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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 5 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 OUNZ VANECK MERK GOLD ETF Financial Services 43,123.0 $1.8M 0.25% -1K -2.6% $41.49 +5.2%
82 GOOG ALPHABET INC Communication Services 5,499.0 $1.7M 0.24% +1K +26.6% $313.30 +22.4%
83 META META PLATFORMS INC Communication Services 2,555.0 $1.7M 0.23% -499.0 -16.3% $660.10 -8.0%
84 TSLA TESLA INC Consumer Cyclical 3,748.0 $1.7M 0.23% -266.0 -6.6% $449.72 -7.2%
85 BUFD FIRST TR EXCHNG TRADED FD VI 59,252.0 $1.7M 0.23% +9K +16.9% $28.24 +4.5%
86 IWF ISHARES TR 3,465.0 $1.6M 0.23% +43.0 +1.3% $473.30 -73.7%
87 JPM JPMORGAN CHASE & CO. Financial Services 5,024.0 $1.6M 0.23% +250.0 +5.2% $322.21 -6.0%
88 JMUB J P MORGAN EXCHANGE TRADED F 31,759.0 $1.6M 0.22% +4K +14.7% $50.50 -1.1%
89 SCHC SCHWAB STRATEGIC TR 35,007.0 $1.6M 0.22% -4K -9.4% $45.54 +10.3%
90 LLY ELI LILLY & CO Healthcare 1,451.0 $1.6M 0.22% +111.0 +8.3% $1074.70 -3.1%
91 EMNT PIMCO ETF TR 15,776.0 $1.6M 0.22% +343.0 +2.2% $98.57 +0.2%
92 TCAF T ROWE PRICE ETF INC 40,410.0 $1.5M 0.21% $38.22 +5.6%
93 BERKSHIRE HATHAWAY INC DEL 2,924.0 $1.5M 0.20% +83.0 +2.9% $502.65
94 QQQ INVESCO QQQ TR Financial Services 2,323.0 $1.4M 0.20% +39.0 +1.7% $614.34 +16.3%
95 FEMB FIRST TR EXCH TRADED FD III 46,187.0 $1.4M 0.19% +1K +3.2% $29.80 -2.5%
96 VTV VANGUARD INDEX FDS 7,110.0 $1.4M 0.19% +64.0 +0.9% $190.99 +9.4%
97 SDVY FIRST TR EXCHANGE-TRADED FD 35,325.0 $1.4M 0.19% +2K +6.7% $38.32 +7.9%
98 BINC BLACKROCK ETF TRUST II 25,465.0 $1.3M 0.19% +5K +23.3% $52.77 -1.1%
99 MFDX PIMCO EQUITY SER 34,965.0 $1.3M 0.19% +6K +19.7% $38.43 +9.1%
100 MFEM PIMCO EQUITY SER 57,690.0 $1.3M 0.18% +24K +73.2% $23.12 +22.0%
Page 5 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%