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Walker Financial Services

Latest statistics and disclosures from Walker Financial Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are TFLO, FLOT, SPSB, SCHD, STIP, and represent 51.50% of Walker Financial Services's stock portfolio.
Added to shares of these 10 stocks: TFLO (+$5.3M), FLOT (+$5.2M), SCHB, QQQM, RSP, STIP, SCHR, SPIB, VEA, IEMG.
Started 3 new stock positions in HD, ELV, KR.
Reduced shares in these 10 stocks: SCHD, AGG, FBND, VXUS, VGIT, BRK.B, KO, MSFT, QQQ, FSTA.
Sold out of its position in AVGO.
Walker Financial Services was a net buyer of stock by $15M.
Walker Financial Services has $292M in assets under management (AUM), dropping by 5.93%.
Central Index Key (CIK): 0001965479

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Portfolio Holdings for Walker Financial Services

Walker Financial Services holds 43 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr TRS FLT RT BD (TFLO)	13.5	$39M	+15%	777k	50.63	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	11.3	$33M	+18%	650k	50.95	View chart
Spdr Series Trust State Street Spd (SPSB)	9.8	$29M		949k	30.07	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	9.3	$27M	-14%	891k	30.68	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	7.6	$22M	+14%	215k	103.43	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	6.7	$20M	+26%	785k	25.10	View chart
Spdr Series Trust State Street Spd (SPIB)	5.4	$16M	+7%	467k	33.54	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	5.2	$15M	+26%	79k	191.92	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	4.9	$14M	+27%	61k	237.62	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	4.5	$13M	+19%	528k	24.91	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.1	$9.1M	-26%	92k	99.27	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	2.1	$6.2M		125k	49.75	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.8	$5.3M	-25%	116k	45.62	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.7	$5.1M	+24%	79k	64.08	View chart
Ishares Core Msci Emkt (IEMG)	1.7	$5.0M	+23%	71k	69.75	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	1.4	$4.2M		38k	110.39	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	1.4	$4.1M		82k	49.78	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.3	$3.8M	-29%	49k	77.11	View chart
Spdr Series Trust State Street Spd (SPTS)	1.1	$3.3M		114k	29.18	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.0	$2.9M	-25%	48k	59.55	View chart
Microsoft Corporation (MSFT)	0.6	$1.7M	-19%	4.5k	370.14	View chart
Apple (AAPL)	0.5	$1.6M	-7%	6.2k	253.80	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.5M	-30%	3.1k	479.20	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$1.2M	-25%	2.0k	577.13	View chart
Coca-Cola Company (KO)	0.4	$1.1M	-28%	15k	76.05	View chart
Wal-Mart Stores (WMT)	0.3	$973k		7.8k	124.28	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.3	$939k	-29%	18k	52.33	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$912k		36k	25.64	View chart
JPMorgan Chase & Co. (JPM)	0.2	$508k	+2%	1.7k	294.10	View chart
SYSCO Corporation (SYY)	0.1	$400k	-10%	5.6k	71.33	View chart
Verisk Analytics (VRSK)	0.1	$385k		2.0k	189.75	View chart
Anthem (ELV)	0.1	$381k	NEW	1.3k	292.78	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$374k		575.00	650.59	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$347k	+6%	580.00	597.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$337k		1.1k	320.82	View chart
Exxon Mobil Corporation (XOM)	0.1	$331k		2.0k	169.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$321k		491.00	653.59	View chart
Chevron Corporation (CVX)	0.1	$311k	-46%	1.5k	206.93	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$308k		13k	23.22	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$258k		986.00	262.03	View chart
Kroger (KR)	0.1	$227k	NEW	3.1k	72.37	View chart
NVIDIA Corporation (NVDA)	0.1	$219k	-8%	1.3k	174.44	View chart
Home Depot (HD)	0.1	$217k	NEW	661.00	328.83	View chart

Past Filings by Walker Financial Services

SEC 13F filings are viewable for Walker Financial Services going back to 2023

Walker Financial Services 2026 Q1 filed April 29, 2026
Walker Financial Services 2025 Q4 filed Jan. 28, 2026
Walker Financial Services 2025 Q3 filed Oct. 7, 2025
Walker Financial Services 2025 Q2 filed July 11, 2025
Walker Financial Services 2025 Q1 filed May 1, 2025
Walker Financial Services 2024 Q4 filed Jan. 15, 2025
Walker Financial Services 2024 Q3 filed Oct. 9, 2024
Walker Financial Services 2024 Q2 filed July 15, 2024
Walker Financial Services 2024 Q1 filed April 11, 2024
Walker Financial Services 2023 Q4 filed Jan. 9, 2024
Walker Financial Services 2023 Q3 filed Oct. 11, 2023
Walker Financial Services 2023 Q2 filed July 11, 2023
Walker Financial Services 2022 Q4 filed June 14, 2023
Walker Financial Services 2022 Q1 filed June 6, 2023
Walker Financial Services 2022 Q2 filed June 6, 2023
Walker Financial Services 2022 Q3 filed June 6, 2023

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