StockDriftsStockDriftsTop 50 Walkner Condon Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPDW | SPDR INDEX SHS FDS | 7.87% | 1.36M | $68.3M | +7.26%(+91.84K) | $38.02(+37.28%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 5.66% | 559.3K | $49.1M | +3.91%(+21.06K) | $57.72(+58.11%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 3.56% | 658.9K | $30.9M | +12.17%(+71.47K) | $46.66(-0.95%) | 2026-06-30 | |
| IJH | ISHARES TR | 3.04% | 342.3K | $26.4M | +9.81%(+30.59K) | $61.57(+27.58%) | 2026-06-30 | |
| IVV | ISHARES TR | 3% | 34.7K | $26.0M | +1.21%(+414) | $480.77(+62.02%) | 2026-06-30 | |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 2.71% | 471.8K | $23.5M | +8.51%(+36.99K) | $49.31(+0.76%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 2.61% | 234.8K | $22.7M | +3.47%(+7.88K) | $68.70(+36.33%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.39% | 71.8K | $20.8M | +13.05%(+8.29K) | $173.35(+76.16%) | 2026-06-30 | |
| LGOV | FIRST TR EXCHANGE-TRADED FD | 2.31% | 937.5K | $20.1M | +11.50%(+96.72K) | $21.59(-2.61%) | 2026-06-30 | |
| UCON | FIRST TR EXCHNG TRADED FD VI | 2.31% | 806.3K | $20.1M | +8.96%(+66.27K) | $25.05(-1.40%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.24% | +41.39% | +4.55% | +24.93% |
| Top 20 Holdings Unweighted | +11.57% | +38.89% | +3.76% | +20.29% |
Walkner Condon Financial Advisors LLC reports $871.43M in US-listed equity holdings across 343 positions in its most recent 13F filing. Its largest disclosed positions are SPDW (7.9%), SPYM (5.7%) and JCPB (3.6%). The top 20 holdings account for 52.06% of reported assets. Its disclosed equity book has returned +41.39% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Walkner Condon Financial Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1817494). View Walkner Condon Financial Advisors LLC’s 13F filings on SEC