Walkner Condon Financial Advisors LLC
•CIK: 1817494•Filing: Q4 2025
**Walkner Condon Financial Advisors LLC** manages $720M across a diversified portfolio of 308 positions. The fund exhibits significant concentration in sector-specific ETFs, notably holding SPDW at $49.9M and SPYM at $40.6M. Further allocations include substantial positions in fixed income and technology, such as JCPB ($24.8M), IVV ($23.7M), and AAPL ($16.4M). This structure suggests a tactical approach balancing broad market exposure with targeted sector bets.
Total AUM
$720.0M
QoQ Performance
+14.1%
Positions
157
Top 10 Concentration
35.8%
Latest Filing
Q4 2025
Top Holdings Allocation
SPDW
SPYM
SPDW6.9%
SPYM5.6%
JCPB3.4%
IVV3.3%
LMBS2.9%
IJH2.6%
LGOV2.6%
UCON2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other83.2%
ETF6.7%
Technology6.6%
Consumer1.5%
Financial0.9%
Healthcare0.6%
Energy0.3%
Industrial0.1%
🚪 Exited Positionssold since Q3 2025
+98 more exited positions
Changes from Q3 2025
NEW4 new positions
↑132 increased
↓57 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023