Walkner Condon Financial Advisors LLC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$463.43M
13F filings
1
Latest filing
Aug 9, 2024

Top 10 holdings

SPYM $23.72M
5.12% of AUM
IVV $17.31M
3.73% of AUM
SPDW $16.96M
3.66% of AUM
FTCB $13.51M
2.91% of AUM
VOO $13.21M
2.85% of AUM
SPEM $12.16M
2.62% of AUM
AAPL $12.07M
2.60% of AUM
VGK $11.94M
2.58% of AUM
JCPB $11.71M
2.53% of AUM
LMBS $9.81M
2.12% of AUM

About this filer

FilingIQ has indexed 1 quarterly Form 13F filings from Walkner Condon Financial Advisors LLC. Reported assets under management total $463.43M.

View live Walkner Condon Financial Advisors LLC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Walkner Condon Financial Advisors LLC have under management?
Per Walkner Condon Financial Advisors LLC's most recent SEC Form 13F filing dated Aug 9, 2024, total assets under management are $463.43M. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Walkner Condon Financial Advisors LLC submitted?
FilingIQ has indexed 1 quarterly Form 13F filings from Walkner Condon Financial Advisors LLC. Filings are due 45 days after quarter-end.
Where does Walkner Condon Financial Advisors LLC's holdings data come from?
Every position shown on this page sources back to Walkner Condon Financial Advisors LLC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.