Walkner Condon Financial Advisors LLC
All 13F Filings
- Location
- Madison, WI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 871,431
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 344 | 871,431 | 13F-HR | Walkner Condon Financial Advisors LLC |
| Q1 2026 | 4/28/2026 | 322 | 758,665 | 13F-HR | Walkner Condon Financial Advisors LLC |
| Q4 2025 | 1/21/2026 | 308 | 719,955 | 13F-HR | Walkner Condon Financial Advisors LLC |
| Q3 2025 | 10/29/2025 | 299 | 631,083 | 13F-HR | Walkner Condon Financial Advisors LLC |
| Q2 2025 | 8/6/2025 | 277 | 543,391 | 13F-HR | Walkner Condon Financial Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
3.316 K
(0.4% of total reported value)
· QoQ Δ:
+3.316 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 194.9 K | 22.4% | 8.093 K | 0 | 8.093 K |
| ETFs | 672.4 K | 77.5% | 101.6 K | 0 | 101.6 K |
| Debt | 868 | 0.1% | 0 | 216 | -216 |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
871,431
Holdings
344
QoQ value change ($000)
112,766
(14.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.