Walker Financial Services, Inc. Top Holdings and 13F Report (2026) About Walker Financial Services, Inc.Investment ActivityWalker Financial Services, Inc. has $292.34 million in total holdings as of March 31, 2026.Walker Financial Services, Inc. owns shares of 43 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 10.27% of the portfolio was purchased this quarter.About 5.19% of the portfolio was sold this quarter.This quarter, Walker Financial Services, Inc. has purchased 41 new stocks and bought additional shares in 23 stocks.Walker Financial Services, Inc. sold shares of 17 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Treasury Floating Rate Bond ETF $39,324,514iShares Floating Rate Bond ETF $33,131,755SPDR Portfolio Short Term Corporate Bond ETF $28,541,806Schwab US Dividend Equity ETF $27,324,827iShares 0-5 Year TIPS Bond ETF $22,242,434 Largest New Holdings this Quarter 036752103 - Elevance Health $381,201 Holding501044101 - Kroger $227,089 Holding437076102 - Home Depot $217,357 Holding Largest Purchases this Quarter iShares Treasury Floating Rate Bond ETF 105,390 shares (about $5.34M)iShares Floating Rate Bond ETF 102,454 shares (about $5.22M)Schwab US Broad Market ETF 163,491 shares (about $4.10M)Invesco NASDAQ 100 ETF 13,170 shares (about $3.13M)Invesco S&P 500 Equal Weight ETF 16,233 shares (about $3.12M) Largest Sales this Quarter Schwab US Dividend Equity ETF 146,937 shares (about $4.51M)iShares Core U.S. Aggregate Bond ETF 32,422 shares (about $3.22M)Fidelity Total Bond ETF 40,436 shares (about $1.84M)Vanguard Total International Stock ETF 20,207 shares (about $1.56M)Vanguard Intermediate-Term Treasury ETF 16,868 shares (about $1.00M) 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 PortfolioSectorTFLOiShares Treasury Floating Rate Bond ETF$39,324,514$5,335,894 ▲15.7%776,70413.5%ETFFLOTiShares Floating Rate Bond ETF$33,131,755$5,220,030 ▲18.7%650,28011.3%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$28,541,806$38,730 ▼-0.1%949,1799.8%ETFSCHDSchwab US Dividend Equity ETF$27,324,827$4,508,026 ▼-14.2%890,6409.3%ETFSTIPiShares 0-5 Year TIPS Bond ETF$22,242,434$2,804,610 ▲14.4%215,0487.6%ETFSCHBSchwab US Broad Market ETF$19,695,288$4,103,623 ▲26.3%784,6736.7%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$15,667,954$1,099,744 ▲7.5%467,1425.4%ETFRSPInvesco S&P 500 Equal Weight ETF$15,085,063$3,115,429 ▲26.0%78,6015.2%ETFQQQMInvesco NASDAQ 100 ETF$14,401,065$3,129,478 ▲27.8%60,6054.9%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$13,161,338$2,124,971 ▲19.3%528,3564.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$9,136,438$3,218,540 ▼-26.1%92,0363.1%FinanceTBUXT. Rowe Price Ultra Short-Term Bond ETF$6,197,281$107,460 ▲1.8%124,5682.1%ETFFBNDFidelity Total Bond ETF$5,289,573$1,844,683 ▼-25.9%115,9491.8%ETFVEAVanguard FTSE Developed Markets ETF$5,077,643$998,496 ▲24.5%79,2391.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$4,983,081$940,649 ▲23.3%71,4421.7%ETFSHViShares Short Treasury Bond ETF$4,157,950$63,585 ▲1.6%37,6661.4%ETFVUSBVanguard Ultra-Short Bond ETF$4,089,816$51,179 ▲1.3%82,1501.4%ETFVXUSVanguard Total International Stock ETF$3,787,535$1,558,149 ▼-29.1%49,1191.3%ETFSPTSSPDR Portfolio Short Term Treasury ETF$3,339,386$60,957 ▲1.9%114,4411.1%ETFVGITVanguard Intermediate-Term Treasury ETF$2,881,786$1,004,483 ▼-25.8%48,3931.0%ETFMSFTMicrosoft$1,678,593$406,786 ▼-19.5%4,5350.6%Computer and TechnologyAAPLApple$1,571,540$130,454 ▼-7.7%6,1920.5%Computer and TechnologyBRK.BBerkshire Hathaway$1,501,334$647,399 ▼-30.1%3,1330.5%FinanceQQQInvesco QQQ$1,172,154$402,838 ▼-25.6%2,0310.4%FinanceKOCocaCola$1,148,972$454,098 ▼-28.3%15,1080.4%Consumer StaplesWALMART INC$973,249$1,989 ▲0.2%7,8310.3%COMFSTAFidelity MSCI Consumer Staples Index ETF$939,318$395,769 ▼-29.6%17,9500.3%ETFSCHXSchwab US Large-Cap ETF$912,189$385 ▼0.0%35,5770.3%ETFJPMJPMorgan Chase & Co.$507,911$14,117 ▲2.9%1,7270.2%FinanceSYYSysco$399,725$47,861 ▼-10.7%5,6040.1%Consumer StaplesVRSKVerisk Analytics$385,391$1,139 ▲0.3%2,0310.1%Business ServicesELVElevance Health$381,201$381,201 ▲New Holding1,3020.1%MedicalSPYSPDR S&P 500 ETF Trust$374,087$1,301 ▼-0.3%5750.1%FinanceVOOVanguard S&P 500 ETF$346,620$19,721 ▲6.0%5800.1%ETFVTIVanguard Total Stock Market ETF$337,181$321 ▲0.1%1,0510.1%ETFXOMExxonMobil$331,266$2,375 ▲0.7%1,9530.1%EnergyIVViShares Core S&P 500 ETF$320,914$654 ▲0.2%4910.1%ETFCVXChevron$311,424$267,969 ▼-46.3%1,5050.1%EnergySCHZSchwab U.S. Aggregate Bond ETF$308,414$2,067 ▲0.7%13,2820.1%ETFVBVanguard Small-Cap ETF$258,359$786 ▲0.3%9860.1%ETFKRKroger$227,089$227,089 ▲New Holding3,1380.1%Retail/WholesaleNVDANVIDIA$219,276$19,189 ▼-8.0%1,2570.1%Computer and TechnologyHDHome Depot$217,357$217,357 ▲New Holding6610.1%Retail/WholesaleAVGOBroadcom$0$234,929 ▼-100.0%00.0%Computer and TechnologyShowing 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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