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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 4 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DSI ISHARES TR 3,657.0 $521K 0.06% -629.0 -14.7% $142.39 +2.8%
62 NUDM NUSHARES ETF TR 12,997.0 $520K 0.06% -80.0 -0.6% $40.02 +2.4%
63 FEX FIRST TR EXCHANGE-TRADED ALP 3,492.0 $488K 0.06% -736.0 -17.4% $139.86 +0.8%
64 HYLS FIRST TR EXCHANGE-TRADED FD 11,591.0 $471K 0.05% -921.0 -7.4% $40.65 +0.1%
65 NFLX NETFLIX INC. Communication Services 6,491.0 $463K 0.05% -3K -29.3% $71.40 +10.3%
66 VT VANGUARD INTL EQUITY INDEX F 2,946.0 $462K 0.05% -330.0 -10.1% $156.95 +2.2%
67 QEFA SPDR INDEX SHS FDS 4,765.0 $458K 0.05% -600.0 -11.2% $96.01 +4.8%
68 JIRE J P MORGAN EXCHANGE TRADED F 5,495.0 $453K 0.05% -510.0 -8.5% $82.49 +2.7%
69 GSLC GOLDMAN SACHS ETF TR 3,182.0 $451K 0.05% -3K -48.8% $141.89 +3.7%
70 XME SPDR SERIES TRUST 3,959.0 $423K 0.05% -150.0 -3.6% $106.93 +6.9%
71 SCHF SCHWAB STRATEGIC TR 15,131.0 $419K 0.05% -543.0 -3.5% $27.70 +1.4%
72 IXC ISHARES TR 8,050.0 $395K 0.04% -4K -33.6% $49.13 +18.0%
73 VLUE ISHARES TR 1,918.0 $383K 0.04% -72.0 -3.6% $199.81 +0.6%
74 MCD MCDONALDS CORP Consumer Cyclical 1,410.0 $381K 0.04% -524.0 -27.1% $270.24 -0.6%
75 VZ VERIZON COMMUNICATIONS INC Communication Services 8,867.0 $375K 0.04% -1K -12.3% $42.34 +15.5%
76 FNDX SCHWAB STRATEGIC TR 11,429.0 $355K 0.04% -2K -16.5% $31.10 +4.5%
77 IPAC ISHARES TR 4,288.0 $351K 0.04% -559.0 -11.5% $81.93 +3.8%
78 PPTY ETF SER SOLUTIONS 10,050.0 $344K 0.04% -1K -11.4% $34.26 -1.5%
79 CVX CHEVRON CORPORATION Energy 2,074.0 $344K 0.04% -191.0 -8.4% $165.76 +23.7%
80 TXN TEXAS INSTRS INC Technology 1,112.0 $331K 0.04% -241.0 -17.8% $298.07 -9.0%
Page 4 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%