Walkner Condon Financial Advisors LLC ETF holdings
Madison, WI
Reported $754.1M in 227 ETFs in its Form 13F for June 30, 2026.
ETF value
$754.1M
ETFs held
227
Change from prior quarter
+13.4%
With price moves
ETFs as a share of its 13F
86.9%
of $868.1M
Top 10 of 227 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPDW | State Street SPDR Portfolio Developed World ex-US ETF | $68.3M | 1,356,118 | +91,840 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $49.1M | 559,275 | +21,064 shares |
| JCPB | JPMorgan Core Plus Bond ETF | $30.9M | 658,867 | +71,465 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $26.4M | 342,324 | +30,595 shares |
| IVV | iShares Core S&P 500 ETF | $26.0M | 34,743 | +414 shares |
| LMBS | First Trust Low Duration Opportunities ETF | $23.5M | 471,806 | +36,987 shares |
| AVEM | Avantis Emerging Markets Equity ETF | $22.7M | 234,831 | +7,875 shares |
| LGOV | First Trust Long Duration Opportunities ETF | $20.1M | 937,471 | +96,716 shares |
| UCON | First Trust Smith Unconstrained Plus Bond ETF | $20.1M | 806,300 | +66,274 shares |
| VOO | Vanguard S&P 500 ETF | $19.6M | 28,607 | +2,891 shares |
217 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001817494. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Walkner Condon Financial Advisors LLC own?
Walkner Condon Financial Advisors LLC reported 227 ETF positions worth $754.1M in its Form 13F for June 30, 2026. The largest was SPDW, at $68.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.