Walker Financial Services, Inc.
CIK: 0001965479SEC EDGAR →
Portfolio Value
$276.0M
Holdings
41
As of
Q4 2025
New Positions
1
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 671,314 | $33.9M | 12.27% |
| 2 | SPDR SERIES TRUST | 950,467 | $28.7M | 10.40% |
| 3 | SCHWAB STRATEGIC TR | 1,037,577 | $28.5M | 10.31% |
| 4 | ISHARES TR | 547,826 | $27.9M | 10.10% |
| 5 | ISHARES TR | 187,932 | $19.2M | 6.97% |
| 6 | SCHWAB STRATEGIC TR | 621,182 | $16.3M | 5.90% |
| 7 | SPDR SERIES TRUST | 434,353 | $14.7M | 5.32% |
| 8 | ISHARES TR | 124,458 | $12.4M | 4.50% |
| 9 | INVESCO EXCH TRADED FD TR II | 47,435 | $12.0M | 4.35% |
| 10 | INVESCO EXCHANGE TRADED FD T | 62,368 | $11.9M | 4.33% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 29 | $263.1M | 95.3% |
| Technology | 4 | $5.0M | 1.8% |
| Unknown | 2 | $3.9M | 1.4% |
| Consumer Defensive | 3 | $2.8M | 1.0% |
| Energy | 2 | $659K | 0.2% |
| Industrials | 1 | $453K | 0.2% |