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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 7 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VGT VANGUARD WORLD FD 568.0 $428K 0.06% +105.0 +22.7% $753.78 -84.8%
122 XME SPDR SERIES TRUST 4,109.0 $426K 0.06% +22.0 +0.5% $103.61 +11.4%
123 CGBL CAPITAL GROUP CORE BALANCED 11,937.0 $422K 0.06% +500.0 +4.4% $35.33 +5.1%
124 VZ VERIZON COMMUNICATIONS INC Communication Services 10,109.0 $412K 0.06% +314.0 +3.2% $40.73 +17.4%
125 LRCX LAM RESEARCH CORP Technology 2,322.0 $397K 0.06% +86.0 +3.9% $171.18 +76.6%
126 SCHF SCHWAB STRATEGIC TR 15,674.0 $377K 0.05% +4K +36.8% $24.04 +13.8%
127 FNDX SCHWAB STRATEGIC TR 13,682.0 $372K 0.05% +726.0 +5.6% $27.21 +12.4%
128 IPAC ISHARES TR 4,847.0 $355K 0.05% +75.0 +1.6% $73.21 +11.8%
129 SCHA SCHWAB STRATEGIC TR 12,234.0 $348K 0.05% +1K +11.2% $28.48 +16.5%
130 MO ALTRIA GROUP INC Consumer Defensive 5,943.0 $343K 0.05% +121.0 +2.1% $57.66 +27.8%
131 COF CAPITAL ONE FINL CORP Financial Services 1,398.0 $339K 0.05% +57.0 +4.2% $242.30 -23.0%
132 CMDT PIMCO ETF TR 12,200.0 $337K 0.05% +4K +55.4% $27.59 +24.1%
133 RTX RTX CORPORATION Industrials 1,831.0 $336K 0.05% +259.0 +16.5% $183.40 -4.7%
134 XLK SELECT SECTOR SPDR TR 2,274.0 $327K 0.04% +1K +93.2% $143.97 +24.1%
135 DIAL COLUMBIA ETF TR I 17,785.0 $326K 0.04% +995.0 +5.9% $18.34 -1.5%
136 MS MORGAN STANLEY Financial Services 1,799.0 $319K 0.04% +111.0 +6.6% $177.53 +12.9%
137 PEP PEPSICO INC Consumer Defensive 2,219.0 $318K 0.04% +171.0 +8.3% $143.53 +3.7%
138 AMGN AMGEN INC Healthcare 964.0 $316K 0.04% +58.0 +6.4% $327.31 +3.1%
139 WEC WEC ENERGY GROUP INC Utilities 2,984.0 $315K 0.04% +40.0 +1.4% $105.47 +4.9%
140 GE GE AEROSPACE Industrials 1,020.0 $314K 0.04% +52.0 +5.4% $308.03 -2.0%
Page 7 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%