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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 6 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RING ISHARES INC 3,610.0 $233K 0.03% -35.0 -1.0% $64.46 +21.2%
102 JPIE J P MORGAN EXCHANGE TRADED F 5,029.0 $232K 0.03% -223.0 -4.2% $46.05 -0.4%
103 PFE PFIZER INC Healthcare 9,433.0 $227K 0.03% -52.0 -0.6% $24.08 +13.1%
104 REMX VANECK ETF TRUST 2,546.0 $225K 0.03% -330.0 -11.5% $88.51 -13.5%
105 RWO SPDR INDEX SHS FDS 4,499.0 $224K 0.03% -234.0 -4.9% $49.71 +1.2%
106 VOD VODAFONE GROUP PLC Communication Services 16,440.0 $217K 0.03% -1K -6.2% $13.22 +22.1%
107 NEE NEXTERA ENERGY INC Utilities 2,422.0 $213K 0.02% -689.0 -22.1% $87.76 -1.2%
108 T AT&T INC Communication Services 10,268.0 $213K 0.02% -1K -12.2% $20.70 +21.3%
109 CBRE CBRE GROUP INC Real Estate 1,564.0 $211K 0.02% -733.0 -31.9% $134.69 +11.3%
110 WIT WIPRO LTD Technology 10,156.0 $23K 0.00% -3K -23.4% $2.25 -14.9%
Page 6 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%