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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 5 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VCEB VANGUARD WORLD FD 13,337.0 $849K 0.12% +296.0 +2.3% $63.63 -1.9%
82 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 2,711.0 $824K 0.11% +332.0 +14.0% $303.89 +32.2%
83 V VISA INC Financial Services 2,346.0 $823K 0.11% +261.0 +12.5% $350.71 -5.7%
84 BGRN ISHARES TR 17,096.0 $820K 0.11% +249.0 +1.5% $47.94 -1.4%
85 LEMB ISHARES INC 19,350.0 $804K 0.11% +1K +6.0% $41.54 +0.5%
86 FIXD FIRST TR EXCHNG TRADED FD VI 17,479.0 $775K 0.11% +775.0 +4.6% $44.32 -2.4%
87 IBM INTERNATIONAL BUSINESS MACHS Technology 2,615.0 $775K 0.11% +36.0 +1.4% $296.21 -14.6%
88 ICLN ISHARES TR 46,975.0 $772K 0.11% +4K +9.8% $16.43 +35.0%
89 IVOO VANGUARD ADMIRAL FDS INC 6,807.0 $761K 0.11% +230.0 +3.5% $111.80 +10.3%
90 ABBV ABBVIE INC Healthcare 3,219.0 $736K 0.10% +129.0 +4.2% $228.52 -6.1%
91 HD HOME DEPOT INC Consumer Cyclical 2,132.0 $734K 0.10% +120.0 +6.0% $344.15 -8.8%
92 FNDF SCHWAB STRATEGIC TR 15,875.0 $718K 0.10% +253.0 +1.6% $45.21 +18.7%
93 WMT WALMART INC Consumer Defensive 6,172.0 $688K 0.10% +265.0 +4.5% $111.40 +17.5%
94 SPTL SPDR SERIES TRUST 25,825.0 $684K 0.10% +4K +18.8% $26.47 -3.2%
95 MFUS PIMCO EQUITY SER 12,033.0 $681K 0.10% +3K +28.9% $56.61 +12.9%
96 VEU VANGUARD INTL EQUITY INDEX F 8,928.0 $657K 0.09% +2K +21.9% $73.56 +12.3%
97 FNDE SCHWAB STRATEGIC TR 18,194.0 $656K 0.09% +3K +21.1% $36.06 +12.1%
98 BCI ABRDN ETFS 31,783.0 $626K 0.09% +1K +4.2% $19.68 +27.4%
99 MA MASTERCARD INCORPORATED Financial Services 1,042.0 $595K 0.08% +41.0 +4.1% $570.88 -12.5%
100 JPIB J P MORGAN EXCHANGE TRADED F 12,204.0 $594K 0.08% +484.0 +4.1% $48.70 -1.7%
Page 5 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%