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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 7 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IWD ISHARES TR 4,477.0 $1.1M 0.12% -292.0 -6.1% $242.43 +5.9%
122 JNJ JOHNSON & JOHNSON Healthcare 4,063.0 $1.0M 0.12% -237.0 -5.5% $254.00 +6.7%
123 VV VANGUARD INDEX FDS 2,968.0 $1.0M 0.12% -80.0 -2.6% $343.91 +2.8%
124 ESGU ISHARES TR 6,090.0 $997K 0.11% $163.67 +2.7%
125 LRCX LAM RESEARCH CORP Technology 2,291.0 $993K 0.11% -31.0 -1.3% $433.33 -24.3%
126 AMD ADVANCED MICRO DEVICES INC Technology 1,662.0 $965K 0.11% +455.0 +37.7% $580.91 -16.6%
127 ESGD ISHARES TR 9,202.0 $946K 0.11% +917.0 +11.1% $102.81 +3.4%
128 URA GLOBAL X FDS 21,410.0 $936K 0.11% +1K +5.2% $43.70 -0.2%
129 ICLN ISHARES TR 45,148.0 $925K 0.11% -2K -3.9% $20.49 -13.4%
130 CAT CATERPILLAR INC Industrials 859.0 $915K 0.10% -10.0 -1.1% $1065.19 -21.1%
131 DGRO ISHARES TR 12,002.0 $910K 0.10% +319.0 +2.7% $75.79 +5.1%
132 IVOO VANGUARD ADMIRAL FDS INC 6,807.0 $888K 0.10% $130.40 +0.2%
133 NULG NUSHARES ETF TR 7,533.0 $882K 0.10% -156.0 -2.0% $117.06 -1.3%
134 SPTL SPDR SERIES TRUST 33,204.0 $871K 0.10% +7K +28.6% $26.23 -4.8%
135 VCEB VANGUARD WORLD FD 13,836.0 $868K 0.10% +499.0 +3.7% $62.76 -2.2%
136 BGRN ISHARES TR 18,276.0 $868K 0.10% +1K +6.9% $47.47 -1.3%
137 V VISA INC Financial Services 2,519.0 $864K 0.10% +173.0 +7.4% $343.09 +6.2%
138 FIXD FIRST TR EXCHNG TRADED FD VI 19,413.0 $847K 0.10% +2K +11.1% $43.61 -1.6%
139 BCI ABRDN ETFS 37,432.0 $840K 0.10% +6K +17.8% $22.43 +11.0%
140 INTC INTEL CORP Technology 5,963.0 $833K 0.10% NEW $139.64 -30.8%
Page 7 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%