Walkner Condon Financial Advisors LLC
All 13F Filings
- Location
- Madison, WI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 719,955
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 465.1 K | 64.6% | 67.39 K | 0 | 67.39 K |
| ETFs | 253.8 K | 35.3% | 21.91 K | 0 | 21.91 K |
| Debt | 1.053 K | 0.1% | 6 | 0 | 6 |
| Other | 0 | 0.0% | 0 | 429 | -429 |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
719,955
Holdings
308
QoQ value change ($000)
88,872
(14.1%)
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.