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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 9 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PG PROCTER AND GAMBLE CO Consumer Defensive 4,115.0 $590K 0.08% -190.0 -4.4% $143.31 -0.6%
162 DIA SPDR DOW JONES INDL AVERAGE Financial Services 1,215.0 $584K 0.08% -42.0 -3.3% $480.57 +4.7%
163 VIOO VANGUARD ADMIRAL FDS INC 5,213.0 $578K 0.08% +300.0 +6.1% $110.96 +13.5%
164 DFEB FIRST TR EXCHNG TRADED FD VI 12,014.0 $573K 0.08% $47.72 +5.1%
165 CRM SALESFORCE INC Technology 2,149.0 $569K 0.08% +36.0 +1.7% $264.91 -33.4%
166 HOOD ROBINHOOD MKTS INC Financial Services 5,004.0 $566K 0.08% -175.0 -3.4% $113.10 -32.9%
167 CSCO CISCO SYS INC Technology 7,240.0 $558K 0.08% +144.0 +2.0% $77.03 +53.4%
168 AXP AMERICAN EXPRESS CO Financial Services 1,507.0 $557K 0.08% +129.0 +9.4% $369.93 -16.3%
169 RAFE PIMCO EQUITY SER 13,226.0 $555K 0.08% +983.0 +8.0% $41.99 +9.1%
170 DSI ISHARES TR 4,286.0 $552K 0.08% $128.83 +9.3%
171 HYLS FIRST TR EXCHANGE-TRADED FD 12,512.0 $524K 0.07% -93.0 -0.7% $41.86 -2.8%
172 VCIT VANGUARD SCOTTSDALE FDS 6,140.0 $514K 0.07% +241.0 +4.1% $83.75 -1.9%
173 IXC ISHARES TR 12,130.0 $509K 0.07% +514.0 +4.4% $41.94 +33.7%
174 GS GOLDMAN SACHS GROUP INC Financial Services 574.0 $505K 0.07% +11.0 +1.9% $879.00 +12.4%
175 BITB BITWISE BITCOIN ETF TR Financial Services 10,589.0 $504K 0.07% -5K -31.7% $47.56 -11.4%
176 FEX FIRST TR EXCHANGE-TRADED ALP 4,228.0 $502K 0.07% -1K -19.6% $118.62 +11.3%
177 CAT CATERPILLAR INC Industrials 869.0 $498K 0.07% +38.0 +4.6% $573.02 +51.1%
178 HLAL LISTED FDS TR 7,985.0 $495K 0.07% $62.03 +13.7%
179 GILD GILEAD SCIENCES INC Healthcare 4,005.0 $492K 0.07% +64.0 +1.6% $122.74 +6.3%
180 RFDI FIRST TR EXCH TRADED FD III 6,100.0 $491K 0.07% $80.51 +8.4%
Page 9 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%