Walker Financial Services, Inc.
Q3 2025 13F Holdings
- Locationbowling green, KY
- Num holdings
42
- Value ($000)
$257,077
- Date Filed10/07/2025
- Form type13F-HR
- CIK0001965479
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $32.34M | 13 % | 1,184,492 | ||
SPDR SERIES TRUST | PORTFOLIO SHORT | 78464A474 | $29.44M | 12 % | 971,798 | ||
ISHARES TR | TRS FLT RT BD | 46434V860 | $27.64M | 11 % | 546,341 | ||
ISHARES TR | FLTG RATE NT ETF | 46429B655 | $22.45M | 9 % | 439,420 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $16.4M | 6 % | 158,632 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $15.77M | 6 % | 157,355 | ||
SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 | $13.95M | 5 % | 411,771 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $10.99M | 4 % | 427,492 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $9.84M | 4 % | 212,903 | ||
SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | $8.89M | 4 % | 353,914 |
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