Walker Financial Services, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Walker Financial Services, Inc. held in its portfolio 39 assets valued at $275,974,847 (i.e. $275.98M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($46.68M), ISHARES TR ($33.88M), and SCHWAB STRATEGIC TR ($28.46M).
The chart below shows the top 10 valuable assets, and the table below shows the top 39 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Walker Financial Services, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 1497172 | 46679315 | STATE STREET SPD |
| ISHARES TR | 671314 | 33874549 | TRS FLT RT BD |
| SCHWAB STRATEGIC TR | 1037577 | 28460750 | US DIVIDEND EQ |
| ISHARES TR | 547826 | 27862431 | FLTG RATE NT ETF |
| ISHARES TR | 187932 | 19242381 | 0-5 YR TIPS ETF |
| SCHWAB STRATEGIC TR | 621182 | 16293607 | US BRD MKT ETF |
| ISHARES TR | 124458 | 12430871 | CORE US AGGBD ET |
| INVESCO EXCH TRADED FD TR II | 47435 | 11997455 | NASDAQ 100 ETF |
| INVESCO EXCHANGE TRADED FD T | 62368 | 11947279 | S&P500 EQL WGT |
| SCHWAB STRATEGIC TR | 443050 | 11111712 | INT-TRM U.S TRES |
| FIDELITY MERRIMACK STR TR | 156385 | 7199979 | TOTAL BD ETF |
| T ROWE PRICE ETF INC | 122408 | 6102073 | ULTRA SHRT TRM |
| VANGUARD STAR FDS | 69326 | 5230004 | VG TL INTL STK F |
| ISHARES TR | 37090 | 4085572 | TRUST ISHARE 0-1 |
| VANGUARD BD INDEX FDS | 81122 | 4043129 | VANGUARD ULTRA |
| VANGUARD TAX-MANAGED FDS | 63657 | 3976659 | VAN FTSE DEV MKT |
| VANGUARD SCOTTSDALE FDS | 65261 | 3911115 | INTER TERM TREAS |
| ISHARES INC | 57956 | 3895810 | CORE MSCI EMKT |
| MICROSOFT CORP | 5634 | 2724886 | COM |
| BERKSHIRE HATHAWAY INC DEL | 4484 | 2253883 | CL B NEW |
| APPLE INC | 6706 | 1823258 | COM |
| INVESCO QQQ TR | 2729 | 1676860 | UNIT SER 1 |
| COCA COLA CO | 21079 | 1473683 | COM |
| FIDELITY COVINGTON TRUST | 25513 | 1255012 | CONSMR STAPLES |
| SCHWAB STRATEGIC TR | 35592 | 957791 | US LRG CAP ETF |
| WALMART INC | 7815 | 870771 | COM |
| JPMORGAN CHASE & CO. | 1679 | 541065 | COM |
| SYSCO CORP | 6275 | 462417 | COM |
| VERISK ANALYTICS INC | 2025 | 453130 | COM |
| CHEVRON CORP NEW | 2800 | 426787 | COM |
| SPDR S&P 500 ETF TR | 577 | 393975 | TR UNIT |
| VANGUARD INDEX FDS | 1050 | 352169 | TOTAL STK MKT |
| VANGUARD INDEX FDS | 547 | 343247 | S&P 500 ETF SHS |
| ISHARES TR | 490 | 335981 | CORE S&P500 ETF |
| SCHWAB STRATEGIC TR | 13193 | 308327 | US AGGREGATE B |
| NVIDIA CORPORATION | 1367 | 255024 | COM |
| VANGUARD INDEX FDS | 983 | 253566 | SMALL CP ETF |
| BROADCOM INC | 678 | 234929 | COM |
| EXXON MOBIL CORP | 1939 | 233395 | COM |
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