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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, IJH, IVV, and represent 23.05% of Walkner Condon Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VO (+$5.7M), SPDW, JCPB, Arista Networks, AAPL, IJH, LGOV, VOO, SPYM, LMBS.
Started 38 new stock positions in ESGV, QUAL, STX, SAP, IVE, NMR, IUSG, RDVI, Arista Networks, UNH.
Reduced shares in these 10 stocks: BIL, GEW, USEW, ASTS, JEPI, IBIT, SGOV, FEZ, ITOT, JPIB.
Sold out of its positions in SGOL, GEW, BITB, BIT, BCAT, ECAT, DFAR, DIV, HSY, ISRG. AGG, IBIT, NGG, NEM, TM, BSV.
Walkner Condon Financial Advisors was a net buyer of stock by $60M.
Walkner Condon Financial Advisors has $871M in assets under management (AUM), dropping by 14.86%.
Central Index Key (CIK): 0001817494

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Portfolio Holdings for Walkner Condon Financial Advisors

Walkner Condon Financial Advisors holds 344 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	7.8	$68M	+7%	1.4M	50.39	View chart
Spdr Series Trust St Str P500etf (SPYM)	5.6	$49M	+3%	559k	87.88	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	3.5	$31M	+12%	659k	46.94	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.0	$26M	+9%	342k	77.11	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.0	$26M		35k	748.89	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.7	$24M	+8%	472k	49.78	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.6	$23M	+3%	235k	96.49	View chart
Apple (AAPL)	2.4	$21M	+13%	72k	289.36	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	2.3	$20M	+11%	938k	21.40	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	2.3	$20M	+8%	806k	24.88	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.3	$20M	+11%	29k	686.79	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	2.1	$18M	+9%	194k	93.92	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	2.1	$18M	+7%	204k	88.54	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	2.0	$18M	+4%	218k	81.06	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.7	$15M	+12%	102k	148.30	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	1.3	$11M	+7%	97k	115.69	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.3	$11M	+6%	156k	71.23	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.3	$11M		450k	24.65	View chart
Ishares Msci Japan Etf (EWJ)	1.3	$11M	+8%	119k	93.27	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.3	$11M	+13%	138k	79.42	View chart
Spdr Series Trust St Intl Bbg Etf (BWX)	1.2	$11M		495k	21.68	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.2	$10M	+5%	354k	29.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$8.6M	+2%	24k	357.37	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$7.7M	+297%	95k	80.57	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$7.6M	+6%	127k	59.69	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.9	$7.6M		77k	98.20	View chart
Microsoft Corporation (MSFT)	0.9	$7.5M		20k	373.01	View chart
Spdr Series Trust Sst Spdr Bloombe (BWZ)	0.8	$7.3M	+8%	274k	26.74	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$7.2M		24k	303.12	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.8	$6.8M	+17%	75k	91.95	View chart
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB)	0.8	$6.8M	+23%	295k	23.16	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$6.6M	-2%	8.9k	746.78	View chart
NVIDIA Corporation (NVDA)	0.7	$6.1M	+2%	31k	200.09	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.7	$5.8M	+4%	217k	26.52	View chart
Spdr Index Shs Fds St Str Acwi Etf (CWI)	0.7	$5.7M		141k	40.67	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.7	$5.7M	+17%	113k	50.56	View chart
Us Bancorp Com New (USB)	0.6	$5.3M		87k	60.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$5.1M	+28%	14k	370.03	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.5	$4.8M		69k	69.45	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.5	$4.8M	+7%	72k	66.45	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.5	$4.8M	+5%	176k	27.05	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$4.6M		16k	300.45	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.5	$4.3M	+6%	28k	154.16	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.5	$4.2M	+14%	99k	42.42	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.5	$4.1M		48k	84.60	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.5	$4.1M		74k	55.18	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.4	$3.8M	+10%	77k	49.28	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.4	$3.7M	+6%	75k	49.26	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.4	$3.7M	+4%	55k	67.56	View chart
Costco Wholesale Corporation (COST)	0.4	$3.5M	-7%	3.8k	935.45	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$3.5M		45k	78.99	View chart
Arista Networks Put Put Option	0.4	$3.3M	NEW	17k	197.36	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.4	$3.3M	+4%	18k	181.08	View chart
Amazon (AMZN)	0.4	$3.2M	+5%	14k	238.34	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.4	$3.2M	+8%	64k	50.66	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.4	$3.2M		56k	57.67	View chart
Arista Networks Com Shs (ANET)	0.4	$3.2M		19k	169.88	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$3.0M	+10%	41k	73.41	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$3.0M	+2%	8.1k	368.38	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$2.9M	+7%	81k	36.24	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.3	$2.9M	-2%	31k	93.38	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$2.9M	-4%	12k	236.61	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$2.8M		37k	75.51	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.3	$2.7M	-10%	53k	51.78	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.3	$2.7M	-3%	15k	176.97	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.3	$2.7M	+11%	60k	44.84	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$2.6M	-17%	46k	56.48	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.3	$2.6M	-31%	28k	91.64	View chart
Exxon Mobil Corporation (XOM)	0.3	$2.6M	+14%	19k	136.72	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$2.6M	-13%	16k	164.27	View chart
Spdr Index Shs Fds St Str Eu 50 Etf (FEZ)	0.3	$2.4M	-14%	35k	68.68	View chart
Broadcom (AVGO)	0.3	$2.3M	+10%	6.2k	377.75	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$2.3M	-7%	45k	51.00	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$2.3M		22k	106.47	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.3	$2.3M	+17%	12k	191.75	View chart
Pimco Equity Ser Rafi Dyn Emerg (MFEM)	0.3	$2.2M		79k	28.23	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.2M	+11%	6.3k	352.76	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$2.1M		8.7k	242.99	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$2.1M		13k	158.03	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.2	$2.1M	-7%	16k	132.76	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.9M	+423%	23k	86.14	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$1.9M		44k	43.14	View chart
Ishares Tr Core Msci Euro (IEUR)	0.2	$1.9M		25k	75.11	View chart
Ishares Msci Glb Slv&mtl (SLVP)	0.2	$1.9M		60k	30.83	View chart
Eli Lilly & Co. (LLY)	0.2	$1.8M	+4%	1.5k	1199.46	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$1.8M	-3%	75k	24.14	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.8M	+6%	8.2k	217.92	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$1.8M		30k	58.98	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.2	$1.8M	+27%	60k	29.22	View chart
Ea Series Trust Cambria Global E	0.2	$1.7M	NEW	34k	51.15	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.7M	+300%	14k	124.17	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$1.7M		35k	48.12	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.2	$1.7M		17k	98.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.6M	-4%	2.2k	736.43	View chart
Tesla Motors (TSLA)	0.2	$1.6M	-6%	3.9k	420.60	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$1.6M	+10%	3.4k	477.57	View chart
Ea Series Trust Camb Us Equa Etf (USEW)	0.2	$1.6M	-36%	28k	55.83	View chart
Pimco Equity Ser Rafi Dyn Multi (MFDX)	0.2	$1.5M		37k	41.64	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.5M	+3%	3.0k	500.39	View chart
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)	0.2	$1.5M	-8%	51k	29.72	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.2	$1.5M	-3%	37k	41.10	View chart
T Rowe Price Exchange-traded Intl Equity Etf (TOUS)	0.2	$1.5M	+2%	39k	38.37	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.5M	+5%	4.6k	327.32	View chart
Meta Platforms Cl A (META)	0.2	$1.5M		2.6k	563.32	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.2	$1.5M	+6%	28k	52.12	View chart
Ishares Tr Egsadvncdmsci Em (EMXF)	0.2	$1.4M		25k	57.94	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$1.4M		17k	82.27	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.4M	+5%	17k	82.84	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$1.4M		14k	96.38	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.2	$1.4M	-18%	35k	38.59	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.2	$1.4M	+14%	27k	50.63	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$1.3M	+396%	49k	27.41	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$1.3M	-9%	25k	52.34	View chart
Micron Technology (MU)	0.1	$1.2M	+14%	1.1k	1154.29	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.2M	+26%	14k	83.75	View chart
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)	0.1	$1.2M	+23%	18k	67.17	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.1	$1.2M	-7%	19k	61.32	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.1	$1.1M	+4%	44k	25.52	View chart
Amplify Etf Tr Etho Cli Lea Etf (ETHO)	0.1	$1.1M	-3%	14k	80.61	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.1M		35k	31.71	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.1M	-2%	4.5k	242.43	View chart
Johnson & Johnson (JNJ)	0.1	$1.0M	-4%	4.1k	254.00	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.0M		3.0k	343.91	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$997k		6.1k	163.67	View chart
Lam Research Corp Com New (LRCX)	0.1	$993k		2.3k	433.33	View chart
Advanced Micro Devices (AMD)	0.1	$966k	+5%	1.7k	580.91	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$946k		9.2k	102.81	View chart
Global X Fds Global X Uranium (URA)	0.1	$936k		21k	43.70	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$925k	-3%	45k	20.49	View chart
Caterpillar (CAT)	0.1	$915k		859.00	1065.19	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$910k		12k	75.79	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$888k		6.8k	130.40	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$882k		7.5k	117.06	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.1	$871k	+28%	33k	26.23	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$868k		14k	62.76	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.1	$868k		18k	47.47	View chart
Visa Com Cl A (V)	0.1	$864k	+21%	2.5k	343.09	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$847k	+6%	19k	43.61	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$840k		37k	22.43	View chart
Intel Corporation (INTC)	0.1	$833k	+17%	6.0k	139.64	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.1	$828k	-9%	19k	43.76	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$817k		5.3k	154.31	View chart
Cisco Systems (CSCO)	0.1	$811k	+5%	6.9k	117.46	View chart
Kla Corp Com New (KLAC)	0.1	$790k	+943%	2.6k	301.71	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$787k		50k	15.86	View chart
Marvell Technology (MRVL)	0.1	$781k	+28%	2.6k	297.89	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$776k		20k	37.96	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$768k	-20%	8.0k	96.58	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.1	$767k		16k	47.71	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$766k		32k	23.68	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$765k	+96%	14k	53.09	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$762k		14k	55.93	View chart
Wal-Mart Stores (WMT)	0.1	$734k		6.5k	113.25	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$733k	-11%	14k	52.76	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$731k		5.3k	137.54	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$728k		25k	28.96	View chart
Abbvie (ABBV)	0.1	$709k	+8%	2.8k	251.67	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$698k		14k	49.99	View chart
Gilead Sciences (GILD)	0.1	$683k	+30%	5.4k	126.34	View chart
Applied Materials (AMAT)	0.1	$676k	+4%	935.00	723.00	View chart
International Business Machines (IBM)	0.1	$666k	+3%	2.4k	281.21	View chart
Pimco Equity Ser Rafi Esg Us (RAFE)	0.1	$664k	+4%	14k	47.86	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.1	$664k	-4%	17k	39.68	View chart
Home Depot (HD)	0.1	$640k	+11%	1.8k	352.74	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$633k		1.2k	522.39	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$628k	-40%	6.2k	100.67	View chart
Pimco Etf Tr Commodity Strat (CMDT)	0.1	$626k	+10%	20k	30.67	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$608k		7.1k	85.50	View chart
Neos Etf Trust Russ 2000 Hi Etf (IWMI)	0.1	$604k	+93%	11k	53.52	View chart
American Centy Etf Tr Ava Res Mar Etf (AVSE)	0.1	$602k	+4%	7.4k	81.84	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.1	$599k	-14%	14k	42.33	View chart
Palantir Technologies Cl A (PLTR)	0.1	$598k	+16%	5.1k	116.67	View chart
Procter & Gamble Company (PG)	0.1	$583k		4.0k	146.64	View chart
Coca-Cola Company (KO)	0.1	$582k	+16%	7.2k	81.27	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$574k		3.0k	193.77	View chart
Listed Fds Tr Wahed Ftse Etf (HLAL)	0.1	$568k		8.0k	71.39	View chart
Goldman Sachs (GS)	0.1	$567k	+7%	561.00	1011.37	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$563k	+22%	283.00	1989.44	View chart
Merck & Co (MRK)	0.1	$560k	+4%	4.4k	128.50	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$557k	+681%	4.7k	119.53	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$549k	+8%	6.6k	82.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$541k		11k	50.49	View chart
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI)	0.1	$538k		6.2k	87.08	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$535k	+20%	15k	36.13	View chart
Mastercard Incorporated Cl A (MA)	0.1	$522k		1.0k	513.60	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.1	$521k		3.7k	142.39	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$520k		13k	40.02	View chart
American Express Company (AXP)	0.1	$514k	+13%	1.5k	338.24	View chart
Bank of America Corporation (BAC)	0.1	$513k	+3%	9.0k	56.98	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$488k		3.5k	139.86	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.1	$485k	+19%	11k	46.14	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$477k	+2%	22k	22.14	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$476k		9.4k	50.58	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$471k		12k	40.65	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$468k	+2%	4.3k	109.52	View chart
First Tr Exch Trd Alphdx Unit King Alph (FKU)	0.1	$464k	+62%	8.8k	52.62	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$464k	+3%	8.0k	58.20	View chart
Netflix (NFLX)	0.1	$464k	-36%	6.5k	71.40	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$462k	-9%	2.9k	156.95	View chart
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG)	0.1	$461k	+6%	23k	19.89	View chart
Spdr Index Shs Fds St Str Msci Eafe (QEFA)	0.1	$458k	-4%	4.8k	96.01	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$453k		5.5k	82.49	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$452k	-28%	3.2k	141.89	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$451k		17k	26.50	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$449k	+3%	2.4k	190.52	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$442k	+2%	5.8k	76.70	View chart
McKesson Corporation (MCK)	0.1	$441k	-4%	583.00	755.60	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$439k	+12%	6.4k	68.41	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$435k		1.8k	246.21	View chart
Ishares Tr Esg Advan Etf (EUSB)	0.0	$431k		9.9k	43.45	View chart
Spdr Series Trust St Str Sp Metal (XME)	0.0	$423k		4.0k	106.93	View chart
Novartis Sponsored Adr (NVS)	0.0	$423k	+6%	2.7k	156.72	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.0	$421k	NEW	8.5k	49.38	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$419k		15k	27.70	View chart
Ge Aerospace Com New (GE)	0.0	$416k	+9%	1.1k	373.73	View chart
Columbia Etf Tr I Diversifid Fxd (DIAL)	0.0	$416k	+7%	23k	18.16	View chart
Ge Vernova (GEV)	0.0	$410k	+3%	349.00	1174.86	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$407k	NEW	1.9k	219.43	View chart
Morgan Stanley Com New (MS)	0.0	$406k	+4%	1.9k	209.04	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	0.0	$403k		12k	34.62	View chart
Vanguard Wellington Us Quality (VFQY)	0.0	$403k		2.4k	170.29	View chart
Totalenergies Se Act (TTE)	0.0	$401k	+14%	5.2k	77.76	View chart
Palo Alto Networks (PANW)	0.0	$398k	NEW	1.2k	341.02	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$396k	-33%	8.1k	49.13	View chart
T Rowe Price Exchange-traded Price Grw Stock (TGRW)	0.0	$395k		8.3k	47.72	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$391k		3.6k	109.43	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$383k	-2%	1.9k	199.81	View chart
McDonald's Corporation (MCD)	0.0	$381k	-25%	1.4k	270.24	View chart
Verizon Communications (VZ)	0.0	$375k	-11%	8.9k	42.34	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$375k	+30%	3.0k	124.44	View chart
Amgen (AMGN)	0.0	$375k		1.0k	362.12	View chart
Wec Energy Group (WEC)	0.0	$372k	+4%	3.2k	116.78	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$369k	+14%	5.3k	69.08	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$355k	-11%	11k	31.10	View chart
Ishares Tr Core Msci Pac (IPAC)	0.0	$351k	-11%	4.3k	81.93	View chart
Western Digital (WDC)	0.0	$351k	NEW	550.00	638.72	View chart
First Tr Exchange-traded Indxx Nat Re Etf (FTRI)	0.0	$348k	+8%	22k	15.87	View chart
Automatic Data Processing (ADP)	0.0	$345k	+30%	1.5k	224.00	View chart
Etf Ser Solutions Us Diversified (PPTY)	0.0	$344k		10k	34.26	View chart
Chevron Corporation (CVX)	0.0	$344k	-4%	2.1k	165.76	View chart
Ishares Tr Esg Advncd Hy Bd (HYXF)	0.0	$344k		7.4k	46.72	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$340k	+4%	2.9k	117.50	View chart
Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG)	0.0	$336k		14k	23.58	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$332k		4.6k	72.28	View chart
Texas Instruments Incorporated (TXN)	0.0	$332k	+6%	1.1k	298.07	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$329k	NEW	341.00	965.00	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$326k	NEW	3.7k	89.20	View chart
Amphenol Corp Cl A (APH)	0.0	$325k	+2%	1.8k	176.32	View chart
Wells Fargo & Company (WFC)	0.0	$324k		3.9k	82.64	View chart
Ast Spacemobile Com Cl A (ASTS)	0.0	$323k	-65%	3.6k	88.86	View chart
Invesco Exch Traded Fd Tr Ii S&p Sm En Et New (PSCE)	0.0	$322k	+3%	6.0k	53.87	View chart
T Rowe Price Exchange-traded Small Mid Cap (TMSL)	0.0	$319k	+4%	7.3k	43.85	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$318k		5.2k	61.46	View chart
UnitedHealth (UNH)	0.0	$317k	NEW	762.00	415.63	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$317k		9.4k	33.84	View chart
Qualcomm (QCOM)	0.0	$316k		1.7k	184.77	View chart
Capital One Financial (COF)	0.0	$312k	+9%	1.6k	200.57	View chart
Altria (MO)	0.0	$312k	-28%	4.3k	71.95	View chart
Southern Company (SO)	0.0	$307k	+5%	3.2k	95.72	View chart
Raytheon Technologies Corp (RTX)	0.0	$306k		1.6k	189.73	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$305k		5.7k	53.11	View chart
Spdr Series Trust Sp O&g Expl Pro (XOP)	0.0	$302k		2.0k	154.26	View chart
Eaton Corp SHS (ETN)	0.0	$301k	+4%	707.00	426.12	View chart
Lockheed Martin Corporation (LMT)	0.0	$295k	+17%	578.00	509.48	View chart
Flexshares Tr Ultr Sho Inc Fd (RAVI)	0.0	$294k	+14%	3.9k	75.42	View chart
Vanguard World Energy Etf (VDE)	0.0	$294k		2.0k	150.13	View chart
Oracle Corporation (ORCL)	0.0	$293k	+5%	2.0k	146.55	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.0	$293k	-52%	6.1k	48.35	View chart
Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM)	0.0	$292k	+3%	7.3k	40.01	View chart
Analog Devices (ADI)	0.0	$288k	+2%	724.00	397.17	View chart
Nokia Corp Sponsored Adr (NOK)	0.0	$285k	NEW	22k	13.28	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$285k	NEW	373.00	763.14	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$285k		573.00	496.73	View chart
Linde SHS (LIN)	0.0	$284k	+7%	547.00	518.94	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)	0.0	$283k	NEW	3.1k	92.41	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$280k	-39%	2.8k	100.28	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$277k		5.9k	46.81	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.0	$276k		3.5k	77.79	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.0	$275k	+11%	2.9k	95.09	View chart
M/a (MTSI)	0.0	$274k	-41%	720.00	380.37	View chart
Citigroup Com New (C)	0.0	$273k	+4%	1.9k	139.96	View chart
TJX Companies (TJX)	0.0	$271k		1.8k	151.50	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$271k	NEW	1.2k	227.07	View chart
salesforce (CRM)	0.0	$269k	-12%	1.7k	156.66	View chart
Sandisk Corp (SNDK)	0.0	$268k	NEW	118.00	2273.73	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$267k	NEW	3.9k	68.01	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.0	$266k		1.8k	144.30	View chart
Pepsi (PEP)	0.0	$264k	-9%	1.9k	135.41	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$263k	NEW	1.9k	137.56	View chart
Fortinet (FTNT)	0.0	$260k	NEW	1.7k	153.62	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$256k		1.7k	152.18	View chart
Cummins (CMI)	0.0	$255k	NEW	357.00	713.21	View chart
Parker-Hannifin Corporation (PH)	0.0	$253k	-10%	259.00	978.12	View chart
Woori Finl Group Sponsored Ads (WF)	0.0	$253k	NEW	4.4k	57.40	View chart
Blackrock (BLK)	0.0	$251k		261.00	961.56	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.0	$249k	NEW	8.5k	29.40	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.0	$248k		4.4k	56.79	View chart
Wisdomtree Tr Jp Smallcp Div (DFJ)	0.0	$243k		2.3k	105.31	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$242k	+8%	2.8k	86.42	View chart
Takeda Pharmaceutical Sponsored Ads (TAK)	0.0	$241k	+50%	15k	16.03	View chart
Bhp Billiton Sponsored Ads (BHP)	0.0	$241k	NEW	2.9k	83.31	View chart
Walt Disney Company (DIS)	0.0	$241k	-16%	2.5k	96.24	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$240k	-13%	839.00	285.58	View chart
Dominion Resources (D)	0.0	$239k		3.5k	68.29	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.0	$237k	-4%	5.6k	42.44	View chart
Uscf Etf Tr Dividend Inc Fd (UDI)	0.0	$237k	-5%	6.7k	35.34	View chart
Sk Telecom Sponsored Adr (SKM)	0.0	$234k	+5%	7.3k	32.16	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$233k		4.6k	50.35	View chart
Ishares Msci Gbl Gold Mn (RING)	0.0	$233k		3.6k	64.46	View chart
Orix Corp Sponsored Adr (IX)	0.0	$232k	NEW	6.1k	38.04	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.0	$232k	-10%	5.0k	46.05	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$231k	-4%	6.3k	36.87	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$229k	NEW	1.2k	188.09	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.0	$229k		24k	9.58	View chart
Pfizer (PFE)	0.0	$227k	-3%	9.4k	24.08	View chart
Sap Se Spon Adr (SAP)	0.0	$226k	NEW	1.5k	154.11	View chart
Vaneck Etf Trust Rare Ear Str Etf (REMX)	0.0	$225k	-5%	2.5k	88.51	View chart
Spdr Series Trust State Stret Spdr (CERY)	0.0	$224k		6.7k	33.43	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$224k	+9%	4.7k	47.41	View chart
Spdr Index Shs Fds St Dow Globa Etf (RWO)	0.0	$224k		4.5k	49.71	View chart
Colgate-Palmolive Company (CL)	0.0	$223k	NEW	2.4k	91.68	View chart
Freeport Mcmoran CL B (FCX)	0.0	$221k	+2%	3.5k	62.89	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.0	$220k	+2%	3.5k	62.78	View chart
Vodafone Group Sponsored Adr (VOD)	0.0	$217k	+2%	16k	13.22	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$217k	NEW	1.6k	132.24	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$215k		5.1k	42.41	View chart
Allstate Corporation (ALL)	0.0	$214k	NEW	901.00	237.94	View chart
Nextera Energy (NEE)	0.0	$213k		2.4k	87.76	View chart
At&t (T)	0.0	$213k	-8%	10k	20.70	View chart
Cbre Group Cl A (CBRE)	0.0	$211k		1.6k	134.69	View chart
Shinhan Financial Group Co L Spn Adr Restrd (SHG)	0.0	$207k	NEW	3.3k	63.25	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$206k	NEW	779.00	264.72	View chart
Ishares Tr Esg Select Scre (XVV)	0.0	$206k	NEW	3.6k	56.79	View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA)	0.0	$204k	NEW	8.1k	25.06	View chart
Cambria Etf Tr Global Value Etf (GVAL)	0.0	$204k	NEW	5.7k	36.02	View chart
Bwx Technologies (BWXT)	0.0	$203k	NEW	1.0k	194.65	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.0	$203k	NEW	19k	10.92	View chart
Shell Spon Ads (SHEL)	0.0	$202k	NEW	3.0k	66.92	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$201k	-2%	1.8k	110.35	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$200k	NEW	2.1k	95.62	View chart
Banco Santander Sa Adr (SAN)	0.0	$169k	+21%	12k	13.80	View chart
Nomura Hldgs Sponsored Adr (NMR)	0.0	$104k	NEW	12k	8.78	View chart
Gevo Com Par (GEVO)	0.0	$24k	NEW	16k	1.50	View chart
Wipro Spon Adr 1 Sh (WIT)	0.0	$23k	-7%	10k	2.25	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 Q2 filed July 27, 2026
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

View all past filings

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