Institutions / Walkner Condon Financial Advisors LLC
Walkner Condon Financial Advisors LLC
CIK 1817494 · Institution · as of Dec 31, 2025
Portfolio value
$719.95M
Positions
308
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 308 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Index Shs Fds | $49.91M | 6.9% |
| SPDR Series Trust | $40.57M | 5.6% |
| J P Morgan Exchange Traded F | $24.76M | 3.4% |
| iShares Tr | $23.67M | 3.3% |
| First Tr Exchange-Traded Fd | $21.04M | 2.9% |
| iShares Tr | $18.96M | 2.6% |
| First Tr Exchange-Traded Fd | $18.39M | 2.6% |
| First Tr Exchng Traded Fd VI | $16.82M | 2.3% |
| Apple Inc. | $16.36M | 2.3% |
| First Tr Exchange-Traded Fd | $16.27M | 2.3% |
| Vanguard Index Fds | $16.04M | 2.2% |
| Vanguard Intl Equity Index F | $15.34M | 2.1% |
| American Centy ETF Tr | $15.31M | 2.1% |
| First Tr Exchange Traded Fd | $14.23M | 2.0% |
| Schwab Strategic Tr | $10.86M | 1.5% |
| World Gold Tr | $10.70M | 1.5% |
| SPDR Series Trust | $10.37M | 1.4% |
| Microsoft Corp | $9.91M | 1.4% |
| Schwab Strategic Tr | $8.68M | 1.2% |
| Vanguard Tax-Managed Fds | $8.61M | 1.2% |
| Vanguard Intl Equity Index F | $8.32M | 1.2% |
| iShares Inc | $7.87M | 1.1% |
| Vanguard Index Fds | $7.03M | 1.0% |
| Vanguard Whitehall Fds | $7.02M | 1.0% |
| Alphabet Inc. | $6.97M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.