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Walkner Condon Financial Advisors

Latest statistics and disclosures from Walkner Condon Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPDW, SPYM, JCPB, IVV, LMBS, and represent 22.22% of Walkner Condon Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: SPDW (+$12M), SPYM (+$7.7M), LMBS, JCPB, AVEM, FTCS, IJH, LGOV, USEW, UCON.
Started 22 new stock positions in MCK, REMX, DHR, JPIE, GEW, RDVI, USEW, ASML, VGSH, MU. LMT, VOD, APH, ADP, EAGG, TTE, BIV, UDI, NVS, FFBC, JPEM, TMSL.
Reduced shares in these 10 stocks: ITOT, GSLC, AGG, , VGLT, VOO, MSTR, BNDX, JEPI, IVV.
Sold out of its positions in AFL, FCX, MSTR, CERY, SCHM, Total, UBER, BNDX, VONG, CCIF. DGRW, ETN, LIN.
Walkner Condon Financial Advisors was a net buyer of stock by $76M.
Walkner Condon Financial Advisors has $720M in assets under management (AUM), dropping by 14.08%.
Central Index Key (CIK): 0001817494

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Portfolio Holdings for Walkner Condon Financial Advisors

Walkner Condon Financial Advisors holds 308 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	6.9	$50M	+31%	1.1M	44.41	View chart
Spdr Series Trust State Street Spd (SPYM)	5.6	$41M	+23%	506k	80.22	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	3.4	$25M	+19%	523k	47.35	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.3	$24M		35k	684.93	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.9	$21M	+23%	421k	49.99	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.6	$19M	+25%	287k	66.00	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	2.6	$18M	+24%	842k	21.83	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	2.3	$17M	+24%	668k	25.17	View chart
Apple (AAPL)	2.3	$16M		60k	271.86	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	2.3	$16M	+30%	176k	92.51	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.2	$16M	-2%	26k	627.15	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	2.1	$15M		184k	83.61	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.1	$15M	+34%	199k	77.02	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	2.0	$14M	+26%	205k	69.47	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.5	$11M		433k	25.07	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.5	$11M	+11%	125k	85.37	View chart
Spdr Series Trust Bloomberg Intl T (BWX)	1.4	$10M	+15%	460k	22.53	View chart
Microsoft Corporation (MSFT)	1.4	$9.9M	+4%	21k	483.61	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.2	$8.7M	-2%	323k	26.90	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$8.6M	+4%	138k	62.46	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	1.2	$8.3M		92k	90.40	View chart
Ishares Msci Japan Etf (EWJ)	1.1	$7.9M	+31%	98k	80.74	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.0	$7.0M		24k	290.22	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.0	$7.0M		78k	90.00	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$7.0M	+10%	22k	313.00	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$6.6M	+24%	55k	120.17	View chart
Spdr Series Trust Bloomberg Short (BWZ)	0.9	$6.4M	+6%	233k	27.40	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$6.3M		117k	53.76	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$6.2M		9.1k	681.93	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$5.9M	+2%	23k	257.96	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.7	$5.0M		139k	35.92	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.7	$5.0M	+22%	186k	26.68	View chart
NVIDIA Corporation (NVDA)	0.7	$4.8M	-6%	26k	186.50	View chart
Us Bancorp Del Com New (USB)	0.6	$4.7M		87k	53.36	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.6	$4.2M	+15%	83k	50.58	View chart
Spdr Series Trust State Street Spd (BIL)	0.6	$4.0M	+197%	44k	91.38	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.5	$3.9M	+3%	69k	57.58	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.5	$3.9M	-10%	70k	55.80	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.5	$3.8M	+131%	75k	50.94	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.5	$3.8M		19k	205.44	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$3.8M		15k	246.16	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.5	$3.7M	+42%	46k	80.28	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.5	$3.7M	+3%	26k	143.30	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.5	$3.6M	+8%	48k	75.16	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$3.6M	-4%	11k	335.26	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$3.6M	-9%	62k	57.24	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$3.5M		8.9k	396.31	View chart
Costco Wholesale Corporation (COST)	0.5	$3.5M	-3%	4.0k	862.31	View chart
Ea Series Trust Cambria Us Equal (USEW)	0.5	$3.4M	NEW	67k	50.76	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.5	$3.4M	+30%	60k	56.96	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.5	$3.3M	+34%	142k	23.23	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.5	$3.3M		36k	91.45	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.4	$3.1M		69k	45.83	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$3.1M	-31%	21k	148.69	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$3.1M		38k	81.17	View chart
Spdr Series Trust State Street Spd (SPMD)	0.4	$2.9M	+2%	50k	57.91	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$2.9M	+13%	36k	79.66	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$2.9M	+9%	13k	219.78	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$2.9M	+3%	62k	46.81	View chart
Amazon (AMZN)	0.4	$2.9M	-10%	12k	230.81	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$2.8M	+517%	28k	100.38	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.4	$2.7M		42k	64.39	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$2.7M	-4%	36k	74.07	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.4	$2.6M		18k	150.72	View chart
Spdr Series Trust State Street Spd (SPSM)	0.3	$2.5M		53k	46.86	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.3	$2.4M		53k	45.83	View chart
Arista Networks Com Shs (ANET)	0.3	$2.4M		19k	131.03	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$2.3M		71k	32.73	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$2.3M	+51%	38k	59.93	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$2.3M		21k	106.70	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$2.1M	+6%	4.4k	487.86	View chart
Exxon Mobil Corporation (XOM)	0.3	$2.1M	+4%	17k	120.34	View chart
Ishares Msci Glb Slv&mtl (SLVP)	0.3	$2.1M		61k	34.28	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$2.1M	+65%	47k	43.64	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.3	$2.0M	+6%	17k	121.27	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$1.9M		9.2k	211.79	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$1.9M	-6%	13k	143.52	View chart
Ishares Tr Core Msci Euro (IEUR)	0.3	$1.9M		27k	70.92	View chart
Broadcom (AVGO)	0.3	$1.9M	+6%	5.5k	346.10	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$1.8M		75k	24.37	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.2	$1.8M	-2%	43k	41.49	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.7M	+26%	5.5k	313.30	View chart
Meta Platforms Cl A (META)	0.2	$1.7M	-16%	2.6k	660.10	View chart
Tesla Motors (TSLA)	0.2	$1.7M	-6%	3.7k	449.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.2	$1.7M	+16%	59k	28.24	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.6M		3.5k	473.30	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.6M	+5%	5.0k	322.21	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$1.6M	+14%	32k	50.50	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$1.6M	-9%	35k	45.54	View chart
Eli Lilly & Co. (LLY)	0.2	$1.6M	+8%	1.5k	1074.70	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.2	$1.6M	+2%	16k	98.58	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$1.5M		40k	38.22	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.5M	+2%	2.9k	502.65	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.4M		2.3k	614.34	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.2	$1.4M	+3%	46k	29.80	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.4M		7.1k	190.99	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$1.4M	+6%	35k	38.32	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$1.3M	+23%	26k	52.77	View chart
Pimco Equity Ser Rafi Dyn Multi (MFDX)	0.2	$1.3M	+19%	35k	38.43	View chart
Pimco Equity Ser Rafi Dyn Emerg (MFEM)	0.2	$1.3M	+73%	58k	23.12	View chart
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB)	0.2	$1.2M		52k	23.88	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$1.2M		16k	77.53	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$1.2M	+4%	14k	88.44	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$1.2M		9.8k	121.61	View chart
Ishares Tr Egsadvncdmsci Em (EMXF)	0.2	$1.2M	+5%	26k	46.53	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.2	$1.1M	+8%	26k	44.65	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.1M	-23%	16k	67.22	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$1.1M	+87%	7.0k	153.02	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.1M		39k	27.43	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$1.0M		41k	25.75	View chart
EXACT Sciences Corporation (EXAS)	0.1	$1.0M	+16%	11k	91.83	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.0M	+4%	4.8k	210.34	View chart
Ea Series Trust Cambria Global (GEW)	0.1	$980k	NEW	19k	51.40	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$967k	-25%	11k	89.46	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$960k		3.0k	314.80	View chart
Amplify Etf Tr Amplify Etho Cli (ETHO)	0.1	$924k	+12%	14k	65.30	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$906k		6.1k	148.98	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.1	$894k	+7%	20k	44.59	View chart
Johnson & Johnson (JNJ)	0.1	$890k	+12%	4.3k	206.95	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$885k		22k	40.86	View chart
T Rowe Price Etf International Eq (TOUS)	0.1	$874k	+22%	25k	34.50	View chart
Global X Fds Global X Uranium (URA)	0.1	$870k		20k	42.73	View chart
Netflix (NFLX)	0.1	$861k	+999%	9.2k	93.76	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$849k	+2%	13k	63.63	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$824k	+13%	2.7k	303.89	View chart
Visa Com Cl A (V)	0.1	$823k	+12%	2.3k	350.71	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$822k	-48%	6.2k	132.37	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.1	$820k		17k	47.94	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$811k	-2%	12k	69.42	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.1	$804k	+6%	19k	41.54	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$788k		8.3k	95.09	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$775k	+4%	18k	44.32	View chart
International Business Machines (IBM)	0.1	$775k		2.6k	296.21	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$772k	+9%	47k	16.43	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$761k	+3%	6.8k	111.80	View chart
Ast Spacemobile Com Cl A (ASTS)	0.1	$756k		10k	72.63	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$752k		5.4k	139.35	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$752k		7.7k	97.80	View chart
Palantir Technologies Cl A (PLTR)	0.1	$747k	-10%	4.2k	177.75	View chart
Abbvie (ABBV)	0.1	$736k	+4%	3.2k	228.52	View chart
Home Depot (HD)	0.1	$734k	+5%	2.1k	344.15	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$718k		16k	45.21	View chart
Spdr Series Trust State Street Spd (SPYD)	0.1	$696k		16k	43.25	View chart
Wal-Mart Stores (WMT)	0.1	$688k	+4%	6.2k	111.40	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$684k	+18%	26k	26.47	View chart
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)	0.1	$681k	+28%	12k	56.61	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$670k		32k	20.89	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$657k	+21%	8.9k	73.56	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$656k	-13%	50k	13.23	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$656k	+21%	18k	36.06	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$642k		14k	45.05	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$631k		13k	49.65	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$626k	+4%	32k	19.68	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$617k	-11%	8.2k	75.44	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$612k	-2%	23k	26.23	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$597k		13k	45.98	View chart
Mastercard Incorporated Cl A (MA)	0.1	$595k	+4%	1.0k	570.88	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.1	$594k	+4%	12k	48.70	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$591k		17k	34.65	View chart
McDonald's Corporation (MCD)	0.1	$591k	+5%	1.9k	305.61	View chart
Procter & Gamble Company (PG)	0.1	$590k	-4%	4.1k	143.31	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$584k	-3%	1.2k	480.57	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$578k	+6%	5.2k	110.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$573k		12k	47.72	View chart
salesforce (CRM)	0.1	$569k		2.1k	264.91	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$566k	-3%	5.0k	113.10	View chart
Cisco Systems (CSCO)	0.1	$558k	+2%	7.2k	77.03	View chart
American Express Company (AXP)	0.1	$558k	+9%	1.5k	369.94	View chart
Pimco Equity Ser Rafi Esg Us (RAFE)	0.1	$555k	+8%	13k	41.99	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$552k		4.3k	128.83	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$524k		13k	41.86	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$514k	+4%	6.1k	83.75	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$509k	+4%	12k	41.94	View chart
Goldman Sachs (GS)	0.1	$505k		574.00	879.00	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$504k	-31%	11k	47.56	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$502k	-19%	4.2k	118.62	View chart
Caterpillar (CAT)	0.1	$498k	+4%	869.00	573.02	View chart
Listed Fds Tr Wahed Ftse Etf (HLAL)	0.1	$495k		8.0k	62.03	View chart
Gilead Sciences (GILD)	0.1	$492k		4.0k	122.74	View chart
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI)	0.1	$491k		6.1k	80.51	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.1	$486k		5.4k	90.67	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	0.1	$481k	+8%	7.4k	64.97	View chart
Bank of America Corporation (BAC)	0.1	$475k	+3%	8.6k	55.00	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$474k		3.0k	159.88	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$474k	-3%	13k	36.21	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$473k	-2%	9.4k	50.29	View chart
Merck & Co (MRK)	0.1	$471k	+4%	4.5k	105.26	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$468k		21k	22.36	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$462k		3.3k	141.07	View chart
Lockheed Martin Corporation (LMT)	0.1	$457k	NEW	945.00	483.68	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$451k	-4%	17k	26.49	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$450k	+2%	6.0k	74.88	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.1	$444k	+19%	8.8k	50.25	View chart
McKesson Corporation (MCK)	0.1	$443k	NEW	540.00	820.29	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$442k	+21%	4.1k	108.64	View chart
Coca-Cola Company (KO)	0.1	$441k	+15%	6.3k	69.91	View chart
Intuitive Surgical Com New (ISRG)	0.1	$434k	+36%	766.00	566.36	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$428k	+22%	568.00	753.78	View chart
Ishares Tr Esg Advanced Uni (EUSB)	0.1	$428k		9.7k	43.91	View chart
Spdr Series Trust State Street Spd (XME)	0.1	$426k		4.1k	103.61	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$425k	NEW	5.5k	77.88	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$425k	-57%	4.3k	99.88	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$422k	+4%	12k	35.33	View chart
Verizon Communications (VZ)	0.1	$412k	+3%	10k	40.73	View chart
Lam Research Corp Com New (LRCX)	0.1	$398k	+3%	2.3k	171.18	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.1	$390k		8.9k	43.98	View chart
T Rowe Price Etf Price Grw Stock (TGRW)	0.1	$381k	-13%	8.3k	46.01	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$377k	+36%	16k	24.04	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$372k	+5%	14k	27.21	View chart
Cbre Group Cl A (CBRE)	0.1	$369k		2.3k	160.79	View chart
Wells Fargo & Company (WFC)	0.1	$369k		4.0k	93.20	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$365k	-3%	1.7k	209.12	View chart
Vanguard Wellington Us Quality (VFQY)	0.1	$363k		2.4k	153.41	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$361k		6.9k	52.53	View chart
Southern Company (SO)	0.0	$356k		4.1k	87.21	View chart
Ishares Tr Core Msci Pac (IPAC)	0.0	$355k		4.8k	73.21	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$348k	+11%	12k	28.48	View chart
First Financial Ban (FFBC)	0.0	$347k	NEW	14k	25.02	View chart
Ishares Tr Esg Advncd Hy Bd (HYXF)	0.0	$346k		7.3k	47.26	View chart
Chevron Corporation (CVX)	0.0	$345k	-6%	2.3k	152.41	View chart
Walt Disney Company (DIS)	0.0	$345k		3.0k	113.76	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.0	$344k	-13%	12k	29.55	View chart
Altria (MO)	0.0	$343k	+2%	5.9k	57.66	View chart
UnitedHealth (UNH)	0.0	$342k		1.0k	330.11	View chart
Etf Ser Solutions Us Diversified (PPTY)	0.0	$341k		11k	30.11	View chart
Blackrock (BLK)	0.0	$340k		318.00	1070.34	View chart
Capital One Financial (COF)	0.0	$339k	+4%	1.4k	242.30	View chart
Pimco Etf Tr Commodity Strat (CMDT)	0.0	$337k	+55%	12k	27.59	View chart
Raytheon Technologies Corp (RTX)	0.0	$336k	+16%	1.8k	183.40	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$327k	+93%	2.3k	143.97	View chart
Columbia Etf Tr I Diversifid Fxd (DIAL)	0.0	$326k	+5%	18k	18.34	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$322k	-2%	6.8k	47.08	View chart
Morgan Stanley Com New (MS)	0.0	$319k	+6%	1.8k	177.53	View chart
Pepsi (PEP)	0.0	$319k	+8%	2.2k	143.53	View chart
Amgen (AMGN)	0.0	$316k	+6%	964.00	327.31	View chart
Wec Energy Group (WEC)	0.0	$315k		3.0k	105.47	View chart
Ge Aerospace Com New (GE)	0.0	$314k	+5%	1.0k	308.03	View chart
Qualcomm (QCOM)	0.0	$314k	+4%	1.8k	171.03	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$311k	-2%	5.7k	54.71	View chart
Automatic Data Processing (ADP)	0.0	$310k	NEW	1.2k	257.30	View chart
Oracle Corporation (ORCL)	0.0	$307k		1.6k	194.91	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$305k	+39%	4.3k	70.41	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$303k	+11%	1.1k	268.30	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$301k		5.2k	58.12	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$297k		9.1k	32.62	View chart
At&t (T)	0.0	$291k	-3%	12k	24.84	View chart
Global X Fds Globx Supdv Us (DIV)	0.0	$290k		17k	17.32	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$287k	+12%	4.5k	63.18	View chart
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG)	0.0	$278k	+9%	18k	15.86	View chart
First Tr Exch Trd Alphdx Unit King Alph (FKU)	0.0	$276k	-3%	5.4k	50.91	View chart
Kla Corp Com New (KLAC)	0.0	$275k	+8%	226.00	1215.08	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$273k		2.4k	113.92	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$272k	+14%	2.0k	136.73	View chart
Ishares Msci Gbl Gold Mn (RING)	0.0	$268k		3.6k	73.45	View chart
Advanced Micro Devices (AMD)	0.0	$259k	-13%	1.2k	214.16	View chart
Totalenergies Se Act (TTE)	0.0	$258k	NEW	3.9k	65.42	View chart
First Tr Exchange Traded Indxx Nat Re Etf (FTRI)	0.0	$257k	-3%	16k	15.67	View chart
Abbott Laboratories (ABT)	0.0	$256k	+11%	2.0k	125.29	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$253k		2.3k	109.91	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.0	$251k	-16%	3.5k	70.86	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$250k	NEW	4.3k	58.73	View chart
Nextera Energy (NEE)	0.0	$250k	+5%	3.1k	80.28	View chart
S&p Global (SPGI)	0.0	$249k		477.00	522.59	View chart
Spdr Series Trust State Street Spd (XOP)	0.0	$248k		2.0k	126.26	View chart
Vanguard World Energy Etf (VDE)	0.0	$246k		2.0k	125.92	View chart
TJX Companies (TJX)	0.0	$246k	+5%	1.6k	153.61	View chart
Cummins (CMI)	0.0	$245k	-2%	479.00	510.45	View chart
Novartis Sponsored Adr (NVS)	0.0	$243k	NEW	1.8k	137.87	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.0	$243k	NEW	5.3k	46.29	View chart
Danaher Corporation (DHR)	0.0	$239k	NEW	1.0k	228.92	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$237k	+6%	1.2k	198.62	View chart
Wisdomtree Tr Jp Smallcp Div (DFJ)	0.0	$237k	+10%	2.5k	96.34	View chart
Pfizer (PFE)	0.0	$236k	+5%	9.5k	24.90	View chart
Texas Instruments Incorporated (TXN)	0.0	$235k		1.4k	173.49	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$234k		1.7k	139.16	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$233k		4.6k	50.32	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$233k		3.0k	78.81	View chart
Vodafone Group Sponsored Adr (VOD)	0.0	$232k	NEW	18k	13.21	View chart
Uscf Etf Tr Dividend Inc Fd (UDI)	0.0	$231k	NEW	7.2k	32.25	View chart
Blackrock Capital Allocation Trust (BCAT)	0.0	$230k		16k	14.16	View chart
Lowe's Companies (LOW)	0.0	$228k	+4%	945.00	241.16	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$227k	+5%	1.5k	154.14	View chart
Amphenol Corp Cl A (APH)	0.0	$226k	NEW	1.7k	135.14	View chart
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG)	0.0	$226k	+12%	12k	19.33	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$225k		2.6k	87.16	View chart
Micron Technology (MU)	0.0	$219k	NEW	767.00	285.41	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap Ene (PSCE)	0.0	$216k	-10%	5.0k	43.15	View chart
Parker-Hannifin Corporation (PH)	0.0	$215k	-47%	245.00	878.96	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.0	$214k	NEW	6.0k	35.90	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$214k	-55%	1.8k	119.39	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.0	$213k		4.7k	45.02	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	0.0	$213k	NEW	2.9k	73.93	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.0	$213k	NEW	8.1k	26.24	View chart
Applovin Corp Com Cl A (APP)	0.0	$210k		312.00	673.82	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.0	$210k	-5%	5.9k	35.58	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$210k		779.00	269.18	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.0	$209k		3.9k	53.86	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.0	$209k		1.8k	113.14	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.0	$207k	NEW	3.4k	60.73	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$207k	-32%	922.00	224.67	View chart
Dominion Resources (D)	0.0	$204k		3.5k	58.59	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$202k	-49%	8.8k	22.90	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$202k	NEW	4.2k	47.85	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$201k	NEW	188.00	1069.86	View chart
Blackrock Multi-sector Incom other (BIT)	0.0	$186k		14k	13.06	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.0	$172k	+4%	24k	7.32	View chart
Xai Octagon Floatng Rate Alt (XFLT)	0.0	$74k	-56%	15k	4.80	View chart
Wipro Spon Adr 1 Sh (WIT)	0.0	$38k	+28%	13k	2.84	View chart

Past Filings by Walkner Condon Financial Advisors

SEC 13F filings are viewable for Walkner Condon Financial Advisors going back to 2020

Walkner Condon Financial Advisors 2025 Q4 filed Jan. 21, 2026
Walkner Condon Financial Advisors 2025 Q3 filed Oct. 29, 2025
Walkner Condon Financial Advisors 2025 Q2 filed Aug. 6, 2025
Walkner Condon Financial Advisors 2025 Q1 filed April 23, 2025
Walkner Condon Financial Advisors 2024 Q4 filed Jan. 30, 2025
Walkner Condon Financial Advisors 2024 Q3 filed Oct. 31, 2024
Walkner Condon Financial Advisors 2024 Q2 restated filed Aug. 9, 2024
Walkner Condon Financial Advisors 2024 Q2 filed July 26, 2024
Walkner Condon Financial Advisors 2024 Q1 filed April 23, 2024
Walkner Condon Financial Advisors 2023 Q4 filed Jan. 24, 2024
Walkner Condon Financial Advisors 2023 Q3 filed Oct. 19, 2023
Walkner Condon Financial Advisors 2023 Q2 filed July 21, 2023
Walkner Condon Financial Advisors 2023 Q1 filed April 21, 2023
Walkner Condon Financial Advisors 2022 Q4 filed Jan. 26, 2023
Walkner Condon Financial Advisors 2022 Q3 filed Oct. 28, 2022
Walkner Condon Financial Advisors 2022 Q2 filed Aug. 4, 2022

View all past filings

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