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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 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NULG NUSHARES ETF TR 7,533.0 $882K 0.10% -156.0 -2.0% $117.06 -1.2%
42 GWX SPDR INDEX SHS FDS 18,922.0 $828K 0.10% -3K -12.7% $43.76 +4.6%
43 SUSA ISHARES TR 5,296.0 $817K 0.09% -103.0 -1.9% $154.31 +2.6%
44 CSCO CISCO SYS INC Technology 6,907.0 $811K 0.09% -333.0 -4.6% $117.46 -5.5%
45 IEFA ISHARES TR 7,955.0 $768K 0.09% -3K -26.4% $96.58 +3.5%
46 FNDF SCHWAB STRATEGIC TR 13,887.0 $733K 0.08% -2K -12.5% $52.76 +4.2%
47 ABBV ABBVIE INC Healthcare 2,816.0 $709K 0.08% -403.0 -12.5% $251.67 +2.4%
48 NULV NUSHARES ETF TR 13,971.0 $698K 0.08% -282.0 -2.0% $49.99 +6.6%
49 IBM INTERNATIONAL BUSINESS MACHS Technology 2,367.0 $666K 0.08% -248.0 -9.5% $281.21 -17.7%
50 FNDE SCHWAB STRATEGIC TR 16,723.0 $664K 0.08% -1K -8.1% $39.68 +3.3%
51 HD HOME DEPOT INC Consumer Cyclical 1,814.0 $640K 0.07% -318.0 -14.9% $352.74 -3.5%
52 SGOV ISHARES TR 6,236.0 $628K 0.07% -22K -78.0% $100.67 -0.1%
53 VXUS VANGUARD STAR FDS 7,116.0 $608K 0.07% -1K -13.0% $85.50 +1.2%
54 AVSE AMERICAN CENTY ETF TR 7,352.0 $602K 0.07% -45.0 -0.6% $81.84 -5.6%
55 CGGO CAPITAL GROUP GBL GROWTH EQT 14,160.0 $599K 0.07% -3K -17.0% $42.33 -4.0%
56 PG PROCTER & GAMBLE CO Consumer Defensive 3,973.0 $583K 0.07% -142.0 -3.5% $146.64 -2.1%
57 GS GOLDMAN SACHS GROUP INC Financial Services 561.0 $567K 0.07% -13.0 -2.3% $1011.37 +2.3%
58 MRK MERCK & CO INC Healthcare 4,354.0 $559K 0.06% -122.0 -2.7% $128.50 +5.9%
59 DFEB FIRST TR EXCHNG TRADED FD VI 10,722.0 $541K 0.06% -1K -10.8% $50.49 +1.6%
60 MA MASTERCARD INCORPORATED Financial Services 1,016.0 $522K 0.06% -26.0 -2.5% $513.60 +12.0%
Page 3 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%