Walkner Condon Financial Advisors LLC
CIK
1817494
City
MADISON
State / Country
WI
Top Portfolio Positions
112 positions ·
$123,396,813 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
63,482 | $16,111,096 | 13.06% |
| GLDM |
World Gold Trust
|
121,250 | $11,238,662 | 9.11% |
| MSFT |
Microsoft Corp
Technology
|
20,135 | $7,453,372 | 6.04% |
| GOOGL |
Alphabet Inc.
Communication Services
|
23,328 | $6,708,199 | 5.44% |
| SPY |
Spdr S&P 500 ETF Trust
|
9,101 | $5,918,744 | 4.80% |
| NVDA |
Nvidia Corp
Technology
|
29,822 | $5,200,956 | 4.21% |
| USB |
US Bancorp \De\
Financial Services
|
87,359 | $4,543,541 | 3.68% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
4,075 | $4,060,452 | 3.29% |
| GLTR |
abrdn Precious Metals Basket ETF Trust
|
17,221 | $3,766,577 | 3.05% |
| GLD |
Spdr Gold Trust
|
7,974 | $3,431,132 | 2.78% |
Portfolio Trend
Holdings in ECAT
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $144,885 | 10,669 | Shares | Sole | 2026-04-28 | |
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