Clint Walkner

Walkner Condon Financial Advisors Llc

Assets Managed

$758.665M

Holdings

322

Last Quarter

2026 - Q1

Filed Date

1mo 3d ago

Growth Rate

5.38%(2Q avg: 9.73%)

Sustained Growth

7 quarters

Portfolio positions

This chart displays the top 10 holdings in Walkner Condon Financial Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 322 positions.

Assets under management

The assets under management (AUM) of Walkner Condon Financial Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 758.665M in assets, with a quarterly growth rate of 5.38% and a 2-quarter average growth rate of 9.73%. The portfolio is managed by Clint Walkner, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SPDW Spdr Portfolio Developed Wor Recent Activity Increased 12.5%	7.61%	$57.714M 1.264M shares@ $45.65 avg price	Increased 12.5%
SPLG Spdr Portfolio S&p 500 Etf Recent Activity Increased 6.42%	5.43%	$41.195M 538,211 shares@ $76.55 avg price	Increased 6.42%
JCPB Jpmorgan Core Plus Bond Etf Recent Activity Increased 12.34%	3.65%	$27.655M 587,402 shares@ $47.08 avg price	Increased 12.34%
IVV Ishares Core S&p 500 Etf Recent Activity Decreased -0.64%	2.96%	$22.424M 34,329 shares@ $653.22 avg price	Decreased -0.64%
LMBS First Trust Low Duration Opp Recent Activity Increased 3.31%	2.86%	$21.658M 434,819 shares@ $49.82 avg price	Increased 3.31%
IJH Ishares Core S&p Midcap Etf Recent Activity Increased 8.54%	2.78%	$21.049M 311,729 shares@ $67.53 avg price	Increased 8.54%
UCON First Trust Tcw Unconstraine Recent Activity Increased 10.73%	2.42%	$18.33M 740,026 shares@ $24.78 avg price	Increased 10.73%
AVEM Avantis Emerging Markets Eq Recent Activity Increased 14.21%	2.42%	$18.288M 226,956 shares@ $80.58 avg price	Increased 14.21%
LGOV First Tr Long Duration O-etf Recent Activity Decreased -0.18%	2.4%	$18.135M 840,755 shares@ $21.57 avg price	Decreased -0.18%
FTCS First Trust Capital Strength Recent Activity Increased 0.15%	2.16%	$16.342M 176,171 shares@ $92.77 avg price	Increased 0.15%

1-10 of 322