Walkner Condon Financial Advisors LLC

RIA/Wealth

Walkner Condon Financial Advisors LLC is a RIA/Wealth based in Greenwich, CT led by Nathan Michael Condon, reporting $732.8M in AUM as of Q3 2025 with 82% ETF concentration.

Managing PartnerNathan Michael Condon

Portfolio Value: $630.9M
Positions: 298
Top Holding: SPDW at 5.79%
Last Reported: Q3 2025

Address500 West Putnam Avenue, Suite 400, Greenwich, CT, 06830, United States

Top Holdings

Largest long holdings in Walkner Condon Financial Advisors LLC's portfolio (32.6% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR Portfolio Developed World ex-US ETF SPDW	ETF ETF	$36.6M	5.79%	+$5.2M Bought	— 854.4K shares	Q1 2022 Held for 3y 8m
2 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$32.1M	5.08%	+$3.0M Bought	— 409.5K shares	Q1 2022 Held for 3y 8m
3 iShares Core S&P 500 ETF IVV	ETF ETF	$23.5M	3.72%	+$2.3M Bought	— 35.1K shares	Q4 2019 Held for 5y 11m
4 JCPB JPMorgan Core Plus Bond JCPB	ETF ETF	$20.9M	3.31%	+$2.0M Bought	— 438.7K shares	Q2 2023 Held for 2y 5m
5 LMBS First Trust Low Duration Opportunities LMBS	ETF ETF	$16.9M	2.69%	+$1.6M Bought	— 340.4K shares	Q4 2019 Held for 5y 11m
6 Vanguard S&P 500 ETF VOO	ETF ETF	$16.1M	2.55%	+$36.1K Bought	— 26.2K shares	Q3 2020 Held for 5y 2m
7 Apple AAPL	Consumer Electronics Technology	$15.4M	2.45%	+$305.3K Bought	0.00% 60.6K shares	Q4 2019 Held for 5y 11m
8 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$15.0M	2.37%	-$12.9K Sold	— 229.7K shares	Q3 2020 Held for 5y 2m
9 LGOV First Trust Long Duration Opportunities LGOV	ETF ETF	$14.7M	2.34%	+$3.0M Bought	— 677.4K shares	Q3 2023 Held for 2y 2m
10 Vanguard FTSE Europe VGK	ETF ETF	$14.3M	2.27%	+$257.2K Bought	— 179.9K shares	Q3 2020 Held for 5y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Walkner Condon Financial Advisors LLC's latest filing

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Market Value

$630.9M

Prior: $542.9M

Q/Q Change

+16.21%

+$88.0M

Net Flows % of MV

+8.09%

Turnover Ratio

6.42%

New Purchases

27 stocks

$10.5M

Added To

153 stocks

+$54.0M

Sold Out Of

14 stocks

$4.8M

Reduced Holdings

83 stocks

-$8.7M

Increased Positions

Position	Shares Δ	Change
1 Goldman Sachs ActiveBeta U.S. Large Cap Equity GSLC	New	0 → 12.1K +$1.6M
2 PIMCO RAFI Multi-Factor International Equity MFDX	New	0 → 29.2K +$1.1M
3 PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity MFEM	New	0 → 33.3K +$750.2K
4 T. Rowe Price International Equity TOUS	New	0 → 20.7K +$694.6K
5 PIMCO RAFI Dynamic Multi-Factor U.S. Equity MFUS	New	0 → 9.3K +$525.1K

Decreased Positions

Position	Shares Δ	Change
1 TLH iShares 10-20 Year Treasury Bond TLH	Sold	12.0K → 0 −$1.2M
2 USCF Dividend Income Fund UDI	Sold	18.3K → 0 −$547.8K
3 SPDR S&P SmallCap 600 ESG ETF ESIX	Sold	14.4K → 0 −$422.8K
4 Ecofin Global Water ESG Fund EBLU	Sold	6.8K → 0 −$362.4K
5 WisdomTree Yield Enhanced U.S. Aggregate Bond Fund AGGY	Sold	7.7K → 0 −$338.1K