Walkner Condon Financial Advisors LLC
Q2 2025 13F Holdings
- Locationmadison, WI
- Num holdings
277
- Value ($000)
$543,391
- Date Filed08/06/2025
- Form type13F-HR
- CIK0001817494
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $29.69M | 6 % | 733,191 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $27.02M | 5 % | 371,718 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $19.61M | 4 % | 31,590 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $18.68M | 3 % | 396,917 | ||
LMBS FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 | $15.15M | 3 % | 307,531 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $14.87M | 3 % | 26,184 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $14.26M | 3 % | 229,926 | ||
VGK VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | $13.69M | 3 % | 176,679 | ||
AAPL APPLE INC | COM | 037833100 | $12.18M | 2 % | 59,387 | ||
UCON FIRST TR EXCHNG TRADED FD VI | SMITH UNCONSTRAI | 33740F888 | $11.63M | 2 % | 467,120 |
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