Walkner Condon Financial Advisors LLC
Top Portfolio Positions
113 positions ·
$124,809,015 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
63,482 | $16,111,096 | 12.91% | |
| GLDM |
World Gold Trust
|
121,250 | $11,238,662 | 9.00% | |
| MSFT |
Microsoft Corp
Technology
|
20,135 | $7,453,372 | 5.97% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
23,328 | $6,708,199 | 5.37% | |
| SPY |
Spdr S&P 500 ETF Trust
|
9,101 | $5,918,744 | 4.74% | |
| NVDA |
Nvidia Corp
Technology
|
29,822 | $5,200,956 | 4.17% | |
| USB |
US Bancorp De
Financial Services
|
87,359 | $4,543,541 | 3.64% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
4,075 | $4,060,452 | 3.25% | |
| GLTR |
abrdn Precious Metals Basket ETF Trust
|
17,221 | $3,766,577 | 3.02% | |
| GLD |
Spdr Gold Trust
|
7,974 | $3,431,132 | 2.75% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BIT
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $178,322 | 14,243 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $186,013 | 14,243 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $190,713 | 14,243 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $207,947 | 14,243 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $206,238 | 14,243 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $197,100 | 13,500 | Shares | Sole | 2025-01-30 | |
| No 13F history on record for this holder in this stock. | ||||||