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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 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHO SCHWAB STRATEGIC TR 74,570.0 $1.8M 0.21% -547.0 -0.7% $24.14 -0.1%
22 VGIT VANGUARD SCOTTSDALE FDS 30,226.0 $1.8M 0.20% -8K -21.1% $58.98 -1.0%
23 SCHC SCHWAB STRATEGIC TR 34,553.0 $1.7M 0.19% -454.0 -1.3% $48.12 +5.0%
24 QQQ INVESCO QQQ TR Financial Services 2,236.0 $1.6M 0.19% -87.0 -3.8% $736.43 -2.5%
25 EA SERIES TRUST 28,430.0 $1.6M 0.18% -39K -57.7% $55.83
26 BUFD FIRST TR EXCHNG TRADED FD VI 50,765.0 $1.5M 0.17% -8K -14.3% $29.72 +1.7%
27 TCAF T ROWE PRICE EXCHANGE-TRADED 36,685.0 $1.5M 0.17% -4K -9.2% $41.10 +3.2%
28 JPM JPMORGAN CHASE & CO Financial Services 4,587.0 $1.5M 0.17% -437.0 -8.7% $327.32 +9.9%
29 EMXF ISHARES TR 24,689.0 $1.4M 0.16% -790.0 -3.1% $57.94 -3.7%
30 OUNZ VANECK MERK GOLD ETF Financial Services 35,187.0 $1.4M 0.16% -8K -18.4% $38.59 +8.7%
31 BINC BLACKROCK ETF TRUST II 24,766.0 $1.3M 0.15% -699.0 -2.7% $52.34 -0.7%
32 QCLN FIRST TR EXCHANGE-TRADED FD 18,797.0 $1.2M 0.13% -1K -6.3% $61.32 -17.3%
33 ETHO AMPLIFY ETF TR 13,664.0 $1.1M 0.13% -492.0 -3.5% $80.61 +2.2%
34 SCHD SCHWAB STRATEGIC TR 34,495.0 $1.1M 0.13% -4K -11.3% $31.71 +8.9%
35 IWD ISHARES TR 4,477.0 $1.1M 0.12% -292.0 -6.1% $242.43 +6.1%
36 JNJ JOHNSON & JOHNSON Healthcare 4,063.0 $1.0M 0.12% -237.0 -5.5% $254.00 +6.9%
37 VV VANGUARD INDEX FDS 2,968.0 $1.0M 0.12% -80.0 -2.6% $343.91 +2.9%
38 LRCX LAM RESEARCH CORP Technology 2,291.0 $993K 0.11% -31.0 -1.3% $433.33 -25.6%
39 ICLN ISHARES TR 45,148.0 $925K 0.11% -2K -3.9% $20.49 -13.5%
40 CAT CATERPILLAR INC Industrials 859.0 $915K 0.10% -10.0 -1.1% $1065.19 -21.3%
Page 2 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%