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Walkner Condon Financial Advisors LLC
Updated 3 days agoManaged by Walkner Condon Financial Advisors Llc • Latest filing Q3 2026
Portfolio value
$911.4M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
99.6%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $720M |
| Q1 2026 | $758.7M |
| Q2 2026 | $871.4M |
| Q3 2026 | $911.4M |
Top holdings
370 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $55.3M | 615.7K | 6.06% | — | |
| 2 | $48.3M | 962.7K | 5.30% | — | |
| 3 | $35.9M | 899.4K | 3.94% | — | |
| 4 | $30.8M | 687.0K | 3.38% | — | |
| 5 | $27.6M | 568.6K | 3.02% | — | |
| 6 | $25.8M | 33.7K | 2.83% | — | |
| 7 | ? N/A AMERICAN CENTY ETF TR | $24.4M | 259.1K | 2.67% | — |
| 8 | $22.3M | 66.9K | 2.44% | — | |
| 9 | $20.5M | 29.2K | 2.24% | — | |
| 10 | $19.4M | 206.6K | 2.13% | — | |
| 11 | $18.5M | 213.7K | 2.03% | — | |
| 12 | $18.2M | 449.9K | 1.99% | — | |
| 13 | $17.5M | 223.5K | 1.92% | — | |
| 14 | $15.5M | 650.8K | 1.70% | — | |
| 15 | $12.6M | 497.3K | 1.39% | — | |
| 16 | $12.1M | 104.4K | 1.33% | — | |
| 17 | $11.9M | 23.2K | 1.31% | — | |
| 18 | $11.4M | 139.0K | 1.25% | — | |
| 19 | $10.9M | 79.9K | 1.19% | — | |
| 20 | $10.7M | 358.3K | 1.18% | — |