13F filer

Walkner Condon Financial Advisors

As of Jun 30, 2026 Filed Jul 27, 2026 CIK 1817494 SEC filings ↗

13F Value

$871.4M

Positions

344

Top Position

SPDW7.8%

Top 5

23.0%

Latest filing changes

vs Mar 31, 2026

1 SPDW State Street(R) SPDR(R) Portfolio Developed World ex-US ETF +7.3%+$4.6M

2 JCPB JPMorgan Core Plus Bond ETF +12.2%+$3.4M

3 AAPL Apple +13.1%+$2.4M

4 IJH iShares Core S&P Mid-Cap ETF +9.8%+$2.4M

5 LGOV First Trust Long Duration Opportunities ETF +11.5%+$2.1M

Holdings344

#
1	SPDW State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	7.8%	$68.3M	+7.3%	1.36M	7.6%	ETF
2	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	5.6%	$49.1M	+3.9%	559.3K	5.4%	ETF
3	JCPB JPMorgan Core Plus Bond ETF	3.5%	$30.9M	+12.2%	658.9K	3.6%	ETF
4	IJH iShares Core S&P Mid-Cap ETF	3.0%	$26.4M	+9.8%	342.3K	2.8%	ETF
5	IVV iShares Core S&P 500 ETF	3.0%	$26.0M	+1.2%	34.7K	3.0%	ETF
6	LMBS First Trust Low Duration Opportunities ETF	2.7%	$23.5M	+8.5%	471.8K	2.9%	ETF
7	AVEM Avantis Emerging Markets Equity ETF	2.6%	$22.7M	+3.5%	234.8K	2.4%	ETF
8	AAPL Apple	2.4%	$20.8M	+13.1%	71.8K	2.1%	Common Stock
9	LGOV First Trust Long Duration Opportunities ETF	2.3%	$20.1M	+11.5%	937.5K	2.4%	ETF
10	UCON First Trust Smith Unconstrained Bond ETF	2.3%	$20.1M	+9.0%	806.3K	2.4%	ETF
11	VOO Vanguard 500 Index Fund — ETF Shares	2.3%	$19.6M	+11.2%	28.6K	2.0%	ETF
12	FTCS First Trust Capital Strength ETF	2.1%	$18.2M	+10.0%	193.7K	2.2%	ETF
13	VGK Vanguard European Stock Index Fund — ETF Shares	2.1%	$18.1M	+7.8%	204.3K	2.1%	ETF
14	RDVY First Trust Rising Dividend Achievers ETF	2.0%	$17.7M	+4.4%	218.3K	1.9%	ETF
15	IJR iShares Core S&P Small-Cap ETF	1.7%	$15.1M	+12.4%	102.1K	1.5%	ETF
16	VPL Vanguard Pacific Stock Index Fund — ETF Shares	1.3%	$11.2M	+7.9%	96.8K	1.2%	ETF
17	VEA Vanguard Developed Markets Index Fund — ETF Shares	1.3%	$11.1M	+6.9%	156.2K	1.2%	ETF
18	SCHR Schwab Intermediate-Term U.S. Treasury ETF	1.3%	$11.1M	-0.5%	450.2K	1.5%	ETF
19	EWJ iShares MSCI Japan ETF	1.3%	$11.0M	+8.7%	118.5K	1.2%	ETF
20	GLDM World Gold Tr	1.3%	$10.9M	+13.4%	137.5K	1.5%	Trust

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing16

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.