§ 13F · FUND PROFILE
Walker Financial Services, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $257M (13F)Positions · 42Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$826K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TFLO | ISHARES TR | 777K | $39M | 13.5% | +16% |
| 2 | FLOT | ISHARES TR | 650K | $33M | 11.3% | +19% |
| 3 | SPSB | SPDR SERIES TRUST | 949K | $29M | 9.8% | ±0% |
| 4 | SCHD | SCHWAB STRATEGIC TR | 891K | $27M | 9.3% | −14% |
| 5 | STIP | ISHARES TR | 215K | $22M | 7.6% | +14% |
| 6 | SCHB | SCHWAB STRATEGIC TR | 785K | $20M | 6.7% | +26% |
| 7 | SPIB | SPDR SERIES TRUST | 467K | $16M | 5.4% | +8% |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | 79K | $15M | 5.2% | +26% |
| 9 | QQQM | INVESCO EXCH TRADED FD TR II | 61K | $14M | 4.9% | +28% |
| 10 | SCHR | SCHWAB STRATEGIC TR | 528K | $13M | 4.5% | +19% |
§ 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 $257 million in assets. The fund runs a portfolio of 42 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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