1y return+16.9%S&P 500 +20.9%
3y return+42.2%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2022: $153 against $198 in the S&P 500.2
Walkner Condon Financial Advisors LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPDWSpdr Index Shs Fds | $68.3M | 7.9% | +7.3% |
| SPYMSpdr Series Trust | $49.1M | 5.7% | +3.9% |
| JCPBJ P Morgan Exchange Traded F | $30.9M | 3.6% | +12.2% |
| IJHIshares Tr | $26.4M | 3.0% | +9.8% |
| IVVIshares Tr | $26.0M | 3.0% | +1.2% |
| LMBSFirst Tr Exchange-traded Fd | $23.5M | 2.7% | +8.5% |
| AVEMAmerican Centy Etf Tr | $22.7M | 2.6% | +3.5% |
| AAPLApple Inc | $20.8M | 2.4% | +13.1% |
| LGOVFirst Tr Exchange-traded Fd | $20.1M | 2.3% | +11.5% |
| UCONFirst Tr Exchng Traded Fd Vi | $20.1M | 2.3% | +9.0% |
| VOOVanguard Index Fds | $19.6M | 2.3% | +11.2% |
| FTCSFirst Tr Exchange-traded Fd | $18.2M | 2.1% | +10.0% |
| VGKVanguard Intl Equity Index F | $18.1M | 2.1% | +7.8% |
| RDVYFirst Tr Exchange Traded Fd | $17.7M | 2.0% | +4.4% |
| IJRIshares Tr | $15.1M | 1.7% | +12.4% |
| VPLVanguard Intl Equity Index F | $11.2M | 1.3% | +7.9% |
| VEAVanguard Tax-managed Fds | $11.1M | 1.3% | +6.9% |
| SCHRSchwab Strategic Tr | $11.1M | 1.3% | |
| EWJIshares Inc | $11.0M | 1.3% | +8.7% |
| GLDMWorld Gold Tr | $10.9M | 1.3% | +13.4% |
| BWXSpdr Series Trust | $10.7M | 1.2% | +1.9% |
| SCHXSchwab Strategic Tr | $10.4M | 1.2% | +5.2% |
| GOOGLAlphabet Inc | $8.6M | 1.0% | +2.6% |
| VOVanguard Index Fds | $7.7M | 0.9% | |
| VWOVanguard Intl Equity Index F | $7.6M | 0.9% | +6.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2022 | +633.3% | $6.1M |
| GOOGLAlphabet Inc | September 30, 2020 | +387.7% | $8.6M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $20.8M |
| IVVIshares Tr | June 30, 2020 | +141.8% | $26.0M |
| VOOVanguard Index Fds | September 30, 2020 | +123.2% | $19.6M |
| SPYState Str Spdr S&p 500 Etf T | September 30, 2020 | +123.0% | $6.6M |
| SCHXSchwab Strategic Tr | September 30, 2020 | +119.0% | $10.4M |
| VTIVanguard Index Fds | September 30, 2020 | +117.3% | $5.1M |
| IJHIshares Tr | September 30, 2020 | +108.1% | $26.4M |
| VBVanguard Index Fds | June 30, 2020 | +108.0% | $7.2M |
Sold off last quarter
- GEWEa Series Trust was $955K
- IBITIshares Bitcoin Trust Etf was $507K
- DIVGlobal X Fds was $317K
- TMToyota Motor Corp was $284K
- BITBBitwise Bitcoin Etf Tr was $276K
- ISRGIntuitive Surgical Inc was $266K
- NGGNational Grid PLC was $265K
- AGGIshares Tr was $262K
- BCATBlackrock Cap Allocation Ter was $249K
- BSVVanguard Bd Index Fds was $232K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.2% | +14.8% |
| March 31, 2026 | −0.4% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +6.2% | +7.8% |
| June 30, 2025 | +7.1% | +10.5% |
| March 31, 2025 | −1.0% | −4.6% |
| December 31, 2024 | −2.0% | +2.1% |
| September 30, 2024 | +6.0% | +5.4% |
| June 30, 2024 | +1.0% | +4.0% |
| March 31, 2024 | +4.8% | +10.0% |
| December 31, 2023 | +8.2% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +3.2% | +8.3% |
| March 31, 2023 | +4.5% | +7.0% |
| December 31, 2022 | +6.0% | +7.1% |
| September 30, 2022 | −6.0% | −5.3% |
| December 31, 2021 | +3.4% | +10.7% |
| September 30, 2021 | −1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Walkner Condon Financial Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1817494&type=13F-HR&dateb=&owner=include&count=40CIK 1817494
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1817494/000181749426000003/Filed July 27, 2026 · accession 0001817494-26-000003