Walkner Condon Financial Advisors LLC - Portfolio overview

Walkner Condon Financial Advisors LLC has 342 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPDW - SPDR INDEX SHS FDS, 7.25%
2. SPYM - SPDR SERIES TRUST, 5.18%
3. SPLG - SPDR SERIES TRUST, 4.03%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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