Walker Financial Services, Inc.
Q4 2025 13F Holdings
- Locationbowling green, KY
- Num holdings
41
- Value ($000)
$275,975
- Date Filed01/28/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | TRS FLT RT BD | 46434V860 | $33.87M | 12 % | 671,314 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A474 | $28.7M | 10 % | 950,467 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $28.46M | 10 % | 1,037,577 | ||
ISHARES TR | FLTG RATE NT ETF | 46429B655 | $27.86M | 10 % | 547,826 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $19.24M | 7 % | 187,932 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $16.29M | 6 % | 621,182 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A375 | $14.69M | 5 % | 434,353 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $12.43M | 5 % | 124,458 | ||
INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $12M | 4 % | 47,435 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $11.95M | 4 % | 62,368 |
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