW $10.92 -6.6%
51 SHEL SHELL PLC Energy 3,021.0 $202K 0.02% NEW $66.92 +37.4%
52 SHV ISHARES TR 1,825.0 $201K 0.02% NEW $110.35 -0.1%
53 DGRW WISDOMTREE TR 2,092.0 $200K 0.02% NEW $95.62 +3.7%
54 SAN BANCO SANTANDER SA Financial Services 12,224.0 $169K 0.02% NEW $13.80 +4.0%
55 NMR NOMURA HLDGS INC Financial Services 11,827.0 $104K 0.01% NEW $8.78 +9.9%
56 GEVO GEVO INC Basic Materials 15,904.0 $24K 0.00% NEW $1.50 +2.7%
Page 3 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%