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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 1 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VYMI VANGUARD WHITEHALL FDS 77,071.0 $7.6M 0.87% -964.0 -1.2% $98.20 +6.1%
2 MSFT MICROSOFT CORP Technology 20,060.0 $7.5M 0.86% -439.0 -2.1% $373.01 +29.0%
3 SPY STATE STR SPDR S&P 500 ETF T Financial Services 8,886.0 $6.6M 0.76% -224.0 -2.5% $746.78 +2.9%
4 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,783.0 $3.5M 0.41% -250.0 -6.2% $935.45 +3.5%
5 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 18,082.0 $3.3M 0.38% -429.0 -2.3% $181.08 +9.1%
6 GLD SPDR GOLD TR Financial Services 8,141.0 $3.0M 0.34% -715.0 -8.1% $368.38 +9.0%
7 VIGI VANGUARD WHITEHALL FDS 31,232.0 $2.9M 0.34% -4K -12.5% $93.38 +5.2%
8 VIG VANGUARD SPECIALIZED FUNDS 12,230.0 $2.9M 0.33% -912.0 -6.9% $236.61 +3.4%
9 IAU ISHARES GOLD TR Financial Services 37,179.0 $2.8M 0.32% -1K -2.7% $75.51 +9.0%
10 SPEM SPDR INDEX SHS FDS 52,790.0 $2.7M 0.31% -9K -14.2% $51.78 +0.1%
11 VFMF VANGUARD WELLINGTON FD 15,363.0 $2.7M 0.31% -2K -12.0% $176.97 +5.7%
12 JEPI J P MORGAN EXCHANGE TRADED F 46,239.0 $2.6M 0.30% -16K -25.9% $56.48 +2.6%
13 BIL SPDR SERIES TRUST 28,341.0 $2.6M 0.30% -16K -35.8% $91.64 -0.1%
14 ITOT ISHARES TR 15,575.0 $2.6M 0.29% -5K -25.8% $164.27 +2.7%
15 FEZ SPDR INDEX SHS FDS 35,353.0 $2.4M 0.28% -7K -15.9% $68.68 +4.0%
16 JMST J P MORGAN EXCHANGE TRADED F 45,375.0 $2.3M 0.27% -29K -39.4% $51.00 -0.2%
17 VBR VANGUARD INDEX FDS 8,737.0 $2.1M 0.24% -435.0 -4.7% $242.99 +2.5%
18 SUSL ISHARES TR 15,798.0 $2.1M 0.24% -1K -6.5% $132.76 +3.5%
19 IEUR ISHARES TR 25,078.0 $1.9M 0.22% -2K -7.3% $75.11 +3.4%
20 SLVP ISHARES INC 60,213.0 $1.9M 0.21% -588.0 -1.0% $30.83 +18.6%
Page 1 of 6  ·  110 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%