account_balance
Investment manager · 13F filer · SEC CIK 1817494
Walkner Condon Financial Advisors LLC
Reported value$908Mas of Sep 30, 2026
Positions369 40 new, 14 sold out
Top 10 weight34.1%SPYM alone is 6%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
6.1%Added +10%
SPDWSPDR Index SHS FDS
5.3%Trimmed −29%
FENIFidelity Covington Trust
4.0%New
JCPBJ P Morgan Exchange Traded F
3.4%Added +4%
LMBSFirst Tr Exchange-Traded Fd
3.0%Added +21%
IVViShares Tr
2.8%Trimmed −3%
AVEMAmerican Centy ETF Tr
2.7%Added +10%
AAPLApple Inc.
2.5%Trimmed −7%
VOOVanguard Index FDS
2.3%Added +2%
FTCSFirst Tr Exchange-Traded Fd
2.1%Added +7%
VGKVanguard Intl Equity Index F
2.0%Added +5%
FMDEFidelity Covington Trust
2.0%New
SPYMSPDR Series Trust
6.1%Added +10%
SPDWSPDR Index SHS FDS
5.3%Trimmed −29%
FENIFidelity Covington Trust
4.0%New
JCPBJ P Morgan Exchange Traded F
3.4%+4%
LMBSFirst Tr Exchange-Traded Fd
3.0%+21%
IVViShares Tr
2.8%
AVEMAmerican Centy ETF Tr
2.7%
AAPLApple Inc.
2.5%
VOOVanguard Index FDS
2.3%
FTCS2.1%
VGK2.0%
FMDE
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 6.1% Added +10%
SPDW SPDR Index SHS FDS 5.3% Trimmed −29%
FENI Fidelity Covington Trust 4.0% New
JCPB J P Morgan Exchange Traded F 3.4% Added +4%
LMBS First Tr Exchange-Traded Fd 3.0% Added +21%
IVV iShares Tr 2.8% Trimmed −3%
AVEM American Centy ETF Tr 2.7% Added +10%
AAPL Apple Inc. 2.5% Trimmed −7%VOO Vanguard Index FDS 2.3% Added +2%
FTCS First Tr Exchange-Traded Fd 2.1% Added +7%
VGK Vanguard Intl Equity Index F 2.0% Added +5%
FMDE Fidelity Covington Trust 2.0% New
What changed
Biggest moves since Jun 30, 2026
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