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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 13 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 HYXF ISHARES TR 7,356.0 $344K 0.04% $46.72 -0.6%
242 IEI ISHARES TR 2,889.0 $339K 0.04% +1K +61.6% $117.50 -0.8%
243 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 14,257.0 $336K 0.04% +3K +22.1% $23.58 +9.5%
244 J P MORGAN EXCHANGE TRADED F 4,589.0 $332K 0.04% +52.0 +1.1% $72.28
245 TXN TEXAS INSTRS INC Technology 1,112.0 $331K 0.04% -241.0 -17.8% $298.07 -8.7%
246 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 341.0 $329K 0.04% NEW $965.00 -6.4%
247 AVDE AMERICAN CENTY ETF TR 3,655.0 $326K 0.04% NEW $89.20 +4.5%
248 APH AMPHENOL CORP Technology 1,844.0 $325K 0.04% +172.0 +10.3% $176.32 -9.5%
249 WFC WELLS FARGO & CO Financial Services 3,921.0 $324K 0.04% -41.0 -1.0% $82.64 +5.8%
250 ASTS AST SPACEMOBILE INC Technology 3,637.0 $323K 0.04% -7K -65.0% $88.86 -24.5%
251 PSCE INVESCO EXCH TRADED FD TR II 5,972.0 $322K 0.04% +966.0 +19.3% $53.87 +16.2%
252 TMSL T ROWE PRICE EXCHANGE-TRADED 7,280.0 $319K 0.04% +1K +22.2% $43.85 +0.1%
253 JEPQ J P MORGAN EXCHANGE TRADED F 5,171.0 $318K 0.04% $61.46 -2.5%
254 UNH UNITEDHEALTH GROUP INC Healthcare 762.0 $317K 0.04% -273.0 -26.4% $415.63 -5.2%
255 SCHG SCHWAB STRATEGIC TR 9,356.0 $317K 0.04% +251.0 +2.8% $33.84 +4.2%
256 QCOM QUALCOMM INC Technology 1,711.0 $316K 0.04% -124.0 -6.8% $184.77 -13.3%
257 COF CAPITAL ONE FINL CORP Financial Services 1,556.0 $312K 0.04% +158.0 +11.3% $200.57 +10.4%
258 MO ALTRIA GROUP INC Consumer Defensive 4,329.0 $311K 0.04% -2K -27.2% $71.95 -9.4%
259 SO SOUTHERN CO Utilities 3,208.0 $307K 0.04% -875.0 -21.4% $95.72 -3.8%
260 RTX RTX CORPORATION Industrials 1,614.0 $306K 0.04% -217.0 -11.8% $189.73 +18.8%
Page 13 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%