13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001817494
Total reported value
$871.4M
$871.4M
267 檔
11.3%
In Q1 2025, Walkner Condon Financial Advisors LLC's U.S. equity holdings reached a combined market value of $871.4M, distributed across 267 disclosed stock positions.
In Q1 2025, Walkner Condon Financial Advisors LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 267 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 5.04% | +0.23% | +53.83% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.59% | +0.21% | -15.74% | |
| 3 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.71% | -0.10% | +34.27% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.59% | +0.03% | -1.11% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.95% | +0.22% | -0.61% | |
| 6 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.77% | -0.15% | +134.16% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.68% | +0.26% | +2.12% | |
| 8 | LGOV | First Tr Long Duration O-etf | ETF-Other | 2.56% | -0.09% | +49.92% | |
| 9 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.52% | +0.02% | -0.61% | |
| 10 | UCON | First Trust Smith Unconstrai | ETF-Other | 2.45% | -0.12% | +15.63% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.44% | +0.26% | +209.54% | |
| 12 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.00% | -0.22% | +8.85% | |
| 13 | FTCS | First Trust Capital Strength | ETF-Other | 1.90% | -0.06% | -30.36% | |
| 14 | RDVY | First Trust Rising Dividend | ETF-Other | 1.62% | +0.15% | +143.97% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.42% | -0.12% | +1.64% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.40% | +0.06% | +1.36% | |
| 17 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.32% | +0.12% | +1.31% | |
| 18 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.25% | +0.19% | — | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.20% | -0.02% | -4.60% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.20% | +0.05% | -0.96% | |
| 21 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.19% | -0.23% | +12.84% | |
| 22 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.15% | -0.12% | -17.81% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.11% | -0.02% | -12.50% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 1.10% | +0.02% | -4.01% | |
| 25 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.05% | -0.10% | +1.72% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.01% | +0.02% | +0.23% | |
| 27 | BWZ | State Street Spdr Bloomberg | ETF-Other | 0.84% | -0.06% | -3.34% | |
| 28 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.84% | -0.07% | +5.10% | |
| 29 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.81% | -0.01% | — | |
| 30 | USB | US Bancorp | Stock-Financials | 0.75% | +0.01% | +0.22% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.69% | +0.25% | +206.44% | |
| 32 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.66% | -0.04% | +1.02% | |
| 33 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.66% | +0.06% | — | |
| 34 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.64% | +0.04% | -5.68% | |
| 35 | BND | Vanguard Total Bond Market | ETF-Other | 0.63% | -0.01% | -2.74% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.10% | +4.08% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.62% | +0.03% | +1.55% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | -0.13% | -3.36% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.61% | +0.01% | +1.77% | |
| 40 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.61% | -0.01% | -3.04% | |
| 41 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.60% | -0.06% | -1.39% | |
| 42 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.59% | -0.04% | -5.93% | |
| 43 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.58% | -0.02% | +3.83% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.58% | +0.01% | -42.25% | |
| 45 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.57% | -0.05% | -78.38% | |
| 46 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 0.54% | -0.02% | -1.95% | |
| 47 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.54% | +0.01% | -54.81% | |
| 48 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.53% | +0.02% | -60.98% | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.53% | -0.11% | -9.86% | |
| 50 | SUB | Ishares Short-term National | ETF-Other | 0.52% | -0.04% | -1.53% |
According to official SEC Form 13F filings, Walkner Condon Financial Advisors LLC reported a total U.S. public equity portfolio value of $871.4M across 267 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPDW, SPYM, JCPB) accounted for 11.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPDW
市值: $24.9M
During Q1 2025, Walkner Condon Financial Advisors LLC's top holdings by market value included SPDW (5.0%)、SPYM (4.6%)、JCPB (3.7%). The largest single position, SPDW, represented 5.0% of total portfolio value.
In Q1 2025, Walkner Condon Financial Advisors LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.