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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 10 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VCIT VANGUARD SCOTTSDALE FDS 6,638.0 $549K 0.06% +498.0 +8.1% $82.65 -1.9%
182 DFEB FIRST TR EXCHNG TRADED FD VI 10,722.0 $541K 0.06% -1K -10.8% $50.49 +1.6%
183 RFDI FIRST TR EXCH TRADED FD III 6,182.0 $538K 0.06% +82.0 +1.3% $87.08 +5.5%
184 SCHA SCHWAB STRATEGIC TR 14,806.0 $535K 0.06% +3K +21.0% $36.13 -3.1%
185 MA MASTERCARD INCORPORATED Financial Services 1,016.0 $522K 0.06% -26.0 -2.5% $513.60 +11.8%
186 DSI ISHARES TR 3,657.0 $521K 0.06% -629.0 -14.7% $142.39 +2.7%
187 NUDM NUSHARES ETF TR 12,997.0 $520K 0.06% -80.0 -0.6% $40.02 +2.4%
188 AXP AMERICAN EXPRESS CO Financial Services 1,519.0 $514K 0.06% +12.0 +0.8% $338.24 +0.1%
189 BAC BANK OF AMER CORP Financial Services 9,010.0 $513K 0.06% +371.0 +4.3% $56.98 +12.7%
190 FEX FIRST TR EXCHANGE-TRADED ALP 3,492.0 $488K 0.06% -736.0 -17.4% $139.86 +0.4%
191 EWU ISHARES TR 10,502.0 $485K 0.06% +2K +18.4% $46.14 +4.4%
192 NUBD NUSHARES ETF TR 21,530.0 $477K 0.06% +610.0 +2.9% $22.14 -1.7%
193 VTEB VANGUARD MUN BD FDS 9,410.0 $476K 0.06% $50.58 -2.1%
194 HYLS FIRST TR EXCHANGE-TRADED FD 11,591.0 $471K 0.05% -921.0 -7.4% $40.65 +0.1%
195 FIW FIRST TR EXCHANGE-TRADED FD 4,277.0 $468K 0.05% +209.0 +5.1% $109.52 +0.2%
196 FKU FIRST TR EXCH TRD ALPHDX FD 8,822.0 $464K 0.05% +3K +62.6% $52.62 +6.7%
197 VGSH VANGUARD SCOTTSDALE FDS 7,971.0 $464K 0.05% +4K +87.2% $58.20 -0.1%
198 NFLX NETFLIX INC. Communication Services 6,491.0 $463K 0.05% -3K -29.3% $71.40 +8.9%
199 VT VANGUARD INTL EQUITY INDEX F 2,946.0 $462K 0.05% -330.0 -10.1% $156.95 +2.0%
200 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 23,184.0 $461K 0.05% +6K +32.5% $19.89 +14.2%
Page 10 of 18  ·  344 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%