• 13F History

Walkner Condon Financial Advisors LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 30, 2025
Value $
$492M
Signature - Title
Clint Walkner - Chief Compliance Officer
Location
Madison, WI
Summary
This page shows a list of all the recent 13F filings made by Walkner Condon Financial Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Walkner Condon Financial Advisors LLC reported 282 stock holdings with total value $492M as of Q4 2024. Top holdings included SPLG, IVV, VOO, SPDW, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 282 $492M +$42.1M -$19.2M +$22.8M SPLG, IVV, VOO, SPDW, AAPL 13F-HR 1/29/2025, 09:45 PM
Q3 2024 265 $490M +$36.5M -$36.8M -$300K SPLG, IVV, SPDW, VOO, JCPB 13F-HR 10/31/2024, 02:04 PM
Q2 2024 255 $463M +$21.6M -$30M -$8.41M SPLG, IVV, SPDW, FTCS, VOO Restatement 8/9/2024, 12:42 PM
Q1 2024 266 $471M +$45M -$31.6M +$13.4M SPLG, IVV, SPDW, FTCS, VOO 13F-HR 4/22/2024, 07:48 PM
Q4 2023 265 $439M +$70.3M -$38.9M +$31.4M SPLG, IVV, SPDW, VOO, AAPL 13F-HR 1/23/2024, 06:32 PM
Q3 2023 239 $377M +$25.7M -$10.1M +$15.6M LMBS, SPLG, IVV, SPDW, AAPL 13F-HR 10/19/2023, 12:05 PM
Q2 2023 239 $378M +$22.1M -$9.47M +$12.6M LMBS, SPLG, IVV, SPDW, AAPL 13F-HR 7/21/2023, 10:43 AM
Q1 2023 232 $356M +$17M -$4.98M +$12M LMBS, SPLG, SPDW, IVV, BUFD 13F-HR 4/20/2023, 09:33 PM
Q4 2022 230 $334M +$20.9M -$12.1M +$8.8M LMBS, SPLG, SPDW, IVV, BUFD 13F-HR 1/25/2023, 07:30 PM
Q3 2022 214 $309M +$33.5M -$17.1M +$16.5M LMBS, SPLG, SPDW, IVV, BUFD 13F-HR 10/28/2022, 06:36 AM
Q2 2022 215 $319M +$22.1M -$5.36M +$16.7M LMBS, SPLG, SPDW, FCTR, IVV 13F-HR 8/3/2022, 06:03 PM
Q1 2022 215 $350M +$225M -$15.7M +$209M LMBS, SPLG, SPDW, FCTR, IVV 13F-HR 5/3/2022, 11:15 AM
Q4 2021 120 $153M +$30.1M -$52.4M -$22.3M VGK, VOO, VPL, SCHP, VO 13F-HR 2/11/2022, 01:22 PM
Q3 2021 142 $203M +$19.3M -$77.1M -$57.8M LMBS, VGK, VOO, AAPL, VPL 13F-HR 11/4/2021, 09:55 AM
Q2 2021 164 $273M +$59M -$54.2M +$4.82M SPLG, LMBS, SPDW, FCTR, VGK 13F-HR 8/10/2021, 12:05 PM
Q1 2021 162 $257M +$39.7M -$20.6M +$19.1M SPLG, LMBS, SPDW, DFEB, VGK 13F-HR 4/12/2021, 07:45 PM
Q4 2020 134 $232M +$36.9M -$4.89M +$32M SPLG, LMBS, SPDW, FTCS, DFEB 13F-HR 1/12/2021, 01:03 PM
Q3 2020 120 $186M +$72.1M -$1.38M +$70.8M SPLG, LMBS, FTCS, SPDW, FIXD Restatement 11/18/2020, 05:36 PM
Q2 2020 60 $113M +$19.1M -$4.3M +$14.8M SPLG, LMBS, SPDW, FIXD, FTCS 13F-HR 8/26/2020, 10:33 AM
Q1 2020 52 $93.3M +$21M -$8.76M +$12.2M LMBS, SPLG, SPDW, DFEB, FTCS 13F-HR 8/26/2020, 10:32 AM
Q4 2019 68 $103M LMBS, SPLG, FTCS, SPDW, FTSM 13F-HR 8/26/2020, 10:31 AM