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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 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VPL VANGUARD INTL EQUITY INDEX F 92,066.0 $8.3M 1.16% $90.40 +24.4%
22 EWJ ISHARES INC 97,481.0 $7.9M 1.09% +23K +31.6% $80.74 +13.2%
23 VO VANGUARD INDEX FDS 24,211.0 $7.0M 0.98% -208.0 -0.8% $290.22 -73.3%
24 VYMI VANGUARD WHITEHALL FDS 78,035.0 $7.0M 0.97% -544.0 -0.7% $90.00 +11.3%
25 GOOGL ALPHABET INC Communication Services 22,278.0 $7.0M 0.97% +2K +10.1% $313.00 +23.9%
26 IJR ISHARES TR 55,319.0 $6.6M 0.92% +11K +24.1% $120.17 +13.4%
27 BWZ SPDR SERIES TRUST 233,213.0 $6.4M 0.89% +14K +6.5% $27.40 -1.0%
28 VWO VANGUARD INTL EQUITY INDEX F 117,050.0 $6.3M 0.87% +2K +1.7% $53.76 +9.2%
29 SPY SPDR S&P 500 ETF TR Financial Services 9,110.0 $6.2M 0.86% -99.0 -1.1% $681.93 +8.9%
30 VB VANGUARD INDEX FDS 22,795.0 $5.9M 0.82% +532.0 +2.4% $257.96 +11.0%
31 CWI SPDR INDEX SHS FDS 139,004.0 $5.0M 0.69% +2K +1.8% $35.92 +11.8%
32 PYLD PIMCO ETF TR 186,022.0 $5.0M 0.69% +35K +23.0% $26.68 -1.5%
33 NVDA NVIDIA CORPORATION Technology 25,483.0 $4.8M 0.66% -2K -6.9% $186.50 +17.7%
34 USB US BANCORP DEL Financial Services 87,270.0 $4.7M 0.65% $53.36 +2.1%
35 J P MORGAN EXCHANGE TRADED F 82,764.0 $4.2M 0.58% +11K +15.0% $50.58
36 BIL SPDR SERIES TRUST 44,120.0 $4.0M 0.56% +29K +197.6% $91.38 +0.2%
37 USXF ISHARES TR 68,524.0 $3.9M 0.55% +2K +3.3% $57.58 +14.8%
38 VGLT VANGUARD SCOTTSDALE FDS 70,447.0 $3.9M 0.55% -8K -10.6% $55.80 -3.4%
39 JMST J P MORGAN EXCHANGE TRADED F 74,832.0 $3.8M 0.53% +43K +132.0% $50.94 -0.2%
40 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 18,511.0 $3.8M 0.53% $205.44 +5.0%
Page 2 of 16  ·  308 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%