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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 10 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 QEFA SPDR INDEX SHS FDS 5,365.0 $486K 0.07% -75.0 -1.4% $90.67 +8.1%
182 AVSE AMERICAN CENTY ETF TR 7,397.0 $481K 0.07% +557.0 +8.1% $64.97 +19.7%
183 BAC BANK AMERICA CORP Financial Services 8,639.0 $475K 0.07% +272.0 +3.2% $55.00 -6.4%
184 FTC FIRST TR EXCHANGE-TRADED ALP 2,962.0 $474K 0.07% $159.88 +11.0%
185 NUDM NUSHARES ETF TR 13,077.0 $474K 0.07% -479.0 -3.5% $36.21 +7.2%
186 VTEB VANGUARD MUN BD FDS 9,408.0 $473K 0.07% -200.0 -2.1% $50.29 -0.9%
187 MRK MERCK & CO INC Healthcare 4,476.0 $471K 0.07% +207.0 +4.8% $105.26 +10.1%
188 NUBD NUSHARES ETF TR 20,920.0 $468K 0.07% $22.36 -1.6%
189 VT VANGUARD INTL EQUITY INDEX F 3,276.0 $462K 0.06% +50.0 +1.6% $141.07 +10.0%
190 LMT LOCKHEED MARTIN CORP Industrials 945.0 $457K 0.06% NEW $483.68 +8.1%
191 SCHP SCHWAB STRATEGIC TR 17,024.0 $451K 0.06% -800.0 -4.5% $26.49 +0.5%
192 JIRE J P MORGAN EXCHANGE TRADED F 6,005.0 $450K 0.06% +145.0 +2.5% $74.88 +7.9%
193 JMHI J P MORGAN EXCHANGE TRADED F 8,837.0 $444K 0.06% +1K +19.8% $50.25 -0.9%
194 MCK MCKESSON CORP Healthcare 540.0 $443K 0.06% NEW $820.29 -6.6%
195 FIW FIRST TR EXCHANGE-TRADED FD 4,068.0 $442K 0.06% +713.0 +21.2% $108.64 -6.7%
196 KO COCA COLA CO Consumer Defensive 6,301.0 $440K 0.06% +822.0 +15.0% $69.91 +16.1%
197 ISRG INTUITIVE SURGICAL INC Healthcare 766.0 $434K 0.06% +205.0 +36.5% $566.36 -22.3%
198 VGT VANGUARD WORLD FD 568.0 $428K 0.06% +105.0 +22.7% $753.78 -84.8%
199 EUSB ISHARES TR 9,746.0 $428K 0.06% $43.91 -1.7%
200 XME SPDR SERIES TRUST 4,109.0 $426K 0.06% +22.0 +0.5% $103.61 +11.4%
Page 10 of 16  ·  308 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%