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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 15 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 C CITIGROUP INC Financial Services 1,948.0 $273K 0.03% NEW $139.96 -1.7%
282 TJX TJX COS INC NEW Consumer Cyclical 1,791.0 $271K 0.03% +190.0 +11.9% $151.50 -0.4%
283 IVE ISHARES TR 1,194.0 $271K 0.03% NEW $227.07 +4.2%
284 CRM SALESFORCE INC Technology 1,717.0 $269K 0.03% -432.0 -20.1% $156.66 +25.2%
285 SNDK SANDISK CORP Technology 118.0 $268K 0.03% NEW $2273.73 -28.5%
286 DYNF BLACKROCK ETF TRUST 3,930.0 $267K 0.03% NEW $68.01 +2.4%
287 FYX FIRST TR EXCHANGE-TRADED ALP 1,843.0 $266K 0.03% $144.30 -0.3%
288 PEP PEPSICO INC Consumer Defensive 1,946.0 $264K 0.03% -273.0 -12.3% $135.41 +3.5%
289 IVW ISHARES TR 1,909.0 $263K 0.03% NEW $137.56 +1.5%
290 FORTINET INC 1,689.0 $259K 0.03% NEW $153.62
291 SDY SPDR SERIES TRUST 1,679.0 $256K 0.03% $152.18 +3.6%
292 CMI CUMMINS INC Industrials 357.0 $255K 0.03% -122.0 -25.5% $713.21 -13.0%
293 PH PARKER-HANNIFIN CORP Industrials 259.0 $253K 0.03% +14.0 +5.7% $978.12 +6.5%
294 WF WOORI FINL GROUP INC Financial Services 4,401.0 $253K 0.03% NEW $57.40 +23.0%
295 BLK BLACKROCK INC Financial Services 261.0 $251K 0.03% -57.0 -17.9% $961.56 +20.0%
296 RDVI FIRST TR EXCHANGE-TRADED FD 8,462.0 $249K 0.03% +362.0 +4.5% $29.40 +1.1%
297 QQQI NEOS ETF TRUST 4,373.0 $248K 0.03% +500.0 +12.9% $56.79 -3.0%
298 DFJ WISDOMTREE TR 2,310.0 $243K 0.03% -147.0 -6.0% $105.31 +7.1%
299 TLT ISHARES TR 2,799.0 $242K 0.03% +222.0 +8.6% $86.42 -5.5%
300 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 15,044.0 $241K 0.03% NEW $16.03 +12.6%
Page 15 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%