13F Insight
DOSSIER · 13F-HR · Q2 2026

Walkner Condon Financial Advisors LLC

$871M in tracked AUM across 344 positions as of Q2 2026.

WC
CIK 0001817494 · last filed Jun 30, 2026
Total AUM
$871M
as of Q2 2026
Holdings
344
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Walkner Condon Financial Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPDW
SPDR INDEX SHS FDS
$68M1.4M7.8%02
SPYM
SPDR SERIES TRUST
$49M559K5.6%03
JCPB
J P MORGAN EXCHANGE TRADED F
$31M659K3.5%04
IJH
ISHARES TR
$26M342K3.0%05
IVV
ISHARES TR
$26M35K3.0%06
LMBS
FIRST TR EXCHANGE-TRADED FD
$23M472K2.7%07
AVEM
AMERICAN CENTY ETF TR
$23M235K2.6%08
AAPL
APPLE INC
$21M72K2.4%09
LGOV
FIRST TR EXCHANGE-TRADED FD
$20M937K2.3%10
UCON
FIRST TR EXCHNG TRADED FD VI
$20M806K2.3%

Filing history

2026Q2Jun 30
$871M▲ 14.9%
344 positionsView →2026Q1Mar 31
$759M▲ 5.4%
322 positionsView →2025Q4Dec 31
$720M▲ 14.1%
308 positionsView →2025Q3Sep 30
$631M▲ 16.1%
299 positionsView →2025Q2Jun 30
$543M▲ 9.9%
277 positionsLocked2025Q1Mar 31
$494M▲ 0.5%
267 positionsLocked2024Q4Dec 31
$492M▲ 0.4%
282 positionsLocked2024Q3Sep 30
$490M▲ 5.8%
265 positionsLocked2024Q2Jun 30
$463M▼ 1.7%
255 positionsLocked2024Q1Mar 31
$471M▲ 7.3%
266 positionsLocked2023Q4Dec 31
$439M▲ 16.4%
265 positionsLocked2023Q3Sep 30
$377M▼ 0.2%
240 positionsLocked
Showing 12 of 25