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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 3 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FTGC FIRST TR EXCHANGE TRAD FD VI 176,312.0 $4.8M 0.55% +34K +23.9% $27.05 +10.7%
42 IWM ISHARES TR 15,475.0 $4.6M 0.53% $300.45 -0.1%
43 VSS VANGUARD INTL EQUITY INDEX F 28,049.0 $4.3M 0.50% +2K +9.2% $154.16 +2.2%
44 LEMB ISHARES INC 98,812.0 $4.2M 0.48% +79K +410.7% $42.42 +1.3%
45 DMXF ISHARES TR 48,437.0 $4.1M 0.47% +635.0 +1.3% $84.60 +2.0%
46 VGLT VANGUARD SCOTTSDALE FDS 73,570.0 $4.1M 0.47% +3K +4.4% $55.18 -4.8%
47 CGDV CAPITAL GROUP DIVIDEND VALUE 76,814.0 $3.8M 0.43% +30K +63.3% $49.28 +2.4%
48 GUNR FLEXSHARES TR 75,223.0 $3.7M 0.42% +7K +9.6% $49.26 +9.7%
49 SPMD SPDR SERIES TRUST 54,824.0 $3.7M 0.42% +5K +9.0% $67.56 +0.2%
50 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,783.0 $3.5M 0.41% -250.0 -6.2% $935.45 +2.8%
51 VCSH VANGUARD SCOTTSDALE FDS 44,597.0 $3.5M 0.40% +8K +22.9% $78.99 -0.5%
52 PUT ARISTA NETWORKS INC 16,800.0 $3.3M 0.38% NEW $197.36
53 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 18,082.0 $3.3M 0.38% -429.0 -2.3% $181.08 +7.8%
54 AMZN AMAZON COM INC Consumer Cyclical 13,611.0 $3.2M 0.37% +1K +10.0% $238.34 +8.9%
55 JMUB J P MORGAN EXCHANGE TRADED F 64,028.0 $3.2M 0.37% +32K +101.6% $50.66 -1.9%
56 SPSM SPDR SERIES TRUST 55,849.0 $3.2M 0.37% +3K +5.2% $57.67 -0.4%
57 ANET ARISTA NETWORKS INC Technology 18,546.0 $3.2M 0.36% $169.88 +13.7%
58 BND VANGUARD BD INDEX FDS 40,983.0 $3.0M 0.34% +5K +14.0% $73.41 -1.6%
59 GLD SPDR GOLD TR Financial Services 8,141.0 $3.0M 0.34% -715.0 -8.1% $368.38 +8.2%
60 SCHE SCHWAB STRATEGIC TR 81,325.0 $2.9M 0.34% +10K +13.8% $36.24 +0.5%
Page 3 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%