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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, IVV, JCPB, LMBS, and represent 20.59% of Walkner Condon Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: SPDW (+$5.2M), BWX, LGOV, SPLG, AVEM, ITOT, IVV, FTCS, JCPB, UCON.
Started 37 new stock positions in RTX, QQQI, MFEM, AVSE, CGBL, RWO, CBRE, LOW, TXN, NEE.
Reduced shares in these 10 stocks: JPIB, TLH, SPY, UDI, JEPI, ESIX, SUSL, EMXF, Managed Portfolio Ser tortoise wtr, AGGY.
Sold out of its positions in DXYZ, RDVI, GBTC, INTU, TLH, INDA, JPEM, Managed Portfolio Ser tortoise wtr, STRK, OXLC. SPYV, ESIX, NOW, UDI, AGGY.
Walkner Condon Financial Advisors was a net buyer of stock by $54M.
Walkner Condon Financial Advisors has $631M in assets under management (AUM), dropping by 16.14%.
Central Index Key (CIK): 0001817494

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Portfolio Holdings for Walkner Condon Financial Advisors

Walkner Condon Financial Advisors holds 299 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	5.8	$37M	+16%	854k	42.79	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	5.1	$32M	+10%	410k	78.33	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.7	$24M	+11%	35k	669.30	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	3.3	$21M	+10%	439k	47.55	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.7	$17M	+10%	340k	49.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.5	$16M		26k	612.38	View chart
Apple (AAPL)	2.4	$15M	+2%	61k	254.63	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.4	$15M		230k	65.22	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	2.3	$15M	+25%	677k	21.75	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	2.3	$14M		180k	79.67	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	2.1	$14M	+14%	537k	25.19	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	2.0	$13M	+19%	134k	93.59	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.8	$11M	+28%	148k	75.11	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.7	$11M	+11%	161k	67.23	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.7	$11M		428k	25.12	View chart
Microsoft Corporation (MSFT)	1.6	$10M	+2%	20k	517.95	View chart
Spdr Series Trust Bloomberg Intl T (BWX)	1.5	$9.2M	+94%	399k	23.00	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.4	$8.7M		330k	26.32	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.4	$8.6M	+16%	113k	76.45	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	1.3	$8.1M		92k	87.69	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.3	$7.9M	+6%	132k	59.89	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.1	$7.2M	+4%	24k	293.74	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.1	$6.7M	+4%	79k	84.68	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$6.2M		115k	54.10	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$6.1M	-10%	9.2k	666.19	View chart
Spdr Series Trust Bloomberg Short (BWZ)	1.0	$6.1M	+22%	219k	27.81	View chart
Ishares Msci Jpn Etf New (EWJ)	0.9	$5.9M	+32%	74k	80.18	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$5.7M	-2%	22k	254.28	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$5.3M	+19%	45k	118.70	View chart
NVIDIA Corporation (NVDA)	0.8	$5.1M		27k	186.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$4.9M	+6%	20k	243.10	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.8	$4.8M		137k	34.92	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$4.5M	+115%	31k	145.65	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.7	$4.5M	-3%	79k	56.85	View chart
Us Bancorp Del Com New (USB)	0.7	$4.2M		87k	48.33	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.6	$4.1M	+15%	151k	26.84	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$3.9M	-10%	69k	57.10	View chart
Costco Wholesale Corporation (COST)	0.6	$3.9M	+27%	4.2k	925.60	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.6	$3.8M		66k	57.31	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$3.7M		15k	241.96	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$3.7M		11k	328.18	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.6	$3.6M	+13%	72k	50.71	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.6	$3.5M	+2%	25k	142.34	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.5	$3.3M		44k	75.74	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.5	$3.3M		36k	89.57	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$3.1M		8.9k	355.47	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.5	$3.1M		19k	165.06	View chart
Amazon (AMZN)	0.5	$3.0M	+7%	14k	219.58	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.5	$3.0M		68k	43.70	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$2.8M		39k	72.77	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.4	$2.8M	+3%	49k	57.19	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$2.8M	-5%	38k	74.37	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$2.8M	-4%	60k	46.81	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.4	$2.7M	+25%	106k	25.90	View chart
Arista Networks Com Shs (ANET)	0.4	$2.7M		19k	145.71	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.4	$2.7M	+31%	46k	58.68	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.4	$2.7M	+9%	43k	62.12	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$2.6M	+9%	12k	215.79	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$2.6M		32k	79.85	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.4	$2.5M		53k	47.72	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.4	$2.5M		17k	144.27	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.4	$2.4M	+129%	32k	75.40	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.4	$2.4M		52k	46.32	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$2.4M	+4%	71k	33.35	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$2.3M		22k	106.78	View chart
Meta Platforms Cl A (META)	0.4	$2.2M	+16%	3.1k	734.43	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$2.0M	+20%	14k	140.95	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$2.0M	+3%	4.1k	479.61	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$1.9M	-2%	9.3k	208.71	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.9M	+34%	17k	112.75	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.3	$1.9M	-17%	16k	117.04	View chart
Ishares Tr Core Msci Euro (IEUR)	0.3	$1.8M	+6%	27k	68.06	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$1.8M	-9%	74k	24.39	View chart
Tesla Motors (TSLA)	0.3	$1.8M	+23%	4.0k	444.71	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.3	$1.8M		39k	45.42	View chart
Broadcom (AVGO)	0.3	$1.7M	+29%	5.1k	329.91	View chart
Ishares Msci Glb Slv&mtl (SLVP)	0.3	$1.7M		61k	27.23	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$1.6M	+93%	32k	51.04	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.3	$1.6M		44k	37.17	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.6M		3.4k	468.41	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$1.6M	NEW	12k	130.28	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.2	$1.5M	+11%	15k	98.88	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$1.5M		40k	37.70	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$1.5M	-16%	25k	60.03	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.5M	+11%	4.8k	315.43	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.4M	+22%	2.8k	502.72	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.4M	+114%	21k	65.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.2	$1.4M	-4%	51k	27.64	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$1.4M	+8%	28k	50.47	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.4M	-11%	2.3k	600.40	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.2	$1.4M	+10%	15k	91.75	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.3M	+7%	7.0k	186.49	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.2	$1.3M	+3%	45k	29.34	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.3M	+194%	15k	87.31	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$1.3M	+10%	33k	38.02	View chart
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB)	0.2	$1.2M		51k	23.83	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$1.2M	-6%	9.9k	122.45	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$1.2M		16k	76.72	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$1.2M	+129%	28k	42.03	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$1.2M	-10%	13k	91.36	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$1.1M	+7%	21k	53.24	View chart
Ishares Tr Egsadvncdmsci Em (EMXF)	0.2	$1.1M	-26%	24k	45.27	View chart
Pimco Equity Ser Rafi Dyn Multi (MFDX)	0.2	$1.1M	NEW	29k	37.17	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$1.1M	+10%	39k	27.30	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.1M	-5%	4.3k	243.25	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.2	$1.0M	+9%	40k	25.85	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.2	$1.0M	+15%	24k	44.10	View chart
Eli Lilly & Co. (LLY)	0.2	$1.0M	+49%	1.3k	762.85	View chart
Netflix (NFLX)	0.2	$1.0M	+2%	835.00	1198.96	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$994k	NEW	9.9k	100.25	View chart
Global X Fds Global X Uranium (URA)	0.2	$980k		21k	47.47	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.2	$964k		16k	62.22	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$939k	+2%	3.1k	307.86	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$927k		4.6k	203.59	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$882k		6.1k	145.60	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$873k	-4%	22k	40.18	View chart
Palantir Technologies Cl A (PLTR)	0.1	$861k	+19%	4.7k	182.42	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$837k	+29%	13k	64.20	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$830k	-6%	13k	65.00	View chart
Home Depot (HD)	0.1	$815k	+22%	2.0k	405.26	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$814k		12k	68.08	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.1	$811k	-18%	17k	48.13	View chart
Amplify Etf Tr Amplify Etho Cli (ETHO)	0.1	$804k	+4%	13k	63.69	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.1	$781k	-9%	19k	41.96	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$773k		7.8k	99.45	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$770k		8.3k	92.98	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$766k		57k	13.42	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.1	$752k	+3%	18k	41.17	View chart
Pimco Equity Ser Rafi Dyn Emerg (MFEM)	0.1	$750k	NEW	33k	22.52	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$742k	-9%	17k	44.42	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$742k	+14%	5.2k	143.18	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$732k		5.4k	135.65	View chart
International Business Machines (IBM)	0.1	$728k	+4%	2.6k	282.16	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$726k		6.6k	110.38	View chart
Abbvie (ABBV)	0.1	$716k	+21%	3.1k	231.57	View chart
Visa Com Cl A (V)	0.1	$712k	+16%	2.1k	341.37	View chart
Johnson & Johnson (JNJ)	0.1	$708k	+16%	3.8k	185.40	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.1	$708k		16k	44.00	View chart
T Rowe Price Etf International Eq (TOUS)	0.1	$695k	NEW	21k	33.62	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$693k	-2%	32k	21.57	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$680k	+13%	9.3k	73.46	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$671k	-10%	16k	42.96	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$664k	+7%	2.4k	279.24	View chart
Procter & Gamble Company (PG)	0.1	$662k	-2%	4.3k	153.65	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$661k	-5%	43k	15.45	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$654k		31k	21.43	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$631k		14k	43.83	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$615k		5.3k	116.82	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$613k		24k	25.71	View chart
Wal-Mart Stores (WMT)	0.1	$609k	+4%	5.9k	103.05	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$586k		13k	45.08	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.1	$586k	+2%	22k	26.95	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$583k	-9%	17k	34.17	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$583k		1.3k	463.74	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.1	$575k	-79%	12k	49.03	View chart
Mastercard Incorporated Cl A (MA)	0.1	$569k	+4%	1.0k	568.81	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$567k	-6%	3.8k	151.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$559k	-11%	12k	46.54	View chart
McDonald's Corporation (MCD)	0.1	$558k		1.8k	303.90	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$543k	+68%	15k	36.16	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$543k		4.9k	110.47	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$537k	-3%	4.3k	125.95	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$530k		13k	42.05	View chart
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)	0.1	$525k	NEW	9.3k	56.25	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$523k	+25%	7.3k	71.37	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$517k	NEW	4.3k	120.50	View chart
Ast Spacemobile Com Cl A (ASTS)	0.1	$511k	+3%	10k	49.08	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$510k		14k	37.62	View chart
salesforce (CRM)	0.1	$501k	-6%	2.1k	237.00	View chart
EXACT Sciences Corporation (EXAS)	0.1	$500k		9.6k	51.90	View chart
Pimco Equity Ser Rafi Esg Us (RAFE)	0.1	$498k	NEW	12k	40.70	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$496k		5.9k	84.12	View chart
Cisco Systems (CSCO)	0.1	$486k	+2%	7.1k	68.42	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$485k		12k	41.76	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$481k	+6%	9.6k	50.07	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$480k	-6%	18k	26.95	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.1	$478k	-3%	5.4k	87.91	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$478k		4.0k	119.53	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$476k		3.0k	160.66	View chart
Listed Fds Tr Wahed Ftse Etf (HLAL)	0.1	$474k		8.0k	59.33	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$470k		21k	22.45	View chart
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI)	0.1	$467k		6.1k	76.71	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$462k	-21%	4.6k	100.70	View chart
American Express Company (AXP)	0.1	$458k	+2%	1.4k	332.15	View chart
Goldman Sachs (GS)	0.1	$448k		563.00	796.35	View chart
Oracle Corporation (ORCL)	0.1	$445k	-20%	1.6k	281.24	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$445k		3.2k	137.80	View chart
T Rowe Price Etf Price Grw Stock (TGRW)	0.1	$438k		9.6k	45.55	View chart
Gilead Sciences (GILD)	0.1	$438k	+9%	3.9k	111.00	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	0.1	$435k	NEW	6.8k	63.57	View chart
Bank of America Corporation (BAC)	0.1	$432k		8.4k	51.59	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$431k	-11%	5.9k	73.54	View chart
Verizon Communications (VZ)	0.1	$431k	+20%	9.8k	43.95	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.1	$429k	-3%	9.8k	43.92	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$417k	-20%	18k	23.85	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$401k	-6%	14k	29.62	View chart
Strategy Cl A New (MSTR)	0.1	$399k	+43%	1.2k	322.21	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$397k	NEW	11k	34.72	View chart
Caterpillar (CAT)	0.1	$397k		831.00	477.26	View chart
Southern Company (SO)	0.1	$386k		4.1k	94.78	View chart
Altria (MO)	0.1	$385k	+17%	5.8k	66.06	View chart
Spdr Series Trust S&p Metals Mng (XME)	0.1	$381k	+14%	4.1k	93.19	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$379k	+11%	1.8k	209.34	View chart
Chevron Corporation (CVX)	0.1	$378k	+30%	2.4k	155.29	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$377k	-20%	3.4k	112.35	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.1	$373k	+24%	7.4k	50.49	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.1	$372k		8.9k	41.97	View chart
Blackrock (BLK)	0.1	$372k	+35%	319.00	1165.87	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$367k		7.4k	49.46	View chart
UnitedHealth (UNH)	0.1	$364k	+28%	1.1k	345.30	View chart
Coca-Cola Company (KO)	0.1	$363k		5.5k	66.32	View chart
Cbre Group Cl A (CBRE)	0.1	$361k	NEW	2.3k	157.56	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$359k		6.9k	52.30	View chart
Merck & Co (MRK)	0.1	$358k	+31%	4.3k	83.91	View chart
Vanguard Wellington Us Quality (VFQY)	0.1	$357k		2.4k	150.82	View chart
Parker-Hannifin Corporation (PH)	0.1	$356k	NEW	469.00	758.15	View chart
Ishares Tr Esg Advncd Hy Bd (HYXF)	0.1	$352k	-27%	7.4k	47.48	View chart
Etf Ser Solutions Us Diversified (PPTY)	0.1	$352k		11k	30.99	View chart
Ishares Tr Core Msci Pac (IPAC)	0.1	$350k		4.8k	73.43	View chart
Walt Disney Company (DIS)	0.1	$350k		3.1k	114.49	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$346k	+7%	463.00	746.63	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$341k	-10%	13k	26.30	View chart
At&t (T)	0.1	$341k	+19%	12k	28.24	View chart
Wec Energy Group (WEC)	0.1	$337k		2.9k	114.60	View chart
Wells Fargo & Company (WFC)	0.1	$336k		4.0k	83.82	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$332k	-2%	1.2k	281.86	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$328k	+26%	7.0k	46.96	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$311k		5.8k	53.40	View chart
Columbia Etf Tr I Diversifid Fxd (DIAL)	0.0	$310k	+5%	17k	18.43	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$307k		11k	27.90	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$304k		1.4k	222.17	View chart
Lam Research Corp Com New (LRCX)	0.0	$299k	-2%	2.2k	133.90	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$297k	-8%	5.2k	57.52	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$296k		3.3k	88.96	View chart
Global X Fds Globx Supdv Us (DIV)	0.0	$295k		17k	17.69	View chart
Qualcomm (QCOM)	0.0	$293k	+2%	1.8k	166.34	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.0	$293k		4.2k	68.94	View chart
Ge Aerospace Com New (GE)	0.0	$291k	+11%	968.00	300.82	View chart
Pepsi (PEP)	0.0	$288k	+32%	2.0k	140.45	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$288k		9.0k	31.91	View chart
Capital One Financial (COF)	0.0	$285k	-11%	1.3k	212.52	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$273k		2.4k	113.88	View chart
First Tr Exch Trd Alphdx Unit King Alph (FKU)	0.0	$272k	+19%	5.6k	48.47	View chart
Morgan Stanley Com New (MS)	0.0	$268k	+5%	1.7k	158.97	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$267k		12k	23.28	View chart
First Tr Exchange Traded Indxx Nat Re Etf (FTRI)	0.0	$259k	-11%	17k	15.19	View chart
Spdr Series Trust S&p Oilgas Exp (XOP)	0.0	$259k		2.0k	132.20	View chart
Raytheon Technologies Corp (RTX)	0.0	$257k	NEW	1.6k	163.76	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$256k		2.3k	111.22	View chart
Amgen (AMGN)	0.0	$256k	-2%	906.00	282.20	View chart
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG)	0.0	$255k	+8%	16k	15.94	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$253k		4.0k	62.91	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$251k	NEW	1.0k	246.60	View chart
Intuitive Surgical Com New (ISRG)	0.0	$251k	-2%	561.00	447.23	View chart
Texas Instruments Incorporated (TXN)	0.0	$247k	NEW	1.3k	183.73	View chart
Vanguard World Energy Etf (VDE)	0.0	$246k	-5%	2.0k	125.86	View chart
Abbott Laboratories (ABT)	0.0	$246k	+9%	1.8k	133.93	View chart
Blackrock Capital Allocation Trust (BCAT)	0.0	$240k		16k	14.79	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$239k	NEW	1.4k	170.85	View chart
Ishares Msci Gbl Gold Mn (RING)	0.0	$238k	NEW	3.7k	64.54	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap Ene (PSCE)	0.0	$236k	NEW	5.6k	42.08	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$236k	-33%	3.0k	78.91	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$234k	NEW	3.9k	59.71	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.0	$234k		1.7k	140.05	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$234k	-47%	4.7k	50.27	View chart
S&p Global (SPGI)	0.0	$232k	+2%	476.00	486.71	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$230k	-2%	2.6k	89.37	View chart
Pfizer (PFE)	0.0	$230k		9.0k	25.48	View chart
Lowe's Companies (LOW)	0.0	$228k	NEW	906.00	251.32	View chart
Linde SHS (LIN)	0.0	$228k	+7%	479.00	475.01	View chart
Kla Corp Com New (KLAC)	0.0	$225k	-18%	209.00	1078.60	View chart
Advanced Micro Devices (AMD)	0.0	$225k	-35%	1.4k	161.79	View chart
Nextera Energy (NEE)	0.0	$223k	NEW	3.0k	75.49	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$223k	NEW	3.1k	72.11	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.0	$222k		6.2k	35.69	View chart
Applovin Corp Com Cl A (APP)	0.0	$221k	NEW	307.00	718.54	View chart
Freeport-mcmoran CL B (FCX)	0.0	$220k		5.6k	39.22	View chart
TJX Companies (TJX)	0.0	$219k	NEW	1.5k	144.54	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$218k	-3%	1.1k	194.50	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$218k		779.00	279.84	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$217k	NEW	1.7k	125.05	View chart
Pimco Etf Tr Commodity Strat (CMDT)	0.0	$215k	NEW	7.9k	27.40	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.0	$215k	NEW	4.7k	45.77	View chart
Dominion Resources (D)	0.0	$212k	NEW	3.5k	61.17	View chart
Wisdomtree Tr Jp Smallcp Div (DFJ)	0.0	$211k	NEW	2.2k	94.83	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.0	$210k	NEW	3.9k	54.20	View chart
Eaton Corp SHS (ETN)	0.0	$209k	NEW	557.00	374.25	View chart
Cummins (CMI)	0.0	$208k	NEW	492.00	422.37	View chart
AFLAC Incorporated (AFL)	0.0	$206k	NEW	1.8k	111.71	View chart
Uber Technologies (UBER)	0.0	$205k	NEW	2.1k	97.97	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$202k	-6%	6.8k	29.64	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.0	$201k	NEW	1.8k	108.98	View chart
Spdr Series Trust Bloomberg Enhncd (CERY)	0.0	$200k	-5%	7.0k	28.65	View chart
Blackrock Multi-sector Incom other (BIT)	0.0	$191k		14k	13.39	View chart
Xai Octagon Floatng Rate Alt (XFLT)	0.0	$190k	+3%	36k	5.30	View chart
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG)	0.0	$174k	NEW	10k	16.74	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.0	$151k	+5%	23k	6.70	View chart
Carlyle Credit Income Fund Shs Ben Int (CCIF)	0.0	$68k	+5%	12k	5.82	View chart
Wipro Spon Adr 1 Sh (WIT)	0.0	$27k	NEW	10k	2.63	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 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
Walkner Condon Financial Advisors 2022 Q1 filed May 3, 2022

View all past filings

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