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Portfolio (Quarterly) Guide ↗

Walkner Condon Financial Advisors LLC

· CIK 0001817494
13F Portfolio $631M AUM Filed Oct 29, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 299 New
Page 6 of 15  ·  299 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BINC BLACKROCK ETF TRUST II 20,660.0 $1.1M 0.17% NEW $53.24 -2.0%
102 EMXF ISHARES TR 24,084.0 $1.1M 0.17% NEW $45.27 +21.6%
103 MFDX PIMCO EQUITY SER 29,210.0 $1.1M 0.17% NEW $37.17 +12.8%
104 SCHD SCHWAB STRATEGIC TR 39,432.0 $1.1M 0.17% NEW $27.30 +18.1%
105 GOOG ALPHABET INC Communication Services 4,345.0 $1.1M 0.17% NEW $243.25 +57.6%
106 SPAB SPDR SERIES TRUST 40,099.0 $1.0M 0.16% NEW $25.85 -2.0%
107 NUSC NUSHARES ETF TR 23,487.0 $1.0M 0.16% NEW $44.10 +10.7%
108 LLY ELI LILLY & CO Healthcare 1,340.0 $1.0M 0.16% NEW $762.85 +36.5%
109 NFLX NETFLIX INC Communication Services 835.0 $1.0M 0.16% NEW $1198.96 -92.6%
110 AGG ISHARES TR 9,913.0 $994K 0.16% NEW $100.25 -1.9%
111 URA GLOBAL X FDS 20,636.0 $979K 0.15% NEW $47.47 +2.9%
112 BITB BITWISE BITCOIN ETF TR Financial Services 15,500.0 $964K 0.15% NEW $62.22 -32.3%
113 VV VANGUARD INDEX FDS 3,050.0 $939K 0.15% NEW $307.86 +10.9%
114 IWD ISHARES TR 4,554.0 $927K 0.15% NEW $203.59 +15.3%
115 ESGU ISHARES TR 6,057.0 $882K 0.14% NEW $145.60 +11.2%
116 GWX SPDR INDEX SHS FDS 21,728.0 $873K 0.14% NEW $40.18 +14.2%
117 PLTR PALANTIR TECHNOLOGIES INC Technology 4,721.0 $861K 0.14% NEW $182.42 -24.8%
118 VCEB VANGUARD WORLD FD 13,041.0 $837K 0.13% NEW $64.20 -2.8%
119 IBIT ISHARES BITCOIN TRUST ETF Financial Services 12,776.0 $830K 0.13% NEW $65.00 -32.3%
120 HD HOME DEPOT INC Consumer Cyclical 2,012.0 $815K 0.13% NEW $405.26 -22.6%
Page 6 of 15  ·  299 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 35.7%
Financial Services 35.3%
Communication Services 8.9%
Consumer Cyclical 5.7%
Consumer Defensive 5.3%
Healthcare 3.9%
Energy 2.1%
Industrials 1.5%
Utilities 1.0%
Basic Materials 0.4%