13F Insight
DOSSIER · 13F-HR · Q2 2026

Walker Financial Services, Inc.

$323M in tracked AUM across 45 positions as of Q2 2026.

WF
CIK 0001965479 · last filed Jun 30, 2026
Total AUM
$323M
as of Q2 2026
Holdings
45
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Walker Financial Services, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
TFLO
ISHARES TR
$43M852K13.3%02
FLOT
ISHARES TR
$37M733K11.6%03
SPSB
SPDR SERIES TRUST
$29M976K9.1%04
SCHB
SCHWAB STRATEGIC TR
$27M929K8.3%05
SCHD
SCHWAB STRATEGIC TR
$27M843K8.3%06
STIP
ISHARES TR
$25M242K7.6%07
QQQM
INVESCO EXCH TRADED FD TR II
$21M70K6.5%08
RSP
INVESCO EXCHANGE TRADED FD T
$20M94K6.2%09
SPIB
SPDR SERIES TRUST
$17M500K5.2%10
SCHR
SCHWAB STRATEGIC TR
$15M597K4.6%

Filing history

2026Q2Jun 30
$323M▲ 10.6%
45 positionsView →2026Q1Mar 31
$292M▲ 5.9%
43 positionsView →2025Q4Dec 31
$276M▲ 7.4%
41 positionsView →2025Q3Sep 30
$257M▲ 16.9%
42 positionsView →2025Q2Jun 30
$220M▲ 15.3%
37 positionsLocked2025Q1Mar 31
$191M▲ 10.9%
31 positionsLocked2024Q4Dec 31
$172M▲ 16.3%
33 positionsLocked2024Q3Sep 30
$148M▲ 15.6%
29 positionsLocked2024Q2Jun 30
$128M▲ 5.1%
26 positionsLocked2024Q1Mar 31
$122M▲ 25.9%
27 positionsLocked2023Q4Dec 31
$97M▼ 6.0%
24 positionsLocked2023Q3Sep 30
$103M▲ 1.7%
22 positionsLocked
Showing 12 of 18