Walkner Condon Financial Advisors LLC
Q1 2026 13F Holdings
- Locationmadison, WI
- Num holdings
322
- Value ($000)
$758,665
- Date Filed 04/28/2026
- Form type13F-HR
- CIK 0001817494
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR INDEX SHS FDS | STATE STREET SPD | 78463X889 | $57.71M | 8 % | 1,264,278 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $41.19M | 5 % | 538,211 | ||
J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $27.65M | 4 % | 587,402 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $22.42M | 3 % | 34,329 | ||
FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 | $21.66M | 3 % | 434,819 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $21.05M | 3 % | 311,729 | ||
FIRST TR EXCHNG TRADED FD VI | SMITH UNCONSTRAI | 33740F888 | $18.33M | 2 % | 740,026 | ||
AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $18.29M | 2 % | 226,956 | ||
FIRST TR EXCHANGE-TRADED FD | LNG DUR OPRTUN | 33738D606 | $18.14M | 2 % | 840,755 | ||
FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 | $16.34M | 2 % | 176,171 |
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