Notify me when Walkner Condon Financial Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 308 | $719,954,749 | +$89,554,949 | -$13,116,778 | +$76,438,171 | SPDW, SPYM, JCPB, IVV, LMBS | 13F-HR | 20 Jan 2026, 20:47 |
| Q3 2025 | 299 | $631,083,206 | +$67,517,009 | -$13,774,885 | +$53,742,124 | SPDW, SPLG, IVV, JCPB, LMBS | 13F-HR | 28 Oct 2025, 21:48 |
| Q2 2025 | 277 | $543,391,023 | +$34,851,970 | -$20,878,167 | +$13,973,803 | SPDW, SPLG, IVV, JCPB, LMBS | 13F-HR | 06 Aug 2025, 13:50 |
| Q1 2025 | 267 | $494,426,321 | +$71,724,410 | -$64,579,048 | +$7,145,362 | SPDW, SPLG, JCPB, IVV, VOO | 13F-HR | 22 Apr 2025, 21:15 |
| Q4 2024 | 282 | $492,157,406 | +$42,050,221 | -$19,205,180 | +$22,845,041 | SPLG, IVV, VOO, SPDW, AAPL | 13F-HR | 29 Jan 2025, 21:45 |
| Q3 2024 | 265 | $490,104,503 | +$36,502,383 | -$36,802,536 | -$300,153 | SPLG, IVV, SPDW, VOO, JCPB | 13F-HR | 31 Oct 2024, 14:04 |
| Q2 2024 | 255 | $463,433,848 | +$21,572,834 | -$29,983,631 | -$8,410,797 | SPLG, IVV, SPDW, FTCS, VOO | Restatement | 09 Aug 2024, 12:42 |
| Q1 2024 | 266 | $471,405,547 | +$44,977,433 | -$31,610,756 | +$13,366,677 | SPLG, IVV, SPDW, FTCS, VOO | 13F-HR | 22 Apr 2024, 19:48 |
| Q4 2023 | 265 | $439,130,532 | +$70,308,104 | -$38,946,548 | +$31,361,556 | SPLG, IVV, SPDW, VOO, AAPL | 13F-HR | 23 Jan 2024, 18:32 |
| Q3 2023 | 240 | $377,180,861 | +$25,707,384 | -$13,318,545 | +$12,388,839 | LMBS, SPLG, IVV, SPDW, AAPL | 13F-HR | 19 Oct 2023, 12:05 |
| Q2 2023 | 239 | $377,800,868 | +$22,055,280 | -$12,665,474 | +$9,389,806 | LMBS, SPLG, IVV, SPDW, AAPL | 13F-HR | 21 Jul 2023, 10:43 |
| Q1 2023 | 233 | $356,809,395 | +$17,027,367 | -$8,951,718 | +$8,075,649 | LMBS, SPLG, SPDW, IVV, BUFD | 13F-HR | 20 Apr 2023, 21:33 |
| Q4 2022 | 230 | $334,368,869 | +$20,892,751 | -$15,307,451 | +$5,585,300 | LMBS, SPLG, SPDW, IVV, BUFD | 13F-HR | 25 Jan 2023, 20:30 |
| Q3 2022 | 215 | $310,291,000 | +$33,600,088 | -$20,912,826 | +$12,687,262 | LMBS, SPLG, SPDW, IVV, BUFD | 13F-HR | 28 Oct 2022, 06:36 |
| Q2 2022 | 215 | $319,496,000 | +$22,348,087 | -$8,884,852 | +$13,463,235 | LMBS, SPLG, SPDW, FCTR, IVV | 13F-HR | 03 Aug 2022, 18:03 |
| Q1 2022 | 215 | $351,690,000 | +$226,690,860 | -$19,299,953 | +$207,390,907 | LMBS, SPLG, SPDW, FCTR, IVV | 13F-HR | 03 May 2022, 11:15 |
| Q4 2021 | 120 | $153,663,000 | +$30,891,931 | -$86,502,951 | -$55,611,020 | VGK, VOO, VPL, SCHP, VO | 13F-HR | 11 Feb 2022, 14:22 |
| Q3 2021 | 142 | $203,181,000 | +$19,264,606 | -$86,535,728 | -$67,271,122 | LMBS, VGK, VOO, AAPL, VPL | 13F-HR | 04 Nov 2021, 09:55 |
| Q2 2021 | 164 | $272,739,000 | +$59,030,397 | -$54,210,739 | +$4,819,658 | SPLG, LMBS, SPDW, FCTR, VGK | 13F-HR | 10 Aug 2021, 12:05 |
| Q1 2021 | 163 | $256,739,000 | +$39,659,069 | -$20,838,115 | +$18,820,954 | SPLG, LMBS, SPDW, DFEB, VGK | 13F-HR | 12 Apr 2021, 19:45 |
| Q4 2020 | 135 | $231,898,000 | +$37,132,495 | -$8,187,385 | +$28,945,110 | SPLG, LMBS, SPDW, FTCS, DFEB | 13F-HR | 12 Jan 2021, 14:03 |
| Q3 2020 | 120 | $186,737,000 | +$72,130,838 | -$1,723,530 | +$70,407,308 | SPLG, LMBS, FTCS, SPDW, FIXD | Restatement | 18 Nov 2020, 18:36 |
| Q2 2020 | 60 | $113,555,000 | +$19,107,519 | -$10,554,422 | +$8,553,097 | SPLG, LMBS, SPDW, FIXD, FTCS | 13F-HR | 26 Aug 2020, 10:33 |
| Q1 2020 | 52 | $93,622,000 | +$21,001,465 | -$17,360,288 | +$3,641,177 | LMBS, SPLG, SPDW, DFEB, FTCS | 13F-HR | 26 Aug 2020, 10:32 |
| Q4 2019 | 68 | $103,721,000 | $0 | $0 | $0 | LMBS, SPLG, FTCS, SPDW, FTSM | 13F-HR | 26 Aug 2020, 10:31 |