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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 17 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CL COLGATE PALMOLIVE CO Consumer Defensive 2,434.0 $223K 0.03% NEW $91.68 -0.2%
322 FCX FREEPORT MCMORAN INC Basic Materials 3,514.0 $221K 0.03% NEW $62.89 +5.5%
323 JPEM J P MORGAN EXCHANGE TRADED F 3,496.0 $219K 0.03% +83.0 +2.4% $62.78 +3.2%
324 VOD VODAFONE GROUP PLC Communication Services 16,440.0 $217K 0.03% -1K -6.2% $13.22 +22.0%
325 ESGV VANGUARD WORLD FD 1,644.0 $217K 0.03% NEW $132.24 +2.5%
326 SHYG ISHARES TR 5,065.0 $215K 0.03% NEW $42.41 -0.5%
327 ALL ALLSTATE CORP Financial Services 901.0 $214K 0.03% NEW $237.94 +9.8%
328 NEE NEXTERA ENERGY INC Utilities 2,422.0 $213K 0.02% -689.0 -22.1% $87.76 -1.8%
329 T AT&T INC Communication Services 10,268.0 $213K 0.02% -1K -12.2% $20.70 +20.3%
330 CBRE CBRE GROUP INC Real Estate 1,564.0 $211K 0.02% -733.0 -31.9% $134.69 +9.4%
331 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 3,275.0 $207K 0.02% NEW $63.25 +18.4%
332 FDN FIRST TR EXCHANGE-TRADED FD 779.0 $206K 0.02% $264.72 +7.2%
333 XVV ISHARES TR 3,621.0 $206K 0.02% NEW $56.79 +3.2%
334 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 8,126.0 $204K 0.02% NEW $25.06 +14.9%
335 GVAL CAMBRIA ETF TR 5,652.0 $204K 0.02% NEW $36.02 +5.8%
336 BWXT BWX TECHNOLOGIES INC Industrials 1,044.0 $203K 0.02% NEW $194.65 -15.2%
337 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 18,545.0 $203K 0.02% NEW $10.92 -7.1%
338 SHEL SHELL PLC Energy 3,021.0 $202K 0.02% NEW $66.92 +37.5%
339 SHV ISHARES TR 1,825.0 $201K 0.02% NEW $110.35 -0.1%
340 DGRW WISDOMTREE TR 2,092.0 $200K 0.02% NEW $95.62 +3.6%
Page 17 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%