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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$139B
$235 Million 0.09% of portfolio
678
Q4 2025 New

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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