Walkner Condon Financial Advisors LLC: 13F holdings
CIK 18174942026Q2
| Positions | 344 |
|---|
| Reported value | $871.4m |
|---|
| Filed | 2026-07-27 |
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Change since last quarter
| Positions | 344 (+22 vs prior quarter) |
|---|
| Reported value | $871.4m (+14.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| EWU SPDR INDEX SHS FDS | 1,356,118 | $68.3m | 7.8% |
| SPYM SPDR SERIES TRUST | 559,275 | $49.1m | 5.6% |
| JCPB J P MORGAN EXCHANGE TRADED F | 658,867 | $30.9m | 3.5% |
| IJH ISHARES TR | 342,324 | $26.4m | 3.0% |
| IVV ISHARES TR | 34,743 | $26.0m | 3.0% |
| LMBS FIRST TR EXCHANGE-TRADED FD | 471,806 | $23.5m | 2.7% |
| AVEM AMERICAN CENTY ETF TR | 234,831 | $22.7m | 2.6% |
| AAPL APPLE INC | 71,768 | $20.8m | 2.4% |
| LGOV FIRST TR EXCHANGE-TRADED FD | 937,471 | $20.1m | 2.3% |
| UCON FIRST TR EXCHNG TRADED FD VI | 806,300 | $20.1m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1817494")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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