Walker Financial Services, Inc. Top Holdings and 13F Report (2025) About Walker Financial Services, Inc.Investment ActivityWalker Financial Services, Inc. has $257.08 million in total holdings as of September 30, 2025.Walker Financial Services, Inc. owns shares of 42 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 38.32% of the portfolio was purchased this quarter.About 25.30% of the portfolio was sold this quarter.This quarter, Walker Financial Services, Inc. has purchased 37 new stocks and bought additional shares in 14 stocks.Walker Financial Services, Inc. sold shares of 20 stocks and completely divested from 2 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $32,336,637SPDR Portfolio Short Term Corporate Bond ETF $29,435,760iShares Treasury Floating Rate Bond ETF $27,639,387iShares Floating Rate Bond ETF $22,447,763iShares 0-5 Year TIPS Bond ETF $16,396,238 Largest New Holdings this Quarter 46429B655 - iShares Floating Rate Bond ETF $22,447,763 Holding808524102 - Schwab US Broad Market ETF $10,990,830 Holding808524854 - Schwab Intermediate-Term U.S. Treasury ETF $8,893,866 Holding46138G649 - Invesco NASDAQ 100 ETF $7,982,142 Holding46137V357 - Invesco S&P 500 Equal Weight ETF $7,862,868 Holding Largest Purchases this Quarter iShares Treasury Floating Rate Bond ETF 464,796 shares (about $23.51M)iShares Floating Rate Bond ETF 439,420 shares (about $22.45M)Schwab US Broad Market ETF 427,492 shares (about $10.99M)Schwab Intermediate-Term U.S. Treasury ETF 353,914 shares (about $8.89M)SPDR Portfolio Intermediate Term Corporate Bond ETF 251,151 shares (about $8.51M) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 300,426 shares (about $30.12M)SPDR Portfolio Short Term Corporate Bond ETF 356,837 shares (about $10.81M)Fidelity Total Bond ETF 219,089 shares (about $10.13M)Schwab US Dividend Equity ETF 338,367 shares (about $9.24M)iShares 0-5 Year TIPS Bond ETF 9,515 shares (about $983.47K) 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 PortfolioSectorSCHDSchwab US Dividend Equity ETF$32,336,637$9,237,421 ▼-22.2%1,184,49212.6%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$29,435,760$10,808,592 ▼-26.9%971,79811.5%ETFTFLOiShares Treasury Floating Rate Bond ETF$27,639,387$23,514,026 ▲570.0%546,34110.8%ETFFLOTiShares Floating Rate Bond ETF$22,447,763$22,447,763 ▲New Holding439,4208.7%ETFSTIPiShares 0-5 Year TIPS Bond ETF$16,396,238$983,472 ▼-5.7%158,6326.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$15,774,888$30,117,801 ▼-65.6%157,3556.1%FinanceSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$13,954,916$8,511,505 ▲156.4%411,7715.4%ETFSCHBSchwab US Broad Market ETF$10,990,830$10,990,830 ▲New Holding427,4924.3%ETFFBNDFidelity Total Bond ETF$9,844,643$10,130,684 ▼-50.7%212,9033.8%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$8,893,866$8,893,866 ▲New Holding353,9143.5%ETFQQQMInvesco NASDAQ 100 ETF$7,982,142$7,982,142 ▲New Holding32,3013.1%ETFRSPInvesco S&P 500 Equal Weight ETF$7,862,868$7,862,868 ▲New Holding41,4493.1%ETFVXUSVanguard Total International Stock ETF$6,995,778$951,312 ▼-12.0%95,2322.7%ETFTBUXT. Rowe Price Ultra Short-Term Bond ETF$5,249,929$1,100,364 ▲26.5%105,3362.0%ETFVGITVanguard Intermediate-Term Treasury ETF$4,998,787$562,484 ▼-10.1%83,2711.9%ETFMSFTMicrosoft$3,618,614$397,809 ▼-9.9%6,9861.4%Computer and TechnologySHViShares Short Treasury Bond ETF$3,528,489$739,950 ▲26.5%31,9351.4%ETFVUSBVanguard Ultra-Short Bond ETF$3,490,627$729,072 ▲26.4%69,8201.4%ETFBRK.BBerkshire Hathaway$3,262,783$417,274 ▼-11.3%6,4901.3%FinanceSPTSSPDR Portfolio Short Term Treasury ETF$2,851,127$588,802 ▲26.0%97,2421.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,562,679$2,562,679 ▲New Holding38,8761.0%ETFVEAVanguard FTSE Developed Markets ETF$2,554,625$2,554,625 ▲New Holding42,6341.0%ETFQQQInvesco QQQ$2,378,802$333,224 ▼-12.3%3,9620.9%FinanceKOCocaCola$1,949,077$253,939 ▼-11.5%29,3890.8%Consumer StaplesFSTAFidelity MSCI Consumer Staples Index ETF$1,817,944$211,718 ▼-10.4%36,4760.7%ETFAAPLApple$1,708,783$1,528 ▼-0.1%6,7110.7%Computer and TechnologySCHXSchwab US Large-Cap ETF$948,364$57,816 ▼-5.7%36,0050.4%ETFWMTWalmart$826,100$103 ▲0.0%8,0160.3%Retail/WholesaleJPMJPMorgan Chase & Co.$559,538$315 ▲0.1%1,7740.2%FinanceSYYSysco$515,681$2,717 ▲0.5%6,2630.2%Consumer StaplesVRSKVerisk Analytics$508,467$1,006 ▲0.2%2,0220.2%Business ServicesSPYSPDR S&P 500 ETF Trust$395,247$10,664 ▼-2.6%5930.2%FinanceSCHZSchwab U.S. Aggregate Bond ETF$364,588$38,585 ▼-9.6%15,5340.1%ETFVTIVanguard Total Stock Market ETF$346,6300.0%1,0560.1%ETFVOOVanguard S&P 500 ETF$346,190$12,867 ▲3.9%5650.1%ETFIVViShares Core S&P 500 ETF$340,364$13,374 ▲4.1%5090.1%ETFNVDANVIDIA$255,874$42,552 ▼-14.3%1,3710.1%Computer and TechnologyVBVanguard Small-Cap ETF$253,771$13,731 ▼-5.1%9980.1%ETFHDHome Depot$232,563$1,215 ▲0.5%5740.1%Retail/WholesaleCVXChevron$230,365$34,951 ▼-13.2%1,4830.1%EnergyXOMExxon Mobil$214,922$5,413 ▼-2.5%1,9060.1%EnergyKRKroger$210,178$674 ▲0.3%3,1180.1%Retail/WholesaleJEPQJPMorgan Nasdaq Equity Premium Income ETF$0$218,834 ▼-100.0%00.0%ETFJEPIJPMorgan Equity Premium Income ETF$0$208,965 ▼-100.0%00.0%ETFShowing 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. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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