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Walkner Condon Financial Advisors LLC

Q3 2025 13F Holdings

  • Location
    madison, WI
  • Num holdings

    299

  • Value ($000)

    $631,083

  • Date Filed
    10/28/2025
  • Form type
    13F-HR
  • CIK
    0001817494
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPDW

SPDR INDEX SHS FDS

PORTFOLIO DEVLPD
78463X889
$36.56M
6 %

854,365

K
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
78464A854
$32.07M
5 %

409,484

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$23.47M
4 %

35,072

J
JCPB

J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF
46641Q670
$20.86M
3 %

438,668

L
LMBS

FIRST TR EXCHANGE-TRADED FD

FST LOW OPPT EFT
33739Q200
$16.95M
3 %

340,384

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$16.07M
3 %

26,243

A
AAPL

APPLE INC

COM
037833100
$15.43M
2 %

60,586

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$14.98M
2 %

229,728

L
LGOV

FIRST TR EXCHANGE-TRADED FD

LNG DUR OPRTUN
33738D606
$14.73M
2 %

677,378

V
VGK

VANGUARD INTL EQUITY INDEX F

FTSE EUROPE ETF
922042874
$14.33M
2 %

179,907

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