Walker Financial Services, Inc. Portfolio Holdings

Walker Financial Services, Inc.

$220 Billion
Q2 2025

Walker Financial Services, Inc. has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $220 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $45.4B, Schwab Strategic Tr Us Dividen with a value of $40.4B, Spdr Portfolio Short Term Corp with a value of $40.1B, Fidelity Merrimack Str Tr Tota with a value of $19.8B, and Ishares Barclays 0 5 Year Tips with a value of $17.3B.

Examining the 13F form we can see an increase of $29.2B in the current position value, from $191B to 220B.

Walker Financial Services, Inc. is based out at Bowling Green, KY

Below you can find more details about Walker Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $220 Billion

ETFs: $203 Billion

Technology: $5.49 Billion

Financial Services: $4.07 Billion

Consumer Defensive: $3.83 Billion

Industrials: $629 Million

Energy: $455 Million

Consumer Cyclical: $209 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$45.4 Billion 20.64% of portfolio	457,781	Q2 2025 Added 5.84%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$40.4 Billion 18.34% of portfolio	1,522,859	Q2 2025 Added 8.13%
SPSB Spdr Portfolio Short Term Corp ETFs	$0	$40.1 Billion 18.23% of portfolio	1,328,635	Q2 2025 Added 7.09%
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$19.8 Billion 8.98% of portfolio	431,992	Q2 2025 Added 7.37%
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$17.3 Billion 7.87% of portfolio	168,147	Q2 2025 Added 7.35%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$7.47 Billion 3.4% of portfolio	108,182	Q2 2025 Added 1.77%
VGIT Vanguard Intermediate Term Tre ETFs	$0	$5.54 Billion 2.52% of portfolio	92,641	Q2 2025 Added 3.76%
SPIB Spdr Portfolio Intermediate Te ETFs	$0	$5.39 Billion 2.45% of portfolio	160,620	Q2 2025 Added 7.36%
TFLO Ishares Treasury Floating Rate ETFs	$0	$4.13 Billion 1.88% of portfolio	81,545	Q2 2025 Added 1,617.46%
TBUX T Rowe Price Exchange Traded F ETFs	$0	$4.14 Billion 1.88% of portfolio	83,258	Q2 2025 Added 1,615.6%
MSFT Microsoft Corp Technology	$3.81T	$3.86 Billion 1.75% of portfolio	7,754	Q2 2025 Added 1.1%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$631B	$3.56 Billion 1.62% of portfolio	7,320	Q2 2025 Added 3.07%
SHV Ishares Tr ETFs	$0	$2.79 Billion 1.27% of portfolio	25,238	Q2 2025 New
VUSB Vanguard Bd Index Fds	-	$2.75 Billion 1.25% of portfolio	-	Q2 2025 New
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$2.49 Billion 1.13% of portfolio	4,517	Q2 2025 Added 3.96%
KO Coca Cola CO Consumer Defensive	$305B	$2.35 Billion 1.07% of portfolio	33,218	Q2 2025 Added 6.73%
SPTS Spdr Portfolio Short Term Trea ETFs	$0	$2.26 Billion 1.03% of portfolio	77,160	Q2 2025 New
FSTA Fidelity Covington Tr Msci Con ETFs	$0	$2.08 Billion 0.95% of portfolio	40,724	Q2 2025 Added 4.82%
AAPL Apple Inc. Technology	$3.38T	$1.38 Billion 0.63% of portfolio	6,717	Q2 2025 Added 102.81%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$934 Million 0.42% of portfolio	38,200	Q2 2025 Reduced 6.4%
WMT Walmart Inc. Consumer Defensive	$258B	$784 Million 0.36% of portfolio	8,015	Q2 2025 Added 0.48%
VRSK Verisk Analytics, Inc. Industrials	$47.5B	$629 Million 0.29% of portfolio	2,018	Q2 2025 Added 0.15%
JPM Jpmorgan Chase & CO Financial Services	$850B	$514 Million 0.23% of portfolio	1,773	Q2 2025 Added 0.11%
SYY Sysco Corp Consumer Defensive	$39.5B	$472 Million 0.21% of portfolio	6,230	Q2 2025 Added 39.69%
SCHZ Schwab Us Aggregate Bond ETF ETFs	$0	$399 Million 0.18% of portfolio	17,178	Q2 2025 Added 0.59%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$376 Million 0.17% of portfolio	609	Q2 2025 Added 3.22%
VTI Vanguard Total Stock Market Et ETFs	$0	$321 Million 0.15% of portfolio	1,056	Q2 2025 Reduced 0.85%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$309 Million 0.14% of portfolio	544	Q4 2024 Reduced 2.16%
IVV Ishares Core S&P 500 ETF ETFs	$0	$303 Million 0.14% of portfolio	489	Q1 2025 Added 0.2%
VB Vanguard Small Cap ETF ETFs	$0	$249 Million 0.11% of portfolio	1,052	Q4 2024 Added 1.64%
CVX Chevron Corp Energy	$296B	$245 Million 0.11% of portfolio	1,708	Q2 2025 Reduced 1.78%
NVDA Nvidia Corp Technology	$431B	$253 Million 0.11% of portfolio	1,599	Q2 2025 New
HD Home Depot, Inc. Consumer Cyclical	$368B	$209 Million 0.1% of portfolio	571	Q2 2025 Added 0.53%
JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	$0	$219 Million 0.1% of portfolio	4,023	Q2 2025 New
XOM Exxon Mobil Corp Energy	$465B	$211 Million 0.1% of portfolio	1,954	Q2 2025 New
KR Kroger CO Consumer Defensive	$51.7B	$223 Million 0.1% of portfolio	3,108	Q2 2025 Reduced 8.56%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$209 Million 0.09% of portfolio	3,676	Q2 2025 New

Summary

Portfolio
No. of Stocks 37
Current Value $220 Billion
Prior Value $191 Billion
Filing
Period Q2 2025
Filing Date July 11, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 7 stocks
Additional Purchases 23 stocks
Sold out of 0 stocks
Reduced holdings in 4 stocks

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Walker Financial Services, Inc. Portfolio Holdings