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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 2 of 15  ·  299 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VEA VANGUARD TAX-MANAGED FDS 131,766.0 $7.9M 1.25% NEW $59.89 +18.0%
22 VO VANGUARD INDEX FDS 24,419.0 $7.2M 1.14% NEW $293.74 -73.6%
23 VYMI VANGUARD WHITEHALL FDS 78,579.0 $6.7M 1.05% NEW $84.68 +18.3%
24 VWO VANGUARD INTL EQUITY INDEX F 115,138.0 $6.2M 0.99% NEW $54.10 +8.5%
25 SPY SPDR S&P 500 ETF TR Financial Services 9,209.0 $6.1M 0.97% NEW $666.19 +11.5%
26 BWZ SPDR SERIES TRUST 219,051.0 $6.1M 0.96% NEW $27.81 -2.5%
27 EWJ ISHARES INC 74,047.0 $5.9M 0.94% NEW $80.18 +14.0%
28 VB VANGUARD INDEX FDS 22,263.0 $5.7M 0.90% NEW $254.28 +12.7%
29 IJR ISHARES TR 44,583.0 $5.3M 0.84% NEW $118.70 +14.8%
30 NVDA NVIDIA CORPORATION Technology 27,376.0 $5.1M 0.81% NEW $186.57 +17.7%
31 GOOGL ALPHABET INC Communication Services 20,236.0 $4.9M 0.78% NEW $243.10 +59.5%
32 CWI SPDR INDEX SHS FDS 136,585.0 $4.8M 0.76% NEW $34.92 +15.0%
33 ITOT ISHARES TR 30,822.0 $4.5M 0.71% NEW $145.65 +11.3%
34 VGLT VANGUARD SCOTTSDALE FDS 78,827.0 $4.5M 0.71% NEW $56.85 -5.2%
35 USB US BANCORP DEL Financial Services 87,199.0 $4.2M 0.67% NEW $48.33 +12.8%
36 PYLD PIMCO ETF TR 151,271.0 $4.1M 0.64% NEW $26.84 -2.1%
37 JEPI J P MORGAN EXCHANGE TRADED F 68,661.0 $3.9M 0.62% NEW $57.10 -1.8%
38 COST COSTCO WHSL CORP NEW Consumer Defensive 4,197.0 $3.9M 0.62% NEW $925.60 +13.5%
39 USXF ISHARES TR 66,329.0 $3.8M 0.60% NEW $57.31 +15.3%
40 IWM ISHARES TR 15,435.0 $3.7M 0.59% NEW $241.96 +16.7%
Page 2 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%