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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 12 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VFQY VANGUARD WELLINGTON FD 2,365.0 $403K 0.05% $170.29 +4.4%
222 TOTALENERGIES SE 5,150.0 $400K 0.05% +1K +30.8% $77.76
223 PANW PALO ALTO NETWORKS INC Technology 1,166.0 $398K 0.05% NEW $341.02 +9.7%
224 IXC ISHARES TR 8,050.0 $395K 0.04% -4K -33.6% $49.13 +18.3%
225 TGRW T ROWE PRICE EXCHANGE-TRADED 8,285.0 $395K 0.04% $47.72 -0.7%
226 TIP ISHARES TR 3,576.0 $391K 0.04% +1K +55.2% $109.43 -2.2%
227 VLUE ISHARES TR 1,918.0 $383K 0.04% -72.0 -3.6% $199.81 +0.4%
228 MCD MCDONALDS CORP Consumer Cyclical 1,410.0 $381K 0.04% -524.0 -27.1% $270.24 -1.2%
229 VZ VERIZON COMMUNICATIONS INC Communication Services 8,867.0 $375K 0.04% -1K -12.3% $42.34 +14.6%
230 EFG ISHARES TR 3,014.0 $375K 0.04% +619.0 +25.9% $124.44 +0.3%
231 AMGN AMGEN INC Healthcare 1,035.0 $375K 0.04% +71.0 +7.4% $362.12 +17.4%
232 WEC WEC ENERGY GROUP INC Utilities 3,185.0 $372K 0.04% +201.0 +6.7% $116.78 -4.9%
233 PHO INVESCO EXCHANGE TRADED FD T 5,341.0 $369K 0.04% +1K +23.3% $69.08 +2.6%
234 FNDX SCHWAB STRATEGIC TR 11,429.0 $355K 0.04% -2K -16.5% $31.10 +4.3%
235 IPAC ISHARES TR 4,288.0 $351K 0.04% -559.0 -11.5% $81.93 +3.4%
236 WDC WESTERN DIGITAL CORP Technology 550.0 $351K 0.04% NEW $638.72 -22.3%
237 FTRI FIRST TR EXCHANGE-TRADED FD 21,931.0 $348K 0.04% +6K +33.6% $15.87 +10.7%
238 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,538.0 $345K 0.04% +334.0 +27.7% $224.00 +20.2%
239 PPTY ETF SER SOLUTIONS 10,050.0 $344K 0.04% -1K -11.4% $34.26 -1.9%
240 CVX CHEVRON CORPORATION Energy 2,074.0 $344K 0.04% -191.0 -8.4% $165.76 +24.1%
Page 12 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%