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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 16 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BHP BHP BILLITON LIMITED Basic Materials 2,892.0 $241K 0.03% NEW $83.31 +6.9%
302 DIS DISNEY WALT CO Communication Services 2,499.0 $240K 0.03% -529.0 -17.5% $96.24 +8.0%
303 FTEC FIDELITY COVINGTON TRUST 839.0 $240K 0.03% -83.0 -9.0% $285.58 +0.1%
304 D DOMINION ENERGY INC Utilities 3,497.0 $239K 0.03% +20.0 +0.6% $68.29 +0.5%
305 NUEM NUSHARES ETF TR 5,584.0 $237K 0.03% -311.0 -5.3% $42.44 -2.7%
306 UDI USCF ETF TR 6,696.0 $237K 0.03% -479.0 -6.7% $35.34 +6.4%
307 SKM SK TELECOM CO LTD Communication Services 7,266.0 $234K 0.03% NEW $32.16 +19.4%
308 USFR WISDOMTREE TR 4,634.0 $233K 0.03% $50.35 +0.2%
309 RING ISHARES INC 3,610.0 $233K 0.03% -35.0 -1.0% $64.46 +20.5%
310 IX ORIX CORP Financial Services 6,096.0 $232K 0.03% NEW $38.04 +2.9%
311 JPIE J P MORGAN EXCHANGE TRADED F 5,029.0 $232K 0.03% -223.0 -4.2% $46.05 -0.4%
312 SCHM SCHWAB STRATEGIC TR 6,254.0 $231K 0.03% NEW $36.87 -2.2%
313 IUSG ISHARES TR 1,218.0 $229K 0.03% NEW $188.09 +1.6%
314 MFG MIZUHO FINANCIAL GROUP INC Financial Services 23,899.0 $229K 0.03% +402.0 +1.7% $9.58 +11.2%
315 PFE PFIZER INC Healthcare 9,433.0 $227K 0.03% -52.0 -0.6% $24.08 +13.2%
316 SAP SAP SE Technology 1,469.0 $226K 0.03% NEW $154.11 +36.6%
317 REMX VANECK ETF TRUST 2,546.0 $225K 0.03% -330.0 -11.5% $88.51 -13.5%
318 CERY SPDR SERIES TRUST 6,709.0 $224K 0.03% NEW $33.43 +12.3%
319 EAGG ISHARES TR 4,718.0 $224K 0.03% +507.0 +12.0% $47.41 -1.6%
320 RWO SPDR INDEX SHS FDS 4,499.0 $224K 0.03% -234.0 -4.9% $49.71 +0.8%
Page 16 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%