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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 11 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 QEFA SPDR INDEX SHS FDS 4,765.0 $458K 0.05% -600.0 -11.2% $96.01 +4.7%
202 JIRE J P MORGAN EXCHANGE TRADED F 5,495.0 $453K 0.05% -510.0 -8.5% $82.49 +2.6%
203 GSLC GOLDMAN SACHS ETF TR 3,182.0 $451K 0.05% -3K -48.8% $141.89 +3.5%
204 SCHP SCHWAB STRATEGIC TR 17,015.0 $451K 0.05% $26.50 -2.1%
205 XLK SELECT SECTOR SPDR TR 2,354.0 $448K 0.05% +80.0 +3.5% $190.52 -2.6%
206 BIV VANGUARD BD INDEX FDS 5,756.0 $441K 0.05% +294.0 +5.4% $76.70 -1.6%
207 MCK MCKESSON CORP Healthcare 583.0 $441K 0.05% +43.0 +8.0% $755.60 +15.0%
208 EEM ISHARES TR 6,411.0 $439K 0.05% +721.0 +12.7% $68.41 -4.5%
209 VXF VANGUARD INDEX FDS 1,767.0 $435K 0.05% +20.0 +1.1% $246.21 -0.2%
210 EUSB ISHARES TR 9,922.0 $431K 0.05% +176.0 +1.8% $43.45 -1.5%
211 XME SPDR SERIES TRUST 3,959.0 $423K 0.05% -150.0 -3.6% $106.93 +6.3%
212 NVS NOVARTIS AG Healthcare 2,701.0 $423K 0.05% +937.0 +53.1% $156.72 -1.4%
213 PIMCO ETF TR 8,520.0 $421K 0.05% NEW $49.38
214 SCHF SCHWAB STRATEGIC TR 15,131.0 $419K 0.05% -543.0 -3.5% $27.70 +1.3%
215 GE GE AEROSPACE Industrials 1,114.0 $416K 0.05% +94.0 +9.2% $373.73 +0.4%
216 DIAL COLUMBIA ETF TR I 22,885.0 $416K 0.05% +5K +28.7% $18.16 -1.3%
217 GEV GE VERNOVA INC Utilities 349.0 $410K 0.05% NEW $1174.86 -14.5%
218 QUAL ISHARES TR 1,853.0 $407K 0.05% +661.0 +55.5% $219.43 +2.1%
219 MS MORGAN STANLEY Financial Services 1,942.0 $406K 0.05% +143.0 +8.0% $209.04 +4.1%
220 CGXU CAPITAL GROUP INTL FOCUS EQT 11,650.0 $403K 0.05% $34.62 -0.1%
Page 11 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%