§ 13F · FUND PROFILE
Walkner Condon Financial Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $543.4T (13F)Positions · 277Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPDW | SPDR INDEX SHS FDS | 1.12M | $49.9T | 6.9% | +32% |
| 2 | SPYM | SPDR SERIES TRUST | 506K | $40.6T | 5.6% | +24% |
| 3 | JCPB | J P MORGAN EXCHANGE TRADED F | 523K | $24.8T | 3.4% | +19% |
| 4 | IVV | ISHARES TR | 35K | $23.7T | 3.3% | −1% |
| 5 | LMBS | FIRST TR EXCHANGE-TRADED FD | 421K | $21.0T | 2.9% | +24% |
| 6 | IJH | ISHARES TR | 287K | $19.0T | 2.6% | +25% |
| 7 | LGOV | FIRST TR EXCHANGE-TRADED FD | 842K | $18.4T | 2.6% | +24% |
| 8 | UCON | FIRST TR EXCHNG TRADED FD VI | 668K | $16.8T | 2.3% | +25% |
| 9 | AAPL | APPLE INC | 60K | $16.4T | 2.3% | −1% |
| 10 | FTCS | FIRST TR EXCHANGE-TRADED FD | 176K | $16.3T | 2.3% | +31% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WALKNER SIGNAL
AC read
Walkner Condon Financial Advisors LLC is a Other fund managing $543391.0 trillion in assets. The fund runs a broad portfolio of 277 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed