Walker Financial Services, Inc. Reduced Holdings in Q4 2025

Walker Financial Services, Inc.

  • $276 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-147K
- 12.4%
$26.44 - $27.53 $3.88M - $4.04M
1.04M $28.5B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-32.9K
- 20.91%
$99.87 - $101.27 $3.29M - $3.33M
124K $12.4B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-56.5K
- 26.55%
$46.2 - $46.85 $2.61M - $2.65M
156K $7.2B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-25.9K
- 27.2%
$72.17 - $75.74 $1.87M - $1.96M
69.3K $5.23B
VGIT
Vanguard Intermediate Term Tre

ETFs
-18K
- 21.63%
$59.84 - $60.54 $1.08M - $1.09M
65.3K $3.91B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.01K
- 30.91%
$475.68 - $513.11 $954K - $1.03M
4.48K $2.25B
MSFT
Microsoft Corp

Technology
-1.35K
- 19.35%
$496.82 - $542.07 $672K - $733K
5.63K $2.72B
SPSB
Spdr Portfolio Short Term Corp

ETFs
-21.3K
- 2.2%
$30.13 - $30.32 $643K - $647K
950K $28.7B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.23K
- 31.12%
$589.5 - $635.77 $727K - $784K
2.73K $1.68B
FSTA
Fidelity Covington Tr Msci Con

ETFs
-11K
- 30.06%
$48.21 - $50.77 $529K - $557K
25.5K $1.26B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.34K
- 15.07%
$23.37 - $23.7 $54.7K - $55.5K
13.2K $308M
JPM
Jpmorgan Chase & CO

Financial Services
-95
- 5.36%
$294.11 - $320.41 $27.9K - $30.4K
1.68K $541M
IVV
Ishares Core S&P 500 ETF

ETFs
-19
- 3.73%
$656.2 - $690.71 $12.5K - $13.1K
490 $336M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-18
- 3.19%
$600.51 - $631.95 $10.8K - $11.4K
547 $343M
SPY
Spdr S&P 500 ETF Trust

ETFs
-16
- 2.7%
$653.02 - $687.39 $10.4K - $11K
577 $394M
NVDA
Nvidia Corp

Technology
-4
- 0.29%
$179.83 - $207.04 $719 - $828
1.37K $255M
VB
Vanguard Small Cap ETF

ETFs
-15
- 1.5%
$248.1 - $260.08 $3.72K - $3.9K
983 $254M
VTI
Vanguard Total Stock Market Et

ETFs
-6
- 0.57%
$321.8 - $337.95 $1.93K - $2.03K
1.05K $352M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-413
- 1.15%
$25.85 - $27.19 $10.7K - $11.2K
35.6K $958M
WMT
Walmart Inc.

Consumer Defensive
-201
- 2.51%
$101.18 - $109.03 $20.3K - $21.9K
7.82K $871M
AAPL
Apple Inc.

Technology
-5
- 0.07%
$245.27 - $275.25 $1.23K - $1.38K
6.71K $1.82B
Activity Summary
Buys All Purchases 19 New Holdings 1 Increased Positions 18 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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