Walker Financial Services, Inc. Portfolio Holdings

Walker Financial Services, Inc.

  • $257 Billion
  • Q3 2025

Walker Financial Services, Inc. has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $257 Billion distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $32.3B, Spdr Portfolio Short Term Corp with a value of $29.4B, Ishares Treasury Floating Rate with a value of $27.6B, Ishares Tr Fltg Rate Nt ETF with a value of $22.4B, and Ishares Barclays 0 5 Year Tips with a value of $16.4B.

Examining the 13F form we can see an increase of $37.1B in the current position value, from $220B to 257B.

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 $257 Billion
ETFs: $239 Billion
Technology: $5.58 Billion
Financial Services: $3.82 Billion
Consumer Defensive: $3.5 Billion
Industrials: $508 Million
Energy: $445 Million
Consumer Cyclical: $233 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.3 Billion 12.58% of portfolio
1,184,492
Q3 2025 Reduced 22.22%
$0
$29.4 Billion 11.45% of portfolio
971,798
Q3 2025 Reduced 26.86%
$0
$27.6 Billion 10.75% of portfolio
546,341
Q3 2025 Added 569.99%
$0
$22.4 Billion 8.73% of portfolio
439,420
Q3 2025 New
$0
$16.4 Billion 6.38% of portfolio
158,632
Q3 2025 Reduced 5.66%
$0
$15.8 Billion 6.14% of portfolio
157,355
Q3 2025 Reduced 65.63%
$0
$14 Billion 5.43% of portfolio
411,771
Q3 2025 Added 156.36%
$0
$11 Billion 4.28% of portfolio
427,492
Q3 2025 New
$0
$9.84 Billion 3.83% of portfolio
212,903
Q3 2025 Reduced 50.72%
$0
$8.89 Billion 3.46% of portfolio
353,914
Q3 2025 New
$0
$7.98 Billion 3.1% of portfolio
32,301
Q3 2025 New
$0
$7.86 Billion 3.06% of portfolio
41,449
Q3 2025 New
$0
$7 Billion 2.72% of portfolio
95,232
Q3 2025 Reduced 11.97%
$0
$5.25 Billion 2.04% of portfolio
105,336
Q3 2025 Added 26.52%
$0
$5 Billion 1.94% of portfolio
83,271
Q3 2025 Reduced 10.11%
$3.78T
$3.62 Billion 1.41% of portfolio
6,986
Q3 2025 Reduced 9.9%
-
$3.49 Billion 1.36% of portfolio
-
Q3 2025 Added 26.4%
$662B
$3.26 Billion 1.27% of portfolio
6,490
Q3 2025 Reduced 11.34%
$0
$2.85 Billion 1.11% of portfolio
97,242
Q3 2025 Added 26.03%
$0
$2.56 Billion 1.0% of portfolio
38,876
Q3 2025 New
$0
$2.55 Billion 0.99% of portfolio
42,634
Q3 2025 New
$0
$2.38 Billion 0.93% of portfolio
3,962
Q3 2025 Reduced 12.29%
$306B
$1.95 Billion 0.76% of portfolio
29,389
Q3 2025 Reduced 11.53%
$0
$1.82 Billion 0.71% of portfolio
36,476
Q3 2025 Reduced 10.43%
$4.3T
$1.71 Billion 0.66% of portfolio
6,711
Q3 2025 Reduced 0.09%
$0
$948 Million 0.37% of portfolio
36,005
Q3 2025 Reduced 5.75%
$279B
$826 Million 0.32% of portfolio
8,016
Q3 2025 Added 0.01%
$881B
$560 Million 0.22% of portfolio
1,774
Q3 2025 Added 0.06%
$33.9B
$508 Million 0.2% of portfolio
2,022
Q3 2025 Added 0.2%
$37.9B
$516 Million 0.2% of portfolio
6,263
Q3 2025 Added 0.53%
$0
$395 Million 0.15% of portfolio
593
Q3 2025 Reduced 2.63%
$0
$365 Million 0.14% of portfolio
15,534
Q3 2025 Reduced 9.57%
$0
$340 Million 0.13% of portfolio
509
Q3 2025 Added 4.09%
$0
$347 Million 0.13% of portfolio
1,056
Q2 2025 Reduced 0.85%
$0
$346 Million 0.13% of portfolio
565
Q3 2025 Added 3.86%
$0
$254 Million 0.1% of portfolio
998
Q3 2025 Reduced 5.13%
$465B
$256 Million 0.1% of portfolio
1,371
Q3 2025 Reduced 14.26%
$367B
$233 Million 0.09% of portfolio
574
Q3 2025 Added 0.53%
$303B
$230 Million 0.09% of portfolio
1,483
Q3 2025 Reduced 13.17%
$47.8B
$210 Million 0.08% of portfolio
3,118
Q3 2025 Added 0.32%
$490B
$215 Million 0.08% of portfolio
1,906
Q3 2025 Reduced 2.46%

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $257 Billion
  • Prior Value $220 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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