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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 6 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TCAF T ROWE PRICE EXCHANGE-TRADED 36,685.0 $1.5M 0.17% -4K -9.2% $41.10 +3.5%
102 TOUS T ROWE PRICE EXCHANGE-TRADED 39,232.0 $1.5M 0.17% +14K +54.8% $38.37 +3.7%
103 JPM JPMORGAN CHASE & CO Financial Services 4,587.0 $1.5M 0.17% -437.0 -8.7% $327.32 +9.1%
104 META META PLATFORMS INC Communication Services 2,614.0 $1.5M 0.17% +59.0 +2.3% $563.32 -3.1%
105 NUSC NUSHARES ETF TR 27,961.0 $1.5M 0.17% +2K +9.5% $52.12 +0.2%
106 EMXF ISHARES TR 24,689.0 $1.4M 0.16% -790.0 -3.1% $57.94 -2.7%
107 SCZ ISHARES TR 17,154.0 $1.4M 0.16% +1K +8.7% $82.27 +4.7%
108 IEMG ISHARES INC 16,715.0 $1.4M 0.16% +423.0 +2.6% $82.84 -2.7%
109 VNQ VANGUARD INDEX FDS 14,105.0 $1.4M 0.16% +598.0 +4.4% $96.38 +2.3%
110 OUNZ VANECK MERK GOLD ETF Financial Services 35,187.0 $1.4M 0.16% -8K -18.4% $38.59 +12.3%
111 JMHI J P MORGAN EXCHANGE TRADED F 26,718.0 $1.4M 0.15% +18K +202.3% $50.63 -2.0%
112 HDV ISHARES TR 48,590.0 $1.3M 0.15% +39K +396.4% $27.41 +9.2%
113 BINC BLACKROCK ETF TRUST II 24,766.0 $1.3M 0.15% -699.0 -2.7% $52.34 -0.6%
114 MU MICRON TECHNOLOGY INC Technology 1,055.0 $1.2M 0.14% +288.0 +37.5% $1154.29 -18.8%
115 VEU VANGUARD INTL EQUITY INDEX F 14,432.0 $1.2M 0.14% +6K +61.6% $83.75 +1.4%
116 MFUS PIMCO EQUITY SER 17,728.0 $1.2M 0.14% +6K +47.3% $67.17 -0.3%
117 QCLN FIRST TR EXCHANGE-TRADED FD 18,797.0 $1.2M 0.13% -1K -6.3% $61.32 -17.1%
118 SPAB SPDR SERIES TRUST 44,390.0 $1.1M 0.13% +4K +9.7% $25.52 -1.3%
119 ETHO AMPLIFY ETF TR 13,664.0 $1.1M 0.13% -492.0 -3.5% $80.61 +2.1%
120 SCHD SCHWAB STRATEGIC TR 34,495.0 $1.1M 0.13% -4K -11.3% $31.71 +10.7%
Page 6 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%