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Portfolio (Quarterly) Guide ↗

Walkner Condon Financial Advisors LLC

· CIK 0001817494
13F Portfolio $720M AUM 308 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 22 New 163 Added 74 Reduced 13 Exited
Page 4 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FKU FIRST TR EXCH TRD ALPHDX FD 5,427.0 $276K 0.04% -175.0 -3.1% $50.91 +5.6%
62 RING ISHARES INC 3,645.0 $268K 0.04% -40.0 -1.1% $73.45 +2.0%
63 AMD ADVANCED MICRO DEVICES INC Technology 1,207.0 $258K 0.04% -184.0 -13.2% $214.16 +109.9%
64 FTRI FIRST TR EXCHANGE TRADED FD 16,409.0 $257K 0.04% -655.0 -3.8% $15.67 +9.0%
65 EPS WISDOMTREE TR 3,545.0 $251K 0.04% -704.0 -16.6% $70.86 +9.4%
66 CMI CUMMINS INC Industrials 479.0 $245K 0.03% -13.0 -2.6% $510.45 +25.1%
67 BSV VANGUARD BD INDEX FDS 2,957.0 $233K 0.03% -30.0 -1.0% $78.81 -1.2%
68 PSCE INVESCO EXCH TRADED FD TR II 5,006.0 $216K 0.03% -608.0 -10.8% $43.15 +45.1%
69 PH PARKER-HANNIFIN CORP Industrials 245.0 $215K 0.03% -224.0 -47.8% $878.96 -2.2%
70 IEI ISHARES TR 1,788.0 $213K 0.03% -2K -55.3% $119.39 -1.9%
71 NUEM NUSHARES ETF TR 5,895.0 $210K 0.03% -331.0 -5.3% $35.58 +14.1%
72 FTEC FIDELITY COVINGTON TRUST 922.0 $207K 0.03% -446.0 -32.6% $224.67 +21.7%
73 DFAR DIMENSIONAL ETF TRUST 8,800.0 $202K 0.03% -9K -49.6% $22.90 +13.9%
74 XAI OCTAGN FLT RAT & ALT INM 15,435.0 $74K 0.01% -20K -56.9% $4.80
Page 4 of 4  ·  74 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
Financial Services 36.1%
Technology 33.9%
Communication Services 10.0%
Healthcare 5.3%
Consumer Cyclical 5.0%
Consumer Defensive 4.7%
Industrials 1.9%
Energy 1.9%
Utilities 0.9%
Real Estate 0.3%