Walkner Condon Financial Advisors LLC
Q3 2025 13F Holdings
- Locationmadison, WI
- Num holdings
299
- Value ($000)
$631,083
- Date Filed10/28/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $36.56 M | 6 % | 854,365 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $32.07 M | 5 % | 409,484 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $23.47 M | 4 % | 35,072 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $20.86 M | 3 % | 438,668 | ||
LMBS FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 | $16.95 M | 3 % | 340,384 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $16.07 M | 3 % | 26,243 | ||
AAPL APPLE INC | COM | 037833100 | $15.43 M | 2 % | 60,586 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $14.98 M | 2 % | 229,728 | ||
LGOV FIRST TR EXCHANGE-TRADED FD | LNG DUR OPRTUN | 33738D606 | $14.73 M | 2 % | 677,378 | ||
VGK VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | $14.33 M | 2 % | 179,907 |
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