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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 11 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BIV VANGUARD BD INDEX FDS 5,462.0 $425K 0.06% NEW $77.88 -2.1%
202 AGG ISHARES TR 4,252.0 $425K 0.06% -6K -57.1% $99.88 -1.5%
203 CGBL CAPITAL GROUP CORE BALANCED 11,937.0 $422K 0.06% +500.0 +4.4% $35.33 +5.1%
204 VZ VERIZON COMMUNICATIONS INC Communication Services 10,109.0 $412K 0.06% +314.0 +3.2% $40.73 +17.4%
205 LRCX LAM RESEARCH CORP Technology 2,322.0 $397K 0.06% +86.0 +3.9% $171.18 +76.6%
206 EWU ISHARES TR 8,874.0 $390K 0.05% $43.98 +7.6%
207 TGRW T ROWE PRICE ETF INC 8,285.0 $381K 0.05% -1K -13.8% $46.01 +3.9%
208 SCHF SCHWAB STRATEGIC TR 15,674.0 $377K 0.05% +4K +36.8% $24.04 +13.8%
209 FNDX SCHWAB STRATEGIC TR 13,682.0 $372K 0.05% +726.0 +5.6% $27.21 +12.4%
210 CBRE CBRE GROUP INC Real Estate 2,297.0 $369K 0.05% $160.79 -18.5%
211 WFC WELLS FARGO CO NEW Financial Services 3,962.0 $369K 0.05% -46.0 -1.1% $93.20 -18.7%
212 VXF VANGUARD INDEX FDS 1,747.0 $365K 0.05% -64.0 -3.5% $209.12 +9.3%
213 VFQY VANGUARD WELLINGTON FD 2,365.0 $363K 0.05% $153.41 +5.2%
214 SPYI NEOS ETF TRUST 6,865.0 $361K 0.05% $52.53 +1.4%
215 SO SOUTHERN CO Utilities 4,083.0 $356K 0.05% $87.21 +7.4%
216 IPAC ISHARES TR 4,847.0 $355K 0.05% +75.0 +1.6% $73.21 +11.8%
217 SCHA SCHWAB STRATEGIC TR 12,234.0 $348K 0.05% +1K +11.2% $28.48 +16.5%
218 FFBC FIRST FINL BANCORP OH Financial Services 13,872.0 $347K 0.05% NEW $25.02 +22.6%
219 HYXF ISHARES TR 7,322.0 $346K 0.05% -98.0 -1.3% $47.26 -1.7%
220 CVX CHEVRON CORP NEW Energy 2,265.0 $345K 0.05% -168.0 -6.9% $152.41 +25.3%
Page 11 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%