Walker Financial Services, Inc. Portfolio Holdings

Walker Financial Services, Inc.

  • $276 Billion
  • Q4 2025

Walker Financial Services, Inc. has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $276 Billion distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Treasury Floating Rate with a value of $33.9B, Spdr Portfolio Short Term Corp with a value of $28.7B, Schwab Strategic Tr Us Dividen with a value of $28.5B, Ishares Tr Fltg Rate Nt ETF with a value of $27.9B, and Ishares Barclays 0 5 Year Tips with a value of $19.2B.

Examining the 13F form we can see an increase of $18.9B in the current position value, from $257B to 276B.

Walker Financial Services, Inc. is based out at Bowling Green, KY

Below you can find more details about Walker Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $276 Billion
ETFs: $260 Billion
Technology: $5.04 Billion
Consumer Defensive: $2.81 Billion
Financial Services: $2.79 Billion
Energy: $660 Million
Industrials: $453 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.9 Billion 12.27% of portfolio
671,314
Q4 2025 Added 22.87%
$0
$28.7 Billion 10.4% of portfolio
950,467
Q4 2025 Reduced 2.2%
$0
$28.5 Billion 10.31% of portfolio
1,037,577
Q4 2025 Reduced 12.4%
$0
$27.9 Billion 10.1% of portfolio
547,826
Q4 2025 Added 24.67%
$0
$19.2 Billion 6.97% of portfolio
187,932
Q4 2025 Added 18.47%
$0
$16.3 Billion 5.9% of portfolio
621,182
Q4 2025 Added 45.31%
$0
$14.7 Billion 5.32% of portfolio
434,353
Q4 2025 Added 5.48%
$0
$12.4 Billion 4.5% of portfolio
124,458
Q4 2025 Reduced 20.91%
$0
$12 Billion 4.35% of portfolio
47,435
Q4 2025 Added 46.85%
$0
$11.9 Billion 4.33% of portfolio
62,368
Q4 2025 Added 50.47%
$0
$11.1 Billion 4.03% of portfolio
443,050
Q4 2025 Added 25.19%
$0
$7.2 Billion 2.61% of portfolio
156,385
Q4 2025 Reduced 26.55%
$0
$6.1 Billion 2.21% of portfolio
122,408
Q4 2025 Added 16.21%
$0
$5.23 Billion 1.9% of portfolio
69,326
Q4 2025 Reduced 27.2%
$0
$4.09 Billion 1.48% of portfolio
37,090
Q4 2025 Added 16.14%
-
$4.04 Billion 1.47% of portfolio
-
Q4 2025 Added 16.19%
$0
$3.91 Billion 1.42% of portfolio
65,261
Q4 2025 Reduced 21.63%
$0
$3.9 Billion 1.41% of portfolio
57,956
Q4 2025 Added 49.08%
$0
$3.29 Billion 1.19% of portfolio
112,352
Q4 2025 Added 15.54%
$3.78T
$2.72 Billion 0.99% of portfolio
5,634
Q4 2025 Reduced 19.35%
$662B
$2.25 Billion 0.82% of portfolio
4,484
Q4 2025 Reduced 30.91%
$4.3T
$1.82 Billion 0.66% of portfolio
6,706
Q4 2025 Reduced 0.07%
$0
$1.68 Billion 0.61% of portfolio
2,729
Q4 2025 Reduced 31.12%
$306B
$1.47 Billion 0.53% of portfolio
21,079
Q4 2025 Reduced 28.28%
$0
$1.26 Billion 0.45% of portfolio
25,513
Q4 2025 Reduced 30.06%
$0
$958 Million 0.35% of portfolio
35,592
Q4 2025 Reduced 1.15%
$279B
$871 Million 0.32% of portfolio
7,815
Q4 2025 Reduced 2.51%
$881B
$541 Million 0.2% of portfolio
1,679
Q4 2025 Reduced 5.36%
$37.9B
$462 Million 0.17% of portfolio
6,275
Q4 2025 Added 0.19%
$33.9B
$453 Million 0.16% of portfolio
2,025
Q4 2025 Added 0.15%
$303B
$427 Million 0.15% of portfolio
2,800
Q4 2025 Added 88.81%
$0
$394 Million 0.14% of portfolio
577
Q4 2025 Reduced 2.7%
$0
$352 Million 0.13% of portfolio
1,050
Q4 2025 Reduced 0.57%
$0
$336 Million 0.12% of portfolio
490
Q4 2025 Reduced 3.73%
$0
$343 Million 0.12% of portfolio
547
Q4 2025 Reduced 3.19%
$0
$308 Million 0.11% of portfolio
13,193
Q4 2025 Reduced 15.07%
$0
$254 Million 0.09% of portfolio
983
Q4 2025 Reduced 1.5%
$139B
$235 Million 0.09% of portfolio
678
Q4 2025 New
$465B
$255 Million 0.09% of portfolio
1,367
Q4 2025 Reduced 0.29%
$490B
$233 Million 0.08% of portfolio
1,939
Q4 2025 Added 1.73%

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $276 Billion
  • Prior Value $257 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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