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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 2 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VWO VANGUARD INTL EQUITY INDEX F 117,050.0 $6.3M 0.87% +2K +1.7% $53.76 +9.2%
22 VB VANGUARD INDEX FDS 22,795.0 $5.9M 0.82% +532.0 +2.4% $257.96 +11.0%
23 CWI SPDR INDEX SHS FDS 139,004.0 $5.0M 0.69% +2K +1.8% $35.92 +11.8%
24 PYLD PIMCO ETF TR 186,022.0 $5.0M 0.69% +35K +23.0% $26.68 -1.5%
25 J P MORGAN EXCHANGE TRADED F 82,764.0 $4.2M 0.58% +11K +15.0% $50.58
26 BIL SPDR SERIES TRUST 44,120.0 $4.0M 0.56% +29K +197.6% $91.38 +0.2%
27 USXF ISHARES TR 68,524.0 $3.9M 0.55% +2K +3.3% $57.58 +14.8%
28 JMST J P MORGAN EXCHANGE TRADED F 74,832.0 $3.8M 0.53% +43K +132.0% $50.94 -0.2%
29 JIVE J P MORGAN EXCHANGE TRADED F 46,095.0 $3.7M 0.51% +14K +42.5% $80.28 +15.1%
30 VSS VANGUARD INTL EQUITY INDEX F 25,697.0 $3.7M 0.51% +965.0 +3.9% $143.30 +10.8%
31 DMXF ISHARES TR 47,802.0 $3.6M 0.50% +4K +8.9% $75.16 +10.2%
32 USRT ISHARES TR 59,472.0 $3.4M 0.47% +14K +30.1% $56.96 +14.8%
33 FTGC FIRST TR EXCHANGE TRAD FD VI 142,317.0 $3.3M 0.46% +37K +34.7% $23.23 +26.8%
34 GUNR FLEXSHARES TR 68,648.0 $3.1M 0.44% +527.0 +0.8% $45.83 +18.9%
35 SPMD SPDR SERIES TRUST 50,295.0 $2.9M 0.41% +1K +2.0% $57.91 +10.3%
36 VCSH VANGUARD SCOTTSDALE FDS 36,289.0 $2.9M 0.40% +4K +13.1% $79.66 -1.0%
37 VIG VANGUARD SPECIALIZED FUNDS 13,142.0 $2.9M 0.40% +1K +9.8% $219.78 +5.1%
38 SPEM SPDR INDEX SHS FDS 61,536.0 $2.9M 0.40% +2K +3.2% $46.81 +9.1%
39 SGOV ISHARES TR 28,288.0 $2.8M 0.39% +24K +517.1% $100.38 +0.2%
40 VFMF VANGUARD WELLINGTON FD 17,461.0 $2.6M 0.37% +238.0 +1.4% $150.72 +12.1%
Page 2 of 9  ·  163 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%