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CIK: 0001817494
Total reported value
$871.4M
$871.4M
322 檔
19.6%
According to the latest 13F quarterly dataset, Walkner Condon Financial Advisors LLC managed an equity portfolio of $871.4M at the end of Q1 2026, spanning 322 distinct U.S. exchange-listed positions.
In Q1 2026, Walkner Condon Financial Advisors LLC displayed an active expansion posture, initiating 29 new positions and adding to 93 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 322 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 7.61% | +0.23% | +12.49% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.43% | +0.21% | +6.41% | |
| 3 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.65% | -0.10% | +12.33% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.96% | +0.03% | -0.65% | |
| 5 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.85% | -0.15% | +3.30% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.77% | +0.26% | +8.53% | |
| 7 | UCON | First Trust Smith Unconstrai | ETF-Other | 2.42% | -0.12% | +10.73% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.41% | +0.19% | +14.20% | |
| 9 | LGOV | First Tr Long Duration O-etf | ETF-Other | 2.39% | -0.09% | -0.18% | |
| 10 | FTCS | First Trust Capital Strength | ETF-Other | 2.15% | -0.06% | +0.14% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.12% | +0.26% | +5.49% | |
| 12 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.06% | +0.02% | +3.30% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.03% | +0.22% | +0.52% | |
| 14 | RDVY | First Trust Rising Dividend | ETF-Other | 1.88% | +0.15% | +2.06% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.49% | +0.25% | +64.24% | |
| 16 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.49% | -0.22% | +4.43% | |
| 17 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.48% | -0.23% | -3.24% | |
| 18 | BWX | State Street Spdr Bloomberg | ETF-Other | 1.41% | -0.18% | +5.55% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.23% | +0.05% | +6.04% | |
| 20 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.21% | +0.06% | +11.77% | |
| 21 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.16% | +0.12% | -2.55% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.13% | +0.06% | +4.22% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.98% | -0.12% | -1.78% | |
| 24 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.97% | -0.10% | +0.06% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.90% | -0.02% | -1.26% | |
| 26 | BWZ | State Street Spdr Bloomberg | ETF-Other | 0.90% | -0.06% | +8.30% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | +0.10% | +4.71% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.85% | +0.02% | +2.49% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.81% | +0.02% | +3.16% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.78% | -0.02% | -0.10% | |
| 31 | PICB | Invesco International Corpor | ETF-Other | 0.73% | +0.05% | +360.39% | |
| 32 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.72% | -0.06% | +11.88% | |
| 33 | JIVE | JPM Interntl Value ETF | ETF-Other | 0.72% | +0.07% | +37.81% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.69% | +0.01% | +17.03% | |
| 35 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.67% | -0.01% | — | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.64% | +0.01% | +15.77% | |
| 37 | FTGC | First Trust Global Tactical | ETF-Other | 0.63% | -0.08% | +17.89% | |
| 38 | USB | US Bancorp | Stock-Financials | 0.60% | +0.01% | +0.10% | |
| 39 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.54% | -0.07% | +4.47% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | -0.13% | +1.04% | |
| 41 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.52% | +0.03% | +12.81% | |
| 42 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.51% | -0.08% | +2.50% | |
| 43 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.51% | -0.01% | +2.96% | |
| 44 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.51% | +0.04% | +1.31% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.50% | +0.03% | -0.30% | |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.50% | -0.20% | -5.89% | |
| 47 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 0.50% | -0.12% | -6.97% | |
| 48 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.49% | -0.02% | +2.59% | |
| 49 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 0.47% | +0.02% | +346.96% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.46% | -0.06% | +22.70% |
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 322 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SPDW, SPYM, JCPB) accounted for 19.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
XLE
市值: $348.4K
Top Position Liquidated / Trimmed
EXK
前期市值: $1.0M
During Q1 2026, Walkner Condon Financial Advisors LLC's top holdings by market value included SPDW (7.6%)、SPYM (5.4%)、JCPB (3.6%). The largest single position, SPDW, represented 7.6% of total portfolio value.
In Q1 2026, Walkner Condon Financial Advisors LLC made 196 total portfolio adjustments, initiating 29 new buys, adding to 93 positions, trimming 59 holdings, and fully liquidating 15 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.
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