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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 4 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VIGI VANGUARD WHITEHALL FDS 31,232.0 $2.9M 0.34% -4K -12.5% $93.38 +4.7%
62 VIG VANGUARD SPECIALIZED FUNDS 12,230.0 $2.9M 0.33% -912.0 -6.9% $236.61 +3.3%
63 IAU ISHARES GOLD TR Financial Services 37,179.0 $2.8M 0.32% -1K -2.7% $75.51 +8.2%
64 SPEM SPDR INDEX SHS FDS 52,790.0 $2.7M 0.31% -9K -14.2% $51.78 -0.1%
65 VFMF VANGUARD WELLINGTON FD 15,363.0 $2.7M 0.31% -2K -12.0% $176.97 +5.2%
66 VNQI VANGUARD INTL EQUITY INDEX F 60,243.0 $2.7M 0.31% +7K +12.8% $44.84 +0.5%
67 JEPI J P MORGAN EXCHANGE TRADED F 46,239.0 $2.6M 0.30% -16K -25.9% $56.48 +2.4%
68 BIL SPDR SERIES TRUST 28,341.0 $2.6M 0.30% -16K -35.8% $91.64 -0.1%
69 XOM EXXON MOBIL CORP Energy 18,812.0 $2.6M 0.29% +1K +8.4% $136.72 +21.1%
70 ITOT ISHARES TR 15,575.0 $2.6M 0.29% -5K -25.8% $164.27 +2.5%
71 FEZ SPDR INDEX SHS FDS 35,353.0 $2.4M 0.28% -7K -15.9% $68.68 +3.9%
72 AVGO BROADCOM INC Technology 6,157.0 $2.3M 0.27% +705.0 +12.9% $377.75 +0.6%
73 JMST J P MORGAN EXCHANGE TRADED F 45,375.0 $2.3M 0.27% -29K -39.4% $51.00 -0.2%
74 SUB ISHARES TR 21,582.0 $2.3M 0.26% +176.0 +0.8% $106.47 -0.2%
75 GRID FIRST TR EXCHANGE-TRADED FD 11,859.0 $2.3M 0.26% +5K +68.4% $191.75 -4.2%
76 MFEM PIMCO EQUITY SER 79,232.0 $2.2M 0.26% +22K +37.3% $28.23 -1.1%
77 GOOG ALPHABET INC Communication Services 6,254.0 $2.2M 0.25% +755.0 +13.7% $352.76 -3.3%
78 VBR VANGUARD INDEX FDS 8,737.0 $2.1M 0.24% -435.0 -4.7% $242.99 +1.8%
79 VYM VANGUARD WHITEHALL FDS 13,371.0 $2.1M 0.24% $158.03 +4.8%
80 SUSL ISHARES TR 15,798.0 $2.1M 0.24% -1K -6.5% $132.76 +3.4%
Page 4 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%