Walker Financial Services, Inc. Top Holdings and 13F Report (2025) About Walker Financial Services, Inc.Investment ActivityWalker Financial Services, Inc. has $190.81 million in total holdings as of March 31, 2025.Walker Financial Services, Inc. owns shares of 31 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 9.03% of the portfolio was purchased this quarter.About 0.92% of the portfolio was sold this quarter.This quarter, Walker Financial Services, Inc. has purchased 33 new stocks and bought additional shares in 17 stocks.Walker Financial Services, Inc. sold shares of 8 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $42,785,242Schwab US Dividend Equity ETF $39,378,247SPDR Portfolio Short Term Corporate Bond ETF $37,342,586Fidelity Total Bond ETF $18,366,492iShares 0-5 Year TIPS Bond ETF $16,207,513 Largest New Holdings this Quarter 922908769 - Vanguard Total Stock Market ETF $292,604 Holding87283Q701 - T. Rowe Price Ultra Short-Term Bond ETF $240,916 Holding46434V860 - iShares Treasury Floating Rate Bond ETF $240,534 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 47,299 shares (about $4.68M)SPDR Portfolio Short Term Corporate Bond ETF 120,906 shares (about $3.64M)Schwab US Dividend Equity ETF 100,381 shares (about $2.81M)Fidelity Total Bond ETF 40,785 shares (about $1.86M)iShares 0-5 Year TIPS Bond ETF 16,107 shares (about $1.67M) Largest Sales this Quarter Microsoft 586 shares (about $219.97K)Invesco QQQ 381 shares (about $178.68K)Berkshire Hathaway 316 shares (about $168.30K)Chevron 333 shares (about $55.71K)Schwab U.S. Aggregate Bond ETF 1,011 shares (about $23.41K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWalker Financial Services, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAGGiShares Core U.S. Aggregate Bond ETF$42,785,242$4,678,814 ▲12.3%432,52422.4%FinanceSCHDSchwab US Dividend Equity ETF$39,378,247$2,806,653 ▲7.7%1,408,37820.6%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$37,342,586$3,639,272 ▲10.8%1,240,61719.6%ETFFBNDFidelity Total Bond ETF$18,366,492$1,861,834 ▲11.3%402,3339.6%ETFSTIPiShares 0-5 Year TIPS Bond ETF$16,207,513$1,666,588 ▲11.5%156,6408.5%ETFVXUSVanguard Total International Stock ETF$6,601,305$499,347 ▲8.2%106,3013.5%ETFVGITVanguard Intermediate-Term Treasury ETF$5,303,668$473,954 ▲9.8%89,2872.8%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$4,973,148$485,338 ▲10.8%149,6132.6%ETFBRK.BBerkshire Hathaway$3,782,383$168,295 ▼-4.3%7,1022.0%FinanceMSFTMicrosoft$2,879,091$219,967 ▼-7.1%7,6701.5%Computer and TechnologyKOCocaCola$2,229,006$105,280 ▲5.0%31,1231.2%Consumer StaplesQQQInvesco QQQ$2,037,650$178,675 ▼-8.1%4,3451.1%FinanceFSTAFidelity MSCI Consumer Staples Index ETF$1,986,466$132,530 ▲7.1%38,8511.0%ETFSCHXSchwab US Large-Cap ETF$901,083$18,260 ▼-2.0%40,8100.5%ETFAAPLApple$735,795$71,758 ▲10.8%3,3120.4%Computer and TechnologyWMTWalmart$700,325$1,492 ▲0.2%7,9770.4%Retail/WholesaleVRSKVerisk Analytics$599,724$893 ▲0.1%2,0150.3%Business ServicesJPMJPMorgan Chase & Co.$434,451$8,341 ▼-1.9%1,7710.2%FinanceSCHZSchwab U.S. Aggregate Bond ETF$395,522$23,414 ▼-5.6%17,0780.2%ETFSYYSysco$334,6780.0%4,4600.2%Consumer StaplesSPYSPDR S&P 500 ETF Trust$329,836$35,779 ▲12.2%5900.2%FinanceVTIVanguard Total Stock Market ETF$292,604$292,604 ▲New Holding1,0650.2%ETFCVXChevron$290,907$55,706 ▼-16.1%1,7390.2%EnergyVOOVanguard S&P 500 ETF$279,7210.0%5440.1%ETFIVViShares Core S&P 500 ETF$274,587$562 ▲0.2%4890.1%ETFTBUXT. Rowe Price Ultra Short-Term Bond ETF$240,916$240,916 ▲New Holding4,8530.1%ETFTFLOiShares Treasury Floating Rate Bond ETF$240,534$240,534 ▲New Holding4,7480.1%ETFVBVanguard Small-Cap ETF$233,2810.0%1,0520.1%ETFKRKroger$230,053$812 ▲0.4%3,3990.1%Retail/WholesaleAMZNAmazon.com$211,189$5,327 ▼-2.5%1,1100.1%Retail/WholesaleHDHome Depot$208,122$1,466 ▲0.7%5680.1%Retail/WholesaleCOSTCostco Wholesale$0$278,644 ▼-100.0%00.0%Retail/WholesaleUPSUnited Parcel Service$0$272,014 ▼-100.0%00.0%TransportationCHDNChurchill Downs$0$213,187 ▼-100.0%00.0%Consumer DiscretionaryNVDANVIDIA$0$206,031 ▼-100.0%00.0%Computer and TechnologyFFord Motor$0$106,922 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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