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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 22.49% of Walkner Condon Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: SPDW (+$6.4M), IJR, PICB, JCPB, LEMB, SPYM, AVEM, UCON, IJH, JIVE.
Started 29 new stock positions in NGG, TAK, SHYG, HSBC, SCHM, RAVI, SGOL, VRTX, XLE, C.
Reduced shares in these 10 stocks: SGOV, JMST, USEW, , VGIT, ITOT, GLD, GLDM, JEPI, FFBC.
Sold out of its positions in ABT, APP, BX, CMI, DHR, EXACT Sciences Corporation, FFBC, FDN, RDVI, QUAL. LOW, SPGI, UNH, Xai Octagon Floatng Rate Alt, ACN.
Walkner Condon Financial Advisors was a net buyer of stock by $41M.
Walkner Condon Financial Advisors has $759M in assets under management (AUM), dropping by 5.38%.
Central Index Key (CIK): 0001817494

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Portfolio Holdings for Walkner Condon Financial Advisors

Walkner Condon Financial Advisors holds 322 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Index Shs Fds State Street Spd (SPDW)	7.6	$58M	+12%	1.3M	45.65	View chart
Spdr Series Trust State Street Spd (SPYM)	5.4	$41M	+6%	538k	76.54	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	3.6	$28M	+12%	587k	47.08	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.0	$22M		34k	653.21	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.9	$22M	+3%	435k	49.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.8	$21M	+8%	312k	67.52	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	2.4	$18M	+10%	740k	24.77	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.4	$18M	+14%	227k	80.58	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	2.4	$18M		841k	21.57	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	2.2	$16M		176k	92.76	View chart
Apple (AAPL)	2.1	$16M	+5%	64k	253.79	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	2.1	$16M	+3%	190k	82.43	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.0	$15M		26k	597.51	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.9	$14M	+2%	209k	68.28	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.5	$11M	+64%	91k	124.29	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.5	$11M	+4%	452k	24.90	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.5	$11M	-3%	121k	92.69	View chart
Spdr Series Trust Bloomberg Intl T (BWX)	1.4	$11M	+5%	486k	21.95	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$9.4M	+6%	146k	64.00	View chart
Ishares Msci Japan Etf (EWJ)	1.2	$9.2M	+11%	109k	84.44	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	1.2	$8.8M	-2%	90k	97.72	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.1	$8.6M	+4%	336k	25.60	View chart
Microsoft Corporation (MSFT)	1.0	$7.5M		20k	370.17	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.0	$7.4M		78k	94.24	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$6.9M		24k	287.17	View chart
Spdr Series Trust Bloomberg Short (BWZ)	0.9	$6.8M	+8%	253k	26.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$6.7M	+4%	23k	287.56	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$6.5M	+2%	120k	54.04	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$6.2M	+3%	24k	261.92	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$5.9M		9.1k	650.35	View chart
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB)	0.7	$5.5M	+360%	239k	23.10	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.7	$5.5M	+11%	208k	26.20	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.7	$5.4M	+37%	64k	85.64	View chart
NVIDIA Corporation (NVDA)	0.7	$5.2M	+17%	30k	174.40	View chart
Spdr Index Shs Fds State Street Spd (CWI)	0.7	$5.1M		139k	36.59	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.6	$4.8M	+15%	96k	50.60	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.6	$4.8M	+17%	168k	28.71	View chart
Us Bancorp Com New (USB)	0.6	$4.5M		87k	52.01	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.5	$4.1M	+4%	74k	55.36	View chart
Costco Wholesale Corporation (COST)	0.5	$4.1M		4.1k	996.40	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.5	$4.0M	+12%	67k	59.19	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.5	$3.9M	+2%	70k	55.13	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.5	$3.9M	+2%	27k	145.72	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.5	$3.8M		69k	55.20	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$3.8M		15k	248.00	View chart
Spdr Series Trust State Street Spd (BIL)	0.5	$3.8M	-5%	42k	91.64	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.5	$3.8M	-6%	17k	218.63	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.5	$3.7M	+2%	49k	75.45	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.5	$3.5M	+346%	87k	40.79	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$3.5M	+22%	45k	79.22	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$3.5M		11k	320.81	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$3.4M	-9%	8.0k	430.29	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$3.3M	-2%	37k	88.16	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$3.2M	-10%	56k	56.68	View chart
Spdr Series Trust State Street Spd (SPMD)	0.4	$3.1M	+4%	53k	59.22	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.4	$3.0M	+47%	69k	42.54	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.4	$2.9M	+85%	59k	49.99	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.4	$2.8M	-10%	32k	88.46	View chart
Exxon Mobil Corporation (XOM)	0.4	$2.8M	-5%	16k	169.66	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.4	$2.8M	-4%	59k	46.91	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$2.8M	-2%	13k	215.06	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$2.7M	+2%	37k	73.64	View chart
Amazon (AMZN)	0.4	$2.7M	+4%	13k	208.26	View chart
Spdr Series Trust State Street Spd (SPSM)	0.4	$2.7M	+3%	55k	48.32	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$2.6M	-13%	18k	142.43	View chart
Spdr Index Shs Fds State Street Spd (FEZ)	0.3	$2.6M		41k	62.08	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$2.5M	-34%	49k	50.98	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$2.5M	+5%	76k	32.93	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.3	$2.5M	-8%	16k	155.07	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.3	$2.4M		54k	44.44	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$2.3M		22k	106.50	View chart
Arista Networks Com Shs (ANET)	0.3	$2.3M		18k	122.78	View chart
Ea Series Trust Cambria Us Equal (USEW)	0.3	$2.2M	-33%	45k	48.88	View chart
Ishares Msci Glb Slv&mtl (SLVP)	0.3	$2.1M		60k	35.42	View chart
Pimco Equity Ser Rafi Dyn Emerg (MFEM)	0.3	$2.0M	+36%	79k	25.02	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$2.0M		13k	148.10	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.3	$2.0M		43k	45.01	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.3	$1.9M		17k	113.60	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$1.9M	-4%	8.7k	217.25	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.9M		4.3k	436.81	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$1.9M	+2%	77k	24.27	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$1.8M	-20%	30k	59.55	View chart
Ishares Tr Core Msci Euro (IEUR)	0.2	$1.8M	-7%	25k	70.21	View chart
Broadcom (AVGO)	0.2	$1.7M	+2%	5.6k	309.51	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$1.7M	+23%	44k	39.43	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.2	$1.7M	+5%	17k	98.92	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.2	$1.6M	+43%	10k	163.58	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$1.6M		35k	46.68	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.6M		5.6k	286.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.2	$1.6M	-6%	56k	28.00	View chart
Tesla Motors (TSLA)	0.2	$1.5M	+10%	4.1k	371.75	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.5M	+9%	7.8k	196.20	View chart
Meta Platforms Cl A (META)	0.2	$1.5M	+3%	2.6k	572.14	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.5M		3.5k	426.40	View chart
Pimco Equity Ser Rafi Dyn Multi (MFDX)	0.2	$1.5M	+4%	36k	39.82	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$1.4M	+8%	28k	51.93	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.4M		2.9k	479.20	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.2	$1.4M	+2%	48k	28.74	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.4M		2.4k	577.21	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$1.4M	+9%	17k	78.41	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$1.3M	-6%	38k	35.59	View chart
Eli Lilly & Co. (LLY)	0.2	$1.3M		1.5k	919.79	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$1.3M		9.8k	135.72	View chart
T Rowe Price Etf International Eq (TOUS)	0.2	$1.3M	+50%	38k	34.54	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.3M	-13%	4.4k	294.15	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$1.3M	+6%	14k	88.65	View chart
Ishares Tr Egsadvncdmsci Em (EMXF)	0.2	$1.2M		25k	47.84	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.2	$1.2M	+2%	26k	45.06	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.2	$1.2M	+164%	23k	49.83	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.1M	-3%	16k	69.75	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$1.1M	+5%	43k	25.62	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.1M	-10%	35k	30.68	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$1.1M	-63%	10k	100.66	View chart
Johnson & Johnson (JNJ)	0.1	$1.0M		4.2k	244.44	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$1.0M	+12%	3.0k	337.95	View chart
Global X Fds Global X Uranium (URA)	0.1	$1.0M	+3%	21k	48.37	View chart
Netflix (NFLX)	0.1	$984k	+11%	10k	96.15	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$978k	-3%	4.6k	213.67	View chart
Ea Series Trust Cambria Global (GEW)	0.1	$955k		19k	50.43	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.1	$943k		20k	46.47	View chart
Amplify Etf Tr Amplify Etho Cli (ETHO)	0.1	$933k		14k	66.08	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$905k	+17%	37k	24.22	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$905k	-7%	10k	90.53	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$888k	-2%	3.0k	298.85	View chart
Spdr Index Shs Fds State Street Spd (GWX)	0.1	$881k	-3%	21k	42.23	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$881k	+11%	9.2k	95.62	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$864k	+3%	14k	62.83	View chart
Ast Spacemobile Com Cl A (ASTS)	0.1	$863k		10k	82.87	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$861k		6.1k	141.42	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$860k	+28%	12k	75.10	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$857k		50k	17.30	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$853k	+4%	12k	70.18	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$853k		47k	18.29	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.1	$852k	+4%	18k	47.47	View chart
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)	0.1	$836k	+18%	14k	58.40	View chart
Wal-Mart Stores (WMT)	0.1	$816k	+6%	6.6k	124.27	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$794k	+4%	18k	43.59	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$778k		6.8k	114.32	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$764k		16k	48.93	View chart
Spdr Series Trust State Street Spd (SPYD)	0.1	$732k		16k	45.52	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$706k	+71%	21k	34.41	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$700k		5.3k	132.11	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$699k		7.7k	90.94	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$696k		12k	57.62	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$687k		32k	21.49	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$680k		26k	26.30	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$667k	-4%	17k	38.26	View chart
Palantir Technologies Cl A (PLTR)	0.1	$645k	+4%	4.4k	146.28	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$644k	+5%	14k	47.02	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$642k		14k	45.50	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$630k	+7%	25k	25.10	View chart
Visa Com Cl A (V)	0.1	$627k	-11%	2.1k	302.24	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.1	$610k	+4%	13k	47.82	View chart
Caterpillar (CAT)	0.1	$606k		855.00	708.65	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$599k		5.2k	114.83	View chart
Pimco Etf Tr Commodity Strat (CMDT)	0.1	$597k	+51%	19k	32.27	View chart
McDonald's Corporation (MCD)	0.1	$590k		1.9k	310.72	View chart
Gilead Sciences (GILD)	0.1	$576k	+3%	4.1k	139.37	View chart
Procter & Gamble Company (PG)	0.1	$573k	-3%	4.0k	144.44	View chart
Abbvie (ABBV)	0.1	$564k	-19%	2.6k	217.52	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$561k		1.2k	463.19	View chart
International Business Machines (IBM)	0.1	$557k	-12%	2.3k	242.39	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$555k	-28%	4.4k	125.13	View chart
Pimco Equity Ser Rafi Esg Us (RAFE)	0.1	$553k		13k	41.61	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$553k	-2%	17k	33.37	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$543k	-13%	7.0k	77.12	View chart
Home Depot (HD)	0.1	$535k	-23%	1.6k	328.95	View chart
McKesson Corporation (MCK)	0.1	$528k	+12%	610.00	865.36	View chart
Cisco Systems (CSCO)	0.1	$510k	-9%	6.6k	77.59	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$508k		6.1k	82.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$508k	-10%	11k	47.37	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$508k	+3%	13k	38.42	View chart
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI)	0.1	$507k		6.2k	82.11	View chart
Mastercard Incorporated Cl A (MA)	0.1	$507k	-2%	1.0k	499.66	View chart
Verizon Communications (VZ)	0.1	$501k		10k	50.20	View chart
Merck & Co (MRK)	0.1	$499k	-7%	4.2k	120.29	View chart
Lam Research Corp Com New (LRCX)	0.1	$485k	-2%	2.3k	213.66	View chart
Listed Fds Tr Wahed Ftse Etf (HLAL)	0.1	$473k		8.0k	59.32	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$472k		13k	36.11	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$470k	-7%	12k	40.57	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	0.1	$470k	-4%	7.1k	66.57	View chart
Coca-Cola Company (KO)	0.1	$469k	-2%	6.2k	76.05	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$469k		9.4k	49.89	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$467k		21k	22.21	View chart
Spdr Index Shs Fds State Street Spd (QEFA)	0.1	$463k	-7%	5.0k	93.27	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$457k		3.0k	154.14	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$453k		17k	26.61	View chart
Chevron Corporation (CVX)	0.1	$452k	-3%	2.2k	206.90	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$449k	+80%	7.7k	58.54	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$449k		3.2k	138.33	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$447k	-13%	3.7k	121.19	View chart
Goldman Sachs (GS)	0.1	$443k	-8%	523.00	845.99	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$432k	+2%	5.6k	77.19	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$429k	-16%	3.5k	121.93	View chart
Ishares Tr Esg Advanced Uni (EUSB)	0.1	$429k		9.9k	43.50	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$429k	+2%	4.2k	103.13	View chart
Spdr Series Trust State Street Spd (XME)	0.1	$428k	-3%	4.0k	108.01	View chart
Bank of America Corporation (BAC)	0.1	$426k		8.7k	48.75	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$416k	+4%	596.00	697.72	View chart
Totalenergies Se Act (TTE)	0.1	$410k	+14%	4.5k	90.98	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$409k	-10%	5.4k	75.74	View chart
American Express Company (AXP)	0.1	$404k	-11%	1.3k	302.47	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.1	$401k		8.8k	45.56	View chart
Altria (MO)	0.1	$399k		6.0k	65.99	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$395k	+55%	3.6k	110.36	View chart
Novartis Sponsored Adr (NVS)	0.1	$386k	+43%	2.5k	152.75	View chart
Columbia Etf Tr I Diversifid Fxd (DIAL)	0.1	$385k	+19%	21k	18.07	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$372k	-4%	15k	24.75	View chart
Ishares Tr Core Msci Pac (IPAC)	0.0	$371k		4.8k	76.51	View chart
Kla Corp Com New (KLAC)	0.0	$370k	+11%	251.00	1472.41	View chart
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG)	0.0	$368k	+23%	22k	16.97	View chart
salesforce (CRM)	0.0	$366k	-8%	2.0k	186.67	View chart
Amgen (AMGN)	0.0	$366k	+7%	1.0k	351.85	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.0	$362k	+6%	7.3k	49.37	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$361k	-5%	13k	27.85	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$360k		1.7k	205.80	View chart
First Tr Exchange-traded Indxx Nat Re Etf (FTRI)	0.0	$359k	+22%	20k	17.85	View chart
Spdr Series Trust State Street Spd (XOP)	0.0	$356k		2.0k	181.83	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$356k		12k	29.08	View chart
Wec Energy Group (WEC)	0.0	$354k	+2%	3.1k	115.78	View chart
Vanguard Wellington Us Quality (VFQY)	0.0	$353k		2.4k	149.23	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$348k	NEW	5.7k	61.26	View chart
Ishares Tr Esg Advncd Hy Bd (HYXF)	0.0	$346k		7.5k	46.31	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.0	$344k		12k	29.49	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap Ene (PSCE)	0.0	$343k	+15%	5.8k	59.21	View chart
Vanguard World Energy Etf (VDE)	0.0	$339k		2.0k	173.04	View chart
T Rowe Price Etf Price Grw Stock (TGRW)	0.0	$336k		8.3k	40.50	View chart
Pepsi (PEP)	0.0	$334k	-3%	2.2k	155.30	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.0	$328k	NEW	7.0k	46.70	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$327k	+54%	2.8k	118.64	View chart
At&t (T)	0.0	$324k	-4%	11k	28.99	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$323k		5.7k	56.79	View chart
Advanced Micro Devices (AMD)	0.0	$321k	+30%	1.6k	203.43	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$320k	-7%	4.6k	69.30	View chart
Global X Fds Globx Supdv Us (DIV)	0.0	$317k		17k	18.90	View chart
Wells Fargo & Company (WFC)	0.0	$313k		3.9k	79.61	View chart
Micron Technology (MU)	0.0	$312k	+20%	923.00	337.84	View chart
Raytheon Technologies Corp (RTX)	0.0	$311k	-12%	1.6k	192.90	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$311k	+7%	4.6k	66.86	View chart
Applied Materials (AMAT)	0.0	$307k	NEW	899.00	341.79	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$305k	+22%	231.00	1320.83	View chart
Morgan Stanley Com New (MS)	0.0	$305k	+2%	1.9k	164.57	View chart
Etf Ser Solutions Us Diversified (PPTY)	0.0	$303k	-11%	10k	30.11	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$302k		2.3k	132.90	View chart
Lockheed Martin Corporation (LMT)	0.0	$297k	-47%	492.00	604.42	View chart
Southern Company (SO)	0.0	$294k	-25%	3.0k	96.53	View chart
Ge Vernova (GEV)	0.0	$294k	NEW	337.00	872.90	View chart
Walt Disney Company (DIS)	0.0	$289k		3.0k	96.37	View chart
Ge Aerospace Com New (GE)	0.0	$288k		1.0k	283.77	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$287k		5.2k	55.52	View chart
TJX Companies (TJX)	0.0	$285k	+11%	1.8k	159.70	View chart
Ishares Msci Gbl Gold Mn (RING)	0.0	$284k		3.6k	78.79	View chart
Toyota Motor Corp Ads (TM)	0.0	$284k	NEW	1.4k	206.09	View chart
Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG)	0.0	$282k	+22%	14k	19.75	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$281k		4.6k	61.32	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$281k		2.0k	142.19	View chart
Oracle Corporation (ORCL)	0.0	$278k	+20%	1.9k	147.11	View chart
Neos Etf Trust Russell 2000 Hig (IWMI)	0.0	$277k	NEW	5.8k	47.40	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$276k	-29%	7.5k	36.81	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$275k	-14%	5.9k	46.95	View chart
Pfizer (PFE)	0.0	$274k	+2%	9.7k	28.08	View chart
First Tr Exch Trd Alphdx Unit King Alph (FKU)	0.0	$273k		5.4k	50.36	View chart
M/a (MTSI)	0.0	$272k	NEW	1.2k	222.07	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$272k	+2%	9.3k	29.13	View chart
Intuitive Surgical Com New (ISRG)	0.0	$267k	-24%	578.00	460.99	View chart
National Grid Sponsored Adr Ne (NGG)	0.0	$266k	NEW	3.1k	84.60	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$262k	-38%	2.6k	99.27	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.0	$260k	+7%	5.6k	46.07	View chart
Parker-Hannifin Corporation (PH)	0.0	$260k	+18%	290.00	895.24	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$258k	NEW	578.00	446.54	View chart
Capital One Financial (COF)	0.0	$258k		1.4k	182.38	View chart
Flexshares Tr Flexshares Ultra (RAVI)	0.0	$258k	NEW	3.4k	75.41	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$257k	-3%	2.3k	111.37	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.0	$256k	+17%	7.0k	36.67	View chart
Linde SHS (LIN)	0.0	$253k	NEW	510.00	495.76	View chart
Blackrock (BLK)	0.0	$252k	-17%	262.00	961.71	View chart
Blackrock Capital Allocation Trust (BCAT)	0.0	$249k	+8%	18k	14.13	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$245k		1.7k	145.94	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.0	$241k		3.5k	68.11	View chart
Eaton Corp SHS (ETN)	0.0	$241k	NEW	675.00	357.67	View chart
Vodafone Group Sponsored Adr (VOD)	0.0	$241k	-8%	16k	15.02	View chart
Automatic Data Processing (ADP)	0.0	$240k		1.2k	203.24	View chart
Uscf Etf Tr Dividend Inc Fd (UDI)	0.0	$240k		7.1k	33.83	View chart
Spdr Series Trust State Stret Spdr (CERY)	0.0	$240k	NEW	6.8k	35.24	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	0.0	$237k	-6%	2.7k	88.01	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$233k		4.6k	50.34	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$232k		3.0k	78.40	View chart
Wisdomtree Tr Jp Smallcp Div (DFJ)	0.0	$231k	-7%	2.3k	102.06	View chart
Nextera Energy (NEE)	0.0	$229k	-20%	2.5k	92.87	View chart
Amphenol Corp Cl A (APH)	0.0	$227k	+7%	1.8k	126.35	View chart
Analog Devices (ADI)	0.0	$225k	NEW	708.00	318.14	View chart
Intel Corporation (INTC)	0.0	$224k	NEW	5.1k	44.13	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$223k		2.6k	86.69	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.0	$220k		1.8k	119.35	View chart
Hershey Company (HSY)	0.0	$220k	NEW	1.1k	207.90	View chart
Qualcomm (QCOM)	0.0	$219k	-7%	1.7k	128.77	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.0	$217k	+12%	4.4k	49.69	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.0	$215k		5.9k	36.74	View chart
Dominion Resources (D)	0.0	$215k		3.5k	61.82	View chart
Cbre Group Cl A (CBRE)	0.0	$215k	-30%	1.6k	135.46	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$214k	NEW	5.1k	42.31	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.0	$213k	NEW	2.6k	82.49	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.0	$212k		3.4k	62.13	View chart
Citigroup Com New (C)	0.0	$211k	NEW	1.9k	113.41	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.0	$210k	NEW	4.7k	44.62	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$206k	NEW	1.9k	110.39	View chart
Spdr Index Shs Fds State Street Spd (RWO)	0.0	$204k	-5%	4.5k	45.77	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$204k		4.3k	47.54	View chart
Newmont Mining Corporation (NEM)	0.0	$204k	NEW	1.9k	108.25	View chart
Texas Instruments Incorporated (TXN)	0.0	$204k	-22%	1.0k	194.14	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$203k	-2%	8.6k	23.65	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$203k	NEW	6.6k	30.96	View chart
Freeport Mcmoran CL B (FCX)	0.0	$203k	NEW	3.4k	58.78	View chart
Marvell Technology (MRVL)	0.0	$202k	NEW	2.0k	99.05	View chart
Sk Telecom Sponsored Adr (SKM)	0.0	$202k	NEW	6.9k	29.29	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$202k	+5%	969.00	208.05	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.0	$186k		23k	7.94	View chart
Takeda Pharmaceutical Sponsored Ads (TAK)	0.0	$186k	NEW	10k	18.52	View chart
Blackrock Multi-sector Incom other (BIT)	0.0	$178k		14k	12.52	View chart
Blackrock Esg Cap Allc Term Shs Ben Int (ECAT)	0.0	$145k	NEW	11k	13.58	View chart
Banco Santander Sa Adr (SAN)	0.0	$114k	NEW	10k	11.28	View chart
Wipro Spon Adr 1 Sh (WIT)	0.0	$23k	-17%	11k	2.12	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 2026 Q1 filed April 28, 2026
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

View all past filings

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