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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 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 OUNZ VANECK MERK GOLD ETF Financial Services 43,123.0 $1.8M 0.25% -1K -2.6% $41.49 +5.2%
22 META META PLATFORMS INC Communication Services 2,555.0 $1.7M 0.23% -499.0 -16.3% $660.10 -8.0%
23 TSLA TESLA INC Consumer Cyclical 3,748.0 $1.7M 0.23% -266.0 -6.6% $449.72 -7.2%
24 SCHC SCHWAB STRATEGIC TR 35,007.0 $1.6M 0.22% -4K -9.4% $45.54 +10.3%
25 HDV ISHARES TR 9,789.0 $1.2M 0.17% -110.0 -1.1% $121.61 -77.3%
26 IEMG ISHARES INC 16,292.0 $1.1M 0.15% -5K -24.0% $67.22 +19.9%
27 SCHD SCHWAB STRATEGIC TR 38,873.0 $1.1M 0.15% -559.0 -1.4% $27.43 +17.6%
28 IEFA ISHARES TR 10,812.0 $967K 0.13% -4K -25.3% $89.46 +8.8%
29 URA GLOBAL X FDS 20,355.0 $870K 0.12% -281.0 -1.4% $42.73 +14.3%
30 GSLC GOLDMAN SACHS ETF TR 6,210.0 $822K 0.11% -6K -48.7% $132.37 +6.4%
31 DGRO ISHARES TR 11,683.0 $811K 0.11% -267.0 -2.2% $69.42 +6.8%
32 NULG NUSHARES ETF TR 7,689.0 $752K 0.10% -80.0 -1.0% $97.80 +12.6%
33 PLTR PALANTIR TECHNOLOGIES INC Technology 4,202.0 $747K 0.10% -519.0 -11.0% $177.75 -22.8%
34 PDBC INVESCO ACTVELY MNGD ETC FD 49,595.0 $656K 0.09% -8K -13.2% $13.23 +38.4%
35 NULV NUSHARES ETF TR 14,253.0 $642K 0.09% -140.0 -1.0% $45.05 +11.7%
36 IBIT ISHARES BITCOIN TRUST ETF Financial Services 12,708.0 $631K 0.09% -68.0 -0.5% $49.65 -11.4%
37 VXUS VANGUARD STAR FDS 8,177.0 $617K 0.09% -1K -11.6% $75.44 +12.1%
38 SCHB SCHWAB STRATEGIC TR 23,338.0 $612K 0.09% -499.0 -2.1% $26.23 +9.0%
39 PG PROCTER AND GAMBLE CO Consumer Defensive 4,115.0 $590K 0.08% -190.0 -4.4% $143.31 -0.6%
40 DIA SPDR DOW JONES INDL AVERAGE Financial Services 1,215.0 $584K 0.08% -42.0 -3.3% $480.57 +4.7%
Page 2 of 4  ·  74 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%