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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 5 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VUG VANGUARD INDEX FDS 22,526.0 $1.9M 0.22% +18K +415.2% $86.14 +2.0%
82 SDVY FIRST TR EXCHANGE TRADED FD 44,195.0 $1.9M 0.22% +9K +25.1% $43.14 +2.4%
83 IEUR ISHARES TR 25,078.0 $1.9M 0.22% -2K -7.3% $75.11 +3.2%
84 SLVP ISHARES INC 60,213.0 $1.9M 0.21% -588.0 -1.0% $30.83 +16.7%
85 LLY ELI LILLY & CO Healthcare 1,536.0 $1.8M 0.21% +85.0 +5.9% $1199.46 +2.3%
86 SCHO SCHWAB STRATEGIC TR 74,570.0 $1.8M 0.21% -547.0 -0.7% $24.14 -0.1%
87 VTV VANGUARD INDEX FDS 8,238.0 $1.8M 0.21% +1K +15.9% $217.92 +3.9%
88 VGIT VANGUARD SCOTTSDALE FDS 30,226.0 $1.8M 0.20% -8K -21.1% $58.98 -1.0%
89 FEMB FIRST TR EXCH TRADED FD III 60,441.0 $1.8M 0.20% +14K +30.9% $29.22 +1.1%
90 EA SERIES TRUST 34,171.0 $1.7M 0.20% NEW $51.15
91 IWF ISHARES TR 13,976.0 $1.7M 0.20% +11K +303.4% $124.17 -0.9%
92 SCHC SCHWAB STRATEGIC TR 34,553.0 $1.7M 0.19% -454.0 -1.3% $48.12 +4.9%
93 EMNT PIMCO ETF TR 16,794.0 $1.7M 0.19% +1K +6.5% $98.94 -0.0%
94 QQQ INVESCO QQQ TR Financial Services 2,236.0 $1.6M 0.19% -87.0 -3.8% $736.43 -2.6%
95 TSLA TESLA INC Consumer Cyclical 3,861.0 $1.6M 0.19% +113.0 +3.0% $420.60 -19.9%
96 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,366.0 $1.6M 0.18% +655.0 +24.2% $477.57 -13.4%
97 EA SERIES TRUST 28,430.0 $1.6M 0.18% -39K -57.7% $55.83
98 MFDX PIMCO EQUITY SER 36,725.0 $1.5M 0.17% +2K +5.0% $41.64 +1.8%
99 BERKSHIRE HATHAWAY INC DEL 3,040.0 $1.5M 0.17% +116.0 +4.0% $500.39
100 BUFD FIRST TR EXCHNG TRADED FD VI 50,765.0 $1.5M 0.17% -8K -14.3% $29.72 +1.7%
Page 5 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%