Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Walkner Condon Financial Advisors LLC (CIK 1817494) reported $758.7M across 321 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPDW ($57.7M, 7.61%), SPLG ($41.2M, 5.43%), JCPB ($27.7M, 3.65%), IVV ($22.4M, 2.96%), LMBS ($21.7M, 2.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPDW | SPDR INDEX SHS FDS | $57.7M | 7.61% | 1.3M | Added |
| 2 | SPLG | SPDR SERIES TRUST | $41.2M | 5.43% | 538,211 | Added |
| 3 | JCPB | J P MORGAN EXCHANGE TRADED F | $27.7M | 3.65% | 587,402 | Added |
| 4 | IVV | ISHARES TR | $22.4M | 2.96% | 34,329 | Trimmed |
| 5 | LMBS | FIRST TR EXCHANGE-TRADED FD | $21.7M | 2.85% | 434,819 | Added |
| 6 | IJH | ISHARES TR | $21.0M | 2.77% | 311,729 | Added |
| 7 | UCON | FIRST TR EXCHNG TRADED FD VI | $18.3M | 2.42% | 740,026 | Added |
| 8 | AVEM | AMERICAN CENTY ETF TR | $18.3M | 2.41% | 226,956 | Added |
| 9 | LGOV | FIRST TR EXCHANGE-TRADED FD | $18.1M | 2.39% | 840,755 | Trimmed |
| 10 | FTCS | FIRST TR EXCHANGE-TRADED FD | $16.3M | 2.15% | 176,171 | Added |
| 11 | AAPL | APPLE INC | $16.1M | 2.12% | 63,482 | Added |
| 12 | VGK | VANGUARD INTL EQUITY INDEX F | $15.6M | 2.06% | 189,517 | Added |
| 13 | VOO | VANGUARD INDEX FDS | $15.4M | 2.03% | 25,716 | Added |
| 14 | RDVY | FIRST TR EXCHANGE TRADED FD | $14.3M | 1.88% | 209,077 | Added |
| 15 | SCHR | SCHWAB STRATEGIC TR | $11.3M | 1.49% | 452,423 | Added |
| 16 | IJR | ISHARES TR | $11.3M | 1.49% | 90,858 | Added |
| 17 | GLDM | WORLD GOLD TR | $11.2M | 1.48% | 121,250 | Trimmed |
| 18 | BWX | SPDR SERIES TRUST | $10.7M | 1.41% | 485,825 | Added |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | $9.4M | 1.23% | 146,146 | Added |
| 20 | EWJ | ISHARES INC | $9.2M | 1.21% | 108,957 | Added |
| 21 | VPL | VANGUARD INTL EQUITY INDEX F | $8.8M | 1.16% | 89,721 | Trimmed |
| 22 | SCHX | SCHWAB STRATEGIC TR | $8.6M | 1.13% | 336,094 | Added |
| 23 | MSFT | MICROSOFT CORP | $7.5M | 0.98% | 20,135 | Trimmed |
| 24 | VYMI | VANGUARD WHITEHALL FDS | $7.4M | 0.97% | 78,081 | Added |
| 25 | VO | VANGUARD INDEX FDS | $6.9M | 0.90% | 23,905 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31