§ 13F · FUND PROFILE
Walker Financial Services, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $220.0T (13F)Positions · 37Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$234.9B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | TFLO | ISHARES TR | 671K | $33.9T | 12.3% | +23% |
| 2 | SPSB | SPDR SERIES TRUST | 950K | $28.7T | 10.4% | −2% |
| 3 | SCHD | SCHWAB STRATEGIC TR | 1.04M | $28.5T | 10.3% | −12% |
| 4 | FLOT | ISHARES TR | 548K | $27.9T | 10.1% | +25% |
| 5 | STIP | ISHARES TR | 188K | $19.2T | 7.0% | +18% |
| 6 | SCHB | SCHWAB STRATEGIC TR | 621K | $16.3T | 5.9% | +45% |
| 7 | SPIB | SPDR SERIES TRUST | 434K | $14.7T | 5.3% | +5% |
| 8 | AGG | ISHARES TR | 124K | $12.4T | 4.5% | −21% |
| 9 | QQQM | INVESCO EXCH TRADED FD TR II | 47K | $12.0T | 4.3% | +47% |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | 62K | $11.9T | 4.3% | +50% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WALKER SIGNAL
AC read
Walker Financial Services, Inc. is a Other fund managing $220002.3 trillion in assets. The fund runs a portfolio of 37 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed