Walkner Condon Financial Advisors LLC Portfolio Holdings
Walkner Condon Financial Advisors LLC
- $612 Million
- Q3 2025
Walkner Condon Financial Advisors LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $612 Million distributed in 299 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Ser Tr Fds Spdr Portfolio with a value of $36.6M, Spdr Portfolio S&P 500 ETF (Ma with a value of $32.1M, Ishares Core S&P 500 ETF with a value of $23.5M, J P Morgan Exchange Traded Fd with a value of $20.9M, and First Tr ETF Fd Iv First Tr Lo with a value of $16.9M.
Examining the 13F form we can see an increase of $83.4M in the current position value, from $529M to 612M.
Below you can find more details about Walkner Condon Financial Advisors LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 299
- Current Value $612 Million
- Prior Value $529 Million
- Filing
- Period Q3 2025
- Filing Date October 28, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 37 stocks
- Additional Purchases 153 stocks
- Sold out of 0 stocks
- Reduced holdings in 84 stocks