Walkner Condon Financial Advisors LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    madison, WI
  • CIK
    0001817494
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

282

$492.16M
KRE, IVV, VOO, SPDW
13F-HR
Jan 30, 2025
000108514625000620

265

$490.11M
KRE, IVV, SPDW, VOO
13F-HR
Oct 31, 2024
000108514624005264

255

$463.43M
KRE, IVV, SPDW, FTCS
RESTATEMENT
Aug 9, 2024
000108514624003618

266

$471.41M
KRE, IVV, SPDW, FTCS
13F-HR
Apr 23, 2024
000108514624001953

265

$439.13M
KRE, IVV, SPDW, VOO
13F-HR
Jan 24, 2024
000108514624000425

240

$377.18M
LMBS, KRE, IVV, SPDW
13F-HR
Oct 19, 2023
000108514623003831

239

$377.80M
LMBS, KRE, IVV, SPDW
13F-HR
Jul 21, 2023
000108514623002815

233

$356.81M
LMBS, KRE, SPDW, IVV
13F-HR
Apr 21, 2023
000108514623001797

230

$334.37M
LMBS, KRE, SPDW, IVV
13F-HR
Jan 26, 2023
000108514623000384

215

$310.29M
LMBS, KRE, SPDW, IVV
13F-HR
Oct 28, 2022
000108514622003648

215

$319.50M
LMBS, KRE, SPDW, FCTR
13F-HR
Aug 4, 2022
000108514622002763

215

$351.69M
LMBS, KRE, SPDW, FCTR
13F-HR
May 3, 2022
000108514622001674

120

$153.66M
VGK, VOO, VPL, SCHP
13F-HR
Feb 11, 2022
000108514622000847

142

$203.18M
LMBS, VGK, VOO, AAPL
13F-HR
Nov 4, 2021
000108514621003010

164

$272.74M
KRE, LMBS, SPDW, FCTR
13F-HR
Aug 10, 2021
000108514621002333

163

$257.34M
KRE, LMBS, SPDW, DFEB
13F-HR
Apr 13, 2021
000175496021000052

135

$231.90M
KRE, LMBS, SPDW, FTCS
13F-HR
Jan 12, 2021
000175496021000005

120

$186.74M
KRE, LMBS, FTCS, SPDW
RESTATEMENT
Nov 19, 2020
000175496020000085

60

$113.56M
KRE, LMBS, SPDW, FIXD
13F-HR
Aug 26, 2020
000181749420000003

52

$93.62M
LMBS, KRE, SPDW, DFEB
13F-HR
Aug 26, 2020
000181749420000002

68

$103.72M
LMBS, KRE, FTCS, SPDW
13F-HR
Aug 26, 2020
000181749420000001
Walkner Condon Financial Advisors Llc 13F Filings