§ 13F · FUND PROFILE
Walker Financial Services, Inc..
AUM · $323M (13F)Positions · 45Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TFLO | ISHARES TR | 852K | $43M | 13.3% | +10% |
| 2 | FLOT | ISHARES TR | 733K | $37M | 11.6% | +13% |
| 3 | SPSB | SPDR SERIES TRUST | 976K | $29M | 9.1% | +3% |
| 4 | SCHB | SCHWAB STRATEGIC TR | 929K | $27M | 8.3% | +18% |
| 5 | SCHD | SCHWAB STRATEGIC TR | 843K | $27M | 8.3% | −5% |
| 6 | STIP | ISHARES TR | 242K | $25M | 7.6% | +12% |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II | 70K | $21M | 6.5% | +15% |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | 94K | $20M | 6.2% | +19% |
| 9 | SPIB | SPDR SERIES TRUST | 500K | $17M | 5.2% | +7% |
| 10 | SCHR | SCHWAB STRATEGIC TR | 597K | $15M | 4.6% | +13% |
§ 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 $323 million in assets. The fund runs a portfolio of 45 positions.
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