Walkner Condon Financial Advisors LLC
Walkner Condon Financial Advisors LLC reported 344 positions worth $871.4M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: SPDW (7.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPDW | SH | $68.3M | 7.84% | 1,356,118 | — | — | |
| ▸ 2 | SPYM | SH | $49.1M | 5.64% | 559,275 | — | — | |
| ▸ 3 | JCPB | SH | $30.9M | 3.55% | 658,867 | — | — | |
| ▸ 4 | IJH | SH | $26.4M | 3.03% | 342,324 | — | — | |
| ▸ 5 | IVV | SH | $26.0M | 2.99% | 34,743 | — | — | |
| ▸ 6 | LMBS | SH | $23.5M | 2.70% | 471,806 | — | — | |
| ▸ 7 | AVEM | SH | $22.7M | 2.60% | 234,831 | — | — | |
| ▸ 8 | AAPL | SH | $20.8M | 2.38% | 71,768 | — | — | |
| ▸ 9 | LGOV | SH | $20.1M | 2.30% | 937,471 | — | — | |
| ▸ 10 | UCON | SH | $20.1M | 2.30% | 806,300 | — | — |
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Frequently Asked Questions
What stocks does Walkner Condon Financial Advisors LLC hold as of Q2 2026?
Walkner Condon Financial Advisors LLC reported 344 positions worth $871.4M in its Q2 2026 13F filing. Largest positions: SPDW (7.8%), SPYM (5.6%), JCPB (3.5%), IJH (3.0%) and IVV (3.0%).
What did Walkner Condon Financial Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Walkner Condon Financial Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.