Walkner Condon Financial Advisors LLC

Walkner Condon Financial Advisors LLC reported 344 holdings worth US$871M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 27, 2026

Walkner Condon Financial Advisors LLC reported 344 holdings worth US$871M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. Filed Jul 27, 2026 (Form 13F).

Holdings
344
Value as reported
US$871M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc71,768US$20.8M2.4%
Alphabet Inc (google) Class C30,115US$10.8M1.2%
Microsoft Corp.20,060US$7.48M0.86%
Nvidia Corporation30,483US$6.1M0.70%
U.s. Bancorp87,369US$5.28M0.61%
Costco Wholesale Corporation3,783US$3.54M0.41%
Amazon.com, Inc.13,611US$3.24M0.37%
Arista Networks, Inc.18,546US$3.15M0.36%
Exxon Mobil Corporation18,812US$2.57M0.30%
Broadcom Inc.6,157US$2.33M0.27%
Eli Lilly And Company1,536US$1.84M0.21%
Tesla, Inc.3,861US$1.62M0.19%
Taiwan Semiconductor Manufacturing Co., Ltd.3,366US$1.61M0.18%
Berkshire Hathaway Inc.3,040US$1.52M0.17%
Jp Morgan Chase & Co.4,587US$1.5M0.17%
Meta Platforms, Inc.2,614US$1.47M0.17%
Micron Technology, Inc.1,055US$1.22M0.14%
Johnson & Johnson4,063US$1.03M0.12%
Lam Research Corporation2,291US$993K0.11%
Advanced Micro Devices Inc1,662US$965K0.11%
Caterpillar, Inc.859US$915K0.10%
Visa Inc.2,519US$864K0.10%
Intel Corporation5,963US$833K0.10%
Cisco Systems, Inc.6,907US$811K0.09%
Kla Corporation2,618US$790K0.09%
Marvell Technology, Inc.2,621US$781K0.09%
Walmart Inc.6,483US$734K0.08%
Abbvie Inc.2,816US$709K0.08%
Gilead Sciences, Inc.5,409US$683K0.08%
Applied Materials, Inc.935US$676K0.08%
International Business Machines Corporation2,367US$666K0.08%
Home Depot, Inc. (the)1,814US$640K0.07%
Palantir Technologies Inc.5,128US$598K0.07%
Procter & Gamble Company (the)3,973US$583K0.07%
Coca-cola Company (the)7,164US$582K0.07%
Goldman Sachs Group, Inc. (the)561US$567K0.07%
Asml Holding Nv283US$563K0.06%
Merck & Company, Inc.4,354US$559K0.06%
Mastercard Incorporated1,016US$522K0.06%
American Express Company1,519US$514K0.06%
Bank Of America Corporation9,010US$513K0.06%
Netflix, Inc.6,491US$463K0.05%
Mitsubishi Ufj Financial Group, Inc.23,184US$461K0.05%
Mckesson Corporation583US$441K0.05%
Novartis Ag2,701US$423K0.05%
Ge Aerospace1,114US$416K0.05%
Ge Vernova Inc.349US$410K0.05%
Morgan Stanley1,942US$406K0.05%
Palo Alto Networks, Inc.1,166US$398K0.05%
Mcdonald's Corporation1,410US$381K0.04%
Verizon Communications Inc.8,867US$375K0.04%
Amgen Inc.1,035US$375K0.04%
Wec Energy Group, Inc.3,185US$372K0.04%
Western Digital Corporation550US$351K0.04%
Automatic Data Processing, Inc.1,538US$345K0.04%
Chevron Corporation2,074US$344K0.04%
Sumitomo Mitsui Financial Group, Inc.14,257US$336K0.04%
Texas Instruments Incorporated1,112US$331K0.04%
Amphenol Corporation1,844US$325K0.04%
Wells Fargo & Company3,921US$324K0.04%
Ast Spacemobile, Inc.3,637US$323K0.04%
Unitedhealth Group Incorporated762US$317K0.04%
Qualcomm Incorporated1,711US$316K0.04%
Capital One Financial Corporation1,556US$312K0.04%
Altria Group, Inc.4,329US$311K0.04%
Southern Company (the)3,208US$307K0.04%
Rtx Corporation1,614US$306K0.04%
Lockheed Martin Corporation578US$294K0.03%
Oracle Corporation2,000US$293K0.03%
Analog Devices, Inc.724US$288K0.03%
Nokia Oyj21,467US$285K0.03%
Crowdstrike Holdings, Inc.373US$285K0.03%
Vertex Pharmaceuticals Incorporated573US$285K0.03%
Robinhood Markets, Inc.2,792US$280K0.03%
Hsbc Holdings Plc2,887US$275K0.03%
Macom Technology Solutions Holdings, Inc.720US$274K0.03%
Citigroup, Inc.1,948US$273K0.03%
Tjx Companies, Inc. (the)1,791US$271K0.03%
Salesforce, Inc.1,717US$269K0.03%
Sandisk Corporation118US$268K0.03%
Pepsico, Inc.1,946US$264K0.03%
Fortinet, Inc.1,689US$259K0.03%
Cummins Inc.357US$255K0.03%
Parker-hannifin Corporation259US$253K0.03%
Woori Financial Group, Inc.4,401US$253K0.03%
Blackrock, Inc.261US$251K0.03%
Takeda Pharmaceutical Co. Ltd.15,044US$241K0.03%
Bhp Group Ltd2,892US$241K0.03%
Walt Disney Company (the)2,499US$241K0.03%
Dominion Energy, Inc.3,497US$239K0.03%
Sk Telecom Co., Ltd.7,266US$234K0.03%
Orix Corporation6,096US$232K0.03%
Mizuho Financial Group, Inc.23,899US$229K0.03%
Pfizer, Inc.9,433US$227K0.03%
Sap Se1,469US$226K0.03%
Colgate-palmolive Company2,434US$223K0.03%
Freeport-mcmoran, Inc.3,514US$221K0.03%
Vodafone Group Public Limited Company16,440US$217K0.02%
Allstate Corporation (the)901US$214K0.02%
Nextera Energy, Inc.2,422US$213K0.02%

Every holding of Walkner Condon Financial Advisors LLC

Source

View original at SEC

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