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Portfolio (Quarterly) Guide ↗

Walkner Condon Financial Advisors LLC

· CIK 0001817494
13F Portfolio $720M AUM 308 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 22 New 163 Added 74 Reduced 13 Exited
Page 7 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TOUS T ROWE PRICE ETF INC 25,345.0 $874K 0.12% +5K +22.7% $34.50 +8.8%
122 URA GLOBAL X FDS 20,355.0 $870K 0.12% -281.0 -1.4% $42.73 +14.3%
123 NFLX NETFLIX INC Communication Services 9,180.0 $861K 0.12% +8K +999.4% $93.76 -4.8%
124 VCEB VANGUARD WORLD FD 13,337.0 $849K 0.12% +296.0 +2.3% $63.63 -1.9%
125 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 2,711.0 $824K 0.11% +332.0 +14.0% $303.89 +32.2%
126 V VISA INC Financial Services 2,346.0 $823K 0.11% +261.0 +12.5% $350.71 -5.7%
127 GSLC GOLDMAN SACHS ETF TR 6,210.0 $822K 0.11% -6K -48.7% $132.37 +6.4%
128 BGRN ISHARES TR 17,096.0 $820K 0.11% +249.0 +1.5% $47.94 -1.4%
129 DGRO ISHARES TR 11,683.0 $811K 0.11% -267.0 -2.2% $69.42 +6.8%
130 LEMB ISHARES INC 19,350.0 $804K 0.11% +1K +6.0% $41.54 +0.5%
131 ESGD ISHARES TR 8,285.0 $788K 0.11% $95.09 +8.1%
132 FIXD FIRST TR EXCHNG TRADED FD VI 17,479.0 $775K 0.11% +775.0 +4.6% $44.32 -2.4%
133 IBM INTERNATIONAL BUSINESS MACHS Technology 2,615.0 $775K 0.11% +36.0 +1.4% $296.21 -14.6%
134 ICLN ISHARES TR 46,975.0 $772K 0.11% +4K +9.8% $16.43 +35.0%
135 IVOO VANGUARD ADMIRAL FDS INC 6,807.0 $761K 0.11% +230.0 +3.5% $111.80 +10.3%
136 ASTS AST SPACEMOBILE INC Technology 10,404.0 $756K 0.10% $72.63 +32.5%
137 SUSA ISHARES TR 5,399.0 $752K 0.10% $139.35 +8.1%
138 NULG NUSHARES ETF TR 7,689.0 $752K 0.10% -80.0 -1.0% $97.80 +12.6%
139 PLTR PALANTIR TECHNOLOGIES INC Technology 4,202.0 $747K 0.10% -519.0 -11.0% $177.75 -22.8%
140 ABBV ABBVIE INC Healthcare 3,219.0 $736K 0.10% +129.0 +4.2% $228.52 -6.1%
Page 7 of 16  ·  308 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
Financial Services 36.1%
Technology 33.9%
Communication Services 10.0%
Healthcare 5.3%
Consumer Cyclical 5.0%
Consumer Defensive 4.7%
Industrials 1.9%
Energy 1.9%
Utilities 0.9%
Real Estate 0.3%