Walkner Condon Financial Advisors LLC
Q4 2025 13F Holdings
- Locationmadison, WI
- Num holdings
308
- Value ($000)
$719,955
- Date Filed01/20/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $49.91M | 7 % | 1,123,883 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $40.57M | 6 % | 505,783 | ||
J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $24.76M | 3 % | 522,904 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $23.67M | 3 % | 34,553 | ||
FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 | $21.04M | 3 % | 420,927 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $18.96M | 3 % | 287,218 | ||
FIRST TR EXCHANGE-TRADED FD | LNG DUR OPRTUN | 33738D606 | $18.39M | 3 % | 842,312 | ||
FIRST TR EXCHNG TRADED FD VI | SMITH UNCONSTRAI | 33740F888 | $16.82M | 2 % | 668,341 | ||
APPLE INC | COM | 037833100 | $16.36M | 2 % | 60,177 | ||
FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 | $16.27M | 2 % | 175,919 |
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