Universe · entity
Walkner Condon Financial Advisors LLC
Institutional manager (13F) · CIK 1817494
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $545M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR INDEX SHS FDS | $58M | 1,264,278 |
| 2 | SPDR SERIES TRUST | $41M | 538,211 |
| 3 | J P MORGAN EXCHANGE TRADED F | $28M | 587,402 |
| 4 | ISHARES TR | $22M | 34,329 |
| 5 | FIRST TR EXCHANGE-TRADED FD | $22M | 434,819 |
| 6 | ISHARES TR | $21M | 311,729 |
| 7 | FIRST TR EXCHNG TRADED FD VI | $18M | 740,026 |
| 8 | AMERICAN CENTY ETF TR | $18M | 226,956 |
| 9 | FIRST TR EXCHANGE-TRADED FD | $18M | 840,755 |
| 10 | FIRST TR EXCHANGE-TRADED FD | $16M | 176,171 |
| 11 | APPLE INC | $16M | 63,482 |
| 12 | VANGUARD INTL EQUITY INDEX F | $16M | 189,517 |
| 13 | VANGUARD INDEX FDS | $15M | 25,716 |
| 14 | FIRST TR EXCHANGE TRADED FD | $14M | 209,077 |
| 15 | ISHARES TR | $11M | 90,858 |
| 16 | SCHWAB STRATEGIC TR | $11M | 452,423 |
| 17 | WORLD GOLD TR | $11M | 121,250 |
| 18 | SPDR SERIES TRUST | $11M | 485,825 |
| 19 | VANGUARD TAX-MANAGED FDS | $9M | 146,146 |
| 20 | ISHARES INC | $9M | 108,957 |
| 21 | VANGUARD INTL EQUITY INDEX F | $9M | 89,721 |
| 22 | SCHWAB STRATEGIC TR | $9M | 336,094 |
| 23 | MICROSOFT CORP | $7M | 20,135 |
| 24 | VANGUARD WHITEHALL FDS | $7M | 78,081 |
| 25 | VANGUARD INDEX FDS | $7M | 23,905 |
| 26 | SPDR SERIES TRUST | $7M | 252,567 |
| 27 | ALPHABET INC | $7M | 23,328 |
| 28 | VANGUARD INTL EQUITY INDEX F | $6M | 119,967 |
| 29 | VANGUARD INDEX FDS | $6M | 23,515 |
| 30 | STATE STR SPDR S&P 500 ETF T | $6M | 9,101 |
| 31 | INVESCO EXCH TRADED FD TR II | $6M | 238,901 |
| 32 | PIMCO ETF TR | $5M | 208,113 |
| 33 | J P MORGAN EXCHANGE TRADED F | $5M | 63,524 |
| 34 | NVIDIA CORPORATION | $5M | 29,822 |
| 35 | SPDR INDEX SHS FDS | $5M | 139,004 |
| 36 | J P MORGAN EXCHANGE TRADED F | $5M | 95,814 |
| 37 | FIRST TR EXCHANGE TRAD FD VI | $5M | 167,778 |
| 38 | US BANCORP | $5M | 87,359 |
| 39 | VANGUARD SCOTTSDALE FDS | $4M | 73,598 |
| 40 | COSTCO WHOLESALE CORPORATION | $4M | 4,075 |
| 41 | ISHARES TR | $4M | 67,092 |
| 42 | FLEXSHARES TR | $4M | 70,364 |
| 43 | VANGUARD INTL EQUITY INDEX F | $4M | 26,457 |
| 44 | ISHARES TR | $4M | 69,421 |
| 45 | ISHARES TR | $4M | 15,368 |
| 46 | SPDR SERIES TRUST | $4M | 41,520 |
| 47 | ABRDN PRECIOUS METALS BASKET | $4M | 17,221 |
| 48 | ISHARES TR | $4M | 49,039 |
| 49 | ISHARES INC | $4M | 86,487 |
| 50 | VANGUARD SCOTTSDALE FDS | $4M | 44,528 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.