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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, SPLG, JCPB, IVV, VOO, and represent 19.87% of Walkner Condon Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: SPDW (+$8.7M), IJH (+$8.2M), LMBS (+$7.9M), AVEM (+$6.2M), RDVY, JCPB, LGOV, EWJ, IJR, JPIB.
Started 21 new stock positions in BCAT, CVX, USRT, RING, JPIB, AVEM, EWJ, BNDX, FTGC, SPYI. JIVE, FEZ, JMHI, PBTP, ISRG, MSTY, SGOV, TBIL, AMGN, EFG, FNDE.
Reduced shares in these 10 stocks: SPEM (-$10M), SPLG, FTCS, SPSM, BUFD, SPMD, JNK, GWX, JPST, VEEV.
Sold out of its positions in AMD, BX, IGR, CCD, GLQ, GLO, FDN, FVD, FTA, FSMB.
Walkner Condon Financial Advisors was a net buyer of stock by $7.1M.
Walkner Condon Financial Advisors has $494M in assets under management (AUM), dropping by 0.46%.
Central Index Key (CIK): 0001817494

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Portfolio Holdings for Walkner Condon Financial Advisors

Walkner Condon Financial Advisors holds 267 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	5.0	$25M	+53%	684k	36.41	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	4.6	$23M	-15%	345k	65.76	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	3.7	$18M	+34%	390k	47.04	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.6	$18M		32k	561.90	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.9	$15M		28k	513.89	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.8	$14M	+134%	279k	49.16	View chart
Apple (AAPL)	2.7	$13M	+2%	60k	222.12	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	2.6	$13M	+49%	589k	21.50	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	2.5	$13M		178k	70.22	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	2.5	$12M	+15%	490k	24.75	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.4	$12M	+209%	207k	58.35	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.0	$9.9M	+8%	397k	24.86	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.9	$9.4M	-30%	105k	89.64	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.6	$8.0M	+143%	137k	58.54	View chart
Microsoft Corporation (MSFT)	1.4	$7.0M		19k	375.40	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.4	$6.9M		314k	22.07	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	1.3	$6.5M		90k	72.47	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.3	$6.2M	NEW	103k	60.17	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.2	$5.9M	-4%	23k	258.62	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$5.9M		116k	50.85	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.2	$5.9M	+12%	95k	61.89	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.2	$5.7M	-17%	100k	57.14	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$5.5M	-12%	9.9k	559.40	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$5.4M	-4%	25k	221.75	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.0	$5.2M		70k	73.69	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$5.0M		110k	45.26	View chart
Spdr Ser Tr Bloomberg Short (BWZ)	0.8	$4.2M	-3%	159k	26.26	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.8	$4.2M	+5%	72k	57.61	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.8	$4.0M		135k	29.58	View chart
Us Bancorp Del Com New (USB)	0.8	$3.7M		88k	42.22	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$3.4M	+206%	32k	104.56	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.7	$3.3M		40k	82.94	View chart
Ishares Msci Jpn Etf New (EWJ)	0.7	$3.3M	NEW	48k	68.56	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.6	$3.1M	-5%	67k	46.67	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$3.1M	-2%	42k	73.45	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$3.1M	+4%	20k	154.64	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$3.0M		15k	199.49	View chart
Costco Wholesale Corporation (COST)	0.6	$3.0M	-3%	3.2k	945.64	View chart
NVIDIA Corporation (NVDA)	0.6	$3.0M		28k	108.38	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.6	$3.0M	-3%	26k	115.60	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.6	$3.0M		113k	26.35	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.6	$2.9M	-5%	120k	24.34	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.6	$2.9M	+3%	43k	67.34	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.6	$2.9M	-42%	57k	50.63	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.6	$2.8M	-78%	72k	39.37	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.5	$2.7M		21k	126.31	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.5	$2.7M	-54%	52k	51.17	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.5	$2.6M	-60%	64k	40.75	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$2.6M	-9%	9.0k	288.14	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$2.6M		24k	105.60	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$2.5M	-10%	32k	78.94	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$2.5M		43k	58.96	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.5	$2.5M	-13%	65k	38.81	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.5	$2.3M	+3%	18k	129.47	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$2.3M		12k	186.29	View chart
Amazon (AMZN)	0.5	$2.3M	+4%	12k	190.28	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$2.2M		11k	193.99	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.4	$2.2M	NEW	46k	47.89	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.4	$2.1M		53k	40.46	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$2.1M	+14%	7.7k	274.84	View chart
Spdr Ser Tr Bloomberg Intl T (BWX)	0.4	$2.0M	+3%	93k	21.86	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.4	$1.9M	NEW	73k	25.52	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.4	$1.9M	+8%	20k	95.81	View chart
RBB Us Treas 3 Mnth (TBIL)	0.4	$1.8M	NEW	37k	50.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.4	$1.8M	-66%	72k	24.95	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$1.7M	-6%	14k	122.01	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$1.7M		61k	27.57	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.3	$1.6M	NEW	29k	57.60	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.6M		14k	118.93	View chart
Ishares Tr Core High Dv Etf (HDV)	0.3	$1.6M		13k	121.12	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$1.6M	+14%	47k	33.50	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$1.6M		12k	128.96	View chart
Meta Platforms Cl A (META)	0.3	$1.5M		2.5k	576.38	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.3	$1.5M		45k	32.28	View chart
Ishares Tr Core Msci Euro (IEUR)	0.3	$1.4M		24k	60.15	View chart
Arista Networks Com Shs (ANET)	0.3	$1.4M	-24%	18k	77.48	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$1.4M		3.8k	370.82	View chart
Ishares Tr Egsadvncdmsci Em (EMXF)	0.3	$1.4M	+2%	37k	38.24	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$1.4M	-4%	15k	90.54	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.3	$1.4M	NEW	25k	54.41	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.3	$1.3M		42k	30.11	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.2M	+13%	3.4k	361.09	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$1.2M		34k	35.89	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$1.2M	+10%	25k	50.00	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.2M		2.3k	532.58	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$1.2M	+24%	20k	59.40	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.2M	-4%	2.5k	468.93	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$1.1M		40k	27.96	View chart
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB)	0.2	$1.1M	-7%	51k	22.21	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.2	$1.1M	+5%	23k	47.36	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$1.1M	+16%	12k	91.73	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.1M	+4%	6.3k	172.74	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.2	$1.1M	+2%	40k	26.89	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.2	$1.1M	+14%	11k	98.75	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.2	$1.0M	-43%	76k	13.63	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$935k		15k	63.53	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.2	$921k	-73%	29k	31.96	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$908k	-10%	15k	61.78	View chart
Ishares Tr Esg Advncd Hy Bd (HYXF)	0.2	$878k	-6%	19k	46.31	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.2	$862k	-25%	20k	43.84	View chart
JPMorgan Chase & Co. (JPM)	0.2	$846k	+5%	3.5k	245.28	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$835k		39k	21.51	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$834k		4.4k	188.16	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$808k	+10%	16k	50.85	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$804k	-33%	5.1k	156.24	View chart
Ishares Msci Glb Slv&mtl (SLVP)	0.2	$791k		53k	14.99	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.2	$787k	+3%	37k	21.45	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.2	$770k	-15%	30k	25.54	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$769k		6.3k	121.91	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$767k		3.0k	257.03	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$764k	-8%	27k	28.33	View chart
Tesla Motors (TSLA)	0.1	$734k	-6%	2.8k	259.17	View chart
Netflix (NFLX)	0.1	$728k	+6%	781.00	932.57	View chart
Eli Lilly & Co. (LLY)	0.1	$723k	+9%	875.00	825.91	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$720k	-4%	19k	38.34	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$711k		16k	44.26	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$686k	+5%	8.4k	81.69	View chart
Procter & Gamble Company (PG)	0.1	$685k	+4%	4.0k	170.41	View chart
Uscf Etf Tr Dividend Inc Fd (UDI)	0.1	$673k	+24%	23k	29.44	View chart
Broadcom (AVGO)	0.1	$654k	+9%	3.9k	167.43	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$651k		6.6k	98.70	View chart
Amplify Etf Tr Amplify Etho Cli (ETHO)	0.1	$649k	+3%	12k	54.99	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.1	$639k	-2%	17k	37.45	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$637k	NEW	6.3k	100.67	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$631k	+23%	18k	36.14	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$630k		14k	44.88	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$621k	+2%	7.9k	78.28	View chart
International Business Machines (IBM)	0.1	$615k	+6%	2.5k	248.66	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$614k		5.3k	114.87	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$606k	-8%	26k	23.77	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$592k		9.4k	62.92	View chart
salesforce (CRM)	0.1	$590k	+3%	2.2k	268.31	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$587k	+2%	15k	40.49	View chart
Home Depot (HD)	0.1	$586k	+6%	1.6k	366.53	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$583k	-19%	11k	51.78	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.1	$581k	+2%	20k	28.62	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$577k	+2%	21k	27.26	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$572k	-37%	11k	50.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$571k	-4%	14k	42.15	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$570k	+92%	9.2k	62.10	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$553k		12k	46.81	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$553k	-12%	14k	41.04	View chart
Visa Com Cl A (V)	0.1	$549k	+10%	1.6k	350.39	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.1	$541k		5.3k	102.46	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$541k	-6%	14k	38.41	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$539k	-21%	20k	26.89	View chart
McDonald's Corporation (MCD)	0.1	$536k	-6%	1.7k	312.28	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$528k		23k	23.43	View chart
Johnson & Johnson (JNJ)	0.1	$527k	+25%	3.2k	165.83	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$526k		1.3k	419.88	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$519k	-8%	46k	11.40	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$515k	+7%	9.5k	53.97	View chart
Mastercard Incorporated Cl A (MA)	0.1	$500k	+10%	912.00	548.06	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$496k		12k	42.06	View chart
Spdr Ser Tr Spdr S&p Smallca (ESIX)	0.1	$495k	+24%	17k	28.43	View chart
Wal-Mart Stores (WMT)	0.1	$492k	+10%	5.6k	87.75	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.1	$487k	NEW	7.9k	61.86	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$482k		5.9k	81.76	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$480k	+7%	22k	21.53	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$478k	-19%	7.5k	63.72	View chart
Global X Fds Global X Uranium (URA)	0.1	$475k	+3%	21k	22.92	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$474k	-2%	4.9k	96.51	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$472k	-9%	4.0k	118.14	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$471k		4.7k	100.71	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.1	$468k	-4%	5.9k	78.96	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$468k	-4%	4.6k	102.41	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$468k	+44%	21k	22.18	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$467k		4.1k	113.13	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.1	$466k		11k	43.32	View chart
UnitedHealth (UNH)	0.1	$466k	+4%	890.00	523.71	View chart
Abbvie (ABBV)	0.1	$464k	+7%	2.2k	209.55	View chart
T Rowe Price Etf Price Grw Stock (TGRW)	0.1	$448k	-7%	13k	35.77	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$442k		14k	31.85	View chart
Southern Company (SO)	0.1	$426k	-20%	4.6k	91.96	View chart
EXACT Sciences Corporation (EXAS)	0.1	$418k	+10%	9.4k	44.36	View chart
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI)	0.1	$408k	+9%	6.1k	66.48	View chart
Cisco Systems (CSCO)	0.1	$396k	+9%	6.4k	61.71	View chart
Listed Fd Tr Wahed Ftse Etf (HLAL)	0.1	$391k		8.0k	48.84	View chart
Gilead Sciences (GILD)	0.1	$390k		3.5k	112.05	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.1	$389k		3.0k	131.40	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$387k		16k	24.48	View chart
Managed Portfolio Series Tortoise Global (TBLU)	0.1	$371k		7.8k	47.32	View chart
Coca-Cola Company (KO)	0.1	$368k	+7%	5.1k	71.62	View chart
American Express Company (AXP)	0.1	$365k	+2%	1.4k	269.04	View chart
Etf Ser Solutions Us Diversified (PPTY)	0.1	$358k		11k	31.57	View chart
At&t (T)	0.1	$352k	+7%	12k	28.28	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$348k	-7%	8.0k	43.43	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.1	$342k	-74%	7.8k	43.64	View chart
Palantir Technologies Cl A (PLTR)	0.1	$341k		4.0k	84.40	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$341k		2.0k	172.26	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.1	$339k	-9%	9.0k	37.47	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$337k	+48%	6.8k	49.62	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$333k	-34%	6.6k	50.41	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$329k	-6%	7.2k	45.65	View chart
Vanguard Wellington Us Quality (VFQY)	0.1	$316k		2.4k	133.65	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$316k	-12%	13k	23.72	View chart
Wec Energy Group (WEC)	0.1	$315k		2.9k	108.99	View chart
Global X Fds Globx Supdv Us (DIV)	0.1	$311k		17k	18.84	View chart
Bank of America Corporation (BAC)	0.1	$306k	+7%	7.3k	41.72	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$302k	-39%	2.6k	115.97	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.1	$296k	-3%	9.7k	30.48	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$296k		8.3k	35.64	View chart
Ishares Tr Core Msci Pac (IPAC)	0.1	$294k	-11%	4.7k	62.24	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$292k	+4%	3.9k	75.65	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$292k	+3%	4.8k	60.66	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$292k	-11%	3.7k	79.86	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$289k		6.2k	46.31	View chart
Goldman Sachs (GS)	0.1	$287k	+6%	525.00	546.29	View chart
Verizon Communications (VZ)	0.1	$284k	+3%	6.3k	45.36	View chart
Walt Disney Company (DIS)	0.1	$284k	+6%	2.9k	98.69	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$283k	+5%	1.7k	165.98	View chart
Altria (MO)	0.1	$283k		4.7k	60.02	View chart
Qualcomm (QCOM)	0.1	$278k	+13%	1.8k	153.60	View chart
Merck & Co (MRK)	0.1	$277k		3.1k	89.76	View chart
Columbia Etf Tr I Diversifid Fxd (DIAL)	0.1	$275k		15k	17.88	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$273k		12k	23.61	View chart
Wells Fargo & Company (WFC)	0.1	$271k	+7%	3.8k	71.78	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.1	$271k	NEW	5.4k	50.49	View chart
Caterpillar (CAT)	0.1	$269k		815.00	329.89	View chart
Vanguard World Energy Etf (VDE)	0.1	$268k		2.1k	129.71	View chart
Amgen (AMGN)	0.1	$268k	NEW	861.00	311.55	View chart
Pepsi (PEP)	0.1	$268k	+3%	1.8k	149.96	View chart
Oracle Corporation (ORCL)	0.1	$263k	+3%	1.9k	139.81	View chart
Ishares Msci Gbl Gold Mn (RING)	0.1	$261k	NEW	6.8k	38.36	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$261k	-4%	14k	18.94	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.1	$261k	-63%	9.0k	28.92	View chart
Spdr Ser Tr S&p Oilgas Exp (XOP)	0.1	$258k		2.0k	131.71	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$256k		2.3k	111.09	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.1	$252k	-3%	4.2k	59.28	View chart
Chevron Corporation (CVX)	0.1	$251k	NEW	1.5k	167.28	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.0	$246k		4.7k	52.72	View chart
Tidal Tr Ii Yieldmax Mstr Op (MSTY)	0.0	$242k	NEW	12k	20.33	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$242k		2.7k	91.03	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$241k	NEW	2.4k	100.00	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$239k	+2%	5.5k	43.70	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$239k	NEW	4.9k	48.82	View chart
Procure Etf Trust Ii Space Etf (UFO)	0.0	$239k	-37%	11k	22.07	View chart
Intuitive Surgical Com New (ISRG)	0.0	$238k	NEW	481.00	495.59	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$236k	+7%	1.1k	206.48	View chart
Capital One Financial (COF)	0.0	$234k	+9%	1.3k	179.25	View chart
S&p Global (SPGI)	0.0	$234k	+9%	460.00	508.10	View chart
Blackrock Capital Allocation Trust (BCAT)	0.0	$234k	NEW	16k	14.40	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.0	$233k	NEW	4.9k	47.89	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$233k		429.00	542.38	View chart
First Tr Exchange Traded Indxx Nat Re Etf (FTRI)	0.0	$232k		18k	13.24	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$229k	+6%	12k	19.78	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$227k		4.0k	56.47	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$227k	-58%	1.7k	135.68	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$225k		9.0k	25.04	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$225k	-31%	10k	22.49	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$220k	+4%	4.3k	51.07	View chart
Destiny Tech100 Com Shs (DXYZ)	0.0	$219k	-50%	6.2k	35.39	View chart
Microstrategy Cl A New (MSTR)	0.0	$219k	-32%	760.00	288.27	View chart
Invesco Exch Traded Fd Tr Ii Purbta 0 5 Yr (PBTP)	0.0	$213k	NEW	8.2k	25.96	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$213k		8.1k	26.20	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.0	$210k	-2%	7.2k	29.25	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$208k	-39%	1.3k	161.27	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$208k	-10%	4.0k	51.48	View chart
Blackrock Multi-sector Incom other (BIT)	0.0	$206k	+5%	14k	14.48	View chart
Wisdomtree Tr Mortgage Plus Bd (MTGP)	0.0	$203k	-3%	4.6k	43.83	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$201k	NEW	6.5k	30.80	View chart
Spdr Ser Tr S&p Metals Mng (XME)	0.0	$200k	-4%	3.6k	55.99	View chart
Xai Octagon Floatng Rate Alt (XFLT)	0.0	$196k	+2%	33k	5.91	View chart
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG)	0.0	$184k		14k	13.64	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.0	$114k	-3%	21k	5.51	View chart
Carlyle Credit Income Fund Shs Ben Int (CCIF)	0.0	$71k	+4%	11k	6.76	View chart
Oxford Lane Cap Corp (OXLC)	0.0	$48k		10k	4.72	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 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
Walkner Condon Financial Advisors 2022 Q1 filed May 3, 2022
Walkner Condon Financial Advisors 2021 Q4 filed Feb. 11, 2022
Walkner Condon Financial Advisors 2021 Q3 filed Nov. 4, 2021

View all past filings

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