13F Insight
DOSSIER · 13F-HR · Q1 2026

Walkner Condon Financial Advisors LLC

$759M in tracked AUM across 322 positions as of Q1 2026.

WC
CIK 0001817494 · last filed Mar 31, 2026
Total AUM
$759M
as of Q1 2026
Holdings
322
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Walkner Condon Financial Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPDW
SPDR INDEX SHS FDS
$58M1.3M7.6%02
SPYM
SPDR SERIES TRUST
$41M538K5.4%03
JCPB
J P MORGAN EXCHANGE TRADED F
$28M587K3.6%04
IVV
ISHARES TR
$22M34K3.0%05
LMBS
FIRST TR EXCHANGE-TRADED FD
$22M435K2.9%06
IJH
ISHARES TR
$21M312K2.8%07
UCON
FIRST TR EXCHNG TRADED FD VI
$18M740K2.4%08
AVEM
AMERICAN CENTY ETF TR
$18M227K2.4%09
LGOV
FIRST TR EXCHANGE-TRADED FD
$18M841K2.4%10
FTCS
FIRST TR EXCHANGE-TRADED FD
$16M176K2.2%

Filing history

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 positionsLocked2023Q2Jun 30
$378M▲ 5.9%
239 positionsLocked
Showing 12 of 24