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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 8 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GWX SPDR INDEX SHS FDS 18,922.0 $828K 0.10% -3K -12.7% $43.76 +4.6%
142 SUSA ISHARES TR 5,296.0 $817K 0.09% -103.0 -1.9% $154.31 +2.5%
143 CSCO CISCO SYS INC Technology 6,907.0 $811K 0.09% -333.0 -4.6% $117.46 -5.0%
144 KLAC KLA CORP Technology 2,618.0 $790K 0.09% +2K +1058.4% $301.71 -35.4%
145 PDBC INVESCO ACTVELY MNGD ETC FD 49,599.0 $787K 0.09% $15.86 +14.7%
146 MRVL MARVELL TECHNOLOGY INC Technology 2,621.0 $781K 0.09% NEW $297.89 -27.5%
147 CGBL CAPITAL GROUP CORE BALANCED 20,435.0 $776K 0.09% +8K +71.2% $37.96 +0.2%
148 IEFA ISHARES TR 7,955.0 $768K 0.09% -3K -26.4% $96.58 +3.4%
149 SPYD SPDR SERIES TRUST 16,069.0 $767K 0.09% $47.71 +4.6%
150 SCHH SCHWAB STRATEGIC TR 32,366.0 $766K 0.09% +279.0 +0.9% $23.68 +0.7%
151 SPYI NEOS ETF TRUST 14,413.0 $765K 0.09% +8K +110.0% $53.09 +1.8%
152 ESML ISHARES TR 13,627.0 $762K 0.09% +637.0 +4.9% $55.93 -0.4%
153 WMT WALMART INC Consumer Defensive 6,483.0 $734K 0.08% +311.0 +5.0% $113.25 +1.7%
154 FNDF SCHWAB STRATEGIC TR 13,887.0 $733K 0.08% -2K -12.5% $52.76 +4.1%
155 VIOO VANGUARD ADMIRAL FDS INC 5,313.0 $731K 0.08% +100.0 +1.9% $137.54 -0.5%
156 SCHB SCHWAB STRATEGIC TR 25,140.0 $728K 0.08% +2K +7.7% $28.96 +2.5%
157 ABBV ABBVIE INC Healthcare 2,816.0 $709K 0.08% -403.0 -12.5% $251.67 +2.9%
158 NULV NUSHARES ETF TR 13,971.0 $698K 0.08% -282.0 -2.0% $49.99 +6.4%
159 GILD GILEAD SCIENCES INC Healthcare 5,409.0 $683K 0.08% +1K +35.1% $126.34 +13.5%
160 AMAT APPLIED MATLS INC Technology 935.0 $676K 0.08% NEW $723.00 -28.9%
Page 8 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%