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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 14 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VGSH VANGUARD SCOTTSDALE FDS 4,258.0 $250K 0.04% NEW $58.73 -0.9%
262 NEE NEXTERA ENERGY INC Utilities 3,111.0 $250K 0.04% +151.0 +5.1% $80.28 +11.7%
263 SPGI S&P GLOBAL INC Financial Services 477.0 $249K 0.04% $522.59 -20.2%
264 XOP SPDR SERIES TRUST 1,960.0 $247K 0.03% $126.26 +35.2%
265 VDE VANGUARD WORLD FD 1,957.0 $246K 0.03% $125.92 +32.8%
266 TJX TJX COS INC NEW Consumer Cyclical 1,601.0 $246K 0.03% +89.0 +5.9% $153.61 +3.6%
267 CMI CUMMINS INC Industrials 479.0 $245K 0.03% -13.0 -2.6% $510.45 +25.1%
268 NVS NOVARTIS AG Healthcare 1,764.0 $243K 0.03% NEW $137.87 +10.1%
269 JPIE J P MORGAN EXCHANGE TRADED F 5,252.0 $243K 0.03% NEW $46.29 -0.8%
270 DHR DANAHER CORPORATION Healthcare 1,045.0 $239K 0.03% NEW $228.92 -24.3%
271 QUAL ISHARES TR 1,192.0 $237K 0.03% +71.0 +6.3% $198.62 +7.1%
272 DFJ WISDOMTREE TR 2,457.0 $237K 0.03% +236.0 +10.6% $96.34 +10.6%
273 PFE PFIZER INC Healthcare 9,485.0 $236K 0.03% +457.0 +5.1% $24.90 +4.2%
274 TXN TEXAS INSTRS INC Technology 1,353.0 $235K 0.03% +8.0 +0.6% $173.49 +75.7%
275 SDY SPDR SERIES TRUST 1,679.0 $234K 0.03% +9.0 +0.5% $139.16 +6.9%
276 USFR WISDOMTREE TR 4,634.0 $233K 0.03% $50.32 +0.3%
277 BSV VANGUARD BD INDEX FDS 2,957.0 $233K 0.03% -30.0 -1.0% $78.81 -1.2%
278 VOD VODAFONE GROUP PLC NEW Communication Services 17,532.0 $232K 0.03% NEW $13.21 +15.4%
279 UDI USCF ETF TR 7,175.0 $231K 0.03% NEW $32.25 +8.2%
280 BCAT BLACKROCK CAP ALLOCATION TER Financial Services 16,213.0 $230K 0.03% $14.16 +9.4%
Page 14 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%